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E
Silver Active Participant
eric.abonceSilver Active Participant
asked in Ask the community
Social sync mapping between AdaptiveWork and Salesforce

Hello! My organization has the Salesforce integration set up, to create projects based on some Salesforce triggers. We have also enabled the Salesforce /AdaptiveWork “Sync Social” feature so that posts from SF synchronize with those from AW and vice versa.  The issue is that whenever posts written by someone without an AW license are synchronized from SFDC, they all show as being written by me, being the system admin and default workflow user. This not great as obviously we want to keep track on who was actually responding to the questions and conversations; and keep track of that data. I assume changing the default workflow user from myself to some integration user would not be enough as it still show the user as having generated those conversations as opposed to the real users, unless I’m mistaken. Is there a way around this?

242
E
Silver Active Participant
K
Platinum Innovator
kayla.schwarzPlatinum Innovator
asked in Learn and Share
Changing ?ERROR to value 0

Hello community,I’m wondering if anyone has figured out how to change any values that come up as ?ERROR to a 0 value instead for field calculations within a report? Much appreciated! 

613
K
Platinum Innovator
Thbutler
Silver Product Expert
ThbutlerSilver Product Expert
asked in Ask the community
Equivalent to Multi_Attributes table for Resources

We’ve just implemented the Skills attribute for our resources and wanted to start doing some reporting.  I’ve been digging through the documentation on the Success Center and while there is a table where the work multi-select fields (MULTI_ATTRIBUTE), I can’t seem to find where the equivalent table exists for Resources.  Any ideas?  We are looking to add the Skills to the Resource Portfolio Dashboard.

1003
sunasak
Platinum Top Contributor
S
Skedular
asked in Getting started in the community
Change my user name on this forum?

How can I change my user name on this forum?

352
Sai Sravan
Planview Falcons
J
Platinum Innovator
JessO
asked in Ask the community
Pull down to expand a text box within in a form

Hello! Is there a way to expand a text box within a form in AdaptiveWork? I know I can change the CSS in Global setting but that only allows me to make the default size of forms to wider or narrower. Scrolls do appear within the frame of the text box when the content is longer than the height of the text box, but it is annoying not being able to see what I typed at the very top without scrolling up. TIA, Jess 

342
J
Platinum Innovator
H
Heather.Beatty
asked in Ask the community
Removing a user from user group who has left the company

Hi community - I have a user who has left the company. I’ve deleted his profile and I’m trying to remove him from a user group so that his hours are not factored into the team’s totals any longer. I’ve reassigned all of the future hours to another person on the team and I went back and pulled “On Hold” projects and removed him from those as well. Every time I try and delete him from the user group I get a Validation Error that says that it cannot delete him because there is a staffing request - but I can’t find anything active. Does anyone know where I can search to remove him so I can delete him from the user group completely?  

1172
H
W
Bronze Active Participant
wenlonBronze Active Participant
asked in Ask the community
Project Financials

New to Project so maybe its just a configuration on our end.  But here goes:  Under the Financials section we entered yearly revenues for our projects. The revenue forecast line only seems to accommodate one type of revenue, one source. We have multiple sources we would like to enter, at a minimum two (domestic and international). Right now to solve this issue with a temporary fix: we entered the second source of revenue (Int'l) into "Actuals" and this is charted as such  this is not ideal. We would like to eventually create a consolidated portfolio revenue report giving visibility to these multiple types of revenues from multiple projects. I attached the current set-up. Please feel free to contact me with any questions. Thank you! 

771
Yathy
Planview Falcons
K
Platinum Innovator
kayla.schwarzPlatinum Innovator
asked in Learn and Share
Multiple Calculated Fields for Highlights

Hello community, I’ve created a report with several calculated columns across multiple tabs for various capacity and billability metrics (i.e. 50% capacity calculation, 80% capacity calculation, screenshot below). Some of our resources have different billability targets hence “Billability from 100% capacity vs. Billability from 50% capacity” metrics.  I’d like to have an overall summary tab with a Highlight showing all the totaled capacity and billability. So a highlight totaling all the Green highlighted below fields and Yellow highlighted below fields. Is there a way to do this so the highlight pulls all the capacity fields from each tab and totals?  Tabs: 

731
Limori
Planview Falcons
T
Tamara Boyd
asked in Ask the community
Resourcing Groups and Placeholder Groups

We are just setting up AdaptiveWork so I’m interested in comments on best practices on groups for the purposes of rates and resourcing.  We will have Group Job Titles in order to form Placeholder Resources with different rates (for example a cost/billing rate for an Engineer is different in Europe vs Asia vs US).  I am curious if people use these same groups also for Resourcing Groups that have Resource Managers?   That would lead me to more hierarchy with sub-groups… For example, within a region like Europe, we would have a Mechanical Team that would have Mechanical Engineers, Mechanical Lead Engineers, Mechanical Designers, etc.  that all have a common set of Resource Managers but different rates within the region.   What are some best practices to consider when setting up groups?

611
Limori
Planview Falcons
N
ndurgampudi
asked in Ask the community
How do you compare project baselines?

The ability to create project plan baselines is still in PPM Pro, but the ability to compare baselines and create a report seems to be moved to Reports (Legacy) and seems to be very limiting.Is there an updated approach to comparing task baselines? I can’t find one in Reports.TIA

661
A
Planview Falcons
J
Bronze Top Contributor
JamieABronze Top Contributor
asked in Ask the community
How does a resource manager get notified when a resource is requested?

This seems like it would be obvious, but we are not finding an obvious solution to this:How does a Resource Manager get notified when a Resource (of a type they manage) is Requested? And then how does the Requestor (a PM) get a notification once a resource is approved and/or named resource is assigned?Assigning Resources is just one part of people’s jobs here so those Resource Managers are not sitting around watching AdaptiveWork, waiting to see new Requests 👀🙂Emails would be one thing we expect but do not find.  We’d prefer a Slack post (but that doesn’t seem to be how the Slack integration works). If it’s in the Activities or Alerts at the top of the page we’re missing it in the sea of uninteresting data that appears there.Keywords: Resource Requests, Resource Assignments, Notifications, Notify

1211
Sai Sravan
Planview Falcons
W
Bronze Active Participant
wenlonBronze Active Participant
asked in Ask the community
Restricted Fields not showing on reports

We have four restricted fields in our project form however we have “show on filters and show on reports” checked off.  Only the three people in the restricted group can see those reports based on those fields.  Does “Show on reports” not mean what we think it means?  Does it mean it is only viewable to those that have access to that field?

281
Yathy
Planview Falcons
jkharin
Bronze Active Participant
jkharinBronze Active Participant
asked in Ask the community
Slide Publisher - Hyperlinks to File URL's

Is there a way for a File URL to not show up as a long plain text string when the PPT slide generates, but rather a hyperlink to the file based on the file name in the project?

642
jkharin
Bronze Active Participant
N
ndurgampudi
asked in Ask the community
Ability to contour capacity?

It’s not very common, but we have some team members whose available capacity varies by quarter. Just like there’s an ability to contour allocations, is there a way to contour available capacity multiplier?If not, does anyone have a reasonable alternative?TIA!

501
Yathy
Planview Falcons
J
Platinum Innovator
JessO
asked in Ask the community
Change type Risk to Issue

Hi all, hoping someone could help with my question. When I change the type of a Risk to an Issue, the system seems to delete the risk record, replacing it as an Issue with a unique ID. Is this expected behavior?thanks Jess

832
J
Platinum Innovator
C
Bronze Innovator
cpetrieBronze Innovator
asked in Ask the community
Can Topics be deleted?

Hi,Pretty basic question here. We are starting to use Topics as a condition for creating reports. There does not seem to be a way for the user to remove a Topic that they created in error. Does anyone know how to delete a Topic that was created in error?Thanks,Carey

382
C
Bronze Innovator
C
Bronze Innovator
cpetrieBronze Innovator
asked in Ask the community
Load Times

I was wondering if anyone has suggestions to improve load times across various modules of AdaptiveWork. We find that if a User Group has more than approximately 30 people, then the Resource Load module is very slow to load. Similarly, most Reports are slow to load or fail to load completely if they have data for more than 30 users. I’m not able to get Dashboards to load if I combine more than 3 charts from different reports.We are using filters to minimize the data shown in these modules but at some point, we can’t make our groups any smaller and still be able to produce valuable reports.We’re at the point where we are exporting data and managing it outside AdaptiveWork to be able to produce the reports we need, but this is not ideal.Any suggestions would be much appreciated. Thank you.

1053
C
Bronze Innovator
Thbutler
Silver Product Expert
ThbutlerSilver Product Expert
asked in Ask the community
Turning of Quality Ranks

We just started using the Skills alternate structure with in Portfolios to allow PMs to fill resource needs easier.  We are about ready to roll it out but wanted to turn the Quality Ranks off or hide the drop down.  Is there any way to do this?  I don’t see any option on a configured screen to hide the drop down nor an option to turn it off from System Options.  Is the only way to get rid of this to delete all the ranks?

292
Thbutler
Silver Product Expert
CoryJ
Silver Active Participant
CoryJSilver Active Participant
asked in Ask the community
"Expanded" Project view by Default?

I am reaching out to the community for potential advice or solutions regarding an inefficiency in our current workflow.My team frequently interacts with Project views and, as it stands, we find ourselves continuously performing the repetitive action of expanding our Project view to see all tasks associated with a project.Default “Collapsed” Project View“Expanded” Project ViewCurrently, the system defaults to a "Collapsed" Project View, and while this default setting maintains a clean interface, it introduces a time-consuming step that we must repeat with each project interaction. This process results in an accumulation of redundant clicks over time, representing a non-trivial impact on our productivity. In a previous engagement with support last October, it was noted that a default "Expanded" Project View setting was not feasible. Support Reply Default Hybrid Grid View However, it appears that a Default "Expanded" view is exactly what the Hybrid Grid view is offering today.  Regrettabl

842
CoryJ
Silver Active Participant
D
dianerockwell
asked in Feedback and Ideas
History (audit trail) - track Scheduled Finish date

We need to track changes to Scheduled Finish dates. I’d like it to be a field tracked in the History. Currently I have to frequently extract the data to an Excel spreadsheet and analyze it there. It would be helpful if I could export ALL history data to Excel. 

1152
D
M
Platinum Innovator
maria.moranPlatinum Innovator
asked in Ask the community
MS Project Import | Work

Hello everyone,I hope you're doing well!I wanted to reach out to the community regarding a peculiar issue I've encountered while importing a Microsoft Project into AW.I've been attempting to import a Project with planned work hours specified for each task (as shown in the first screenshot). However, upon importing it into AW, I noticed that the task assignment appears to be off (as depicted in the second screenshot). I'm curious if anyone else has experienced similar behavior or has any insights into what might be causing this discrepancy. Additionally, if anyone has discovered a workaround for this issue, I'd greatly appreciate any advice or suggestions you can provide.Thank you in advance for your help and expertise!Best regards, Maca

4233
Limori
Planview Falcons
W
Bronze Active Participant
wenlonBronze Active Participant
asked in Ask the community
Available Field Restriction Groups

We are trying to find where these groups are located in PPM Pro so we may add users to them so we can restrict fields to these groups.  Can anyone tell us where to find these groups?  

573
Yathy
Planview Falcons
K
Platinum Innovator
kayla.schwarzPlatinum Innovator
asked in Ask the community
Crosstab Week Reporting Date Formatting

Hello, I have a weekly crosstab report that shows the week’s data but with headers of W-01, W-02, etc. which can get a bit confusing when looking at weekly data. Wondering if anyone has knowledge of if/how to set it so it actually show’s the week date? Thank you!

652
Aayush
Planview Falcons
E
Silver Active Participant
eric.abonceSilver Active Participant
asked in Ask the community
Calculations based on timelines

Hello! I’m being asked to create a report where we can see if a project is adhering 75% to the original timeline. I thought about creating a custom field based on a formula which would divide $BaselineDuration by a value that is calculated from a field with the formula DateDiff($BaselineDueDate,$ActualEndDate,’d’). I get an error when doing this,  “Error: Data types Numeric and Duration not compatible for '/' operation” If I try to save DateDiff($BaselineDueDate,$ActualEndDate,’d’) as a duration instead of a numeric value, I get the error: Error: Formula evaluation result data type is Numeric instead of expected Duration.

573
E
Silver Active Participant
J
Platinum Innovator
JessO
asked in Ask the community
Actions assigned owners in Meeting Notes

Hello all, I was wondering if there was a way to automatically send an email to the owner of an action created in Meeting Notes? For example, I created a meeting note and within it, created an action item and assigned an owner. Do I have to enable a setting or create a custom WFR? Thank you. Jess  

412
J
Platinum Innovator

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