Skip to main content

ProjectPlace

10 Topics
J
JulieMarquette
asked in Ask the community
How do your PMs know what is ready for work for other assignees

Some of our workspaces have 100+ cards in them.  Now that assignees can group their “My Work” by Dependencies in their “My Overview” it has helped our assignees immensely.  However our PMs are left hunting through their workspaces to see which assignees have cards that are ready for work “With done dependencies” so that they can follow up.  They can’t go by due dates, as often certain channels of flow in the workspace get behind so the card could be past due but not yet ready for work as it is waiting for the card(s) it is dependent on.  We have submitted 2 ideas to help with this:Done dependencies filter on Boardhttps://projectplaceideas.spigit.com/workandcollaboration/Page/ViewIdea?ideaid=3243Update Sorting options on Teams Page to match Home Overviewhttps://projectplaceideas.spigit.com/workandcollaboration/Page/ViewIdea?ideaid=2913However we’d love to know how others are handling this right now?*We are integrated with PPM and use that for reporting, however the dependency status of

100
J
1 month ago
S
santoalgeri
asked in Feedback & Ideas
Ability to see cards on Timeline view

HiMaybe I’ve missed this, but I can not seem to see the due date of cards on the timeline Gannt. I got this response from AI saying the cards are visible (which they are below), but want to see them on the timeline similar to the view in Portfolios. Here is the best view I can produce. In the example I want to see the card due date of 4 October on the timeline. Is this possible? 

343
S
Planview Falcons
1 month ago
N
NFlynn
asked in Ask the community
Duplicating Parent / Child Cards

I have a user that would like to create template cards with child / parent relationships and then be able to duplicate the pairings. Is there a way to do this with automation or another method?

633
Leila Rosenstråle
Planview Falcons
1 month ago
J
Bronze Innovator
James BonfieldBronze Innovator
asked in Ask the community
ProjectPlace - Portfolios Sync

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?

511
A
Planview Falcons
2 months ago
TKrah
Bronze Active Participant
TKrahBronze Active Participant
posted in Feedback & Ideas
Handling the cards in terms of window size and formatting

We work very intensively with Kanban boards and the cards. The cards are usually assigned to several employees who work on the topics and work them out. For our daily work, we would very much like to be able to open the cards in a separate window, or at least to be able to adjust the size more variably in order to have better visibility of the content and thus significantly improve the work.  The lack of functionality for modern formatting of the texts in the cards generates little acceptance of the tool among our users. Every user has understandable expectations when it comes to formatting text, which are currently not met in the slightest, or only with great difficulty. (btw: formatting functionality in this text box is great!)Modernizing the cards and thus significantly improving the user experience is a high priority for us with regard to Projectplace as an accepted company-wide solution. We believe that we are not alone in this, as other customers certainly have similar difficulti

576
S
Planview Falcons
2 months ago
K
Bronze Active Participant
Kirsten CBronze Active Participant
asked in Ask the community
Jira Story's to ProjectPlace

We are looking to move/import a large amount of stories created in Jira into a ProjectPlace workspace.  What is the best way of going about doing that without having to recreate them all one by one? Thank you,Kirsten

572
sunasak
Platinum Top Contributor
5 months ago
J
Bronze Active Participant
Jhon BorreroBronze Active Participant
asked in Ask the community
App Daily Trend Snapshots

Hello, good afternoon.We were unable to identify the reason why the [Daily Trend Snapshot] application does not generate the information for all projects.What depends on whether some projects generate information and others do not?

232
J
Bronze Active Participant
5 months ago
J
Bronze Active Participant
Jhon BorreroBronze Active Participant
asked in Ask the community
Malfunction (Revenue with Billing Rate)

Hello Everybody,I understand that:If there is a Cost Rate, calculate the costsIf Billing Rate this calculates the income.Then, when a resource reports hours:The costs of those hours are calculated with the Cost rate. This is OKHowever, the income is not calculated with the Billing rate. I found no Configuration Options to make this happen.

181
DrewMiddleton
Platinum Active Participant
5 months ago
M
maxneo0
asked in Ask the community
Power Bi Login credentials

Hello Community,When following the instructions on the "Visualize Your ProjectPlace Data Using Power BI" page, I noticed there are no guidelines on how to connect Power BI when using SSO. Does anyone know how to configure this?Thank you.

1312
M
6 months ago
S
Planview Falcons
SilvijaDPlanview Falcons
published in Learn and Share
ProjectPlace Product UpdateProduct update

Are you up to date on the most recent ProjectPlace releases?  Here’s a quick summary of some of the most recent enhancements:  Save Filters in Boards:You can now save filters in Boards so that you can easily switch between filter settings that you use frequently. You can save these filters as personal filters that are only visible to you or share the filters with other members of the workspace.  Set Start Date for Document Reviews:- Specify start dates for document reviews- Control when reviews begin, ensuring optimal timing- Keep everyone informed with email and ProjectPlace notifications  More updates: - Sentiment Analysis: Sentiment Analysis at the Activity Level is now available- OData: Information about checklist items on cards is available on the Dataset for Project ManagersWant to learn more about these updates? Visit the product update page in the Customer Success Center.  

1201
A
Planview Falcons
6 months ago

Badge winners

Show all badges
Terms of UseCookie settings
All Data Subject Access Requests (DSARs), and requests of “Do Not Sell My Personal Information” according to the CCPA, must be submitted through the Planview DSAR portal located here

Planview has appointed a Data Privacy Officer (DPO) to be responsible for overseeing our Privacy Management Program and related privacy compliance measures. DPO can be contacted at privacy@planview.com