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J
John Condon
asked in Ask the community
How to use a 'Portfolio Project Link' as Evaluation Criteria

Looking to create a Custom Action that is only available on projects that are associated to a particular Portfolio.  I was encouraged to attempt to reference portfolios by the ID field, rather than by name or use of a toggle, but a custom field(toggle) has been the only way I’ve been successful thus far.  I’ve tried using multiple syntax variations of the GetLink function but that doesn’t seem to support a Portfolio Project Link.  e.g. GetLink($ProjectPortfolioLink,'PF-101',CurrentObject()) » Error: Invalid field name: 'ProjectPortfolioLink'.   I’ve tried other Work Item-to-Work Item links without success.  Is a custom field on the project the way to go?  Should Reporting and KPIs be driven off of the toggle as well?

20
J
K
krissi
asked in Ask the community
API Endpoints

Can someone tell me the difference between these two endpoints?https://apie1.clarizen.com/V2.0/services/data/queryhttps://api.clarizen.com/v2.0/services/data/query

413
C
Planview Falcons
StephanieWallace
Planview Falcons
StephanieWallacePlanview Falcons
published in Organizational Change Management
Help Us Build the Learning Platform You Want! 📝

Fellow Planview Learners,We're on a mission to make your University of Planview learning experience the best it can possibly be—and we need your help! We've just launched our Learning Experience Feedback Survey, and we're eager to hear from you! 🗣 Your Voice Matters Your insights directly shape how we evolve our learning platform. Whether you're a power user or occasional visitor, your perspective helps us understand what's working well and where we can improve.✅ How Your Feedback Will Be Used We're committed to turning your feedback into action.Direct influence on platform improvements and features Create more intuitive navigation and search capabilities Creation of more personalized learning experience Streamline the learning journey Prioritization of new learning content based on your needs💯 Ready to Make an Impact?Visit the University of Planview homepage  to access the survey.Every voice counts in creating a learning platform that truly serves your needs. While the survey states

50
StephanieWallace
Planview Falcons
Maggie.dubey
Planview Falcons
Maggie.dubeyPlanview Falcons
posted in News
Help Us Build the Learning Platform You Want! 📝

Fellow Planview Learners,We're on a mission to make your University of Planview learning experience the best it can possibly be—and we need your help! We've just launched our Learning Experience Feedback Survey, and we're eager to hear from you! 🗣 Your Voice Matters Your insights directly shape how we evolve our learning platform. Whether you're a power user or occasional visitor, your perspective helps us understand what's working well and where we can improve.✅ How Your Feedback Will Be Used We're committed to turning your feedback into action.Direct influence on platform improvements and features Create more intuitive navigation and search capabilities Creation of more personalized learning experience Streamline the learning journey Prioritization of new learning content based on your needs💯 Ready to Make an Impact?Visit the University of Planview homepage  to access the survey.Every voice counts in creating a learning platform that truly serves your needs. While the survey states

190
Maggie.dubey
Planview Falcons
C
Platinum Active Participant
cwilliverPlatinum Active Participant
asked in Ask the community
Logbook issue with Power BI Portfolio Dashboard

We’ve recently implemented Logbook and configured it with our PowerBI dashboard. For the Risk type log we mimicked the values for Response Strategy and Escalation Level in both Planview Admin and also in Portfolios. Problem: On the Risk Matrix report page in PowerBI (on the bottom Table visualisation), Escalation Level values are populating however Response Strategy is not.   Strangely, on the ‘risk by Response Strategy’ Funnel visualisation, the values are appearing correctly (see below). I appreciate suggestions or help in troubleshooting. (I’m a PowerBI beginner)

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C
Platinum Active Participant
C
Platinum Active Participant
cwilliverPlatinum Active Participant
asked in Ask the community
How to add a CUSTOM field to the ODATA stream

Looking to add a CUSTOM long text data field to the ODATA feed that I can use on my Power BI portfolio dashboard.  I’d like to add it to the Project Dimension but I cannot get the SQL working correctly.  I have tried this, isNull((select s.description    from ip.structure s    where s.structure_code=pv.overall_stat_comm), 'Unassigned') as [Overall Status Assessment] and I have tried this,(select STRING_AGG(CONVERT(NVARCHAR(max),line_text), '') within group (order by isnull(line_number, 1) asc)from ip.long_textwhere key1 = 'overall_stat_comm' and key2 = pv.ppl_code) as [Overall Status Commentary]As you can see, i’m feeling around in the dark here so any assistance greatly appreciated.

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C
Platinum Active Participant
N
Planview Falcons
natienzaPlanview Falcons
asked in Learn and Share
How to grant temporary AdaptiveWork access

How to grant temporary Planview AdaptiveWork access Requirements:AdaptiveWork administrators need to enable system setting 1.10 'Grant Temporary Access' and decide if this button is available for 'All Users' or 'Admins only'. Purpose:If AdaptiveWork Customer Success team needs access to troubleshoot a support request If AdaptiveWork Admins need access to troubleshoot or test configurations Steps:1. Go to 'My Details' 2. Click 'Grant Temporary Access'*If the 'Grant Temporary Access' button is not available, it may not be available to “All Users”. In order to enable it for all users, please ask your AdaptiveWork Administrator to enable it according to the setting in the following link… (System Settings: 1.10 Grant temporary access)https://success.planview.com/Planview_AdaptiveWork/Global_Settings/Settings/System_Settings#1.Login_and_Password 3. Select accessibility period, click 'OK'4. Copy generated access link5. Send link to trusted users

240
N
Planview Falcons
K
Platinum Innovator
kayla.schwarzPlatinum Innovator
asked in Feedback and Ideas
Hybrid Work Management Views: Cards & Timekeeping

Hello, is there a way to enable time tracking in the cards within the Hybrid Work Management view? Similar to how in the Classic view, resources can report time directly to a task, is this doable within the Hybrid Management View against tasks either in the task list or via the cards?

121
Sai Sravan
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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T
pawan.raju
Planview Falcons
pawan.rajuPlanview Falcons
published in News
[Video] Untangling Dependencies with Planview's Connected Work GraphNews

Hear from Razat Gaurav, CEO and Lee Rehwinkel, Principal Data Scientist to learn how Planview’s Connected Work Graph transforms portfolio management. Connect Work Graph visualizes complex dependencies, identifies bottlenecks, and provides quick action using Planview Copilot to deliver personalized insights—connecting strategy to execution like never before.  

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pawan.raju
Planview Falcons
J
Silver Innovator
James BonfieldSilver Innovator
asked in Ask the community
Administering Large Resource Pools - Roles & Rates

I’d be keen to hear from any Planview customers who have particularly complex Role hierarchies and Rate cards to understand how you cope with all of the day to day maintenance.We have around 10,000 resources, split across 350+ roles with a constant demand for more to be added. Associated with this is a need for more accurate cost recovery, so an ever-increasing number of rate cards which would potentially run at an individual level or using multiple attributes which Portfolios doesn’t appear to support. Combined with a constant churn or individuals between roles and timing impacts of when individuals can move roles without impacting their timesheets, this is becoming a challenge which will ultimately be unsustainable.With the benefit of hindsight I think it’s fair to say we may have structured our resources differently to limit/standardise the number of roles and that’s currently under review, but what I can’t understand is how we can address the Role and Rate management in a way that

404
pamela.sargent
Silver Community Mentor
pamela.sargent
Silver Community Mentor
pamela.sargentSilver Community Mentor
asked in Ask the community
Autogenerated PVMaster password

This is more directed specifically at Planview but good awareness for other customers as well. When utilizing SOAPUI calls there are some characters that cannot be passed. It is our understanding that per Planview's security rules that PVMaster password can no longer be something the customer identifies but instead an autogenerated password that Planview creates and then advises the customer on what that password is. When using this new password within SOAPUI calls it has to be wrapped in CDATA tag because of the characters needing to be passed.  Why would an autogenerated password be created that violates character rules?  Ideally this would exclude some characters so this additional step is not needed.I thought about adding this as an enhancement request but my assumption is that the number of participants within that campaign that understand this technical component would never allow it to reach the required number of votes to be reviewed further.  If that assumption is wrong and th

162
pamela.sargent
Silver Community Mentor
F
Gold Active Participant
FWalkerGold Active Participant
asked in Ask the community
How can I see # of notes details when a note is assigned to a task?

I can see any notes added at the project level using the  # of notes column in the Overview (as below) but I cant find a way to get my hands on a similar readout to any notes assigned at a task level using the same # of notes column - any ideas gratefully received? 

143
Sai Sravan
Planview Falcons
S
ShaneDodge
asked in Ask the Community
Looking for ideas on Card Automation using mirroring

Hi everyone,Curious if anyone has had any luck using Card Automation to kick off mirroring.  Or using custom fields to drive Card Automation.  Thanks!

211
pawan.raju
Planview Falcons
K
Platinum Innovator
kayla.schwarzPlatinum Innovator
asked in Ask the community
Tracking Resources Who Haven’t Logged Time in a Project Report

Hello, seeking some advice on how to create a report that can show a list of resources that have not logged any time to a project within a specified period. Your recommendations are appreciated. Thanks!

111
Sai Sravan
Planview Falcons
A
Bronze Active Participant
athena.smithBronze Active Participant
asked in Ask the community
Change Reviewer Role to Stakeholder

Is it possible to rename the Reviewer role to Stakeholder? It would clear up some confusion for our Planview users if we could clearly relabel the field as stakeholders. 

201
Sai Sravan
Planview Falcons
K
Platinum Innovator
kayla.schwarzPlatinum Innovator
asked in Ask the community
Disable Email Notification When Timesheet is Reopened

Hi There,Anyone have experience disabling the email notification to resources when their timesheet is reopened? Thanks!

121
Sai Sravan
Planview Falcons
E
Bronze Active Participant
EnzeBronze Active Participant
asked in Ask the community
How to create a link to specific Work IDs, etc.

I am quite new to PV and I wonder what URL parameters are available in Planview. Explicitly I tried to create a link based on a Work ID. Unfortunately, it seems that only the Project Code (sc=12345) is used in the URLs. For the end-user, only the Work ID is know and available in our overviews. This makes it difficult to create direct links for example in automatically created reminder mails. Is there any documentation which parameters are available? As it might be a customized thing, I already asked my admin but he isn’t aware...maybe I asked the wrong question?Any hint is appreciated:) Thanks in advance.Example:xxxx.aspx?pt=PROJECT&sname=$Plan&sc=12345&mdl=1&ver=1#tab-STRATEGIES

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J
J
Bronze Active Participant
JWilliams24Bronze Active Participant
asked in Ask the community
Turning off Timesheets for Active Resources

Hello All, We have a use case where a select number of users need to be able to be accounted for in capacity but we do not want them to have to do timesheets.  We want to know they exist and are available for work but not have to enter in timesheet with 00s on them or have to deal with the timesheet alerts.  The only way we have found to turn off timesheet is enter an end date, which then causes issues because we can not see them in reports as active - since they are “ended” Any thoughts or suggestions? Any one else have a similar use case 

567
L
Gold Active Participant
K
Planview Falcons
KatePlanview Falcons
posted in Learn & Share
Do you like tackling Bottlenecks in your Delivery? Have you seen Clarke Ching's Bottleneck Detective's Manifesto?

🚧 Do you enjoy solving delivery bottlenecks?Ever feel like there's always that one thing slowing everything else down?If so, you have to check out Clarke Ching’s Bottleneck Detective's Manifesto. It’s a short, sharp, and seriously insightful guide to spotting and solving constraints that quietly kill flow in your delivery system.🔍 It’s a fun read, packed with clarity, wit, and wisdom — whether you're deep into Flow Framework, Theory of Constraints, or just curious about improving how your teams deliver.Have you read it? What stood out to you?Let’s swap notes — what bottlenecks are you currently wrestling with? Link here: Bottleneck Detective Manifesto    

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K
Planview Falcons
C
Platinum Active Participant
cwilliverPlatinum Active Participant
asked in Ask the community
Unable to update legacy configured screens

I currently have my CRI details (Risk Details, Issue Details, Change Details) configures screens all with the ‘Legacy Screen’ tick next to them. I understood that when I open these in Design mode that I should be prompted to upgraded them.  This isn’t the case and I’m not able find any info on how to trigger the upgrade of these configured screens.Any help appreciated

231
M
Planview Falcons
S
Silver Active Participant
ShanaSilver Active Participant
asked in Ask the community
Getting name of Primary Resource Group of User?

How can I create a custom field on the user which is the name of their Primary Resource Group? I want to use this group as a leading column in a report. Thanks.   

261
grant.mcallister
Planview Partner
J
julianm
asked in Ask the community
Manual set flag on months in resource planning view

Hi,Hope someone can help me with this.In the resource planning view for a task, without entering any specific resource data, I get a blue triangle in the top of certain months indicating manually set data. I have been assuming that is because I have set public holidays as non-working days in my organisation’s calendar.It would be great if anyone knows a way of setting non-working days without them showing as user-set data in the resource planning view.A further twist to this is that I notice that there are some months with manually set NWDs which do not show a blue triangle. Does anyone know why there is an inconsistency?ThanksJulian

161
grant.mcallister
Planview Partner
D
Silver Innovator
dwill123Silver Innovator
asked in Ask the community
Migrate and Deploy not showing Case Workflow Rules

I need to migrate some new workflow rules created at a Case level across environments. The Migrate and Deploy doesn’t seem to detect any workflow rules created at a Case level.Is it like this for anyone else?  

202
grant.mcallister
Planview Partner
H
Bronze Active Participant
HaydnBronze Active Participant
asked in Ask the community
Update request to Database Schema: Planning_Entity

Hi Planview,Please can you update the data relating to ip.planning_entity as code27 marked as ‘depricated’. I have been informed this is not the case. Can you also add this back into the table, I have included the link below, thanks in advnace.https://success.planview.com/Planview_Portfolios/Analytics_and_Reporting/Database_Schema_Guide/055_Table_Descriptions_5#:~:text=Percentage%20share-,PLANNING_ENTITY,-This%20table%20containsRegards,Haydn

351
pawan.raju
Planview Falcons

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