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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.

401
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.

872
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.

220
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?

241
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 

100
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 

351
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

80
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

70
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.

341
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
D
Silver Innovator
dwill123Silver Innovator
asked in Ask the community
"Add Related" option missing from Discussions

Any idea why our “Add Related” link is missing on Discussions?  This is in Production.  In Sandbox there is no issue and the link is there.

131
Aayush
Planview Falcons
B
bc1
asked in Ask the community
In the Resource Load - Where does the Capacity value for a resource come from?

In the Resource Load - Where does the Capacity value for a resource come from.  I have a resource that has 5.33 days capacity a week, when it should be 5 days.  The resources calendar has not been edited.Thanks in advance :)

191
Aayush
Planview Falcons
B
bc1
posted in Ask the community
Power BI

Hi there - Just wanted to reach out with anyone who has linked Planview (AdaptiveWork) data to Power BI?How difficult/complicated is it to do (if at all)?Thanks

941
Aayush
Planview Falcons
C
Bronze Innovator
cwilliverBronze Innovator
asked in Ask the community
How to add a CUSTOM field to the ODATA stream

Looking to add a CUSTOM long text data field to the ODATA feed that I can use on my Power BI portfolio dashboard.  I’d like to add it to the Project Dimension but I cannot get the SQL working correctly.  I have tried this, isNull((select s.description    from ip.structure s    where s.structure_code=pv.overall_stat_comm), 'Unassigned') as [Overall Status Assessment] and I have tried this,(select STRING_AGG(CONVERT(NVARCHAR(max),line_text), '') within group (order by isnull(line_number, 1) asc)from ip.long_textwhere key1 = 'overall_stat_comm' and key2 = pv.ppl_code) as [Overall Status Commentary]As you can see, i’m feeling around in the dark here so any assistance greatly appreciated.

10610
C
Bronze Innovator
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