Portfolios

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

Hello,When entering new expenditures in the project plans, our users are required to enter the invoice number and the supplier. However, it happens that two different suppliers issue invoices with the same number, and we are therefore blocked by the tool, which does not accept two expenses with the same invoice number. How do you manage this situation?We are also considering the possibility of adding a prefix to the invoice number, but as the field is limited to 20 characters, we are hesitant to choose this solution.Thank you for your help!

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.

Hello,I am trying to integrate PV Portfolios with AgilePlace, specifically from a Project Container to a Work Item in AgilePlace, but I am unable to create the integration since AgilePlace does not have Project Containers. Could anyone let me know if it is possible to achieve this integration in some other way?Thank you in advance.

Hello,We’re beginning our journey using Portfolios’ Rest API.While pretty straightforward in its use, there is one undocumented option that we are struggling with.Using the Work endpoint API, the /public-api/v1/work query has a ‘filters’ parameter that does not have more extended syntax documentation than what we found on the Success Center The single provided example for a work item (that is, a task below PPM) is: project.Id .eq 1906This is a little odd because when looking at the project data type, there is no Id attribute, instead we’d usually use projet.structureCode or project.shortNameWe tried applying a similar filter on those attributes but always got a HTTP 400 Bad Request response. Is someone aware of a more detailed documentation on the API system used by Portfolios that would describe the filter syntax used here? Or is there a specific Portfolios API documentation available somewhere (maybe from the inner circle group)? Thanks in advance and have a nice end of week.

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

I wanted to understand how this project tracking works against planning/plan. Actual vs forecast/budget etc

  Would like to hear from Planview Customers who are currently tracking their AI Governance in Planview?  Are you using Portfolios only or ProjectPlace as well (need document storage)  How do you make a workflow that is auditable?  Best Practices Auditability is key 

We were in the process of testing mobile access to portfolios in our sandbox environment. After the update last night, the option is gone to enable it and we can no longer access it. Does anyone know what happened to it? I looked through the October release slides and did not see any information about it. 

We were recently asked what are archiving process was and we were not sure why/when archiving makes sense?   Does anyone have suggestions about what archiving criteria should be for projects and what the frequency should be?

We have email notifications enabled in Planview, but currently only for timesheet users. This is because the overdue timesheet notification is also sent to people who aren’t timesheet users but have a resource associated with their account.We’d like to enable other notifications as well, but unfortunately, Planview once again proves to have very limited options in this area, as notifications cannot be configured based on roles.One workaround we’ve considered is setting up automatic timesheets for users who are not timesheet users but have a resource assigned to them. However, this feels like yet another awkward workaround.We’re curious if anyone has a better idea or uses custom notifications (if those even make sense in this context). Any advice or shared experiences would be appreciated!

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.

Hello Community, I am trying to build a custom PPR that will send an docx report of a Project. Within the PPR template, there are some fields that I want to generate based on intake form variables I create within the custom action of the PPR. I know this can be done by creating custom fields and populating the variables within the fields but I do not want to use the custom field quota as its about 5 custom fields I would need. Is it possible to generate variables as part of the PPR intake form and pass them to the docx. If so, what is the comment reference format required within the PPR template? Here is an example of what I am using to generate the Doc Publisher but the variables in red and bold below are not populating. However, the File Name below in green, which uses variables from the custom action does work. I am certain my syntax in the template file are simply incorrect. Does anyone have any examples of how to populate the docx with variable data? GetCurrentIntegrationServerUrl

We have had a few requests lately where a leader wants to see all the projects of a certain criteria - for example:  every project using Artificial Intelligence or every project with compliance components.  These projects could be across the whole enterprise.   So far, we have been creating a new attribute on the project to enable this grouping via a portfolio.  We are wondering if there is any other way to do this?   The concern is that we will end up with quite a list of these types of attributes at the rate we are going.   Thanks

After getting an insufficient response through Customer Case, I thought I’d ask here.   When someone tries the PV link and doesn’t have access, the error received says:“To request access to Planview, Please log a Help Desk incident.  In the incident description, please include the following words:  Please task this incident to the Planview support team. Your request will be forwarded to your manager and the Planview Administrator for approval.”   I am wondering if this is the message all customers have displayed when access hasn’t been created yet?  This message doesn’t really apply to our processes so would like to change it but were told it is not possible to change.  This doesn’t make sense.Thanks .

Hello everyone,Has anyone else noticed that the RES12 - Pending Timesheets report doesn’t display missing timesheets if a resource has never submitted a single timesheet?I’d love to hear if anyone has found alternative solutions (aside from using the "Resources Never Submitted Timesheets" tile). While that tile technically helps, it adds extra work and limits our use of the out-of-the-box report, which ideally should include this data.Has anyone else been forced to use a custom solution instead of the FastTrack report because of this issue? Would really appreciate any insights or workarounds that have worked for you!

We are currently evaluating Logbook, and a question came up from one of our managers.  Once Logbook goes live, is there a way to disable the current CRI module?  Or do we have to remove permissions and disable tiles/reports?

Our Governance team is looking to update to a more “gated” process. We have seen some information on the Success Center regarding Stage Gates in Portfolios and I see that there is a Gated Work Dashboard available however I do not see a lot of information on configuring Portfolios to support this type of configuration. I am curious if others are using stage gates and how you have set it up, if you have any documentation you can direct me to, etc. We have used phases as sort of “gates” in the past and can go with that option again, but if there is a better way, or a specific way of doing it in Planview we would like to pursue/understand that as well.Thanks!Robin

I'm trying to use AgilePlace to visualize lifecycle flow of digital products (applications) stored in Outcomes structure in Planview Portfolios. My idea was to use Portfolios connector in Planview Hub, however this connector doesn't support Outcomes. Do you know if Outcomes structure elements can be exposed from Portfolios in any way to synchronize Outcomes from Portfolios with cards in AgilePlace?