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29 Topics
C
Platinum Active Participant
cwilliverPlatinum Active Participant
asked in Ask the community
Logbook issue with Power BI Portfolio Dashboard

We’ve recently implemented Logbook and configured it with our PowerBI dashboard. For the Risk type log we mimicked the values for Response Strategy and Escalation Level in both Planview Admin and also in Portfolios. Problem: On the Risk Matrix report page in PowerBI (on the bottom Table visualisation), Escalation Level values are populating however Response Strategy is not.   Strangely, on the ‘risk by Response Strategy’ Funnel visualisation, the values are appearing correctly (see below). I appreciate suggestions or help in troubleshooting. (I’m a PowerBI beginner)

50
C
Platinum Active Participant
J
Silver Innovator
James BonfieldSilver Innovator
asked in Ask the community
Administering Large Resource Pools - Roles & Rates

I’d be keen to hear from any Planview customers who have particularly complex Role hierarchies and Rate cards to understand how you cope with all of the day to day maintenance.We have around 10,000 resources, split across 350+ roles with a constant demand for more to be added. Associated with this is a need for more accurate cost recovery, so an ever-increasing number of rate cards which would potentially run at an individual level or using multiple attributes which Portfolios doesn’t appear to support. Combined with a constant churn or individuals between roles and timing impacts of when individuals can move roles without impacting their timesheets, this is becoming a challenge which will ultimately be unsustainable.With the benefit of hindsight I think it’s fair to say we may have structured our resources differently to limit/standardise the number of roles and that’s currently under review, but what I can’t understand is how we can address the Role and Rate management in a way that

404
pamela.sargent
Silver Community Mentor
pamela.sargent
Silver Community Mentor
pamela.sargentSilver Community Mentor
asked in Ask the community
Autogenerated PVMaster password

This is more directed specifically at Planview but good awareness for other customers as well. When utilizing SOAPUI calls there are some characters that cannot be passed. It is our understanding that per Planview's security rules that PVMaster password can no longer be something the customer identifies but instead an autogenerated password that Planview creates and then advises the customer on what that password is. When using this new password within SOAPUI calls it has to be wrapped in CDATA tag because of the characters needing to be passed.  Why would an autogenerated password be created that violates character rules?  Ideally this would exclude some characters so this additional step is not needed.I thought about adding this as an enhancement request but my assumption is that the number of participants within that campaign that understand this technical component would never allow it to reach the required number of votes to be reviewed further.  If that assumption is wrong and th

152
pamela.sargent
Silver Community Mentor
S
ShaneDodge
asked in Ask the Community
Looking for ideas on Card Automation using mirroring

Hi everyone,Curious if anyone has had any luck using Card Automation to kick off mirroring.  Or using custom fields to drive Card Automation.  Thanks!

191
pawan.raju
Planview Falcons
A
Bronze Active Participant
athena.smithBronze 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. 

201
Sai Sravan
Planview Falcons
K
Platinum Innovator
kayla.schwarzPlatinum Innovator
asked in Ask the community
Disable Email Notification When Timesheet is Reopened

Hi There,Anyone have experience disabling the email notification to resources when their timesheet is reopened? Thanks!

101
Sai Sravan
Planview Falcons
E
Bronze Active Participant
EnzeBronze Active Participant
asked in Ask the community
How to create a link to specific Work IDs, etc.

I am quite new to PV and I wonder what URL parameters are available in Planview. Explicitly I tried to create a link based on a Work ID. Unfortunately, it seems that only the Project Code (sc=12345) is used in the URLs. For the end-user, only the Work ID is know and available in our overviews. This makes it difficult to create direct links for example in automatically created reminder mails. Is there any documentation which parameters are available? As it might be a customized thing, I already asked my admin but he isn’t aware...maybe I asked the wrong question?Any hint is appreciated:) Thanks in advance.Example:xxxx.aspx?pt=PROJECT&sname=$Plan&sc=12345&mdl=1&ver=1#tab-STRATEGIES

583
J
J
Bronze Active Participant
JWilliams24Bronze Active Participant
asked in Ask the community
Turning off Timesheets for Active Resources

Hello All, We have a use case where a select number of users need to be able to be accounted for in capacity but we do not want them to have to do timesheets.  We want to know they exist and are available for work but not have to enter in timesheet with 00s on them or have to deal with the timesheet alerts.  The only way we have found to turn off timesheet is enter an end date, which then causes issues because we can not see them in reports as active - since they are “ended” Any thoughts or suggestions? Any one else have a similar use case 

527
L
Gold Active Participant
S
Silver Active Participant
ShanaSilver Active Participant
asked in Ask the community
Getting name of Primary Resource Group of User?

How can I create a custom field on the user which is the name of their Primary Resource Group? I want to use this group as a leading column in a report. Thanks.   

241
grant.mcallister
Planview Partner
J
julianm
asked in Ask the community
Manual set flag on months in resource planning view

Hi,Hope someone can help me with this.In the resource planning view for a task, without entering any specific resource data, I get a blue triangle in the top of certain months indicating manually set data. I have been assuming that is because I have set public holidays as non-working days in my organisation’s calendar.It would be great if anyone knows a way of setting non-working days without them showing as user-set data in the resource planning view.A further twist to this is that I notice that there are some months with manually set NWDs which do not show a blue triangle. Does anyone know why there is an inconsistency?ThanksJulian

161
grant.mcallister
Planview Partner
D
Silver Innovator
dwill123Silver Innovator
asked in Ask the community
Migrate and Deploy not showing Case Workflow Rules

I need to migrate some new workflow rules created at a Case level across environments. The Migrate and Deploy doesn’t seem to detect any workflow rules created at a Case level.Is it like this for anyone else?  

152
grant.mcallister
Planview Partner
H
Bronze Active Participant
HaydnBronze Active Participant
asked in Ask the community
Update request to Database Schema: Planning_Entity

Hi Planview,Please can you update the data relating to ip.planning_entity as code27 marked as ‘depricated’. I have been informed this is not the case. Can you also add this back into the table, I have included the link below, thanks in advnace.https://success.planview.com/Planview_Portfolios/Analytics_and_Reporting/Database_Schema_Guide/055_Table_Descriptions_5#:~:text=Percentage%20share-,PLANNING_ENTITY,-This%20table%20containsRegards,Haydn

341
pawan.raju
Planview Falcons
K
krissi
asked in Ask the community
API Endpoints

Can someone tell me the difference between these two endpoints?https://apie1.clarizen.com/V2.0/services/data/queryhttps://api.clarizen.com/v2.0/services/data/query

281
C
Planview Falcons
mserafinowski
Platinum Active Participant
mserafinowskiPlatinum Active Participant
asked in Ask the community
Cbs1 - Insert Under

Dear Community Group,Due to changes in CBS1, we had to add a new layer. That's where the trouble began - we needed to modify the association of financial elements with CBS1. After quite the adventure, we successfully made the changes. Neither we nor CustomerCare can see any elements that still have financial data and running queries returns no results.However, when trying to use the Insert/Paste Under function, we get the following error:"Insert/Paste Under not allowed because Structure is used by financial planning."Has anyone encountered a similar issue? Financial data has been cleared, and all checks come back empty. If anyone has faced this and found a solution, we'd really appreciate your insights!CustomerCare hasn’t been very helpful beyond referring us to consulting, which, according to them, uses the same verification tools they do.Thanks in advance!Michal 

241
mserafinowski
Platinum Active Participant
W
Bronze Active Participant
wingor2Bronze Active Participant
asked in Ask the community
Controlling Adjustments to Already Submitted Time Sheets

We have a unique actual time billing process that requires us to pull actual time data from Planview Portfolios before the end of the month for some, but not all of our groups reporting time.  This is typically in the last week of the month.   We attempt to use the Cutoff Date to limit user’s ability to disapprove and edit timesheets that have already been billed.  Other groups however,  do not bill and would prefer to apply a different cutoff date,  typically further in the past.  We don’t see a way to adjust cutoff dates by Providing Org, Resource Node, or some other Resource Attribute.   Curious if anyone has a similar Use Case and/or ideas to solution this scenario.  

512
M
Planview Falcons
rzb1qs
Silver Active Participant
rzb1qsSilver Active Participant
asked in Ask the community
Copy Boards from one PP Template to Another

I understand how to make a copy of a board in a PP Template.  I have not figured out how to “paste” that into the other PP Template workspace.  The help on this topic says it is possible, but it does not give the instructions on how to “paste” that copied board.  Thank you...

90
rzb1qs
Silver Active Participant
N
NFlynn
asked in Ask the Community
Adding a Table to a card comments

Just wondering if anyone has been able to add a table type formatting in the comments text box.

201
Jon High
Planview Falcons
M
Platinum Innovator
MGMullenPlatinum Innovator
asked in Ask the community
What Roles Used for View Only Access in Portfolios

I am curious what other customer do to provide read/view only access in Portfolios.   We have two types of roles but neither is quite right.   We go between the Team member role but that roles doesn’t allow access to Strategy and Programs or a Requestor role but this role doesn’t allow the user to create/maintain portfolios.    We would love to use the Requestor license more but are worried about the administration of the portfolios that is needed to support this type of role.     Any thoughts appreciated.

644
M
Platinum Innovator
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 :)

120
B
J
Bronze Active Participant
Josh_AFGBronze Active Participant
asked in Ask the community
View of Costs - actuals and forecast

Hello.  My use case is that a) I need a means to pull financials (rates) being forecast for individual resources by activity / project.  I know I can leverage RES24 which you can total up costs and list the rate associated with resource (by activity / project) but the monthly view appears to only allow views for hours, days, and FTE.  I’d like to quickly see costs.   To that end, my second (and most important) use case is that on top of that I would also like to include actuals for months prior in the year.  Again, RES24 can do this but the actuals appear on another line on the report versus the same line which lists the work, prior hours, and future allocated hours.  Any way around all of this or perhaps a different report?  Thank you!!

262
J
Bronze Active Participant
nguyenh
nguyenh
asked in Ask the community
Restricting User Permissions for Task’s Planned Expenditure

Hi all,Has anyone successfully restricted users to only Add and Modify the Task’s Planned Expenditure without allowing them to Delete? We aim to enhance our security in this area, as deletions are impacting other integrated systems.Any insights would be greatly appreciated.Thank you!

101
Thbutler
Silver Product Expert
F
Gold Active Participant
FWalkerGold Active Participant
asked in Ask the community
Can you delete a note assigned to a person in # of notes?

I mistakenly advised by PMs to use the # of notes column to keep a record of changes made against a person/resource, rather than against a task. I looked to see if I could easily delete the notes assigned to people but couldn't find a way. Does anyone know if there is a way of deleting a note in # of notes?

142
F
Gold Active Participant
M
Bronze Active Participant
Mayank BajpaiBronze Active Participant
asked in Ask the community
Custom action to convert RISK into an Issue

Hi Team, I am looking to create a custom action which would convert RISK into an Issue, the workflow is not working as expected, can anyone help with that?

383
J
Bronze Active Participant
L
lnair
asked in Ask the community
Planview AdaptiveWork missing timesheets as of 5PM Friday

Hi Community!Very new Planview AdaptiveWork user here, so thanks in advance for your patience with me. I am hoping someone could provide very detailed insights on how to create a report that would list all missing timesheets as of 5PM (as an example) each Friday. We have timesheet reports, but haven’t been able to narrow in on this specific use case related to timesheet compliance. Thanks in advance for any and all guidance - the more detailed, the better :)

191
Sai Sravan
Planview Falcons
M
Bronze Active Participant
Mayank BajpaiBronze Active Participant
asked in Ask the community
Personal Time Off

Hi Team, is it possible to create workflow/custom action when a personal timeoff is added in Clarizen by a user, the manager gets a notification?

30
M
Bronze Active Participant

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