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W
Silver Active Participant
Whit AnthonySilver Active Participant
asked in Ask the community
Viewing Resource Capacity for a Work Portfolio

I’m looking for a report or resource view to identify overallocated resources working on a collection (portfolio) of projects.  The Staffing view for a single project (work) is perfect.  It shows remaining capacity and includes work both on the selected project as well as any other projects where those resources are allocated.  I’m looking for the same view, except I want to select a work portfolio to identify the resources to review.  WRK29 - Resource Utilization sort of does this, but it is a bit cumbersome.  Does anyone know of another report or screen that I’m missing?  I know I can get there with a custom Power BI report, but I’m hoping that there may be a simpler option.

151
Mario.munoz
Gold Active Participant
pawan.raju
Planview Falcons
pawan.rajuPlanview Falcons
published in News
[New] Best Practices for Aligning Strategy, Funding, and Execution with Strategic Portfolio ManagementEbook

Even best-in-class organizations risk missing opportunities and weakening competitive advantages due to strategic misalignment, poor prioritization, and ineffective resource allocation. These challenges can undermine your efforts to transform your strategic vision into business outcomes while costing your organization money through wasted resources and missed opportunities.The good news is you can overcome these obstacles with Strategic Portfolio Management (SPM) and by following the best practices covered in this guide.Learn from top-performing enterprises that use SPM to:Enable data-driven decision-making that prioritizes high-value initiatives Improve business agility for better adaptability when markets shift Drive enterprise-wide alignment around shared objectivesWho's it for?Business leaders looking to drive market leadership and solidify competitive advantage. Portfolio leaders struggling with executing strategy or in need of better prioritization, especially during disruption a

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pawan.raju
Planview Falcons
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

291
Aayush
Planview Falcons
Aayush
Planview Falcons
AayushCommunity Manager
posted in Getting started in the community
Welcoming New Members to the Planview Community!

Happy Tuesday everyone!Let’s give a warm welcome to the new members who joined our Community recently, from all around the world: ​@Gary Leonard ​@johnblake44 ​@Bharat ​@Holly C ​@Abc ​@E5695061 ​@Rjmj1983 ​@Greg.Gent ​@mcraigheadjr ​@OldFarmer2 ​@Mojso ​@sxh810 ​@Jeff.Moe ​@Sherie Gan ​@jchaboryk ​@WMorrison ​@LouisV ​@jrc010 ​@cwinder ​@chettiveettil ​@jclark85 ​@Ramya ​@StevenC ​​@Laurentiu Nabarogu ​@prasadnknv ​@sbmkhize ​@DANIELPINEDA ​@sark ​@namrata.bhandari ​@pfeezor ​@Bill Flowers ​@Efenger ​@uid24569 ​@PenguinsChief ​@Padgman ​@Kmarchand ​@Sbayona ​@bruce.minor ​@jiac01 ​@zwhwpzp ​@Casiopedia07 ​@CC.SGWS ​@stevenleck ​@itflores 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 u

110
Aayush
Planview Falcons
J
Bronze Active Participant
JustinTemaatBronze Active Participant
asked in Ask the community
Uploading files/pictures via API

Is there any way to upload pictures or files from my local machine via the API? Looking into using Sharepoint’s API as a workaround assuming Adaptivework’s API doesn’t have this capability. But wanted to see if this is a functionality allowed by Adaptivework’s API or if there are any other good workarounds in the community Thanks!

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J
Bronze Active Participant
J
Planview Partner
Jhon BorreroPlanview Partner
asked in Ask the community
JB ICE Duplicate tasks in the schedule

Hello, Issue Adaptive WorkPlease review the following project and the attached image, as we were unable to identify what caused the activities to appear duplicated in this schedule. It can be verified in the images that the activities are the same as they have the same ID.We tried to recreate the situation using the Copy/Paste option and we tried the export and import option in Excel and in neither situation were the activities duplicated, so we do not understand what caused this problem.  Regards Jhon

211
Aayush
Planview Falcons
F
Planview Partner
Felipe VargasPlanview Partner
asked in Ask the community
How to modify the "Add Non-Labor" window, I currently need to add more characterization fields filters in the information that can be selected

How to modify the "Add Non-Labor" window, I currently need to add more characterization fields filters in the information that can be selected 

121
Aayush
Planview Falcons
C
Platinum Active Participant
cwilliverPlatinum Active Participant
asked in Ask the community
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.

301
pawan.raju
Planview Falcons
N
Nancy Pacitto
asked in Ask the community
Suggestions for a project not adding hrs accurately?

I have a single project that is not counting all of the hours logged in it (all approved). 10h were worked but the project sums are only recognizing 9h. I submitted a support ticket which was escalated to Tier 3, who hasn’t responded in more than a month.  Has anyone else experienced this with a project?  Was there any solution provided?

121
Aayush
Planview Falcons
J
julianm
asked in Ask the community
Custom fields on time-phase Labor Resources

I have introduced a custom currency field on Time-Phase Labour Resources with a workflow to update it when needed. The updated value does appear against the individual work-item in the Financial Planning View (following refresh of the financial data), and sometimes it appears correctly in the summary view, however sometimes it does not get picked up into the rolled-up number.My questions are : Can anyone let me know what triggers custom fields on Labor Resources Time Phase to be updated into the summary view? How are people handling custom fields on Time Phase Labor Resources if they cannot be trusted to always roll up in terms of presenting the information to users?  Thanks

431
Aayush
Planview Falcons
F
Planview Partner
Felipe VargasPlanview Partner
asked in Ask the community
How to move finances in time according to how the dates of the schedule move

I am contacting you to request clarification on the behavior of the movement of the finances recorded and associated with the activities of the project schedule as the start and/or due dates of the activities, milestones and projects are modified. Currently, the financial items that move with the project are those associated with the resources selected in the schedule as responsible for a certain task and that have a cost or billing rate. On the other hand, the NLR are not updated with the dates of the schedule, so it must be done manually. With this situation in mind, we are seeking to configure the system so that the finances related to the NLR also move according to the dates that can be modified in the activities, milestones and projects. 

121
Aayush
Planview Falcons
A
Silver Active Participant
athena.smithSilver 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. 

292
A
Silver Active Participant
R
rohansamson
asked in Ask the Community
Portofolio integration with Agile Place

Hi,Has anyone integrated Portfolios with AgilePlace using Planview Hub? We have a lot of information coming from Jira into AgilePlace; however, we cannot move that data to Portfolios.The out-of-the-box (OTB) Planview sync only allows a very small set of fields to be migrated.

802
B
Bronze Active Participant
Danielle Whelan
Bronze Active Participant
Danielle WhelanBronze Active Participant
posted in Ask the Community
Enterprise 'common' cadence for sprints and quarterly increments (big room planning)

We are adopting Planview portfolio and Planview agile place, our enterprise has been on an agile journey for a number of years and we are facing some resistance to adopting a common sprint and increment cadence in some of our business groups - has anyone faced this? Ideally there is a common quarterly increment ‘window’ and pattern of sprint start/end within the quarter. Curious to see if others had an issue with this?

483
B
Bronze Active Participant
O
Planview Partner
Oscar SuarezPlanview Partner
asked in Ask the community
How to Allow Limited Field Editing in AdaptiveWork Tasks?

Hi Planview Community,I hope someone can help us with the following issue in AdaptiveWork:We have a project with some activities where the resource assigned by the project manager occasionally requires support from another resource. We need the main resource (assigned by the project manager) to be able to modify only two fields within the activity: “% Percent Complete” and “Resources” (adding and removing resources). Is there any way to make this strictly possible for these two fields without granting permissions for the entire project or the projects module to the main resource?Thanks for your support.Best regards.Oscar SuarezPM

120
O
Planview Partner
pawan.raju
Planview Falcons
pawan.rajuPlanview Falcons
published in Learn and Share
Labs Release: ProjectPlace + SharePoint IntegrationNews

We’re excited to announce that the Labs version of the SharePoint Integration for ProjectPlace is now active! 🎉This feature is designed to support customers who manage project documents and other assets in SharePoint. With this integration, Project Administrators can now link one or more SharePoint sites directly to their ProjectPlace workspaces. Once connected, project members—based on their SharePoint permissions—can view and interact with files and folders without ever leaving ProjectPlace. What’s included in this Labs release:  Add SharePoint site(s) to a ProjectPlace workspace  View files and folders (respecting SharePoint permission settings)  💡 Want to try it out? Reach out to your CSM or AE to get this feature enabled.

80
pawan.raju
Planview Falcons
M
Bronze Innovator
Mayank BajpaiBronze Innovator
asked in Ask the community
Calendar exceptions

Hi Team , Is it possible to create a workflow which can help send a notification to the manager when a user adds a Timeoff/personal leave into their calendar

162
M
Bronze Innovator
K
Bronze Active Participant
Kirsten CBronze Active Participant
asked in Ask the community
How to view who has permissions to a Work ID

I am not sure I am able to find this information via the UI.  Does anyone already have a script that would tell me who was provided permissions to Work ID xxxxxxx?

201
A
Planview Falcons
pawan.raju
Planview Falcons
pawan.rajuPlanview Falcons
published in News
🚨 New Blog Series Alert: Eye on Innovation 🚨Blog

Louise Allen, Chief Product Officer at Planview launches a new series with a report on how global businesses are navigating the risks of a volatile economy—and how Planview supports you in responding quickly, as an aligned organization.In this first edition of Eye on Innovation, discover what leaders are prioritizing, how governance is evolving, and what innovations are already helping organizations stay agile. Read the full article on the Planview Blog 

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pawan.raju
Planview Falcons
J
Bronze Active Participant
JimMBronze Active Participant
asked in Feedback and Ideas
Whiteboards on other objects

Are there plans to make whiteboards available on other objects?   Users I have demo’d the new whiteboard feature to have all expressed that they would like to be able to run this feature from the User Object, User Groups and Meeting notes.   What is the rerasoning behind the current limitation of having whiteboards only available in Hybrid mode on projects 

341
M
Planview Falcons
pawan.raju
Planview Falcons
pawan.rajuPlanview Falcons
published in News
How Endress+Hauser Turned Strategy into Results with PlanviewCase Study

To bring its Strategy 2027+ to life, Endress+Hauser launched over 70 global and 500+ local initiativeseach requiring alignment, visibility, and collaboration across the organization.The challenge? Managing this complex portfolio efficiently across teams, tools, and time zones.The Solution: One Connected PlatformWith Planview, Endress+Hauser replaced static tools like Excel with a fully connected platform that: Covers the entire project lifecycle, from idea to execution Enables real-time collaboration across departments Provides visibility into project status, dependencies, and resources Supports hybrid, agile, and traditional workstyles 💬 “Planview helps us turn strategy into project outcomes.”– Sebastian Büchle, PMO Lead & PPM Platform OwnerResults That Speak for Themselves✅ EUR 3 million in savings✅ 650+ trained project managers✅ Integrated with Salesforce, SAP, Jira, and moreToday, Planview powers everything from strategic to innovation projects at Endress+Hauser—helping

70
pawan.raju
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 Pr

400
pawan.raju
Planview Falcons
pawan.raju
Planview Falcons
pawan.rajuPlanview Falcons
published in Learn & Share
Introducing Canceled Work Insights: A New Era of Visibility in Planview VizRelease Notes

We are excited to announce the launch of the Canceled Work Insights feature in Planview® Viz, designed to enhance your organization's ability to manage and understand canceled work items within your value streams.What is Canceled Work Insights?Canceled Work Insights provides a comprehensive view of work items that were initiated but not completed. This feature enables teams to: Identify Patterns: Understand the frequency and reasons behind work cancellations. Assess Impact: Evaluate the resources and time invested in canceled work. Improve Planning: Refine future planning processes to reduce waste and increase efficiency. By leveraging this insight, organizations can make informed decisions to optimize workflows and reduce unnecessary expenditures.Key Benefits Enhanced Transparency: Gain clarity on the volume and nature of canceled work. Resource Optimization: Allocate resources more effectively by understanding where cancellations occur. Strategic Decision-Making: Use data-dri

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pawan.raju
Planview Falcons
D
Platinum Innovator
DeeptiPlatinum Innovator
asked in Ask the community
Validation rule to restrict completion of a milestone/task if ‘Executable’ field is false

Can anyone share example of validation rule to restrict milestone/ task completion if the executable field is false. I can see my first milestone is executable but my validation rule is throwing error to complete this as well.

311
Limori
Planview Falcons
D
Platinum Innovator
DeeptiPlatinum Innovator
asked in Ask the community
send email to resources of tasks

When a milestone is created resources are automatically added to the milestone tasks but I am facing issue to send email to the resources. I used "send email" option but if a task has 3 resources then everyone is receiving 3 emails rather than 1 email per user.Resources to the tasks are added dynamically using workflow rule on task by assigning the user group.in send email recipients list I can't directly choose resources field however I have to choose the user group which I had assigned dynamically < link object > resource fields is showing blank. Can someone share example of config to send email to task resources and everyone should get only 1 email

531
Limori
Planview Falcons
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