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DeeptiPlatinum Innovator

asked in Ask the community

send reminder to assigned resources when 2 days are left from due date

I want to send email to assigned resources if task is yet Active and due date is in 2 days from today.I tried to create a scheduled workflow rule but it did not trigger email.can anyone share the sample condition and on which object it should be created?

242

2 days ago

JPGuerra

asked in Ask the community

I want to present a yes/no question and then have another question show up depending on their selection of yes or no

103

2 days ago

Jimmy SeguraPlanview Partner

asked in Ask the community

AW - Document Publisher - Entities Relation

Hi Community,I hope you're doing well.I'm wondering if anyone has experience working with the Document Publisher App and could help me with an issue related to entity relationships.I'm trying to build a report for a project, and I need to retrieve data about its milestones while applying filters based on attributes of the resources associated with these milestones. To achieve this, I need to relate three entities, but I'm unsure how to proceed.Does anyone know how to approach this? Any guidance would be greatly appreciated.Thanks in advance!Best regards,

184

2 days ago

NcherpakBronze Active Participant

asked in Ask the community

Undo Or Restore Production

Hello!Desperate need of help. I created an org calendar based upon our 2025 financial budget to account for planned PTO as we are not utilizing actual PTO/timesheets. It ruined all of our projects that had previous resource allocations, and changed everything… I’m talking 500+ projects and thousands of resources. Is there a way to undo what I did, or restore the allocations?

341

7 days ago

FWalkerBronze Active Participant

asked in Ask the community

Using the Resource Load: default view to see groups you are a Resource Manager for

If you add a person(s) as a Resource Manager (not a direct manager) of a user group, is there a way to access these user groups from Resource Load, Groups I manage? At present we have Resource Managers allocated to User Groups but they don't come up in the Resource Load when selecting Groups I manage and so the group has to be manually added from the ‘Add Group’ button

7 days ago

maria.moranPlatinum Innovator

asked in Ask the community

Demand intake & Resource planning

Hello everyone, I’m looking for advice and insights on how you’re utilizing the Resource Planning module to get a forward looking view of workload. Specifically, I’m interested in understanding how you’re managing and forecasting resource demands and capacity.Some questions I have: How do you use the resource planning module to anticipate future workload? Are you creating dummy projects linked to demand to simulate upcoming work? If so, how effective has this been? What strategies or practices have you found most useful for aligning resource availability with future project needs? I’d greatle appreciate any examples, tips, or best practices that you can share. Looking forward to hearing how others are making the most of the tool. Thanks in advance for your insights!Best regards,Maca

212

7 days ago

Oscar SuarezPlanview Partner

asked in Ask the community

Ms Project Importing in AdaptiveWork without restrictions

Hello community,We hope everyone is doing well.We have a concern regarding a situation that arises when importing schedules from MS Project to Adaptive Work.In PV Portfolios, it is possible to import a project schedule from MS Project while specifying how it should be imported. This allows us to avoid relationships between predecessor and successor activities, restrictions, flags, and resource assignments.We would like to know if there is a similar functionality in Adaptive Work to prevent dates from appearing as “user-defined” when importing from MS Project. We require this because having date restrictions prevents the system from automatically calculating durations and dates. Consequently, we need to manually remove each restriction to enable proper planning.¿How do you usually handle this issue with the restrictions in Adaptive Work? Best regards,Oscar Suarez

771

7 days ago

maria.moranPlatinum Innovator

asked in Ask the community

Dynamic Summary Card Layout

Hi there!We have been creating reports and dashboards, and noticed that for some graphs, you can hover over the Project name and get a Summary card displayed. We like that, as it provides complementary information to the data on display. However, the summary card layout is the same anywhere you are looking at it.For example: we are now focused on financial dashboards, so it’s valuable to add to the summary card information related to the Project Budget, Actual Cost, Forecast. However, if we are looking at a demand dashboard, such information wouldn’t be that valuable. Is there a way to create a dynamic layout for summary cards? Maybe add a rule to make it contextual? Thanks! Maca

161

7 days ago

kgunderman

asked in Ask the community

Rolled Up Action Items Report

Does anyone have any experience with creating a report in AdaptiveWork to roll up Action Items that are nested and attached to children work items. For example we have a program and are trying to create a report to aggregate any action item that is attached to any Project, Milestone or task nested under the program. We would also like to do the same type of report for Risks, Issues and Decisions as well eventually.

131

7 days ago

JessO

asked in Ask the community

How to add Skill to an email notification

Hello, I’m trying to add Skill to an email notification via the Staffing Request. How do I link Skills so that it can be added to the email body as Tostring? Thanks and regards,J

221

7 days ago

DeeptiPlatinum Innovator

asked in Ask the community

project name to be updated on custom object

I have a custom object named SKU. At project level different team members will be adding values to relevant columns to this object at each milestone. Then they will mark task as complete and next milestone will be created.in this SKU how to add reference project name?workflow to be defined at project level or On SKU object directly?My project name should automatically be populated in SKU object when new row is created on SKU.

231

7 days ago

JessO

asked in Ask the community

Data Loader - members of group update

Hi all,I’m hoping to get some assistance with data loader. I’m trying to add members to existing groups and using update to add the members. However, it keeps saying that the field Member is not updateable using the item type: GroupMembershipLink. Can someone advice which item type I should use if this is not the correct one. There is more than one member per group separated by commas.Thank you :) Jess

9 days ago

stefan.kolipGold Active Participant

asked in Ask the community

Custom Time Phased data field based on Staffing Requests PLUS Project Assignments

To achieve some PS forecasting, we were wanting to make a custom field that would take the Time Phase Data of Staffing Requests + Project Assignments for a Project and multiply the Sum of the Hours with a calculated dollar value. We are not seeing a way to sum both Staffing Requests and Project Assignments in a Custom Field. Any advice on how we can achieve this?

201

9 days ago

Anuj Miglani

asked in Ask the community

Restore workplan

Hi All, I have received below query from one of my super user ,any help will be greatly appreciated :“Some of the PMs have put constrained start and end dates on task that I've asked them to remove so activities are properly scheduled. To remove the constraint, they need to use 'Restore'. Can they do a 'restore' for multiple tasks or do they have to do that for the start and end dates individually?”

241

9 days ago

DeeptiPlatinum Innovator

asked in Ask the community

custom action to delete current milestone and make the previous milestone active

I need to create custom action to delete current milestone and set the previous milestone as current one. Has anyone tried and can help?i do not want to use the inbuilt delete button in ribbon. In that profile we do not give delete option in ribbon.

9 days ago

Felipe VargasPlanview Partner

asked in Ask the community

Billed cost resulting from the operation of the billed hours per month per user multiplied by the rate.

Actualmente desde el módulo financiero en la sección de recursos laborales permite manejar 2 tipos de costos, los Costos planificados y los Cosos reales, surgió la necesidad de agregar un nuevo tipo y son los costo facturados, dado que el costo real es la operación de los registros de lo partes de horas po usuario multiplicado por la tarifa, pero necesito identificar el costo facturado resultante de la operación de las horas facturadas por mes por usuario multiplicado por la tarifa.

9 days ago

patrick.jonesGold Active Participant

posted in Feedback and Ideas

Work Plan Roadmaps

The Roadmap feature for Project or Portfolio work plans as a ton of potential, but is hard to get value from in current state. Here are a few quick hitting ideas that could make this feature a lot more valuable to organizations like ours:Because there can be overlap in Milestone timelines, spacing out the Milestone bars into separate ‘collapsible/expandable rows’ would make it much easier to read (similar to a Gantt view from the milestone level, but on the roadmap). Ability to add Key Dates (i.e. an important task/milestone dates) as a callout to a specific project. Currently the Key Dates feature adds it generically to the roadmap and its manually created. This especially becomes unclear which project a date belongs to on a Portfolio roadmap. It would also be nice to just select a work item/date from the work plan. Ability to add roadmaps to a dashboard.

1794

9 days ago

LeannaMBronze Active Participant

asked in Ask the community

Allocation schedule clears out and time can still be reported without an existing schedule

I’ve been searching for better understanding of allocation schedule finish dates that pass, and time can still be reported. When a resource allocation schedule clears out in the Plan screen, resources can still report time, even if the schedule no longer exists. After finish date passes, and progression runs the schedule line clears out. The task remains on the resource’s timesheet, and hours can still be reported. It is unclear to me why time can be reported to a project without an existing allocation.I’m told this is by design, if time has already been reported for a project, the user can continue to report time for it even if schedule no longer exists.My questions are do others experience this, and if so, are you simply communicating to the PMs to open the plan screen to monitor allocation schedules that are now blank? Or monitor using the Schedule v Actual report? Is there a configuration setting I am missing?

154

10 days ago

sfrazer

asked in Ask the community

Remove Email from View

Hi all,Wondering if anyone knows a method of removing the email panel from a view.It appears that It is possible to move the panel around but not take it completely out.Cheers,Sean

182

10 days ago

Sean.BarberSilver Innovator

asked in Ask the community

Hybrid Work View / Classic View - Switching between the two

Hello,Is there a way to make a more seamless transition between the ‘Classic’ view & ‘Hybrid’ view without relying on the blue banner to make the switch? Currently our users spend most of their time in the ‘Classic’ view, but need to switch to ‘Hybrid’ view from time to time to use the Board and now Whiteboard. Ideally we would like to make a custom panel with some buttons in Classic view to navigate them to the correct sections of the ‘Hybrid’ view to make it more seamless + when we share a Board, they are often in the ‘Classic’ view and forget to switch to the ‘Hybrid’ view resulting in additional support reminding them to use the blue banner to switch over.Just wondering if anyone has had any luck to maybe setup a more seamless transition between ‘Classic’ & ‘Hybrid’ without fully relying on the blue banner to make the transition. Many Thanks,Sean

161

10 days ago

swalter1Bronze Active Participant

asked in Ask the community

How to set priority on activity or card in ProjectPlace to focus on highest priority tasks?

I have multiple activities assigned to me and I've created multiple cards per activity to break down the tasks required to complete the activity. How can I assign a priority to each activity and to each card to ensure I'm always working on the highest priority tasks at any given time? Example: - Activity: Proof-of-Concept Server Build (Priority: LOW) + Card: Gather specs for server (Pri: 1) + Card: Deploy PoC Server, IP Address, Hostname, Domain Join (Pri: 2) + Card: Configure User/Group access, Network/FW rules (Pri: 3) + Card: Install software, tools, copy files/folders (Pri: 3)- Activity: Disaster Recovery Exercise (Priority: MED) + Card: Determine apps in scope, timeframe, assets required, budget, testing needed (Pri: 1) + Card: Assign team contacts, tasks for each team, deadlines & milestones (Pri: 2) + Card: Build exercise platform, server/network deployments, backup/replication jobs (Pri: 3) + Card: Testing procedures, expected results, measurement cr

295

13 days ago

StephanieWallacePlanview Falcons

published in Organizational Change Management

How will you prioritize PRIORITIZATION in 2025?Blog

As you look to build your plans for 2025 and beyond, how will you decide what you will work on next? It is not an easy task to determine what to work on next, especially when you are also trying to determine if you are providing the most value to the organization, You are most likely dealing with a lot of varying opinions of what is “the most important” next big thing.Building rigor around planning and prioritization takes time and proper change management to implement these practices effectively. Here are a few ways you can use Organizational Change Management when introducing prioritization:Define the WHY at a role-based level: Just like any other change, the individual needs to understand the WHY. Bring awareness to the pain points the organization is feeling and balance those with HOW planning is going to help fix those pain points. Meet your audience where they are and communicate how dedication to planning and prioritization will benefit them on an individual level and connect

180

14 days ago

pawan.rajuPlanview Falcons

published in Learn & Share

Planview Hub Version 24.4 : Stay Updated!Release Notes

Hello Everyone,Here is the latest updates and enhancements in Planview Hub version 24.4.2 release notes. This release brings a host of new features, improvements, and bug fixes designed to enhance your experience and streamline your workflow.Release Notes are available: Here🔹 What’s New in 24.3?Planview 24.4 GA includes the following features:New “Transient” queue in the Activity Failed view. This provides a separate view for errors that should self-correct from errors that require user intervention. When self-corrected, they will move out of this queue. If they do not self-correct within 10 retries (about 2.8 hours), errors in the Transient queue will move to the Failed queue. Note: as of the initial release of this feature, the only errors that move to the Transient queue are fail conditions caused by relationship links to artifacts in separate integrations that have not yet flowed. Keycloak has been upgraded to version 24.Note: Coming in 25.1 GA but available in current Jama OEM s

172

14 days ago

LimoriPlanview Falcons

published in Learn and Share

AdaptiveWork 2024.R12 Release Notes availableRelease-Notes

Release date: December 8, 2024Our Release Notes include updates on:General Availability Features Controlled Availability Features Important AnnouncementsGeneral Availability Features Functional area Feature User Placeholders User placeholders are entities in the application that you can configure and add to work entries to model work assignment needs in a project before assigning real resources. Project Managers tend to do initial planning using predefined User placeholder resources, since the names of the user resources are not yet known. These placeholder are assigned to Tasks and Projects to see the impact of the planned work on resource capacity and to establish financial estimates for cost and revenue purposes. Learn more about User Placeholders Asset Placeholders Asset placeholders are entities that you can add to work entries to model equipment or other needs in a project before assigning actual assets to it. In Productio

14 days ago

caroline_d

asked in Ask the Community

What should the jira ticket status be when moving from active status back into the backlog?

Hi, I’d like to understand the process in dealing with the below scenario.When a ticket is moved in progress in an active sprint and then moved to the backlog, should the status be updated to Open?Will the Flow Time continue to calculate on the ticket or will time pause when a ticket is moved in backlog?

14 days ago

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