Portfolios

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 comp

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 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

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!

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.  

Is there an option?

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

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 

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?  

Is there a way to get a notification on a subscription to know if it successfully completed or failed?

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?

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!

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

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. 

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.  

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!