February 2025 Planview Portfolios, Enterprise Architecture and Team delivery
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We had been struggling with what we thought was a bug in the OOTB Work Dashboard. Sometimes the number of projects on the dashboard against the datamart didn’t match the number of project shown in the active portfolio run against the transactional dashboard. We knew the mismatch was not related to any refresh timing. Further we could see that the data was actually up to date in the datamart.We were told by a PV reporting consultant that this is actually a “feature” and the reason for this is due to a portfolio itself needing to be refreshed/rerun. So if you try to run the dashboard against a portfolio that hasn’t been run recently, it’s like the data will be stale in the dashboard view. Have others seen this issue and do you have a workaround? This is totally unacceptable and it is really tough to explain to end users who want to understand why the data isn’t lining up.
I am curious what other customer do to provide read/view only access in Portfolios. We have two types of roles but neither is quite right. We go between the Team member role but that roles doesn’t allow access to Strategy and Programs or a Requestor role but this role doesn’t allow the user to create/maintain portfolios. We would love to use the Requestor license more but are worried about the administration of the portfolios that is needed to support this type of role. Any thoughts appreciated.
Today I am delighted to share that Planview customers can now access a wealth of new Organizational Change Management (OCM) content and downloadable templates on the Customer Success Center (CSC). We’ve gathered our best practices and internal resources to empower YOU to create a Change Plan with confidence—regardless of your expertise level!Getting Started: To dive in, simply click on the “Get Started” menu on the left side of the page, then select “Organizational Change Management.” Here’s What You’ll Find:OCM Home Page: This main page offers a comprehensive overview of OCM methodology and highlights the benefits of implementing OCM. You'll also find valuable links to supporting resources, including our University of Planview OCM courses, the Planview OCM User Group in the Customer Community, and Planview Evolve Advisory Services. OCM Resource Library: The OCM Resource Library is a treasure trove of free, downloadable templates tailored to specific OCM use cases, along with recommend
Hello Community, Our organization is working on a Planview-Salesforce integration to bring timesheet entries into Salesforce. The goal is to consolidate all our data in one place for comprehensive management reporting and dashboards. We're encountering challenges getting the timesheet mapping to work correctly. Has anyone successfully implemented a similar timesheet integration from Planview to Salesforce and be willing to share their approach or any tips they learned?Thank you, Carlos Z.
Hi, I am looking for any best practices or examples in creating an approval flow for decisions made at certain points of our projects. I know there is an approval flow using e.g. Ziflow but I don’t have access to this one, and is wondering if anyone has had any success with something else, perhaps more simplified?The process is roughly.[Capture project data] → [Add manual comments] → [Send for review] → [Review & Discuss] → [Approve/Decline] → [Lock & Archive]The outcome would be a locked object showing the frozen data, with comments and names of the approvers.I’ve tried using the Document publisher to create a pdf that could be attached to an internal request and perhaps a related “discussion object” but I don’t know if this is the best idea.Any ideas would be welcome. 🙂/Mathias
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
Can you setup a field (or attribute) for URL’s / Hyperlinks (while viewing Work Portfolios) which link to individual JIRA Epics? Thanks!
Today, the custom action form size on some of our custom actions changed? Wondering if anyone else has seen this change and if something was changed in the system to do this? Also, I can’t remember how we set the size of those forms. I think it was in global css but if someone has the solution, please can you let me know so I can change them back to what we had before. Thanks!
Hello community, I am racking my brain to see if it is possible to apply a Project template (not milestone template) to a new Project that was created via API (not using a custom action with a new item action item (project). For example, we are using an external source to allow Project Request intake. These send projects to AW in Requested state with specified field data. I am sure I can have the template passed using the API but can this be done within AW using a workflow? I want specific project templates used if the new project created was created with a specific region and project type. I know how to do this within a new action that creates a Project and use an IF() function in the Template portion of Creating a project but I am unable to find a way to do this post project creation using a workflow. Is this possible? Thanks in advance.
I have created a project template with 5 milestones. Milestone templates are also saved. I have created a form to create a project which will also create milestone-1.On completion of task under that milestone my milestone as well as project is getting completed. I tried to create a workflow rule on milestone level but it did not create my next milestone. Shall I create workflow rule on project or workitem?My other query is how to create milestone based on a specific project metadata field? Project type = "development" should create my development stage otherwise it should create "support" milestone. If I can get some sample workflows for above 2 requirementsthen that will be great.
Does time entry require resource to have read write access to their resource record?In our resource management process (because resource has RW access to their own resource record), that resrouce is able to modify their utilization for each project they are allocated. Our desire is that only the supevisor (resource manager) should be able to modify these allocations. Any inputs or suggestions in Customer Solution Center are appreciated.Joe
I am using the API to pull data for reporting on Power BI. I would like to replicate the Time Phase Monthly data between Projects and Resources - basically, project assignment and the month. Has anyone had success with this over the API? Care to share your rest query? Thanks.
We are finding that when a person is allocated to a project, and that allocation completes the system (progression) is not always removing that project from the resources timesheet. Is there some specific logic that progression uses that creates an exception to removing the proeject from “Select Work”?Unfortunately, we have found that in these cases - the resource allocation appears the person should not be time writing to the preject, but the system continue to allow the time writing. Note this will show as negative on the person’s timesheet, but does not prevent time writing.Thanks,Joe
Hello. Is there a configuration setting with Project Place documents to force that documents be checked out and checked in? We have as part of project specific documentation for active portfolio projects were we would like to have only check in and check out capability for our “quality” documents. If there is customer solution documentation that I can be referred to - that input would be greatly benificial. Thank you.
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Hi,I have created a new custom panel with some basic HTML in which I just wanted to show the google.com page. However, this doesn’t seem to work as you can see in the below picture.. any idea why? Thx upfront! <div> <iframe style="width:100%;" src="https://www.google.com" title="Google"> </iframe></div>
When adding a staff member to task that spans the end of month - and the historic month is fiscally closed - it still seems to add the allocation - changing the past, supposedly locked, financial forecast. Have I got how allocation works incorrect? Any tips?
What’s the best approach, if any, to set an effective date for a new capacity so that future tasks reflect the updated capacity, while past assignments and capacity remain unchanged? We pull capacity reports and are transitioning a full-time employee to part-time. When we update the capacity in the and dates in their calendar, it ends up affecting the capacity for past dates as well.
Hello, for our resource forecasting we’ve been requesting/assigning Placeholder (i.e $Config) resources prior to assigning to a specific resource. Since they are a Placeholder and don’t have actual Capacity, we’ve zeroed out their capacity via the Placeholder’s calendar. However, now we cannot request/assign the Placeholder because AW processes it as an actual user with no availability. The reason we zeroed out the Placeholder resource’s capacity is because it was skewing the metrics in capacity planning, making it look like we had additional team member availability/capacity when it was really just a placeholder. Does anyone have advice on how to request/assign a Placeholder resource without a Placeholder’s capacity getting counted into Capacity Planning?
Good day, We desire to update the Changes, Risks, and Issues Tabs that are available for Work Entities. I have found this article on the Planview Customer Success Center which goes over these 3 tabs, including information on how users can customize the attributes and order displayed here. It is a nice feature that the users can update these views to their own preferences - however we are seeking a way to set up a default selection & order of the attributes displayed on these screens. I have been digging through the success center and different admin screens to no avail. Can anyone help me locate where I can access these options, if they exist? Ideally we would have a set of default selected attributes and order when a user accesses any of these 3 screens from their project, so that key attributes are immediately visible and easily accessible: Then users could use the following options to select additional attributes for display that they may want to track:If anyone could provide
Hello!Does anyone have a best practice for adding future new hires that are not yet in the HR system? I.e. Nicole Smith doesn’t start with our organization until February 1st, but she won’t be in Planview until her start date. We want to capture her allocation somewhere since we know she will be assigned and there is no longer a vacancy.
Hello,Could anyone offer advice on how to use the value in the Target Utilization field on a User record to filter or create a calculated fields in a report?I want to create a reports to include users whose total assignments are less than Target Utilization. I have created a report (with Planview PS help) that shows all users, their total assignments, and their Target Utilization, but I can’t create the right filter to exclude users where Target Utilization is less than the total assignments. The only option in the filters options for Target Utilization is to enter a single value, but that does not work because each of our users has a different Target Utilization.Below are some details on the report we have configured.Report on: User > Capacity Time Phase Data (Monthly) > Labor Time Phase Data (Monthly) Leading columns: Grouping: <User>.ItemID, Target Utilization Crosstab columns: Capacity, Task Assignment, Planned Utilization% (calculated field showing the value of Task As
Have just installed the Power BI portfolio dashboard in Planview Portfolios and in the project details drill down I have missing data under some fields. In the screenshot below you will see that the Work Manager and the Work Sponsor are unassigned and I’m not able to identify where these are being drawn from in Planview and how to ensure the fields are populated. Any ideas welcome. thanks
Hello, We have a case where some of our resources have multiple skills. How can we specify which skill is potentially being utilised on a Project when a resource is assigned?For example a PM adds Resource 1 who has two skills. On this particular project they are only utilising one skill. The PM adds Task Assignment over the required period etc. In reports, we can’t specify which skill is being utilised on the ProjectDoes anyone have any ideas to manage this or potentially another solution potentially through a custom field? e.g. a picklist in the Resource assignment panels when the PM can select which of the users skill is being utilised etc. Many Thanks
Howdy,We are currently trying to simplify our Change Control process. It seems we keep having problems keeping our plans and financials correct when we are going though the Change Requests. Curious to hear how everyone else handles Change Requests.