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rafal.likitarczuk
Bronze Active Participant
rafal.likitarczukBronze Active Participant
asked in Ask the community
Exposing Outcomes structure from Portfolios to be used in AgilePlace

I'm trying to use AgilePlace to visualize lifecycle flow of digital products (applications) stored in Outcomes structure in Planview Portfolios. My idea was to use Portfolios connector in Planview Hub, however this connector doesn't support Outcomes. Do you know if Outcomes structure elements can be exposed from Portfolios in any way to synchronize Outcomes from Portfolios with cards in AgilePlace?

344
rafal.likitarczuk
Bronze Active Participant
17 days ago
M
Platinum Innovator
maria.moranPlatinum Innovator
asked in Ask the community
Renaming Objectives and Targets

Hi Planview community,We are introducing benefit realisation into our organisation and are interested in keeping language and terminology coherent throughout.We’ve noticed that the whole Objectives, Targets, and Contributions module is fit to tailor, and we love that 😍. However, we have encountered some cases in which customisation wasn’t possible.We were able to rename Targets to Benefits but failed to adjust the terminology in the “Related Items” section.Maybe some of you have found a way to adjust this? Would you kindly walk me through it?Thanks!Maca

111
M
Platinum Innovator
18 days ago
K
Platinum Innovator
kayla.schwarzPlatinum Innovator
asked in Ask the community
Risk Assignment Email Notification

Hello PV Community, Seeking some advice on how to configure an email notification for when a new owner is assigned to a Risk and Action. I’ve got the action configured but could use some help on configuring the email notification.  What field can I input so in the email it shows the Risk’s associated Customer, Project and Link? When I select Formula Options, Project nor Customer is available to select.  I am sure there is a field somewhere that links the risk to the project it’s created under and I won’t have to create a new custom field.Appreciate any guidance. Thank you :)

163
M
Platinum Innovator
18 days ago
M
MusungaK
asked in Ask the community
JIRA and Portfolio integration

hello;Are we able to integrate directly between JIRA and Portfolios in a bidirectional manner? Has anyone established this connection and did you connect at the JIRA story or Feature level? Thanks

274
pamela.sargent
Bronze Product Expert
20 days ago
mserafinowski
Gold Active Participant
mserafinowskiGold Active Participant
asked in Learn and Share
Missing Timesheets

Hello Planview Community,I’m reaching out to see if anyone here is tracking missing timesheets in their cases, specifically focusing on the number of unreported hours that will not be recharged.Currently, we rely on two tables: time_planned and time_reported. However, we're encountering some limitations:time_planned only shows the scheduled effort values per assignment and time reporting periods as they were prior to each progressing cycle. time_reported doesn’t display records if a resource has never submitted a timesheet, meaning we’re unable to track missing timesheets until the resource logs at least one timesheet.This also impacts the RES12 report, which has the same limitation. We've already reported this as a bug and, after a lengthy process, it was acknowledged as an issue. However, there’s no clear timeline for when this will be resolved.Is anyone else in a similar situation, where they need to assess the financial impact of missing timesheets? If so, we’d be very interested i

210
mserafinowski
Gold Active Participant
21 days ago
D
Bronze Active Participant
dmilamBronze Active Participant
asked in Ask the community
Is there a way to change the Warning message that pops up when work status changes?

We have a user that was canceling a work item.  A pop up warning appeared saying “Confirm update - work status to completed”.  We assumed it would say “Confirm update - work status to canceled”.  Can we change the warning message or is it working as designed or do we need to open a PV support case?attaching a screenshot 

183
pamela.sargent
Bronze Product Expert
23 days ago
A
Platinum Active Participant
AgrantPlatinum Active Participant
asked in Ask the community
Updating Lifecycel Roles in Bulk?

Is there a way to Bulk update a project’s Lifecycle Role for a # of projects within Portfolios? Trying to see how we can do this on our own without having to have Planview do it through RAS hours.

372
M
Planview Falcons
23 days ago
pamela.sargent
Bronze Product Expert
pamela.sargentBronze Product Expert
posted in Learn and Share
Do you connect to Tabular Models via Excel?

I’m curious if other customers have shown any of their users how to connect to a Tabular Model via Excel.  If so, do you ever need to know who is accessing the TM in this manner?We currently do this and in order to understand who may need additional communication when there is an outage, or something has changed I feel there should be some way of capturing who has access the TM. Before I do an enhancement request I thought I would see if others have had a similar need.Thanks,Pam

194
pamela.sargent
Bronze Product Expert
23 days ago
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? 

150
M
24 days ago
StephanieWallace
Planview Falcons
StephanieWallacePlanview Falcons
published in Organizational Change Management
How will you lead the change?

Questions for the community:  ❓ How has CHANGE been managed in your organization? ❓​​​​​​​ What methodologies and/or tools do you use to manage and lead change? Whether it is an HR, Product, IT, or leadership change, more often than not, we see organizations rush through major changes to push them out as quickly as possible. Does the “plan” look familiar?An email regarding the change is sent out on Monday Training for the change is on Tuesday Go-live of the change is on WednesdayThis common pattern is not the way to prepare individuals for successful transformation. There is a better way to move smoothly & successfully to the desired future state. People need time to work through the phases of change.The PROSCI ADKAR® Model defines these phases of change as:Awareness of the need for change Desire to support the change Knowledge on how to change Ability to implement new skills and behaviors Reinforcement to make the change stick This model is based on the idea that Individual succes

161
M
Bronze Active Participant
24 days ago
pamela.sargent
Bronze Product Expert
pamela.sargentBronze Product Expert
asked in Ask the Community
Getting subscribed to a card

I am curious if I am truly the only one in the AgilePlace community having this issue or if others are experiencing it also. When a user is assigned to a card on a board they should automatically get subscribed to that card.  I/Pam am having an issue of when I am assigned through the card details I am not getting subscribed, however if someone was to right click on a card and assign me then I am subscribed.  Note: subscription is what triggers email notifications. High level steps I took to test this out:Create a card In card details assign yourself Save & Close Give it a few seconds Right click on card and see if it says "Subscribe" or "Unsubscribe" If it says "Unsubscribe" then you were automatically subscribed to it. Next (either create a new card or unassign from the previous card) Right click on a card and assign yourself Give it a few seconds Right click on card and see if it says "Subscribe" or "Unsubscribe" If it says "Unsubscribe" then you were not automatically subscribe

222
pamela.sargent
Bronze Product Expert
26 days ago
pawan.raju
Planview Falcons
pawan.rajuPlanview Falcons
published in Learn and Share
OKR Health Panel: Your One-Stop Shop for Progress TrackingTutorial

Do you ever wonder how your team's Objectives and Key Results (OKRs) are tracking? Are you hitting those ambitious goals, or falling behind?  Let's dive into the OKR health panel and other resources available in Planview.OKR Health Panel: Your One-Stop Shop for Progress TrackingThe OKR health panel within Planview Portfolios provides a clear picture of your OKR status. This comprehensive view includes:OKR Progress: See if your objectives and key results are on track, ahead of schedule, or need some attention. Key Results Updates: Keep a pulse on how often key results are updated. Track activity over the past week, month, or quarter to identify areas requiring focus. Activities for Key Results: Monitor progress at the activity level. View the number of activities associated with your key results and their current status (Not Started, Started, Finished).This detailed information empowers you to identify potential roadblocks and adjust your approach as needed to ensure you achieve your go

180
pawan.raju
Planview Falcons
26 days ago
A
Planview Falcons
ashishPlanview Falcons
published in News
Welcome Planview ChangePoint customers!

We are thrilled to announce the launch of the Planview ChangePoint Community—a dynamic space designed for you to connect, collaborate, and conquer challenges with like-minded professionals. This is your hub to share insights, exchange knowledge, and seek expert advice from both fellow users and Planview subject matter experts.Our forums are your new command center for meaningful conversations—whether it's tackling industry trends, getting real-time solutions to your questions, or staying informed on the latest events and webinars. Your voice matters—participate in polls, share your opinions, and drive discussions that shape the future of ChangePoint.As your first step, sign up for a user account here and introduce yourself to the community. Let’s build something extraordinary together!More exciting updates are coming your way—stay tuned!

360
A
Planview Falcons
26 days ago
partha.saha
Planview Falcons
partha.sahaPlanview Falcons
published in Learn & Share
Azure DevOps Jira Integration: A Build vs Buy AnalysisBlog

Azure DevOps Jira Integration: A Build vs Buy AnalysisAtlassian Jira Software and Microsoft Azure DevOps (ADO) are giants in the world of Agile development. Each has strengths, and many organizations can’t resist trying to harness the advantages of both.There are five main approaches to integration:Model-Based Solutions – Most scalable, requiring no custom coding. Native Integrations – Free and easy to set up, but limited in functionality. DIY Integrations – Fully customizable using APIs, but time-consuming and costly. Plugins – Affordable and simple, but limited to specific needs. Point-to-Point Tools – Provide visual mapping, yet increase maintenance with scale.Learn why and how you need to integrate Azure DevOps and Jira.https://www.planview.com/resources/articles/azure-devops-jira-integration-build-vs-buy-analysis/

140
partha.saha
Planview Falcons
27 days ago
pamela.sargent
Bronze Product Expert
pamela.sargentBronze Product Expert
posted in Learn and Share
FYI: Planview's OOB stored procedure

In case anyone is not aware….Planview has an OOB stored procedure called ip.psp_user_del_settings.  This stored procedure is called/ran when: In configure users, if you click on "remove" instead of "deactivate" then psp_user_delete will be called, which, in turn, calls psp_user_del_settings for the user to be removed. It will not be called if they merely "deactivate" the user, which is the recommended action when a user leaves the company.Note: As this stored procedure is currently written it will delete all tile reports that were last updated by the person who may be getting deleted.  If this is a PV Admin who has published or updated a tile report then that means if they leave the company and either the Admin removing them chooses remove vs deactivate, or if your company uses web services and calls this stored procedure for any recurring clean-up, then you could lose a lot of tile reports. Planview is aware of the concern of this process as we have a currently active case with them. 

151
Laurent
Bronze Active Participant
28 days ago

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