Skip to main content

Recently active topics

53 Topics
C
Bronze Innovator
cwilliverBronze Innovator
asked in Ask the community
Log item create date not showing on the Logbook view in portfolios

When I export Logbook items to Excel or view them in Work Portfolio Dashboard I can view the ‘create date’. However when I view my Logbook items from the view in Portfolios I can’t see the ‘create date’ or ‘last updated date’ and see no option to add these fields to the view. It seems like a fundamental requirement to have this data displayed. Is there something I’m missing? or is this functionality not available?

171
ihuskic
Planview Falcons
Aayush
Planview Falcons
AayushCommunity Manager
published in Getting started in the community
Welcoming New Members to the Planview Community! (April 29 - May 5)

Happy Tuesday Everyone! Let’s give a warm welcome to the new members who joined our Community recently, from all around the world: ​@rachelm ​@Jamie.Freeman ​@kelly.baldwin ​@Midhun ​@zuhair ​@Shaik Rafi ​@TForgette ​@Brad.Chaffee ​@Malone ​@Andy ​@erlyn.dawal ​@Jayap ​@Misty Wood ​@PSFIS ​@Salvador ​@TashaNassyBarnwellVerisk ​@Hsutrav ​@Peggie Zhang ​@tburton ​@Melissa Pfleger ​@SPRASAD ​@dkurc ​@vikrantdavid ​@hsholmes 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

243
StephanieWallace
Planview Falcons
D
Planview Falcons
danadvisorpmPlanview Falcons
published in News
Welcome Planview Advisor customers!News

Hello Everyone, We are pleased to announce the launch of the Planview Advisor in our Customer Community. This platform has been developed to facilitate connection, collaboration, knowledge sharing, and the exchange of professional guidance among Advisor users. Our forums provide a dedicated space for inquiry, discussion of relevant industry trends, and the acquisition of solutions from both fellow professionals and Planview experts. Users can remain informed about upcoming events and webinars, and contribute their perspectives. As an initial step, we encourage all users to introduce themselves to the community, and begin to network with other members. We look forward to the valuable contributions and insights that will be shared within this forum. Start your Advisor conversations here

50
D
Planview Falcons
S
Gold Active Participant
SVarneyGold Active Participant
asked in Ask the community
How to make report created with MS Report Builder recognize active Work Portfolio

I have created a report using Report Builder, but when I add it to a tile for a Work Portfolio, it does not recognize the active Work portfolio (all work items are pulled instead of just work within the current Work portfolio). Does anyone know how I would make my report recognize the Work portfolio? How about if I want to run it for a single Work entity/item? I suspect it is in the Report Builder parameters, but I’m not sure how to code it. Thank you in advance.

527
S
Gold Active Participant
M
Machaela Milburn
asked in Ask the community
Can you stop resources assigned within Ms Project being automatically approved within Planview Portfolio upon upload?

If we assign named resources to tasks within Ms Project and then upload the schedule back into PlanView Portfolio, it automatically approves the resource to the tasks and bypasses the resource manager requirement to approve. If we assign a resource role this take the correct route of requiring resource manager intervention just not a named resource. Is there any configuration that we can implement that stops this happening?

110
M
pawan.raju
Planview Falcons
pawan.rajuPlanview Falcons
published in News
What To Know How To Get Early Access To Planview Copilot ? Join The Planview Copilot User Group TodayNews

Our Early Access Program for Planview Copilot is now live — and there's an exciting way for you to get even more involved! Join the Copilot User Group to: Get insider access to product updates and AI use cases Share your feedback and help steer Copilot’s development Connect with other early adopters exploring Copilot for Portfolio Management, OKRs, and beyond Be the first to know bout new features and enhancements This is your space to ask questions, share ideas, and collaborate directly with our product and customer success teams. Ready to make your voice heard? Join the Copilot User Group today and be an active part of the Copilot journey!

80
pawan.raju
Planview Falcons
StephanieWallace
Planview Falcons
StephanieWallacePlanview Falcons
published in Organizational Change Management
Thank You for Making Connect a Success – Let's Continue the Change Conversation!

Dear OCM User Group Members, A heartfelt thank you to everyone who attended Planview Connect last week! It was incredible to see so many engaged participants and to witness how change management emerged as a central theme throughout the event. As many of you noticed, change management wasn't just a dedicated session topic – it wove through virtually every presentation and discussion. This reinforces what we already know: successful implementation of any strategic initiative depends greatly on how well we manage the human side of change. Share Your Insights: I'm curious to hear what resonated most with you! I particularly loved Sun Life’s presentation featured in our photo above! Did a particular speaker's approach to change management strike a chord? Did you discover a new OCM practice you're excited to implement? Or perhaps you gained fresh perspective on addressing adoption challenges? Let's keep the momentum going! Please share your top OCM learning or takeaway from Connect in the c

490
StephanieWallace
Planview Falcons
pawan.raju
Planview Falcons
pawan.rajuPlanview Falcons
published in Learn and Share
Portfolios Inner Circle: Strategic Planning for a Dynamic WorldNews

Join us for an exclusive Inner Circle session where we’ll introduce our early vision for Dynamic Planning — a faster, more flexible, and accessible approach to strategic planning for all teams. Why it matters: Traditional planning struggles in today’s fast-changing world. Dynamic Planning focuses on: Scenario-based planning for faster decision-making. Lightweight prioritization to adapt quickly. Better visibility into impacts and dependencies. You’ll get an inside look at new concepts, share your planning challenges, and help shape the next generation of best practices — no perfect inputs or full tool adoption required. Who should join: Portfolio leaders and strategists. Teams dealing with inconsistent processes. Anyone connecting strategy to execution. Ready to rethink what planning can be? Sign up today! https://info.planview.com/strategic-planning-for-a-dynamic-world-_user-group_prm_en_reg.html

80
pawan.raju
Planview Falcons
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.

321
Mario.munoz
Platinum 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 objectives Who'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 disrupt

50
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 Board https://projectplaceideas.spigit.com/workandcollaboration/Page/ViewIdea?ideaid=3243 Update Sorting options on Teams Page to match Home Overview https://projectplaceideas.spigit.com/workandcollaboration/Page/ViewIdea?ideaid=2913 However 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 o

341
Aayush
Planview Falcons
Aayush
Planview Falcons
AayushCommunity Manager
posted in Getting started in the community
Welcoming New Members to the Planview Community! (April 22 - 28)

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

210
Aayush
Planview Falcons
J
Planview Partner
Jhon BorreroPlanview Partner
asked in Ask the community
JB ICE Duplicate tasks in the schedule

Hello, Issue Adaptive Work Please 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

231
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

161
Aayush
Planview Falcons
C
Bronze Innovator
cwilliverBronze Innovator
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.

421
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

451
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.

882
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?

493
B
Bronze Active Participant
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.

230
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?

251
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

110
pawan.raju
Planview Falcons
How to Earn Points and Badges

Badge winners

Show all badges
Terms of UseCookie settings
Community Guidelines Legal Privacy Policy

Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings
All Data Subject Access Requests (DSARs), and requests of “Do Not Sell My Personal Information” according to the CCPA, must be submitted through the Planview DSAR portal located here

Planview has appointed a Data Privacy Officer (DPO) to be responsible for overseeing our Privacy Management Program and related privacy compliance measures. DPO can be contacted at privacy@planview.com