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Bronze Active Participant
HappytoonBronze Active Participant
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How to count Milestones and feed into OKR automatically?

Hi All, One of our KPI/OKRs is counting milestones of a certain type across all our projects.We have defined the Milestone Type and would like to have a metric that automatically counts the number of Milestones of “Type A” per quarter etc… Does anyone have experience with a similar set-up?  Can this be used with OKR?Previously, we’ve done it with a dedicated PowerBi reports but I would rather prefer to have it as OKR?Any experience with this?Please let me know. Thank you.Tony

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Bronze Active Participant
J
Bronze Active Participant
JWilliams24Bronze Active Participant
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Time Off - Standard Activities

We have an issue when putting time off for individuals - Lets say two weeks in July.  Any assignment they are assigned doesn’t respect this time off. If just doubles the hours.  If they are mark as already having 100 utilization as being off, why does the system just add 40 hours to this any time the task is adjust or if they are assigned something new.  As people schedule for vacations it just puts them as over everywhere in the system.  Any thoughts on how to make this easier. 

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J
Bronze Active Participant
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jkaschke
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Planview Portfolios Performance Issues?

Hi - we have our servers in the UK and have noticed horrible performance using Planview Portfolios. Anyone else suffering?

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Planview Falcons
KatePlanview Falcons
 Ask the Community
What is your favorite practice, or a common practice you use for improving Flow/delivery?

My favorite is simply daily “focus”. Swarming as a team on the highest priority item. I think it is because I find a lot of joy in working together to solve challenges on a high performing team. There is clarity on what is important, a shared objective. It is much more fulfilling to me then starting a lot of work and feeling frantic, not being able to complete it, seeing the work age gives me some stress. Do you have a favorite improvement practice, whether daily, each sprint, ad-hoc, quarterly or otherwise? I would love to hear! 

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A
Planview Falcons
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Platinum Innovator
dwill123Platinum Innovator
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Managing Milestone Roadmap Options?

Aside from the action menu ‘Roadmap Visibility’, is there any way to see how Milestones are set for display in roadmaps within a grid view like a normal field? Or to see how multiple milestones are set without having to actually launch a roadmap to see it.  By needing to make 2+ clicks just to see the option for each individual milestone (when not inside of a roadmap) is mind numbing.  Where is the setting stored and can it be exposed / managed via a field? Hoping there’s a better way… or maybe there will soon be a better way?

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Planview Falcons
J
Bronze Active Participant
JWilliams24Bronze Active Participant
 Learn and Share
Logbook Issuses - What Projects / Strategies are they associated with ???

We are having to pull the implementation of logbook back because users are complaining they are not tell what projects logs are associated.  We would have to add a field and manually type this in.  In the past the CRIs always list the name of the project they were associated with.  We can do Items with in a project but do to standard templates every project can have something with the same name. And pull anything by Portfolio is not doable. has anyone found any work arounds for these. Users love the idea of logbook but these are show stoppers.  . 

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Planview Falcons
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Silver Active Participant
ShaneDodgeSilver Active Participant
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I need to delete and re-add a team to an existing hub integration

I have a Hub Integration set up between AgilePlace and ADO and need to ‘restart’ the sync with a team I used as a POC for testing.  I hit some speedbumps with the POC team and now that the integration is complete, I need to remove & restart the integration for the POC backlog. I have tried removing the Board in AP and the Backlog in ADO, saving and then re-adding everything without any success.  Any suggestions on how I can restart the sync over to ADO?

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partha.saha
Planview Falcons
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struddersm
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Forecast update dates

In Planview, Is it possible to see the date & time someone entered a resource forecast for a particular individual resource plus also any historical entries and when they changed? Trying to workout who entered a forecast first for a particular resource and when

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T
tinanau
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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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Niranjan Manohar
Planview Falcons
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Bruce Porter
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Pv Clients with multiple Pv Products and multiple Client Product Owners

Hello everyoneThis is my first post in the Pv Community - so all guidance is very welcomeAs a client, we use 4 Planview Products for separate and unconnected Business departments in our client company.  Each product has a client product owner and unique set of stakeholders - all unconnected. There are only two topics in common between the products and product owners  1. The vendor (Planview)  2. The nature of the tool and stakeholders (involved in change management, with the product owner in a PMO type role). As a company we have evolved organically to this position and are now exploring if and how we can manage the products collectively, interface into the vendor (Planview) centrally and where the vendor and client may be able to add value through central oversight and management of 4 products and 4 separate support models/contracts. First question then is whether other clients have a similar experience to ours and if so, the second question is around if/how you have established some

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partha.saha
Planview Falcons
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Planview Partner
Jhon BorreroPlanview Partner
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shows actual/forecast subtotals

Hello, good afternoon, could you inform me what use or utility to see the current/forecast subtotals in the financial plan.We really don't know what information we need to have recorded financially for the financial plan to display totals with this option. 

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partha.saha
Planview Falcons
DrewMiddleton
Planview Partner
DrewMiddletonPlanview Partner
 Ask the Community
Time Tracking in AgilePlace?

We’ve got a customer who would like to have their AgilePlace users track time (actual effort) on cards. Are there any creative solutions for this? I know we can set up a custom numeric field and just have the users manually add their hours to any value already there. For instance, if three hours have already been logged on a card, and I work two more hours on that task, I could update the custom field’s value from “3” to “5”. But this seems like it would be prone to human error. Has anyone devised a better solution to tracking actual effort on cards?

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partha.saha
Planview Falcons
A
aecallerio
 Ask the Community
Agileplace PowerBi and Odata

Hello!  Looking to connect with a solution using the AgilePlace Odata to see what PowerBi visualizations you are are leveraging and how it’s going for you. 

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partha.saha
Planview Falcons
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N2APP
 Ask the Community
Provisioning users

I am reaching out to seek guidance on the process of provisioning users from Azure Active Directory (Azure AD) into the Planview platform. Our organization is currently integrating various systems and it is crucial for us to ensure a seamless user management experience. We have already implemented Single Sign-On (SSO) for our users.Could you please provide detailed information on the following:The steps required to set up user provisioning from Azure AD to Planview. Any prerequisites or configurations needed on both Azure AD and Planview. Supported attributes and user data that can be synchronized. How to automatically assign boards to users upon provisioning. Troubleshooting common issues that might arise during the provisioning process. Documentation or resources that we can refer to for further understanding.Your assistance in this matter would be highly appreciated. We aim to implement this integration as efficiently as possible and any guidance you can offer will be invaluable.Tha

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partha.saha
Planview Falcons
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Bronze Innovator
cwilliverBronze Innovator
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Creating a point in time snapshot of Project Assessment in Portfolios

Wondering if anyone can advise a way to create point in time snapshots of Project Assessments screen. Not sure what the default name is for the configured screen as we have changed it and I don’t know the history. But we have project achievements and the various RAG indicators etc. (Project Status Report).  I know I can print to pdf or similar however wondering if there is a way to snapshot and keep the history in the Planview portfolios system.Any suggestions or tips on what others are doing would be appreciated.

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Planview Falcons
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Bronze Active Participant
Louise Goodsir
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How to capture Portfolio Level stand alone risks

Hi I’m interested in how users of the legacy CRI functionality are capturing their portfolio level risks, that are not connected to programmes or projects? We have a requirement to capture Portfolio level risks, which could be stand alone risks to the portfolio, and escalated risks from programmes and projects. Currently we're only using the legacy CRI functionality and keep portfolio level risks in an excel outside of Planview, which means that we need to manually collate the full portfolio risks.We’ve considered having a project entity that represents the portfolio, to allow us to capture risks but this doesn’t feel like a good long term solution. Has anyone else achieved this in Planview Portfolios? Many thanks

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Planview Falcons
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Abdelrahman Alfawaier
 Ask the Community
User Provisioning

Is there any way to implement user provisioning in PPM Pro and AgilePlace?

221
partha.saha
Planview Falcons
N
Bronze Active Participant
NcherpakBronze Active Participant
 Feedback and Ideas
Skills - Proficiencies and Capacity Planning

As of right now, the only way that I think I’d be able to track skill proficiency levels is by creating a new skill for each level of proficiency. It would be great if Adaptivework had a way to track proficiencies within each skill.Also, being able to sort the capacity planning module by skill would help identify future demand/internal capacity for hiring decision making.

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N
Bronze Active Participant
sakthi.ganesh
Gold Active Participant
sakthi.ganeshGold Active Participant
 Ask the community
Calculated Attribute using Date Fields

We have a requirement to do some calculation based on the date fields and set an attribute. How to achieve this in Portfolios?

163
pamela.sargent
Silver Community Mentor
J
Bronze Active Participant
JWilliams24Bronze Active Participant
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Logbook Assignee

What drives the assignee field in Logbook. Some people show up and some do not. I can not figure out where the list of people is coming from. 

182
pamela.sargent
Silver Community Mentor
C
cristina floris
 Ask the community
Capacity Planning Export

It would be useful to have a button to export capacity planning data to an excel spreadsheet as some users requested to capture for reporting purpose

262
S
Gold Active Participant
C
Planview Falcons
chris.gallivanPlanview Falcons
 Learn & Share
Unlocking the Story Behind Your Flow Metrics

Flow metrics tell you what is happening in your delivery pipeline, but they rarely reveal the why. What if you could dig deeper and uncover the root causes behind those numbers?The key lies in transforming raw data into actionable insights through intelligent visualization. By leveraging AI-powered analysis tools and Python, you can move beyond surface-level metrics to understand the underlying patterns that drive your team's performance.From Data to Discovery in MinutesTake the Viz Flow Item Analyzer (FIA) CSV export, for example. Combined with Python's visualization capabilities, this data becomes a powerful lens for examining your delivery process. Scatterplots of flow time data are particularly revealing—they expose individual bottlenecks and outliers that aggregate metrics often mask.When you can see these friction points clearly, you can begin to categorize and systematically address them. As the saying goes: "You can't manage what you can't measure"—but more importantly, you can

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C
Planview Falcons
D
Platinum Innovator
dwill123Platinum Innovator
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Slide Publisher - Sort on a repeating slide?

Is it possible to tell Slide Publisher how to sort/order the results of a repeating slide?

151
A
Planview Falcons
sourav2510
Planview Falcons
sourav2510Planview Falcons
 Ask the community
Giving executive leaders access to capacity planning without making them resource managers in the system?

Is there a way that we can give our executive leaders access to capacity planning without making them resource managers in the system?

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sourav2510
Planview Falcons
StephanieWallace
Planview Falcons
StephanieWallacePlanview Falcons
 Organizational Change Management
From Signature to Success: Unleashing the Power of Active Executive Sponsorship

Leading Change is not a set-it-and-forget-it activity but an ongoing journey…some might even call it a never-ending rollercoaster.  It requires work up front, staying engaged, and continuing to show up to reinforce the change. Sounds like work, huh? Well, it does take time, I promise you, IT’S WORTH IT. I have seen firsthand that a strong executive sponsor to lead the change is a critical component to success.   Question for the Community: What role does your executive sponsor play in your Planview journey? Share your experiences in the comments.  Why Executive Sponsorship Matters: The Research Behind ItAccording to Prosci's extensive research, active and visible sponsorship has consistently ranked as the #1 contributor to change success since 1998. Their studies show that having the right sponsor can make or break your implementation efforts.Prosci has demonstrated that organizations with excellent sponsorship are:7x more likely to have employees feel ready for change 4.6x more likely

150
StephanieWallace
Planview Falcons
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