Portfolios

Hi  We are using Strategy and Work structures to capture programs and projects.  We now have a need to capture a level between program and project, and I can’t think of a possible way to do this. The requirements are:  Large program - we need to capture attributes about the programme detail, including RAG status and financials, milestonesSub program - these make up elements of the the larger program and we need to capture attributes about the programme detail, including RAG status and financials, milestones.  The financials of the sub programmes will be rolled up from the projects associated to the sub programme, and will then roll up to the large program.Projects - projects will be associated to the sub programs, with the standard capture, plan, resource, financials etc. We know that we could create the “sub programmes” as program entities and use a portfolio view to view all the relevant grouped information, but this would not allow us to capture financials and milestones at the larg

Does anyone know if there is a way to clone a Portfolios Project of copy the project to save time with repetitive attribute population, creating a plan with requirements?

We are trying out managing project details in portfolio and project place.  One issue the PMs run into is that the dates seem to randomly change.  Is there a document that shows how dates are affected in the workplan.  Or the best settings to not have items affect others.  I know this may not be best practice but we need the team to understand why their plans change. 

Currently when we create a project the Progression Options for Allocations is set to “Respect Finish Dates”.  Based on the needs of our organization we have been setting this to “Expire Effort and Respect Finish Dates”.  Is there any way to make Expire Effort the “default” setting for when we create new work items?  Or do we have to remember to change it as part of our new project process? 

At Moffitt we are trying to find out how other organization are tracking their time for Pre-project planning. We want to create a standard process for this type of work.

Hello fellow community members,I have 2 questions.I want to add a folder under “Dataset Management”.  I have Planview.me under planview admin. I am trying to enable it in sandbox, which is already enabled in prod. I would request anyone to assist or guide me in fixing the above 2 issuesAppreciate your response. 

Dear Community,We are having issues with Job Stream teking x25 longer than usual and timing out due to the following errors log in the log files.“Skipping Financial Plan. Reason = Error for field AltStructureKey: Execution Timeout Expired.  The timeout period elapsed prior to completion of the operation or the server is not responding. { Source Row='0';  }” Has anyone had this issue and know how to resolve? Kind regards

when configuring a new screen and selecting Add Component, the internal reference link an basic info are greyed out, why is this and what can I do to use them? 

Hi All,  I’ve been requested by my users if the secondary Navigation bar in the work view can be edited or reordered?  At least change the order across the bar?

Hi All, I am looking for you expertise - please help.We have weekly timesheet time periods. We submit and automatically approve our timesheet on Friday CoP or on the last day of the month. Progression runs automatically every Sunday night and at the end of month.Finance consolidates the timesheet actuals at the end of each month (extracting data from Planview).We want to lock timesheets so that they can no longer be disapproved/edited once the month is closed.We can disapprove/edit timesheets for the current and future months but not for last month.How can I do this in Portfolio please???How to you lock timesheet / cut off period etcI look forward to your help on this.Many thanks in advanceTony. 

I am wondering whether anybody uses this Backlog functionality within Portfolios for waterfall projects or is this mainly used for Agile projects?

Looking for way to Emil time approvers based on the who is reports to field to get a notification when their employees have timesheets that need approved

We’re starting to look again at managing dependencies using successor/predecessor relationships across projects/work items.  In the past we’ve avoided this due to the risk that a single change from a predecessor project could have a ripple effect across the entire portfolio, impacting everyone’s plans with no control or obvious ‘root’ cause.  However I’ve recently been led to believe that there are global parameters which can be set to restrict this ability to reprofile downstream plans as a result of a planning violation without a direct confirmation from the owning Plans PM if dependencies fall out of line, instead some kind of warning or notification is launched.  Has anyone used, this? If so I’d be keen to see some support material & any downside impacts that such a constraint may have on, for example, progressing engine processes, wider plan scheduling or CPM

When I export Logbook items to Excel or view them in Work Portfolio Dashboard I can view the ‘create date’. However when I view my Logbook items from the view in Portfolios I can’t see the ‘create date’  or ‘last updated date’ and see no option to add these fields to the view.  It seems like a fundamental requirement to have this data displayed.  Is there something I’m missing? or is this functionality not available?

I have created a report using Report Builder, but when I add it to a tile for a Work Portfolio, it does not recognize the active Work portfolio (all work items are pulled instead of just work within the current Work portfolio).  Does anyone know how I would make my report recognize the Work portfolio?  How about if I want to run it for a single Work entity/item?  I suspect it is in the Report Builder parameters, but I’m not sure how to code it.  Thank you in advance. 

I’m looking for a report or resource view to identify overallocated resources working on a collection (portfolio) of projects.  The Staffing view for a single project (work) is perfect.  It shows remaining capacity and includes work both on the selected project as well as any other projects where those resources are allocated.  I’m looking for the same view, except I want to select a work portfolio to identify the resources to review.  WRK29 - Resource Utilization sort of does this, but it is a bit cumbersome.  Does anyone know of another report or screen that I’m missing?  I know I can get there with a custom Power BI report, but I’m hoping that there may be a simpler option.

Looking to add a CUSTOM long text data field to the ODATA feed that I can use on my Power BI portfolio dashboard.  I’d like to add it to the Project Dimension but I cannot get the SQL working correctly.  I have tried this, isNull((select s.description    from ip.structure s    where s.structure_code=pv.overall_stat_comm), 'Unassigned') as [Overall Status Assessment] and I have tried this,(select STRING_AGG(CONVERT(NVARCHAR(max),line_text), '') within group (order by isnull(line_number, 1) asc)from ip.long_textwhere key1 = 'overall_stat_comm' and key2 = pv.ppl_code) as [Overall Status Commentary]As you can see, i’m feeling around in the dark here so any assistance greatly appreciated.

I am the Admin for our organization and I have a need to see who created a work Portfolio.  How do I go about seeing that information.

We’ve recently implemented Logbook and configured it with our PowerBI dashboard. For the Risk type log we mimicked the values for Response Strategy and Escalation Level in both Planview Admin and also in Portfolios. Problem: On the Risk Matrix report page in PowerBI (on the bottom Table visualisation), Escalation Level values are populating however Response Strategy is not.   Strangely, on the ‘risk by Response Strategy’ Funnel visualisation, the values are appearing correctly (see below). I appreciate suggestions or help in troubleshooting. (I’m a PowerBI beginner)

I’d be keen to hear from any Planview customers who have particularly complex Role hierarchies and Rate cards to understand how you cope with all of the day to day maintenance.We have around 10,000 resources, split across 350+ roles with a constant demand for more to be added. Associated with this is a need for more accurate cost recovery, so an ever-increasing number of rate cards which would potentially run at an individual level or using multiple attributes which Portfolios doesn’t appear to support. Combined with a constant churn or individuals between roles and timing impacts of when individuals can move roles without impacting their timesheets, this is becoming a challenge which will ultimately be unsustainable.With the benefit of hindsight I think it’s fair to say we may have structured our resources differently to limit/standardise the number of roles and that’s currently under review, but what I can’t understand is how we can address the Role and Rate management in a way that

This is more directed specifically at Planview but good awareness for other customers as well. When utilizing SOAPUI calls there are some characters that cannot be passed. It is our understanding that per Planview's security rules that PVMaster password can no longer be something the customer identifies but instead an autogenerated password that Planview creates and then advises the customer on what that password is. When using this new password within SOAPUI calls it has to be wrapped in CDATA tag because of the characters needing to be passed.  Why would an autogenerated password be created that violates character rules?  Ideally this would exclude some characters so this additional step is not needed.I thought about adding this as an enhancement request but my assumption is that the number of participants within that campaign that understand this technical component would never allow it to reach the required number of votes to be reviewed further.  If that assumption is wrong and th

I am quite new to PV and I wonder what URL parameters are available in Planview. Explicitly I tried to create a link based on a Work ID. Unfortunately, it seems that only the Project Code (sc=12345) is used in the URLs. For the end-user, only the Work ID is know and available in our overviews. This makes it difficult to create direct links for example in automatically created reminder mails. Is there any documentation which parameters are available? As it might be a customized thing, I already asked my admin but he isn’t aware...maybe I asked the wrong question?Any hint is appreciated:) Thanks in advance.Example:xxxx.aspx?pt=PROJECT&sname=$Plan&sc=12345&mdl=1&ver=1#tab-STRATEGIES

I currently have my CRI details (Risk Details, Issue Details, Change Details) configures screens all with the ‘Legacy Screen’ tick next to them. I understood that when I open these in Design mode that I should be prompted to upgraded them.  This isn’t the case and I’m not able find any info on how to trigger the upgrade of these configured screens.Any help appreciated

Hi Planview,Please can you update the data relating to ip.planning_entity as code27 marked as ‘depricated’. I have been informed this is not the case. Can you also add this back into the table, I have included the link below, thanks in advnace.https://success.planview.com/Planview_Portfolios/Analytics_and_Reporting/Database_Schema_Guide/055_Table_Descriptions_5#:~:text=Percentage%20share-,PLANNING_ENTITY,-This%20table%20containsRegards,Haydn