Portfolios

Dear Community Group,Due to changes in CBS1, we had to add a new layer. That's where the trouble began - we needed to modify the association of financial elements with CBS1. After quite the adventure, we successfully made the changes. Neither we nor CustomerCare can see any elements that still have financial data and running queries returns no results.However, when trying to use the Insert/Paste Under function, we get the following error:"Insert/Paste Under not allowed because Structure is used by financial planning."Has anyone encountered a similar issue? Financial data has been cleared, and all checks come back empty. If anyone has faced this and found a solution, we'd really appreciate your insights!CustomerCare hasn’t been very helpful beyond referring us to consulting, which, according to them, uses the same verification tools they do.Thanks in advance!Michal 

We have a unique actual time billing process that requires us to pull actual time data from Planview Portfolios before the end of the month for some, but not all of our groups reporting time.  This is typically in the last week of the month.   We attempt to use the Cutoff Date to limit user’s ability to disapprove and edit timesheets that have already been billed.  Other groups however,  do not bill and would prefer to apply a different cutoff date,  typically further in the past.  We don’t see a way to adjust cutoff dates by Providing Org, Resource Node, or some other Resource Attribute.   Curious if anyone has a similar Use Case and/or ideas to solution this scenario.  

I am curious what other customer do to provide read/view only access in Portfolios.   We have two types of roles but neither is quite right.   We go between the Team member role but that roles doesn’t allow access to Strategy and Programs or a Requestor role but this role doesn’t allow the user to create/maintain portfolios.    We would love to use the Requestor license more but are worried about the administration of the portfolios that is needed to support this type of role.     Any thoughts appreciated.

Hello.  My use case is that a) I need a means to pull financials (rates) being forecast for individual resources by activity / project.  I know I can leverage RES24 which you can total up costs and list the rate associated with resource (by activity / project) but the monthly view appears to only allow views for hours, days, and FTE.  I’d like to quickly see costs.   To that end, my second (and most important) use case is that on top of that I would also like to include actuals for months prior in the year.  Again, RES24 can do this but the actuals appear on another line on the report versus the same line which lists the work, prior hours, and future allocated hours.  Any way around all of this or perhaps a different report?  Thank you!!

Hi all,Has anyone successfully restricted users to only Add and Modify the Task’s Planned Expenditure without allowing them to Delete? We aim to enhance our security in this area, as deletions are impacting other integrated systems.Any insights would be greatly appreciated.Thank you!

We have a few users testing importing projects from MS Project to Portfolios using the MS Project add-in.  When trying to upload a MS Project plan (.mpp) to Portfolios, users are experiencing an error that I’m not sure how to troubleshoot. “-General Failure: Unable to update projects with tasks:  Index was out of range. Must be non-negative and less than the size of the collection .Parameter name: index” Anyone have any tips on what could be causing this error?  Thank you,Sonia Varney

 Streamline your workflow with these essential Logbook tips for Planview Portfolios and ProjectPlace. Discover how to effectively track tasks, manage risks, and document your progress.Accessing & Navigating Logbook: Where to Find It: Planview Portfolios: Look for the "Logbook" tab on your work or strategy screens. Planview ProjectPlace: It's located on the "Logbook" tab within your workspaces. Custom Views: Easily switch between different views by clicking the current view name in the top right corner. Select "Show all logs" to see everything! Filtering: Need to find specific logs? Use the filter icon to narrow down your results by criteria. Clear filters with the "Clear filters" button. Creating & Managing Logs: Creating New Logs: Click "+Create" and choose the log type. Assign logs to team members and associate them with relevant items (work entities, strategy entities, cards, activities, milestones). Remember to search for assignees and associations

Hi All,Recently we experienced missing data in table ip.vw_exch_rate_change_point, which is a key financial table as its used via function: pfn_exch_rate_on_date to convert from one currency to another, and interested to know if this is isolated to us, or not?

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?

Is there a way to capture hours on a salary employee that is more than 40 but only capture cost for 40 in the financial plan. We want to understand the true hours people are working on projects, which can be more that 40 hours but we also need to have the financial plans recognize the true cost for salary employees (which will always be 40) This can not be a global setting because we have Salary, Fixed Fee and Time and Material employees.  Thank you 

We had been struggling with what we thought was a bug in the OOTB Work Dashboard.  Sometimes the number of projects on the dashboard against the datamart didn’t match the number of project shown in the active portfolio run against the transactional dashboard.  We knew the mismatch was not related to any refresh timing.  Further we could see that the data was actually up to date in the datamart.We were told by a PV reporting consultant that this is actually a “feature” and the reason for this is due to a portfolio itself needing to be refreshed/rerun.   So if you try to run the dashboard against a portfolio that hasn’t been run recently, it’s like the data will be stale in the dashboard view.    Have others seen this issue and do you have a workaround?  This is totally unacceptable and it is really tough to explain to end users who want to understand why the data isn’t lining up. 

Does anyone have any suggestions for entering time in bulk for a group?  We have a need to capture the hours associated with some groups outside our normal Portfolios Users and Resources.  We can easily create a Resource and call it “Contractors” or “Marketing Team”, but if we have another User enter time for the entire team on a weekly timesheet, we are limited to a maximum of 168 Hrs (7D * 24Hr).  We don’t need or even want the detail down to the names.  We would like to be able to enter using timesheet functionality and view the effort within our existing timesheet reports. FWIW - This portfolio is not part of an automated financial load and is not intended to be loaded into the financials for the work.

Does time entry require resource to have read write access to their resource record?In our resource management process (because resource has RW access to their own resource record), that resrouce is able to modify their utilization for each project they are allocated.  Our desire is that only the supevisor (resource manager) should be able to modify these allocations.  Any inputs or suggestions in Customer Solution Center are appreciated.Joe

 Good day, We desire to update the Changes, Risks, and Issues Tabs that are available for Work Entities. I have found this article on the Planview Customer Success Center which goes over these 3 tabs, including information on how users can customize the attributes and order displayed here. It is a nice feature that the users can update these views to their own preferences - however we are seeking a way to set up a default selection & order of the attributes displayed on these screens.  I have been digging through the success center and different admin screens to no avail. Can anyone help me locate where I can access these options, if they exist? Ideally we would have a set of default selected attributes and order when a user accesses any of these 3 screens from their project, so that key attributes are immediately visible and easily accessible: Then users could use the following options to select additional attributes for display that they may want to track:If anyone could provide

Have just installed the Power BI portfolio dashboard in Planview Portfolios and in the project details drill down I have missing data under some fields. In the screenshot below you will see that the Work Manager and the Work Sponsor  are unassigned and I’m not able to identify where these are being drawn from in Planview and how to ensure the fields are populated.  Any ideas welcome. thanks 

Howdy,We are currently trying to simplify our Change Control process. It seems we keep having problems keeping our plans and financials correct when we are going though the Change Requests. Curious to hear how everyone else handles Change Requests.

I currently have 4 finance model versions.  I am trying to set up a model which displays the combination of Actuals for past months and Forecast for future months.  This data I am loading manually directly into 2 separate versions. Is there a way I can get this data to display in a single combined version?

Hi everyone.I’m developing automated functional tests to speed up our validation of Planview Portfolio upgrades and so far it’s going well.  The tests automate user interactions with Planview Portfolios and verify that the screens/pages look as expected with respect to UI elements on said pages, but I’ve hit a roadblock with automating the creation of Work from the My Overview screen as the automation is unable to identify dynamically-created UI elements such as popup menus.For example, when I click on the “New” button a popup menu appears with the options Work, Strategy, Issue, Risk, Change etc, but the underlying webpage DOM element for that popup menu cannot be easily identified as it’s created dynamically and doesn’t have any uniquely identifying HTML5 element attributes such as “id” or “name” or even “class”.  This means that my automated test cannot execute that basic workflow and that complete automated functional testing of PV Portfolios is not possible.I’m hoping that what I’v

One of our departments would like to be able to add comments to the Active Lifecycle Steps tile. They monitor the work and want to keep track of why an active step has not been completed for some time.  I tried creating a copy of the Active Lifecycle Steps tile and adding a field to it, but have not been able to do so successfully.  Has anyone else done something like this and could assist me?

Our company would like the following features added to Portfolios particularly the Issues recordsAbility to set up a specific Column Set in the Issues Grids Have editable and viewable controls over the columns - similar to portfolio view Auditing on ANY field (not just alternate structures) to capture history of the value/value changed/ who changed/datetime This is Critical for SOX compliance

I’ve been searching for better understanding of allocation schedule finish dates that pass, and time can still be reported. When a resource allocation schedule clears out in the Plan screen, resources can still report time, even if the schedule no longer exists.  After finish date passes, and progression runs the schedule line clears out. The task remains on the resource’s timesheet, and hours can still be reported. It is unclear to me why time can be reported to a project without an existing allocation.I’m told this is by design, if time has already been reported for a project, the user can continue to report time for it even if schedule no longer exists.My questions are do others experience this, and if so, are you simply communicating to the PMs to open the plan screen to monitor allocation schedules that are now blank? Or monitor using the Schedule v Actual report? Is there a configuration setting I am missing?

Good Afternoon:When using development to massively load UI PATH users in the Ecopetrol Production environment, an error is occurring since it is not connecting to the browser as shown below: The instructions indicated directly on the portal https://success.planview.com/Planview_Portfolios/Fundamentals/Robotic_Process_Automation_(RPA)_Robot are followed, however it is not possible for the loading to be executed which can significantly optimize times. . user creation.

Last month we had to update everyone’s email address in Planview. This was easy for us to do as we just had to export all of our users in Planview Admin to a csv, update the email address and import it back. We were able to keep our old email addresses in Portfolios and in Agileplace as we were able to use the map to function in Planview admin. After the December update in portfolios, the Planview Admin and Portfolios email addresses have to match in order to authenticate. 

We have added a Financial version called Actual Project Spend, where we are reporting "actuals" on projects, rather than using the Forecast Period date and letting Planview calculate the forecast / actuals based on that date.   No forecast costs are entered in the Actual Project Spend version. We are creating a custom version of the WRK14 report and our use of the Actual Project Spend version (FM: Working Version used when generating the report)   is causing the Forecast to Complete (and thus, the Forecast at Complete) to not calculate correctly.  I don't see a way to remove these columns from this report.   Is there a way we can change how they are calculated (or remove the columns completely) in the Financial Summary section of this report?  

Hi All,We like to create a report that can be downloaded into a PPT. However, instead of the standard blank PPT in Portfolios, we would like use a custom PPT template (company wide standard template).Does anyone know if this is possible?Thanks,Craig