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D
Platinum Innovator
DeeptiPlatinum Innovator
asked in Ask the community
Why are milestone dependencies not preventing out-of-order completion in my project setup?

I am creating a project template in which i added 5 milestones. I have given the dependency for milestones as predecessors and successors. Still it allowed me to complete the milestone 3 before I completed milestone 2. How to put restriction? Do i need to write workflow rule? Then what is the use of setting dependency in workplan?

723
D
Platinum Innovator
A
Silver Active Participant
athena.smithSilver Active Participant
asked in Ask the community
Validation Help: Error pops up when trying to update tasks before project is active

I am working on a validation rule that stops Project Managers from updating task progress before activating the project. I’m running into issues with the Evaluation Criteria and I am hoping you all might be able to help. The trigger is only working if I manually update the % complete at the project level. If I update a task below and it rolls up the % complete, the validation doesn’t trigger. What do I need to add so it triggers when I update % complete at the project or task level? 

1032
mikayla.martin
Planview Partner
Rajagopalan V
Bronze Active Participant
Rajagopalan VBronze Active Participant
asked in Ask the community
Work item states and Financial Planning

Does Project Financials have impact based on the work item states?For example: Part of my project is on-hold, so those work items on-hold - we do not want project financials to roll-up or calculate into total project financial. Is there any state of work item which will help us to uncount the financials?

382
Rajagopalan V
Bronze Active Participant
J
Platinum Innovator
JessO
asked in Ask the community
Risk to Issue Custom Action

Hi all, I need help with a custom action that creates a new Issue record from an existing Risk record. The custom action works but I need to add the reference to the associated records. So, if I’m looking at the Issue record, I should see the risk record that it was created from and vice versa. It only seems to work one way. Plus, on the newly created Issue record, the reference to the associated Risk record is incorrectly labeled as ‘Issue Record’. It should be labeled as ‘1 Risk Record’. Screenshot below. Any help will be greatly appreciated. 

675
A
Silver Active Participant
J
Bronze Top Contributor
JamieABronze Top Contributor
asked in Ask the community
Editable?: Calendar Non-Working "Exception Type" picklist

Here are the current choices for "Exception Types" that we see in AdaptiveWork and would like to edit (to match our actual time-off reporting system).Is this list configurable? :  I thought it might come from the “Resource Utilization Category” picklist mentioned in another topic but it doesn’t seem to be related to that Work Item property (which IS customizable).

422
J
Bronze Top Contributor
K
Platinum Innovator
kayla.schwarzPlatinum Innovator
asked in Ask the community
How to automate Adding New Users to Set of Work Items?

Hello Community, When our admins add a new user to the system, is there a way for this new user to be automatically added as a resource to certain work items in a project?Our use case is, when we have a new employee join, there are a set of work items/timecodes that they’ll need, and it gets a bit tedious adding each new resource to the 10+ work items. I’ve tried adding them to a user group, where it’s listed as a resource to those work items but it doesn’t appear to work. Maybe through data loader?Any advice? Many thanks! 

1036
mikayla.martin
Planview Partner
J
Platinum Innovator
JessO
asked in Ask the community
Validation Rule to prevent hours being allocated after the project due date

Hi all, I need some help with a validation rule that I’m creating to prevent hours being allocated on the Staffing Request after the project due date has passed.Rule: If the due date is 03 May 2025 and I entered hours in July 2025, the VR will trigger.But I’m not able to use nested fields in the VR. Please help. What am I doing wrong?  

432
J
Platinum Innovator
D
Platinum Innovator
DeeptiPlatinum Innovator
asked in Ask the community
Team member profile

We are using Team member profile with full license but I want to display different columns in scheduling view of project. Is it possible?can we create another profile with same access rights as Team member but with full licence? Then I will be able to assign different views. 

683
bkrutiy
Bronze Product Expert
D
Platinum Innovator
DeeptiPlatinum Innovator
asked in Ask the community
assign resource on task automatically based on metadata field project location

I am creating a project template. It will have 3 milestone and 1 task in each milestone. I want to add resources to the task automatically based on user groups created region wise.if region is UK then resource should be user group from UK region. If region is APAC then the resource should automatically pick the user group from APAC region. How to save it in Project template and milestone template.

483
bkrutiy
Bronze Product Expert
K
Platinum Innovator
kayla.schwarzPlatinum Innovator
asked in Ask the community
How to Bulk Upload Expenses within Container

Hello, I would like to bulk upload expenses within referenced expense sheets/containers. In my spreadsheet I’ve referenced the related expense sheet/container to house the expenses (2024 Expenses for Kayla) but when I upload them, it ends up creating new individual expense sheets rather than within the referenced expense sheet. For example, below I’ve used the external ID of “2024 Expenses for Kayla”  But when I upload, it creates the expense as an expense sheet/container instead: Does anyone have experience with this or what I may by missing? Thank you!

263
mikayla.martin
Planview Partner
CoryJ
Silver Active Participant
CoryJSilver Active Participant
asked in Ask the community
Reported Time Per Day Reporting

We have a department-wide project with multiple resources each assigned their own task under 1 milestone. The project spans several months. Each resource records their time on their timesheet whenever they work on the task. At this stage, a lot of the work is filler work. Staff works on this project whenever time allows. I’ve been asked to create a monthly report to see each resources’ weekly timesheet activity. Example:JuneResource 1 (1.75 Hrs)6/04: .25 hrs 6/05: .5 hrs 6/18: 1 hr Resource 2 (9 hrs)6/11: 3 hrs 6/21: 5 hrs 6/25: 1 hr I cannot edit any out of the box Time Tracking reports, and I’m struggling to create it myself. Any help and suggestions would be appreciated. Thank you,Cory

1232
CoryJ
Silver Active Participant
O
Planview Partner
Oscar SuarezPlanview Partner
asked in Ask the community
How to get a project copy with no relationship to the original project.

Hello community,I would like to know if you are aware of any alternatives for creating copies of projects in Adaptive Work. Here are the challenges we’ve encountered with the existing methods: Copying and Pasting Schedules: When we copy and paste the schedule from the original project to another project, dependencies are created between the activities of both projects, even altering the original schedule. Excel Import/Export Functionality: While using the import/export functionality in Excel, the activity IDs remain linked between both projects. If we remove the IDs, it affects the hierarchy of activities and subordinates. MS Project Import/Export: When importing MS Project files into Adaptive Work, the dates are restricted as “user-defined,” preventing automatic planning calculations (such as dates and durations). When attempting to make copies of projects with a large number of activities using any of the three alternatives mentioned above, it requires a very tedious and complica

2404
O
Planview Partner
N
Bronze Active Participant
NcherpakBronze Active Participant
asked in Ask the community
Bulk Project Assignments for One Resource

Can I assign and delete tasks at the user level? Use Case: We have hundreds of projects and if someone new joins, or terminates, I have to manually go into each project and add or remove them. There has to be something I am missing that I can simply add bulk projects to one project and not have to go in to each one.

2704
C
Bronze Innovator
E
Silver Active Participant
eric.abonceSilver Active Participant
asked in Ask the community
Why do manually updated resource's demand hours in the capacity planner disappear by the next day after submission?

Hello! My team has been playing around with capacity planner lately and found that as a resourcing manager, you’re able to make changes to a resource's demand manually in the planner and then submit. This seems to update the capacity planner without making changes to the project, which is good since able to be we want to forecast what is the real projected demand per resources which might not be reflected in the project plan. The problem is that it seems that once you submit, these hours seem to disappear from the capacity planner by the next day. Is this a normal behavior from the planner? 

461
E
Silver Active Participant
N
ndurgampudi
asked in Ask the community
Is there a way to drill down to a published dashboard?

When creating a report in PPM Pro, the drill down field lets you select a dashboard to drill down to, but there does not seem to be a way to select the published version of a dashboard (instead of the live version) so that unlicensed people can open them?Did anyone find a solution for this?Thanks

571
M
Planview Falcons
J
Platinum Innovator
JessO
asked in Ask the community
Capacity Planning panel

Hi all, happy Friday - can we add the ‘Skills’ field in the capacity planning panel?Regards,J  

614
J
Platinum Innovator
E
Bronze Active Participant
estaceyBronze Active Participant
asked in Learn and Share
What to do when you aren't able to create a multi-select reference to object (Resource) field?

I am trying to create a field that can be manually updated within a task with users, in the same way that ‘Resources’ can have users added. I am able to create a new field as ‘reference to object, user’ and this allows people to populate the field with a user name however it only allows a single user name. Is there a way to create a duplicate of the Resource field?I am not able to view the Resource field in configuration and have been advised this is intentional because of its field type.

453
E
Bronze Active Participant
J
Platinum Innovator
JessO
asked in Ask the community
Resource Load Reports

HelloWe have a number of very old resource load reports (created between 2015 and 2017) that we cannot edit except to add columns to it. I cannot edit as an Admin but was able to update the Owner to me but even that doesn’t allow me to edit the report. Is there a setting that I’m missing somewhere that needs to be enabled? Thank you :) 

734
J
Platinum Innovator
S
Bronze Active Participant
sfloydBronze Active Participant
asked in Ask the community
How to access more of Planview Dashboard templates

I can only find 6 Dashboard templates - 1 is called the Executive Dashboard.  Where can I find the other Dashboard templates in the Planview Adaptive works tool? Thank you!Sharyn

1061
Sai Sravan
Planview Falcons
J
Platinum Innovator
JessO
asked in Ask the community
Curios to get started with InterAct? Here are two use-cases.

Hi, does anyone use InterAct? If anyone uses it, would appreciate some feedback before I enable it. It just looks very old and I’m not sure if it’s being replaced with something else in the near future.Thanks and regards Jess

602
J
Platinum Innovator
B
bc1
asked in Ask the community
How to create a cross-tab report that uses Time-Phased data to show the Expense type (Capex/Opex) by week/month?

Hello All!  Can you create a Timesheet report with a cross table to show the Expense Type (Capex / Opex) by week for a month?  Thanks

332
B
S
shuchi
asked in Ask the community
How to add/remove the linkages between two different objects like Project & Issues through Rest API?

I want to add the linkage between two different objects like Project & Issues through Rest API. Which API should I use?

1265
Andy Johnston
Gold Active Participant
K
Platinum Innovator
kayla.schwarzPlatinum Innovator
asked in Ask the community
Is it possible to set separate workday hours specifically for a user group that can override global settings?

Hello Planview Community,I’ve got 8 hour work days set for a certain user group however when I add a full day’s Leave time in their calendar, it shows them OOO for 7.5 hours. I assume this is due to the global setting we have for all other users that work a 7.5 hour workday. Every time I try to edit the 8hr day resources’ leave to 8 hours instead of 7.5 hours. Is there a setting somewhere I can fix this? Thanks!  

861
DrewMiddleton
Planview Partner
M
Bronze Active Participant
ManuelBronze Active Participant
asked in Ask the community
Are there any plans to update the URL with AdaptiveWork replacing Clarizen?

HiI am trying to get my company to stop saying “Clarizen” and use rather “Planview” or “AdaptiveWork” but the URL which remains the same (at least for us EU customers) makes it difficult. Do you know when this will be changed to something more in line with the rebranding? Thanks,Manuel

614
M
Bronze Active Participant
J
Planview Partner
Jhon BorreroPlanview Partner
asked in Ask the community
App Daily Trend Snapshots

Hello, good afternoon.We were unable to identify the reason why the [Daily Trend Snapshot] application does not generate the information for all projects.What depends on whether some projects generate information and others do not?

262
J
Planview Partner
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