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130 Topics
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
M
Platinum Innovator
MGMullenPlatinum 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?

2254
J
Silver Innovator
A
Platinum Active Participant
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!

1037
sunasak
Platinum Top Contributor
J
Silver Innovator
James BonfieldSilver 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

783
J
Silver Innovator
A
Platinum Active Participant
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. 

8675
A
Platinum Active Participant
partha.saha
Planview Falcons
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

4291
A
Platinum Active Participant
A
Platinum Active Participant
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.

2484
pamela.sargent
Silver Community Mentor
SethPiper
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.  

1162
Thbutler
Silver Product Expert
W
Bronze Active Participant
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!  

271
sunasak
Platinum Top Contributor
pamela.sargent
Silver Community Mentor
pamela.sargentSilver Community Mentor
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

20710
D
N
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

2679
D
J
Gold Active Participant
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!

1074
J
Gold Active Participant
pamela.sargent
Silver Community Mentor
pamela.sargentSilver Community Mentor
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
M
Planview Falcons
N
Nick Derbyshire
asked in Ask the community
Project Assumptions

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

191
M
Planview Falcons
D
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?

503
Laurent
Bronze Active Participant
J
jkaschke
asked in Ask the community
What are best practices for adding Resource Roles to a template in Portfolios?

We have templates that we would either like resource roles or teams to be part of the current work templates. Wanted to know best practices on doing something like this. Thanks in advance!

2244
W
Bronze Active Participant
L
LucyWilkin
asked in Ask the community
Available Capacity

Hello,  Hoping someone can help us please- We want to change everyone we have in Planview portfolios, so that people can only book 70% of people’s time, so that we are protecting 30% for other activities.   I know we could add everyone the activities in but its a big admin job, I have seen on other questions on here, that you can amend calendars but this looks to be for individuals (please correct me if that is wrong and it can be done for everyone in one go?) Thanks!  

621
pamela.sargent
Silver Community Mentor
Thbutler
Silver Product Expert
ThbutlerSilver Product Expert
asked in Ask the community
Equivalent to Multi_Attributes table for Resources

We’ve just implemented the Skills attribute for our resources and wanted to start doing some reporting.  I’ve been digging through the documentation on the Success Center and while there is a table where the work multi-select fields (MULTI_ATTRIBUTE), I can’t seem to find where the equivalent table exists for Resources.  Any ideas?  We are looking to add the Skills to the Resource Portfolio Dashboard.

993
sunasak
Platinum Top Contributor
pawan.raju
Planview Falcons
pawan.rajuPlanview Falcons
published in Learn and Share
Tips and Tricks Video: The Staffing Screen (formerly known as Resource Management & Assignments)Tips & Tricks

Planview Community,In this post and corresponding video, we will delve into various Resource Management tips and tricks that will empower you to leverage Planview's capabilities to their fullest potential. Let's dive in!Get the Most out of RMA by Using the Group By Pivot: By Pivot feature in RMA, resource management assignments can be efficiently managed by organizing data based on various criteria such as work name, resource name, or entity type. The sliding option allows for easy pivoting between different groups, while also enabling filtering by date range for a consolidated view Identifying Over- and Under-utilized Resources: By leveraging the Group By Pivot feature with criteria such as resource name and work name, users can analyze resource commitments versus capacity on a date-wise basis. This enables the identification of over-utilized resources facing excessive demand or under-utilized resources with capacity remaining unfulfilled What projects are my team working on: By pivot

2030
pawan.raju
Planview Falcons
pamela.sargent
Silver Community Mentor
pamela.sargentSilver Community Mentor
asked in Ask the community
Time Periods by Month

Curious what PV customers have their time periods setup to end at the end of a week AND end of the month.  We are exploring the option to set our time periods so they also end at the end of the month, which means that a time reporter may have to submit two timesheets within one week if that week is split between months.  What are the hidden pitfalls we could run into by doing this?

3047
Laurent
Bronze Active Participant
P
paigecarlson
asked in Ask the community
0 values not displaying in column sets in numeric fields

Does anyone know if there is a way to display the 0 values in column sets. We have numeric fields where the value can be value, in the field it says 0 but when you look at it from a portfolio in the column sets it just displays as blank

382
pawan.raju
Planview Falcons
Thbutler
Silver Product Expert
ThbutlerSilver Product Expert
asked in Ask the community
Resource Portfolio only with resources with outstanding or disapproved timesheets

We’ve started using the Targeted Subscriptions to sending missing timesheet reports on Friday’s to our managers.  So far this is working well, but we can’t set the parameters to change the week.  We’d like to send out a report first thing Monday morning to managers on who has not submitted timesheets for prior weeks.  If we run the same job stream on a Monday it includes timesheets for the current week,We want to use the Targeted Subscriptions as we’ve setup a query that is based on Job Role.  This makes it so we don’t have to manually maintain the To and BCC fields that are on a started subscription.  The idea is this is automated and we don’t have to fiddle with a mailing list and can re use the same job stream.Is there a way to create a resource portfolio that ONLY contains resources with an Overdue or Disapproved timesheets?  Or has someone developed a solution that does something similar? 

28114
Thbutler
Silver Product Expert
Thbutler
Silver Product Expert
ThbutlerSilver Product Expert
asked in Ask the community
Turning of Quality Ranks

We just started using the Skills alternate structure with in Portfolios to allow PMs to fill resource needs easier.  We are about ready to roll it out but wanted to turn the Quality Ranks off or hide the drop down.  Is there any way to do this?  I don’t see any option on a configured screen to hide the drop down nor an option to turn it off from System Options.  Is the only way to get rid of this to delete all the ranks?

292
Thbutler
Silver Product Expert
pawan.raju
Planview Falcons
pawan.rajuPlanview Falcons
published in Learn and Share
From Spreadsheets to Speed: Learn how Global Logistics Giant Revamped Project Management using Planview Portfolios.CaseStudy

Imagine coordinating thousands of projects across nearly 2 million square meters of warehouse space and 155,000 employees worldwide. That's the challenge faced by the Supply Chain group of a leading delivery and logistics giant. They needed to overcome their outdated, spreadsheet-based project management system and adopt a more agile approach.The Problem:Lack of visibility into day-to-day project activities hampered global collaboration. Spreadsheet management grew cumbersome and error-prone with numerous projects and team members. Traditional methods couldn't keep pace with the dynamic nature of their work.The Solution:Enter Planview Portfolios and Planview ProjectPlace, a combined force for project portfolio and work management. This powerful duo delivered:Real-time visibility and mobile management: Teams gained instant access to project plans, progress updates, and communication via a user-friendly interface, even on the go. Effortless collaboration: Built-in chat features streamlin

310
pawan.raju
Planview Falcons
partha.saha
Planview Falcons
partha.sahaPlanview Falcons
published in Learn and Share
Auto-Populate Timecards from Portfolios & AgilePlace to Reclaim Time

Auto-Fill TimeSheetPlanview Community,We all know the struggle – timesheets. They're a necessary evil, but that doesn't mean they have to be a time-consuming burden. What if you could automate them and free up valuable hours for your team?You have a hidden gem at your fingertips: Automatic Timesheet Population! This powerful feature can transform your workflow by automatically populating timesheets directly from your project schedules.Say Goodbye to Manual Data Entry:Imagine the relief of eliminating tedious manual data entry for timesheets. No more copying and pasting, or wrestling with forgotten hours. Automatic population ensures accuracy and saves you significant time.Boost Efficiency and Reduce Errors:By automating timesheets, you streamline your workflow and minimize the risk of errors caused by manual data entry. This translates to improved efficiency and reduced frustration for everyone involved.Focus on What Matters Most:Reclaim the time you used to spend on timesheets and ded

2460
partha.saha
Planview Falcons

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