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129 Topics
rzb1qs
Silver Active Participant
rzb1qsSilver Active Participant
asked in Ask the community
Viewing remaining requirement effort in resource manager's staffing screen

In our resource management process, the requirement is created; and the supervisor (resource manager) allocates.  After the allocation is created from the requirement, the supervisors often update the allocation.  The issue is that in the staffing screen, the supervisor cannot see (or at least we have not determined how to view) what remains in that requirement.  Therefore, supervisors are OFTEN over allocating to the requirement.  Bottomline is there a way to display the requirement’s remaining effort?

984
M
Planview Falcons
M
Platinum Innovator
MGMullenPlatinum Innovator
asked in Ask the community
Using Changing Date in Analytics Reporting Tile

I am building a tile to show any projects opened in the last two weeks.    Is there any way to do this in a tile?   I am using a fixed date now but this will need to be manually updated every week.  Any ideas appreciated.  

556
M
Platinum Innovator
M
Platinum Innovator
MGMullenPlatinum Innovator
asked in Ask the community
What Sets Default Work Portfolio?

I am wondering what sets the default Work Portfolio.  No matter what the last Work Portfolio I view, when I come back into Work, this one Work Portfolio always comes up.  I no longer care about it so i guess I can delete it but I’m wondering what is causing it to always be my default.  

163
pamela.sargent
Silver Community Mentor
Mario.munoz
Gold Active Participant
Mario.munozGold Active Participant
asked in Ask the community
schedule scenario planning

Is there a way to do scenario planning in a schedule without it messing up my actual schedule

442
pamela.sargent
Silver Community Mentor
Mario.munoz
Gold Active Participant
Mario.munozGold Active Participant
asked in Ask the community
Add Attribute parent level in a column

Is there a way to have an attributes parent level available to add as a column? I was hoping the Generate parent level fields would make that level available but it looks like that is only for the Primary structures. 

371
pamela.sargent
Silver Community Mentor
J
Silver Innovator
James BonfieldSilver Innovator
asked in Ask the community
Strategy Planning - Forward view of resource impacts

Each year we run a cycle of annual planning, looking forward to the next 3 years or so, assessing existing and new candidate strategies and allocating budgets - an iterative approach which can take some months to complete, balancing off the ambition vs the budget. But this isn’t just about balancing the budget - Part of this exercise focuses on the resource capacity to manage the change, and whilst this should play a critical part in sequencing and ‘doability’ planning, we're finding this difficult to perform within Planview & keen to understand how others take resource capacity into account. I assume we could make use of the functionality on ICP, but to do this, we’d need to spec out all candidate projects - using planning best practice that would mean building representative WBS's for everything, even when solutions are unclear, then creating the requirements against the WBS. Alternatively we can come up with some resource planning line for the duration of the delivery and raise

872
M
Planview Falcons
pawan.raju
Planview Falcons
pawan.rajuPlanview Falcons
published in Learn and Share
August 2024 Release Notes for Planview PortfoliosProduct Update

Hello everyone,We’re excited to share the August 2024 release notes for Planview Portfolios. This release brings several new features, updates, and resolved issues that we believe will enhance your experience with our product.New Features and Updates: Data Visualization Widget: This new widget allows users at the Planview.Me and Portfolio Overview levels to view work portfolio insights in a visual format that is quickly consumable, such as a chart or graph. User-defined Planview.Me views: Users can now create their own Planview.Me views in Planview Portfolios. These views can be based on existing views configured by administrators or entirely new views customized by the end user. Performance - Staffing: We’ve improved the resource profile query used on the Staffing screen for resource portfolios and work entities, reducing the query response time by 90-99%. Plan screen - Run Schedule logging: Planview Portfolios now logs when the Run Schedule option is executed and which user ran

2080
pawan.raju
Planview Falcons
ihuskic
Planview Falcons
ihuskicPlanview Falcons
published in Learn and Share
Unlock Seamless Project Management with Planview's Latest Integration!Product Update

Elevate your project management game with the new Planview Portfolios and ProjectPlace Connector!This powerful integration allows you to seamlessly connect your Planview Portfolios with ProjectPlace, streamlining your planning, tracking, and collaboration. Key Benefits:Effortless Syncing: Keep your plans and projects aligned with real-time updates. Enhanced Visibility: Gain comprehensive insights into your project performance. Streamlined Workflow: Reduce manual data entry and increase productivity.Don’t miss out on this opportunity to enhance your project management efficiency. Click the link to learn more and start optimizing your connected plans today!Explore the Connector

430
ihuskic
Planview Falcons
K
Bronze Active Participant
Kirsten CBronze Active Participant
asked in Ask the community
Planview Administration Guide

Hello - Many moons ago Planview used to publish an Administration Guide.  Is there a comprehensive guide today that I can download?  I struggle using Customer Success Center’s search capabilities.

2192
sunasak
Platinum Top Contributor
pawan.raju
Planview Falcons
pawan.rajuPlanview Falcons
published in Learn and Share
Discover How NatWest Uses OKRs to Drive Strategic SuccessBlog

NatWest Group, formerly known as Royal Bank of Scotland, boasts a rich history spanning over 300 years and is headquartered in the UK, providing innovative financial products and services to various customer segments. Three years ago, under the leadership of Rachel Adams, NatWest adopted the Objectives and Key Results (OKR) framework to align over 4,000 projects and 400+ multi-year programs with strategic goals, ensuring measurable outcomes at each level. This transformation, driven by the need to simplify business operations amid emerging technologies and economic uncertainties, involves an annual investment of about $1B and quarterly reviews. Planview’s Strategic Portfolio Management solution is vital for tracking progress and maintaining a single source of truth. Key lessons include understanding that OKRs differ from KPIs, recognizing OKRs as a long-term strategy, and the importance of thorough training. Moving forward, NatWest aims to enhance the connection of OKRs across the comp

260
pawan.raju
Planview Falcons
J
Silver Innovator
James BonfieldSilver Innovator
asked in Ask the community
ProjectPlace Sync

A couple of weeks ago, somebody managed to switch off the ‘Use ProjectPlace’ global setting which supports the syncing of PP cards with Portfolios (we’re still trying to work out how this happened...)That’s left us with 2 weeks worth of card updates which haven’t flowed through to Portfolios.  Many of these cards are now closed so will never be touched again.Does anyone know - Is there a way to force-sync ProjectPlace cards to update Portfolios actions?

1023
S
Planview Falcons
M
millertj2
asked in Ask the community
Best Product to Use

Hi Planview friends,Does anyone have a quick reference guide for their end users on when to use which product to use for what? We use Planview Portfolios, ProjectPlace, AgilePlace, IdeaPlace and Roadmaps.  We are a large organization so we frequently are talking about “What is Planview”, “What Product should I use for my specific purpose”, “What is the difference between AgilePlace and ProjectPlace?”.  Although I feel I have a good handle on explaining them, it does take a bit and I wondered if there was a good one pager or site to address these questions most efficiently.Thank you in advance for your help!

1132
M
Planview Falcons
M
Platinum Innovator
MGMullenPlatinum Innovator
asked in Ask the community
Frequency of Datamart Refresh

We are newly getting into PowerBI reporting and would like increase the datamart update frequency from once a day.    Does anyone have experience with this?  If so, what frequency is working for you?   Thanks!

1336
M
Platinum Innovator
partha.saha
Planview Falcons
partha.sahaPlanview Falcons
published in Learn and Share
Now Available: OKRs are now available for Work items in PortfoliosTutorial

 We are excited to announce a significant enhancement in our Portfolios product: OKRs (Objectives and Key Results) for work items are now generally available! This new feature empowers customers to create OKRs directly from work items, providing a robust framework for measuring the benefit realization of projects.What This Means for YouWith the introduction of OKRs for work items, customers can now seamlessly integrate objective setting and tracking into their project management processes. This feature includes all the powerful functionalities of OKRs currently present under Strategy [Portfolios] and Board [AgilePlace], along with additional capabilities such as connected OKRs and custom attributes. [Refer to the screenshot]Key Benefits 1. Define and Track ObjectivesCustomers can now set clear objectives for individual work items, ensuring that every task contributes to the overall project goals. This not only provides a structured approach to project management but also helps in align

530
partha.saha
Planview Falcons
R
RobinB
asked in Ask the community
Plan/Schedule "Template"

Does anyone use a “template” for their project Plan/Schedule? We use a very similar plan for a large number of our projects and it would be nice to have a template that these project plans could be built from and then dates and specifics just filled in. I don’t see a way to do that other than having a “Template” project in the system and having the PM go into that project and copy the Plan and paste it into their project. Is this the most efficient way to accomplish the task? Let me know if you have any other ideas.Thanks!!

841
bkrutiy
Bronze Product Expert
sunasak
Platinum Top Contributor
sunasakPlatinum Top Contributor
asked in Ask the community
WalkMe and Portfolios

Has anyone tried using WalkMe with Portfolios? We looked into it a while back and found it not to be worth the effort, but that wasn’t recent. I’m wondering if it has improved. It seems to me that there was something about Portfolios that made it hard to get content associated with specific screens or parts of the UI. Knowing some pros and cons would be very helpful.Questions include:Is it cost prohibitive? Does it require specific skills to set up? How much work is involved in getting it up and running? Is the maintenance load heavy?Thanks!Sue Ann Kendall

682
sunasak
Platinum Top Contributor
N
Nick Derbyshire
asked in Ask the community
Managing Requirement, Reserve & Allocation

Whilst our PMs follow good discipline on the route of Require, Reserve, Allocate, and start with the best intentions, once the project is in full flow, on going management of those assignments tend to drop off. Does anyone know of a good training page / summary, perhaps, an equivalent call out diagram to the “Elements of the Timesheet Screen” in the success centre, which can help PMs manage their assignments on their Portfolios project?

3162
sunasak
Platinum Top Contributor
B
Bruce Porter
posted in Ask the community
Pv Clients with multiple Pv Products and multiple Client Product Owners

Hello everyoneThis is my first post in the Pv Community - so all guidance is very welcomeAs a client, we use 4 Planview Products for separate and unconnected Business departments in our client company.  Each product has a client product owner and unique set of stakeholders - all unconnected. There are only two topics in common between the products and product owners  1. The vendor (Planview)  2. The nature of the tool and stakeholders (involved in change management, with the product owner in a PMO type role). As a company we have evolved organically to this position and are now exploring if and how we can manage the products collectively, interface into the vendor (Planview) centrally and where the vendor and client may be able to add value through central oversight and management of 4 products and 4 separate support models/contracts. First question then is whether other clients have a similar experience to ours and if so, the second question is around if/how you have established some

280
B
M
Platinum Innovator
MGMullenPlatinum 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!

1095
sunasak
Platinum Top Contributor
K
Bronze Active Participant
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.  

363
K
Bronze Active Participant
P
Patrick
posted in Ask the community
Planview Feature link with Facebook

Is there an option?

211
sunasak
Platinum Top Contributor
Y
Planview Partner
Yenny MorenoPlanview Partner
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

251
M
Planview Falcons
J
Silver Innovator
James BonfieldSilver 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 

572
A
Platinum Active Participant
J
Silver Innovator
James BonfieldSilver 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?  

992
J
Silver Innovator
Mario.munoz
Gold Active Participant
Mario.munozGold 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?

534
pamela.sargent
Silver Community Mentor

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