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D
DeepakGarg_NG
asked in Ask the Community
Can we add more column to filter records in Transfer Record Module in Changepoint

There is feature of resource transfer through transfer record module in changepoint. when we select any entity to transfer the record, there are predefined/preconfigured entity columns come to filter the records to transfer between source/target resources. But some time, we need more details/column in preconfigured column to filter out data precisely for transfer the resources, so need some way to add more column there in transfer record module. Community, please help if you know the solutions for the same. 

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A
Planview Falcons
H
Hwilson
asked in Ask the community
Adjusting a Resource’s Capacity with an Effective Date

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.

151
A
Planview Falcons
K
Planview Falcons
KarlRennerPlanview Falcons
asked in Ask the community
Document Publisher interactions with Targets or Contributions

I have been trying to generate a document publisher report on a Project that creates a related table from the Targets module. Every approach I’ve tried has caused the file to be corrupted with the error “Word found unreadable content in test.docx. Do you want to recover the contents of this document? Approaches triedTargets via AssociatedItem (the obvious answer) Targets with my own reverse reference Targets via ContributingWorkItems (not sure if this is a real capability) Contributions AssociatedItem TargetHierarchyLink with my own reverse referenceI noticed the doc publisher macro template doesn’t include any reference to Targets or Objectives, so I’m wondering if perhaps it’s just not supported?I did verify that Slide Publisher can pull the same data out, so definitely just a problem specific to makin word docs.Interested to hear from anyone who has managed to generate a related table of targets in document publisher, and what sort of comment syntax you’re using :)

10
K
Planview Falcons
S
Scott Valentine
asked in Ask the community
Job Stream timeout error

Dear Community,We are having issues with Job Stream teking x25 longer than usual and timing out due to the following errors log in the log files.“Skipping Financial Plan. Reason = Error for field AltStructureKey: Execution Timeout Expired.  The timeout period elapsed prior to completion of the operation or the server is not responding. { Source Row='0';  }” Has anyone had this issue and know how to resolve? Kind regards

131
pamela.sargent
Silver Community Mentor
H
Bronze Active Participant
HappytoonBronze Active Participant
asked in Ask the community
How to show an associated strategy/outcome as a column in a work portfolio?

Hi, In Portfolio, we have the following associations: Work → Outcome → Strategy.I want to create a work portfolio that lists all the work associated with a particular strategy (same for outcome).Are there any ways to display the associated strategy (and outcome) in a work portfolio? Can I also use this column as a filter in the work portfolio definition?Please help and share your wisdom.Many thanksTony.

131
pamela.sargent
Silver Community Mentor
S
Scott Valentine
asked in Ask the community
Configure Screen, add component question

when configuring a new screen and selecting Add Component, the internal reference link an basic info are greyed out, why is this and what can I do to use them? 

141
pamela.sargent
Silver Community Mentor
M
Michel
asked in Ask the community
Non Labor - How to have multiple times the same non labor item (name) within a project, with different additional fields

I need to distinguish in my projects different non-labor expenses categories. This distinction shall be done per location. Example : “non-labor resources A” for location A, and “non-labor resources A” for location B.One of the solution would be to differentiate in the non-labor resources list them (ie “non-labor resources A location A” and a second one “non-labor resources A location B”). Doing so, the list of choices proposed to the project manager will explode (in my case more than 60), which will not be that easy for the userIve seen in the last AW documentation (see below) that there is an example with “vendor” column, whcih can be edited. Does it mean that i can have (to stay in the example below) multiple times “Telephone” with different vendor? Or there is still the limitation that the non labor resources can be used only once ?Any idea how i can solve my issue? 

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Limori
Planview Falcons
Chris.Meidell
Planview Falcons
Chris.MeidellPlanview Falcons
asked in Copilot Prompts
Product Ranking Report

PERSONA  VP Engineering / Team of Teams Leader  What I really want to know  I want to see in ranked order the products that have seen the most improvement over the past year  Level to Select (Portfolio, Product)  Portfolio  PROMPT  Please rank the products in order of those that have shown the most improvement over the last year     

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Chris.Meidell
Planview Falcons
Chris.Meidell
Planview Falcons
Chris.MeidellPlanview Falcons
posted in Copilot Prompts
Portfolio Improvements

PERSONA  Engineering Manager, Team of Teams Leader  What I really want to know  Where am I seeing actual improvement in this portfolio  Level to Select (Portfolio, Product)  Portfolio  PROMPT  Analyze the this portfolio and highlight any areas that show increased throughput in terms of flow velocity and where... and if we are... what are the contributing factors to those increases? 

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Chris.Meidell
Planview Falcons
Chris.Meidell
Planview Falcons
Chris.MeidellPlanview Falcons
posted in Copilot Prompts
Leaderboard Report

If you manage a team of teams, and you are looking at a portfolio in Viz,  you can do a cross portfolio analysis and leaderboard with this prompt.Create a report focusing on accomplishments for [insert month]. Create several leaderboards that showcase and compare accomplishments of each of the value streams in this portfolio. Finally include a section on things to improve

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Chris.Meidell
Planview Falcons
Chris.Meidell
Planview Falcons
Chris.MeidellPlanview Falcons
posted in Copilot Prompts
Value Stream Health Check

This is a simple prompt you can use or modify to get a quick at a glance check of a value streamCreate a health check report for this value stream for the month of [insert month]. Use Emojis in the report.   

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Chris.Meidell
Planview Falcons
Aayush
Planview Falcons
AayushCommunity Manager
posted in Getting started in the community
Welcoming New Members to the Planview Community! (May 13 - May 19)

Happy Tuesday Everyone!Let’s give a warm welcome to the new members who joined our Community recently, from all around the world: ​​@Jayashree ​@ricks ​@AnneLoh ​@martegha ​@SGRIV ​@LFarrow ​@BRE39614 ​@Steven ​@james.deschenes ​@KCC130 ​@misiopa1 ​@CarmenPalomino ​@Eduardo Brunner ​@Dipak ​@hvtoke ​@martinaguilerajr ​@Ling.Hui It’s great to have you on board! The Community would love to know a bit more about you, so feel free to write a few lines and introduce yourself below:-If you need inspiration, here are some talking points you can pick from:Where are you (or your company) based? What's your role in the team? Which topics particularly interest you? What do you mostly use Planview product for? What’s your favorite feature in our software? Tell us a fun fact about yourself!All the best,Aayush from the Community Team

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K
Planview Falcons
KatePlanview Falcons
posted in Copilot Prompts
🌊 Welcome to the Viz Copilot Prompt Community! Let’s Make Work Flow Again 🚀

Hi everyone! 👋I'm so glad you're here. This is by far the most exciting development I have seen in my 25 years working in Software Development. This space is for all of us—Scrum Masters, Product Owners, Managers, and all other Roles and Team members—who want to make work better.We all feel it:Too many meetings. Too much WIP. Priorities changing mid-sprint. Burnout creeping in.And at the same time—pressure to deliver faster, with less.That’s where Viz Copilot comes in.It’s not just a tool for metrics. It’s a tool to help you: Get ahead of blockers instead of reacting to chaos Protect team focus and reduce overload Spend more time doing meaningful work—and less time chasing down status When work flows better, everyone wins: 💡 Employees feel more focused, less stressed, and more in control 📦 Customers get value sooner 📈 The business performs better without sacrificing people Here are a couple of my favorite prompts to help you take back control of your time and flow. I’d love

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K
Planview Falcons
L
LFarrow
asked in Feedback and Ideas
Approvals Module - Ability to Sort

Hello, Our PMO are Superusers within AdaptiveWork but will also be approving timesheets and supporting other staff with their timesheets. As we are superusers, we can see all timesheets within the system as a big list. However, when we go to the approvals module, we cannot filter effectively on items such asApprover User type ManagerThis will lead to issues in supporting staff effectively and would prefer to have the functionality that is available in the other areas where you can set a view and filter. Any help or development in place?

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pawan.raju
Planview Falcons
pawan.rajuPlanview Falcons
published in News
Planview Named a Leader in Value Stream Management Solutions EvaluationNews

We’re excited to share an important milestonePlanview has been named a Leader in The Forrester Wave™: Value Stream Management (VSM) Solutions, Q2 2025. In the evaluation of 11 top providers, Planview received the highest possible score (5 out of 5) in eight key criteria and was ranked highest in the Current Offering category.Why this mattersOrganizations today face growing challenges such as strategic misalignment, disconnected toolchains, and inefficient manual workflows. Planview helps address these by aligning value streams to business outcomes, improving visibility, and accelerating the delivery of meaningful results.Planview received top scores in the following areas: Common Data Model and Management Third-Party Tool Integration Analytics Value Stream Mapping Tracking of Business Objectives Tracking of Software Engineering Objectives Vision Supporting Services and Offerings As noted in the report:“Planview is an excellent choice for large-scale engineering organizati

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pawan.raju
Planview Falcons
O
Owen
asked in Ask the community
Closed Fiscal Month - Allocation adds days in the closed months

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?

161
Aayush
Planview Falcons
D
Silver Innovator
dwill123Silver Innovator
asked in Ask the community
Custom Object for dynamic scoring

Hi All!I am brand new to AdaptiveWork / Clarizen and trying to grasp how something like this would be built, and/or how easy it would be.Use Case:  We have about 20 fields with associated score values, and we wish to use the score values in a formula to calculate another field.Approach:  Rather than hardcoding the score values within a formula, I created a Custom Object with the possible field values and the associated scores. This seems easier to maintain than a ton of code. Also, I’m trying to learn how the product works so it’s also just for my curiousity.Question:  How hard is it to create Business Rule that looks at a field value, and then does a lookup to a record in a Custom Object and retrieve the Score value? I was able to get as far as retrieving a value from the Custom Object by using the GetObjectByID function, but only when I hardcoded in the ID.  I am looking to do a join on the Name field rather than ID between my request field and the possible entries of the Custom Obje

161
Aayush
Planview Falcons
M
Mohamed
asked in Ask the community
Copy data from one field to another.

Hello team,I want to pick data source " date visite sur site APS" and apply to target ("date de début" from "date de visite sur site APS") this field To explain the situation to you: I have a field in a table that is manually filled. I want the field in another table, which corresponds to the intersection of two values, to be updated as soon as the first field is modified.Could you please assist me about this workflow rule please ?

241
Aayush
Planview Falcons
J
JulieMarquette
asked in Ask the community
@mention all Project Members from Project or Task

New to AdaptiveWork here and don’t know if we are missing something.How do we @mention all Project members (including Resources with Team Member license) in a discussion post started on the Project and from a discussion post started on any Task in the Project.We DO NOT want to create a discussion group for every single project.We have some ideas for custom actions or workflow rules but want to make sure we aren’t missing an easier option before creating workarounds.Any help would be greatly appreciated, we are going live in the next week and this is something that is required.Thank you so much!

271
Aayush
Planview Falcons
Niranjan Manohar
Planview Falcons
Niranjan ManoharCustomer success specialist
published in Learn and Share
Customization Options for Planview Advisor User-Defined FieldsNews

Hi Advisor users,You can now add custom fields on the System User-Defined Fields Setup page. Choose from Text, Number, Date, and Dropdown field types, configuring formats and options as needed.Enhance your data further by adding Attributes (Text, Number, or Date) to any field, each with a unique Identifier for formulas and reporting.Creating a Custom Field: Navigate to System User-Defined Fields Setup > Add Field > Name & Type > OK > Configure (+) > Save Changes > Restart System.Adding an Attribute: In Attributes, click Add Attribute > Name & Type > OK > Assign Identifier > Save Changes > Restart System.Removing an Item: Click the Trash icon > OK > Save Changes > Restart System.Read more about it hereStart tailoring your Planview Advisor today. Share your questions and suggestions below.

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Niranjan Manohar
Planview Falcons
pawan.raju
Planview Falcons
pawan.rajuPlanview Falcons
published in Community FAQs
Engage, Earn, Elevate: Ranking Up in Our CommunityF.A.Q.

We’re excited to see you actively engaging in our community, and we want to reward you for it! That’s where our Community Ranks come in.Our ranking system is designed to recognize your contributions, encourage deeper engagement, and help you build your reputation among fellow members. Whether you're just starting or already a seasoned contributor, there’s a rank waiting for you to unlock.In this articleThe Basics Tracking Your Points and Progress Community Leaderboard Replies, Likes & Posts Tips to Move Up Faster Planview Community Ranks 1. Active Participant 2. Top Contributor 3. Innovator 4. Product Expert 5. Community Mentor 6.  Knowledge Guru What Happens When You Rank Up? Start Climbing Today  The BasicsThere are 6 Community Ranks, each with 4 tiers: Bronze, Silver, Gold, and Platinum. As you interact more in the community through posts, replies, and likes, you’ll climb the ranks and get recognized for your efforts.Let’s break it down for you: Tracking Your Points and

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pawan.raju
Planview Falcons
J
jkaschke
asked in Ask the community
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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erik
Planview Falcons
S
Scott Valentine
asked in Ask the community
Editing the secondary navigation bar in Portfolios?

Hi All,  I’ve been requested by my users if the secondary Navigation bar in the work view can be edited or reordered?  At least change the order across the bar?

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M
Planview Falcons
Niranjan Manohar
Planview Falcons
Niranjan ManoharCustomer success specialist
published in News
Planview Connect 2025 HighlightsNews

Still feeling that energy after Planview Connect 2025!Those three days were absolutely incredible the buzz of innovation and collaboration was unreal.A massive shoutout to all the amazing customers, partners, and Planview team members who made this year the most successful Connect yet. The connections made and the insights shared are going to fuel some serious innovation this coming year.Definitely check out the highlights if you missed it #PVConnect25

330
Niranjan Manohar
Planview Falcons
T
TKA
asked in Ask the community
Invalid parent wbs reference when importing CSV file to existing ProjectPlace plan

I’m getting an “Invalid parent wbs reference” when importing a CSV file to an existing ProjectPlace plan.  WBS 21.4 exists as an Activity in the Plan.  I want to import activities under 21.4 so my line items in my CSV file are number numbered “21.4.1”, 21.4.2”  (and so on) in the CSV file.  There are no extra spaces nor any periods at the end.  What am I doing wrong?

251
Aayush
Planview Falcons
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