Portfolios

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!  

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

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

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!

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

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

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!

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!  

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.

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

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?

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

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? 

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?

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

We really need a spell check when the PM is entering data into fields of their project status report. I know you can see spelling errors in a column set (or by exporting to Excel and checking there). But {Ms won’t necessarily take that extra step. wouldn’t it be better if spelling errors were reported when the person did them?This would be good for all freeform text fields.  

Hi Everyone,We're eager to hear your insights and experiences regarding the use of OKRs (Objectives and Key Results) in your industry. Your feedback is invaluable in helping us understand the challenges you face. Please take a moment to share your thoughts on the following: Your input will guide us in developing content tailored to your needs. Thank you for your participation! Feel free to comment below with any additional insights or questions.#OKRs #Planview

We need to track changes to Scheduled Finish dates. I’d like it to be a field tracked in the History. Currently I have to frequently extract the data to an Excel spreadsheet and analyze it there. It would be helpful if I could export ALL history data to Excel. 

We need to track changes to Scheduled Finish dates. I’d like it to be a field tracked in the History. Currently I have to frequently extract the data to an Excel spreadsheet and analyze it there. It would be helpful if I could export ALL history data to Excel.