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27 Topics
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Planview Falcons
Ipshita.DasPlanview Falcons
posted in Learn and Share
Planview PPM Pro May 2025 Release: Bug Fixes & Improvements

We're excited to share our latest release focusing on stability and user experience improvements! Here's what we fixed:Financial Summary NavigationResolved navigation issue when drilling down from Master title to details pageDashboard SchedulingFixed timezone-related discrepancies in scheduled dashboards No more confusion with dates appearing a day off!Portfolio ManagementCorrected default Parent Portfolio assignment during creation Now properly follows category settingsLookup ListsImproved sorting functionality No more multiple attempts needed to sort your listsSecurity EnhancementsImplementation of various security fixes Strengthened authorization protocols Addressed system vulnerabilitiesFor detailed information about these updates, please visit our release notes: https://success.planview.com/Planview_PPM_Pro/Release_Information/New_Features_and_Release_Notes/2025_Release_Notes/What's_New_-_May_2025 Have you had a chance to check out these improvements? We'd love to hear your feedba

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I
Planview Falcons
T
tinanau
asked in Ask the community
Task Structure for Waterfall and Agile Projects

Does anyone have recommendations on how to efficiently set up tasks lists in PPM Pro depending on whether the project is using Agile, Waterfall or Hybrid.  Do you have examples?  Also, when building it out, what are best practices for having resources charge time to tasks?

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Bronze Active Participant
Planview JoanRBronze Active Participant
asked in Ask the community
Need to view under utilized staff

Is there a setting that can be changed to view underutilized staff versus just overutilized staff in PPM Pro

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A
Planview Falcons
P
Bronze Active Participant
Planview JoanRBronze Active Participant
asked in Ask the community
Forecasting Resources for Requests

Is there anyone in the community that uses Request Module (Gates, etc.) AND forecasts resources for those requests. We are only finding that you have to make the request a project before you can forecast resources. Our team wants to enter several requests and forecast/review our resources for these requests against projects in process to see if the project is feasible to do in current year or future. We are looking for any advice on how to do this. Thank you. 

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Bronze Active Participant
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Abdelrahman Alfawaier
asked in Ask the community
Locking Editing/deleting under 'Admin tab' in PPM Pro

Hello all,Is there any way to locking editing/deleting under ‘Admin’ tab in PPM Pro? if not is there any way to track these changes? Audit log for example.Or if there is a workaround to have the above.

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Planview Falcons
N
ndurgampudi
asked in Ask the community
Is there a column in Task List view that shows tasks with overallocated resources scheduled?

In the Task List view, there does not appear to be any way to mark all tasks that have overallocated resources. For e.g. MS Project puts a red resource icon in the Info column making it easy for the PM to go to such tasks at a glance. The only way in PPM Pro seems to be to click into each task and check.If not, is there a way to achieve this with a calculated field? 

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Bronze Active Participant
O
Planview Partner
oacunav1Planview Partner
asked in Ask the community
How to add a user to multiple activities?

We have projects that could have more than 200 activities.At the time the project manager has to add the user per activity; is there a way to add a user to multiple activities in a rapidly way?.   

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Matt Bures
Planview Falcons
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Bronze Active Participant
wenlonBronze Active Participant
asked in Ask the community
PPM PRO Resource Staffing Notifications

When adding a note to a request (i.e. from the Project staffing screen) is the designated staffer notified via email?  and when the designated staffer reply’s back - is the project manager getting an email?  We are not seeing where this would happen.

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Planview Falcons
A
Planview Falcons
ashishPlanview Falcons
published in Learn and Share
PPM Pro takes the next steps towards multi-currency: Requests now supportedNews

We're excited to announce that the latest August release of PPM Pro introduces multi-currency support in requests! This enhancement allows our global customers to seamlessly work across countries and submit requests in their home currencies. This has been one of the most requested features, and we’re thrilled to deliver it!This release is a continuation of our ongoing efforts to enhance multi-currency support and reporting within PPM Pro. Here’s a quick recap of what we’ve rolled out so far this year:Multi-Currency in Reporting: Users can now create reports and dashboards in their preferred currency, offering greater flexibility and precision. OData Support in R2D2 (v2 of Reports and Dashboards): Enabling more robust data integration and reporting capabilities. Performance Boosts to Reports and Dashboards: Significant improvements, with some reports now running orders of magnitude faster.Thank you for your continued feedback and support! We’re committed to making PPM Pro even better, a

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A
Planview Falcons
Yathy
Planview Falcons
YathyPlanview Falcons
published in Learn and Share
Maximizing Value from PPM Pro : Score to Win

Do You Know How PPM Pro can impact your organizations for scoring projects and requests in order to Evaluate & prioritize your portfolio of work. determine how much new work you can take on, and evaluate resource gaps, shortfalls, and needs. Through this webinar our experienced practitioner Steve Richards will take you through the concept of scoring and how to utilize this feature to its full potential.  In this webinar you'll learn about: • Scoring Concepts – the Five Pillar Model • Categories & Criteria • Single or Multiple Scoring Profiles • Scoring for WSJF • Calculated Fields • Mapping scoring data from Requests to Projects Watch the exciting webinar now by clicking the link below Score to Win Webinar (planview.com)

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Yathy
Planview Falcons
N
ndurgampudi
asked in Ask the community
Is there a way to drill down to a published dashboard?

When creating a report in PPM Pro, the drill down field lets you select a dashboard to drill down to, but there does not seem to be a way to select the published version of a dashboard (instead of the live version) so that unlicensed people can open them?Did anyone find a solution for this?Thanks

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Planview Falcons
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Planview Falcons
ashishPlanview Falcons
published in Learn and Share
Join Us for an Interactive Session on Connected Work for PPM Pro!News

We invite you to explore the world of Connected Work for PPM Pro, which currently integrates seamlessly with AgilePlace and ProjectPlace. Our goal is to understand the diverse use cases and how our customers are leveraging these products together. By identifying gaps and opportunities, we aim to enhance the efficiency of PPM Pro's collaboration with AgilePlace and ProjectPlace.Registering for this inner circle will include:Group sessions with our product team Gathering feedback and suggestions on integration featuresDate: June 27thYou can attend either of the following sessions (content will be the same):Session 1: 3:30 PM CET / 8:30 AM CDT Session 2: 5:00 PM CET / 10:00 AM CDTDon't miss this opportunity to share your valuable insights and help us improve. Follow the link to register for this inner circle.We look forward to your participation!

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A
Planview Falcons
A
Planview Falcons
ashishPlanview Falcons
published in Learn and Share
AI Assistant Comes to PPM ProProduct Update

 Introducing Assisted Help, a Generative AI-based assistant in Planview PPM Pro. Assisted help enables conversational help within the application to answer any queries right from the Global navigation on the top menu. Users can type their questions and receive summarized, relevant information from the Customer Success Center section of PPM Pro. You can even customize how Assisted Help formats responses by asking pointed questions. For example, "How can I delete a task? Please respond in bullet points." This feature is enabled by default for all customers who are using Planview (PV) Admin. Please reach out to customer care to enable PV Admin. Interested in learning about how the AI Assistant works? Please follow the below link to watch a quick demo of AI Assistant in PPM Pro.Link to watch video- https://info.planview.com/PPM-Pro-AI-snip-webinar_prm_en_reg.html

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Planview Falcons
A
Planview Falcons
agnidipta31Planview Falcons
published in Learn and Share
Elevate Your PMO: How Looking to the Future Drives Value TodayBlog

In today's rapidly evolving business environment, success hinges on more than just meeting present demands; it requires envisioning a path to sustainable success over multiple business cycles.A Project Management Office (PMO) is crucial in this endeavor, driving value by quickly delivering results through projects that meet various business needs and adapt to market and customer demands.Effective PMOs evolve with the changing business world by prioritizing business outcomes over tactical outputs, becoming trusted strategic partners. Forward-thinking is essential for a PMO to positively influence company strategy. Here's why:Work extends beyond the present Future work demands different resources Change is disruptiveChange, when anticipated and prepared for, can offer new opportunities, and enhance competitive positioning. Conversely, unprepared organizations may find change disruptive and blindsiding. Read the full blog here to know more.

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A
Planview Falcons
Yathy
Planview Falcons
YathyPlanview Falcons
published in Learn and Share
Evolve Your PMO into a Strategic Partner: Master the 4 Key CompetenciesBlog

Are you looking to transform your Project Management Office (PMO) into a strategic asset for your business? It’s time to evolve beyond traditional project management and become a Savvy PMO. Here’s how: Agility and Flexibility: Embrace organizational agility to adapt quickly to changes and align with business needs. Strategic Alignment: Focus on doing the right work that drives value, employing just enough governance to facilitate impactful execution. Data-Driven Insights: Become an advisor to the business, backed by insights from a central PPM tool, to prioritize projects that deliver the most business value1. Collaborative Approach: Support various work methodologies and empower project teams to innovate and deliver in alignment with strategy. By developing these competencies, your PMO can provide meaningful insights, manage performance, and drive business success. Ready to take the next step? Evolve into a multi-faceted strategic partner and set your course to become a Savvy PMO. Lea

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Yathy
Planview Falcons
priyanshi
Planview Falcons
priyanshiPlanview Falcons
published in Learn and Share
Parkview Health: Prioritizing Project Investments with Strategic Work IntakeCase study

 In today’s success story you will learn about how a medical services organization, Parkview Health, implemented structure and the right tools to establish effective Project Portfolio Management.   About the CompanyParkview Health is a nonprofit, community-based healthcare system based in Ft. Wayne, Indiana with 14,000 employees who service a population area of one million people. With more than 700 physicians and at least 2.5 million patient encounters per year in its 10 hospitals, Parkview Health is a fixture in the communities it serves.CHALLENGES :No processes in place for work intake, project prioritization, or resource allocation. Lack of visibility in the portfolio. Duplication of effort was rampant with multiple teams working on the same projects but creating different results.Good ideas were often lost, while projects that brought little value surged forward.SOLUTIONParkview Health knew they needed to take a different approach in order to gain control over and optimize its por

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priyanshi
Planview Falcons
Yathy
Planview Falcons
YathyPlanview Falcons
published in Learn and Share
Pre-loading Timesheets in PPM Pro

Did you know that you can configure recurring entries to automatically appear on future timesheets in PPM Pro? You can pin a timesheet entry so that it keeps the entry on all the timesheets after the one where pinning occurred. So now you don’t need to manually go and search projects and tasks every single time you enter the timesheets.Here is how it works. Step 1: For entering the time sheet entries go to timesheet from the side section and click on add new  Step 2: Select the project and add the all the time sheet details. Select the box for pinning the time sheet entry. Save the entry Step 3: Now while you are entering the timesheet on an upcoming week you can see the timesheet entry that has been pinned in the past.  

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Yathy
Planview Falcons
W
Bronze Active Participant
wenlonBronze Active Participant
asked in Ask the community
Project Financials

New to Project so maybe its just a configuration on our end.  But here goes:  Under the Financials section we entered yearly revenues for our projects. The revenue forecast line only seems to accommodate one type of revenue, one source. We have multiple sources we would like to enter, at a minimum two (domestic and international). Right now to solve this issue with a temporary fix: we entered the second source of revenue (Int'l) into "Actuals" and this is charted as such  this is not ideal. We would like to eventually create a consolidated portfolio revenue report giving visibility to these multiple types of revenues from multiple projects. I attached the current set-up. Please feel free to contact me with any questions. Thank you! 

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Yathy
Planview Falcons
N
ndurgampudi
asked in Ask the community
How do you compare project baselines?

The ability to create project plan baselines is still in PPM Pro, but the ability to compare baselines and create a report seems to be moved to Reports (Legacy) and seems to be very limiting.Is there an updated approach to comparing task baselines? I can’t find one in Reports.TIA

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A
Planview Falcons
priyanshi
Planview Falcons
priyanshiPlanview Falcons
published in Learn and Share
PPM Pro February Product UpdatesNews

In the February PPM Pro product release webinar 3 new features were introduced.OData with R2D2  Multi currency in Reporting Warning for overallocation Watch the recording to learn more about these features and to get a quick demo. Follow Link: https://info.planview.com/gcc-PPM-Pro-Feb-24-release-webinar_prm_en_reg.htmlHas anyone of you tried the new features yet? Please comment to let us know what you think of them! 

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priyanshi
Planview Falcons
W
Bronze Active Participant
wenlonBronze Active Participant
asked in Ask the community
Restricted Fields not showing on reports

We have four restricted fields in our project form however we have “show on filters and show on reports” checked off.  Only the three people in the restricted group can see those reports based on those fields.  Does “Show on reports” not mean what we think it means?  Does it mean it is only viewable to those that have access to that field?

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Yathy
Planview Falcons
gmerrifield
Planview Partner
gmerrifieldPlanview Partner
posted in Feedback and Ideas
Add a Calc field function to grab Financial contour info using filters

I believe this is already an enhancement request but wanted to put this out there to see how many others would want this feature. Background, not too long ago, the “GetStaffingData” function was added to access staffing data using filters. Great idea and I have a couple of customers using it. I’d like to see something similar for Financials. I have several customers who are now using PPM Pro’s Financials and being able to slice and dice financial data would be enhanced if we could use Calc fields to slice the data as needed and report on it.

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Yathy
Planview Falcons
N
ndurgampudi
asked in Ask the community
Ability to contour capacity?

It’s not very common, but we have some team members whose available capacity varies by quarter. Just like there’s an ability to contour allocations, is there a way to contour available capacity multiplier?If not, does anyone have a reasonable alternative?TIA!

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Yathy
Planview Falcons
W
Bronze Active Participant
wenlonBronze Active Participant
asked in Ask the community
Available Field Restriction Groups

We are trying to find where these groups are located in PPM Pro so we may add users to them so we can restrict fields to these groups.  Can anyone tell us where to find these groups?  

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Yathy
Planview Falcons
Yathy
Planview Falcons
YathyPlanview Falcons
published in Learn and Share
Maximizing value from PPM Pro: What If/PPA

Are you familiar with how PPM Pro’s ‘What If/PPA’ capabilities can help you make sure you are doing the right work at the right time? Watch this webinar recording to understand more about PPA and What if modules. In this webinar, our experienced practitioner Rob Gatch addresses some of the common challenges faced by many customers: Managing resource capacity vs. demand and understanding who is available to take on new work and when. Understanding what roles and/or skill sets to hire to fulfill stakeholder commitments. Ensuring that resources are working on the highest priority, most well aligned work items.The key takeaways from the webinar are: Prioritize your work for strategic alignment and best use of monetary and human resources.  Plan and replan your resources and work as priorities change.  Make sure your data is relevant and of high quality to allow for the best planning decision making.  Watch this exciting webinar now by clicking the link below. https://info.planview.com/gcc-

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Yathy
Planview Falcons
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