Portfolios

We are currently evaluating Logbook, and a question came up from one of our managers.  Once Logbook goes live, is there a way to disable the current CRI module?  Or do we have to remove permissions and disable tiles/reports?

Our Governance team is looking to update to a more “gated” process. We have seen some information on the Success Center regarding Stage Gates in Portfolios and I see that there is a Gated Work Dashboard available however I do not see a lot of information on configuring Portfolios to support this type of configuration. I am curious if others are using stage gates and how you have set it up, if you have any documentation you can direct me to, etc. We have used phases as sort of “gates” in the past and can go with that option again, but if there is a better way, or a specific way of doing it in Planview we would like to pursue/understand that as well.Thanks!Robin

I'm trying to use AgilePlace to visualize lifecycle flow of digital products (applications) stored in Outcomes structure in Planview Portfolios. My idea was to use Portfolios connector in Planview Hub, however this connector doesn't support Outcomes. Do you know if Outcomes structure elements can be exposed from Portfolios in any way to synchronize Outcomes from Portfolios with cards in AgilePlace?

hello;Are we able to integrate directly between JIRA and Portfolios in a bidirectional manner? Has anyone established this connection and did you connect at the JIRA story or Feature level? Thanks

Hello Planview Community,I’m reaching out to see if anyone here is tracking missing timesheets in their cases, specifically focusing on the number of unreported hours that will not be recharged.Currently, we rely on two tables: time_planned and time_reported. However, we're encountering some limitations:time_planned only shows the scheduled effort values per assignment and time reporting periods as they were prior to each progressing cycle. time_reported doesn’t display records if a resource has never submitted a timesheet, meaning we’re unable to track missing timesheets until the resource logs at least one timesheet.This also impacts the RES12 report, which has the same limitation. We've already reported this as a bug and, after a lengthy process, it was acknowledged as an issue. However, there’s no clear timeline for when this will

We have a user that was canceling a work item.  A pop up warning appeared saying “Confirm update - work status to completed”.  We assumed it would say “Confirm update - work status to canceled”.  Can we change the warning message or is it working as designed or do we need to open a PV support case?attaching a screenshot 

Is there a way to Bulk update a project’s Lifecycle Role for a # of projects within Portfolios? Trying to see how we can do this on our own without having to have Planview do it through RAS hours.

I’m curious if other customers have shown any of their users how to connect to a Tabular Model via Excel.  If so, do you ever need to know who is accessing the TM in this manner?We currently do this and in order to understand who may need additional communication when there is an outage, or something has changed I feel there should be some way of capturing who has access the TM. Before I do an enhancement request I thought I would see if others have had a similar need.Thanks,Pam

Do you ever wonder how your team's Objectives and Key Results (OKRs) are tracking? Are you hitting those ambitious goals, or falling behind?  Let's dive into the OKR health panel and other resources available in Planview.OKR Health Panel: Your One-Stop Shop for Progress TrackingThe OKR health panel within Planview Portfolios provides a clear picture of your OKR status. This comprehensive view includes:OKR Progress: See if your objectives and key results are on track, ahead of schedule, or need some attention. Key Results Updates: Keep a pulse on how often key results are updated. Track activity over the past week, month, or quarter to identify areas requiring focus. Activities for Key Results: Monitor progress at the activity level. View the number of activities associated with your key results and their current status (Not Started, Started, Finished).This det

In case anyone is not aware….Planview has an OOB stored procedure called ip.psp_user_del_settings.  This stored procedure is called/ran when: In configure users, if you click on "remove" instead of "deactivate" then psp_user_delete will be called, which, in turn, calls psp_user_del_settings for the user to be removed. It will not be called if they merely "deactivate" the user, which is the recommended action when a user leaves the company.Note: As this stored procedure is currently written it will delete all tile reports that were last updated by the person who may be getting deleted.  If this is a PV Admin who has published or updated a tile report then that means if they leave the company and either the Admin removing them chooses remove vs deactivate, or if your company uses web services and calls this stored procedure for any recurring clean-up, then you could lose a lot of tile reports. Planview is aware of the concern of this process as we have a

Ready to take your organization to the next level with OKRs? Let's dive into the design and set up process.1. Define Your Organizational GoalsBefore setting OKRs, clarify your organization's mission, vision, and strategic priorities. This will help you align your goals with the bigger picture.2. Identify Key Areas of FocusPinpoint the areas where you want to make a significant impact. These could be areas like product development, customer satisfaction, or revenue growth.3. Set Ambitious ObjectivesCreate inspiring goals that challenge your team and drive innovation. Remember, OKRs should be ambitious but achievable.4. Define Measurable Key ResultsFor each objective, set specific, measurable, achievable, relevant, and time-bound (SMART) key results. These will help you t

Hi everyone,I’m curious if the behavior we are experiencing is correct.We built templates for some of our projects, which are very detailed and include all the resources that should be involved for each task. We noticed that when creating a new project from the template, it duplicates the template. So far, so good—this is working as expected.However, if the template has any values assigned at the project level for any of the resources, we observe different behaviors when creating a project from it:In some cases, project assignment values for the resource are assigned after the project’s due date. In other cases, random project assignment values are entered for the resource.Has anyone experienced such behaviors? Is this normal?Thanks!

For customers of large groups where you have multiple configurations across different BUs I am wondering if you have any best practices to share around creating new attributes vs sharing attributes between BUs.We have a few BUs that we know we want to do reporting on across the BUs so we are requiring some standard shared data elements.  But there are other BUs that are very much stand alone. We are wondering with new configurations being created, do we just have all the new attributes be specific to that BU’s implementation?Interested in any other customer is struggling with this issue.

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.