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MGMullenSilver Innovator

asked in Ask the community

Frequency of the Progressing Engine Running

I have posted before that our users are struggling with the progressing engine. Currently it runs every Sunday evening. We are considering reducing the frequency that it runs to monthly. Has anyone else done this? Thanks!

855

4 months ago

Jacob LemosBronze Active Participant

asked in Ask the community

How to get Planview.Me and Planview Admin enabled?

We update our test environment to version May 2024 so we could start testing out Planview.Me & Planview Admin. I looked in the success center on how to enable it but can’t find anything. I also tried logging into https://id.planview.com but I am having no luck by resetting my password or using my credentials. Do I need to create a new ticket so this can be enabled? I am just curious if anyone else has had this issue.

1066

4 months ago

pamela.sargentBronze Product Expert

posted in Feedback and Ideas

Encourage all Portfolios users to review enhancement requests in IdeaPlace

I’m sure most people are aware of the enhancement request campaign in IdeaPlace for Portfolios. Curious how often do most go out and review what has been submitted or recently updated? There are a lot of great ideas out there, but in order to get them pushed up the Product team’s priority list we need to ensure we are voting on ones we feel are important to how our companies use the tool. I, personally, review the list at least twice a month so I can be sure to know what others are asking for to help push the votes of on the ones I feel are most beneficial to how we use the tool. Link to the campaign: https://e1.spigit.com/e1prmcontinuous/Page/ViewIdeas When I review the list I tend to sort it by “Modified” so I can see the ones that have been updated recently. Sometimes I’ll also switch my sort over to “Posted” to ensure I see any recently posted ones as well. This helps if older ones have had recent updates, which push the newly posted ones down the list.What are some of your best

220

4 months ago

Kirsten CBronze Active Participant

asked in Ask the community

Global Link URLs too Long

I am looking for an option that will allow me to create URLs as a Global Link in which the URL does not take up two lines. Is that possible?Help is greatly appreciated.

303

4 months ago

Patrick

posted in Ask the community

Planview Feature link with Facebook

asked in Ask the community

How can we create a planning portfolio where capacity is given with one financial model and demand with another financial model?

We have two financial models, one for programs and the other for projects.When we do the planning portfolio in the capacity part, we select a program and the financial model of programs appears naturally.In the demand part a predefined project financial model appears and I cannot select the new one I created

231

4 months ago

James BonfieldBronze Innovator

asked in Ask the community

Any users of Enterprise Architecture and Portfolios who are taking the June release?

We’re just testing the June release of Portfolios and see the Product Switcher ‘enhancement’ that brings access to the associated Planview Admin modules means we no longer have the ability to navigate directly from Portfolios to EA (EA is not yet on PV Admin).Has anyone discovered an alternative workaround to this which doesn’t involve giving our EA users different URLs to manually navigate to?This seems like a significant oversight and is potentially a showstopper for us taking monthly updates until it is resolved! I’d be keen to hear Planview’s reasoning as to why this navigation to EA has been lost, or what alternatives can be provided

512

4 months ago

James BonfieldBronze Innovator

asked in Ask the community

Scheduled Finish AND Actual Finish

In what seems like a never-ending task of hunting down Resource Managers who keep corrupting our Project plans through various shortcuts they’ve found, I’ve just run into a new symptoms I’ve not spotted previously and have no idea how they’ve done it.Here we have resource allocated with a Scheduled Finish date AND and Actual Finish date - My understanding was that, whatever you do within Planview, it’s one or the other. Task is Open/Active, resources have previous time recorded against the requirement, and views from the PM that somebody has recently gone in and messed up their plan. This is a scenario which I just can’t reproduce. Anyone any clues what they would have done to drive different dates into each?

642

5 months ago

Mario.munozSilver Active Participant

asked in Ask the community

Subscription notification

Is there a way to get a notification on a subscription to know if it successfully completed or failed?

424

5 months ago

MGMullenSilver Innovator

asked in Ask the community

Progressing Engine Use without Timekeeping

HI, we are using Portfolios without Timekeeping and with spotty Resource management usage. Our PMs are struggling with the Progressing Engine (and Scheduling Engine) moving task dates. We are considering if we should turn off the Progressing Engine because we are not sure the value for us. Has anyone turned it off or is considering doing so?

1704

5 months ago

AgrantPlatinum Active Participant

asked in Ask the community

Planview .ME Roadmap?

Hi - Is there a defined Planview.ME roadmap to see what widgets are being made available to Planview.Me and when? A lot of stakeholders were expecting a bit more to be released after some of the demos/news about Planview.Me. I also question if it’s worth it to introduce Planview.me to our stakeholders without knowing if we’ll be getting new widgets, what those widgets will be, and when they are planned to be delivered. Any information on this would be very helpful, Thanks!

647

5 months ago

James BonfieldBronze Innovator

asked in Ask the community

How do you Support PMs with Financial Tracking?

We’re keen to understand whether anyone else has experienced the same issues we have with financial tracking and how these have been overcome (within Planview or through other solutions) - please share your experiences below!We’ve been running Portfolios for 18 months now and one of the greatest omissions from our config and subsequently one of the biggest areas of feedback and pain points for our PM community was a solution to manage transactional level financial planning and tracking within Planview, forcing the active ‘source of truth’ back on to spreadsheets and creating duplication, rather than simplification. Let me explain! In Portfolios, our Finance Details screen has been set up to reflect our corporate financial accounting structure. This is great - each month we can upload the actuals directly from the General Ledger and into Planview with no manipulation and can reconcile transactional level costs back to (overly complex) GL reports as required. BUT holding forecasts and

663

5 months ago

AgrantPlatinum Active Participant

posted in Feedback and Ideas

Planview University - Additional Certifications

As of today, in Planview University I only see the following Certifications for individuals to obtain:Planview Connected Project Delivery Certification - Portfolios + ProjectPlace Planview Viz Professional Certification Planview Flow Framework Professional CertificationIs there any plans or defined release dates for rolling out more “certifications”? Specifically, I’d be very interested in certifications related to AgilePlace, Planview Hub, Portfolios, Portfolios Integrations and APIs.

5175

5 months ago

dpraneeth

asked in Ask the community

Discrepancy in Resource Hours in Plan vs Staffing screens

Users are experiencing discrepancy in the allocations when viewing in days/FTE values in Plan vs Staffing Screens.Context: For Permanents they have 35hr/week calendar and for contractors they have 40hr/week calendar. When a permanent resource is allocated 100% on a project they are showing up as 17.5d in Apr 2024, whereas same resource in Staffing screen is showing up as 20.0d.Is there any way to make sure both screens follow same calendars and avoid confusion?

14615

5 months ago

santoalgeri

asked in Ask the community

Disappearing dependencies

Just wondering if anyone else is having an issue of predecessors being deleted when moving a task in Portfolios? Just moving or cut/past of task to any other location and the the link is gone.

290

5 months ago

partha.sahaPlanview Falcons

published in Learn and Share

How To Track Actuals and Forecast Financial DataTutorial

In Portfolio and Resource Management, the "Actuals/Forecast" version is almost universally present. It consolidates both "Actual" data, typically sourced from timesheets, and "Forecast" data, often derived from resource requirements, reserves, and project allocations. This amalgamation offers a comprehensive overview of the project, encompassing expenditures incurred to date alongside estimated future expenses....Data within each financial plan version is organized into monthly periods. Put simply, past months house actuals, while future months hold forecasts. The current month reflects actuals up to the latest financial load, transitioning to forecasts thereafter.You might ponder, how do we distinguish between actual and forecast data within the current month? Though many financial managers tend to focus solely on end-of-month information and seldom delve into mid-month statistics, there's a solution. The optimal approach involves completing a financial load for a separate financial v

2371

5 months ago

AgrantPlatinum Active Participant

posted in Ask the community

Custom Mass Update/Upload Tool

Hi All, Has anyone had any luck or experience developing a Mass Upload/Update tool on their own to interact with Portfolio’s open API’s? I heard someone mentioned in another forum that they knew of a few companies that got this to work. I know Planview utlizes a tool themselves to update attributes in Mass from an excel sheet (or at least it’s prepped in a custom excel sheet). It would really help out with support if we were able to make these changes to any attribute, structure, resource information. Just curious if anyone had any luck incolving any of this.

1404

5 months ago

SethPiper

asked in Feedback and Ideas

Email Notifications in Planview Portfolios for Change Requests to Include Work Name and Other Details

When a CRI stakeholder receives an email, there is very little detail of the CR. Risk or Issue, and when clicking the link to approve, there is no detail, just approval screen. For someone to see which project it is associated with, they have to click more than one link to see the information needed. This process is not good for executives that are less familiar with Planview Portfolios. We would like to be able to add additional information to notifications and approval screens.

962

5 months ago

wingor2Bronze Active Participant

asked in Ask the community

Scripted Dialog to Populate PP Head Admin Field

We’re fielding a request to automatically populate the PP Head Admin Field with the LC Administrator. I know that if no PP Head Admin is selected, it would default back to the LC Admin. However, in this scenario, we have a configured screen where user can designate someone else as the PP Head Admin. The request is to have PPM Admin default to the LC Admin in that screen just for clarity for the user to see that LC Admin is the PP Head Admin. Easy to do with alternate structures, but not seeing options for LC Roles in scripted dialog config. Thanks to anyone that has run across this!

241

6 months ago

pamela.sargentBronze Product Expert

posted in Learn and Share

Any lessons learned for migrating Portfolios to new AWS server

We are scheduled to migrate our Portfolios environment to the new AWS server. Just thought I would reach out and see if others have already gone through this process and if there are any lessons learned. Thanks in advancePam

19510

6 months ago

niamhmartyn

asked in Ask the community

How do you track non-project time?

Hi everyone, Just looking for some thoughts on how you manage the tracking of non-project time, where you have resources who work on projects but are not 100% project resources. How best can you account for this non-project work in Portfolios? Any guidance would be really helpful.Niamh

2329

6 months ago

johnmarineGold Active Participant

asked in Ask the community

Historical Requirement

Hi -- has anyone found a way to find/ track old requirements after you run progression? My current understanding is that all “un-allocated” requirements are wiped from both the Plan screen and the Financials screen when Progression is run. In a similar sense, has anyone had luck separating allocations from requirements on the Financials screen for the Recourse Account? Thanks!

734

6 months ago

pamela.sargentBronze Product Expert

asked in Ask the community

Functional Estimating

Does anyone use the Functional Estimating capabilities within Planview Portfolios? We are looking at this and although there is documentation on CSC I’m not finding it incredibly helpful. Would love to know how this is working for others, would you suggest the functionality to other PV customers, any gotchas or capability gaps?Thank you!Pam Sargent

434

6 months ago

Nick Derbyshire

asked in Ask the community

Project Assumptions

Interested to hear how other customers record project “Assumptions” in Planview Portfolios.

181

6 months ago

dpraneeth

asked in Ask the community

ekeys in Portfolios

Is there any guide or references which this community can redirect on how to form ekeys to utilise in Portfolio Webservices?For instance, ILaborRateCardService2 and Read Service will need input string like below: <arr:string>ekey://8/LaborRate_1/RateCardExtr001</arr:string>Where can I get more details on how to create there ekeys?

273

6 months ago

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