Portfolios

When determining the right column set for the Plan screen when you are building a schedule you need to consider your process .You want to put the most commonly used structures first. When setting up your schedule you will need to use Schedule Start, Schedule Finish and Schedule duration. You will use these three the most in determining your schedule.Schedule Start is the start date for the remainder of the work,  Schedule Duration is the remainder of the duration. If the task is complete the Schedule columns will be blank.   I have added in Actual/Schedule Start , Actual/Schedule Finish and Duration at complete. These three fields will show you the information on a project that has been started. If the Task has been started the Actual Start will show if it has not the Schedule Start and  Actual Schedul

Hey, new to Portfolios administration here.  Is it possible to move PPL level work within the Work Structure?  With Resources, we can cut/paste a resource to a new branch.  However, with work there doesn’t seem to be a cut or copy option to move an entire project to another branch in the structure.

I’ve been doing alot of configuring of tiles and creating some new column sets to go along with them.   I am finding that sometimes the column set specified in the tile definition doesn’t end up be the one shown.    Similarly, I find if I have a personal column set defined with a specified order of columns, if I change the order of columns directly in the view that the column set often will not go back to the original order of the columns in the column set as it was originally specified.     I am wondering if this is a caching sort of issue?   Has anyone experienced this and/or have advice about how to manage?  Thanks!

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.  

Over the last month, our Job Stream service has shut down twice over the weekend and not come back on. This is not accompanied by any error messages. This occurred first overnight August 3rd-4th, and most recently the night of August 28th-29th. Both times we’ve had to submit a Customer Care ticket to get the job schedule service back up and running.  My questions are:Has anyone else experienced this issue?  Does anyone know what might be causing this and how to prevent it?  Is there a way to restart the service on our own? 

Over the last month, our Job Stream service has shut down twice over the weekend and not come back on. This is not accompanied by any error messages. This occurred first overnight August 3rd-4th, and most recently the night of August 28th-29th. Both times we’ve had to submit a Customer Care ticket to get the job schedule service back up and running.  My questions are:Has anyone else experienced this issue?  Does anyone know what might be causing this and how to prevent it?  Is there a way to restart the service on our own? 

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

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?

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.  

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.  

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

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. 

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 dura

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.

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 c

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?

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!

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!

 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 objec

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!!

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

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?

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!