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Unanswered questions

31 Topics
J
Planview Partner
Jhon BorreroPlanview Partner
asked in Ask the community
JB ICE Duplicate tasks in the schedule

Hello, Issue Adaptive WorkPlease review the following project and the attached image, as we were unable to identify what caused the activities to appear duplicated in this schedule. It can be verified in the images that the activities are the same as they have the same ID.We tried to recreate the situation using the Copy/Paste option and we tried the export and import option in Excel and in neither situation were the activities duplicated, so we do not understand what caused this problem.  Regards Jhon

161
Aayush
Planview Falcons
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 

121
Aayush
Planview Falcons
C
Platinum Active Participant
cwilliverPlatinum Active Participant
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.

261
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

411
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.

782
B
Bronze Active Participant
O
Planview Partner
Oscar SuarezPlanview Partner
asked in Ask the community
How to Allow Limited Field Editing in AdaptiveWork Tasks?

Hi Planview Community,I hope someone can help us with the following issue in AdaptiveWork:We have a project with some activities where the resource assigned by the project manager occasionally requires support from another resource. We need the main resource (assigned by the project manager) to be able to modify only two fields within the activity: “% Percent Complete” and “Resources” (adding and removing resources). Is there any way to make this strictly possible for these two fields without granting permissions for the entire project or the projects module to the main resource?Thanks for your support.Best regards.Oscar SuarezPM

100
O
Planview Partner
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?

201
A
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 

321
M
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

521
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
J
JulieMarquette
asked in Ask the community
@mention all Project Members from Project or Task

New to AdaptiveWork here and don’t know if we are missing something.How do we @mention all Project members (including Resources with Team Member license) in a discussion post started on the Project and from a discussion post started on any Task in the Project.We DO NOT want to create a discussion group for every single project.We have some ideas for custom actions or workflow rules but want to make sure we aren’t missing an easier option before creating workarounds.Any help would be greatly appreciated, we are going live in the next week and this is something that is required.Thank you so much!

140
J
K
Bronze Active Participant
Kirsten CBronze Active Participant
asked in Ask the community
How to View all Work Portfolios

I am the Admin for our organization and I have a need to see who created a work Portfolio.  How do I go about seeing that information.

518
K
Bronze Active Participant
J
John Condon
asked in Ask the community
How to use a 'Portfolio Project Link' as Evaluation Criteria

Looking to create a Custom Action that is only available on projects that are associated to a particular Portfolio.  I was encouraged to attempt to reference portfolios by the ID field, rather than by name or use of a toggle, but a custom field(toggle) has been the only way I’ve been successful thus far.  I’ve tried using multiple syntax variations of the GetLink function but that doesn’t seem to support a Portfolio Project Link.  e.g. GetLink($ProjectPortfolioLink,'PF-101',CurrentObject()) » Error: Invalid field name: 'ProjectPortfolioLink'.   I’ve tried other Work Item-to-Work Item links without success.  Is a custom field on the project the way to go?  Should Reporting and KPIs be driven off of the toggle as well?

130
J
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

493
C
Planview Falcons
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)

181
C
Platinum Active Participant
N
Planview Falcons
natienzaPlanview Falcons
asked in Learn and Share
How to grant temporary AdaptiveWork access

How to grant temporary Planview AdaptiveWork access Requirements:AdaptiveWork administrators need to enable system setting 1.10 'Grant Temporary Access' and decide if this button is available for 'All Users' or 'Admins only'. Purpose:If AdaptiveWork Customer Success team needs access to troubleshoot a support request If AdaptiveWork Admins need access to troubleshoot or test configurations Steps:1. Go to 'My Details' 2. Click 'Grant Temporary Access'*If the 'Grant Temporary Access' button is not available, it may not be available to “All Users”. In order to enable it for all users, please ask your AdaptiveWork Administrator to enable it according to the setting in the following link… (System Settings: 1.10 Grant temporary access)https://success.planview.com/Planview_AdaptiveWork/Global_Settings/Settings/System_Settings#1.Login_and_Password 3. Select accessibility period, click 'OK'4. Copy generated access link5. Send link to trusted users

250
N
Planview Falcons
T
tinanau
asked in Ask the community
Task Structure for Waterfall and Agile Projects

Does anyone have recommendations on how to efficiently set up tasks lists in PPM Pro depending on whether the project is using Agile, Waterfall or Hybrid.  Do you have examples?  Also, when building it out, what are best practices for having resources charge time to tasks?

190
T
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

454
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

212
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!

321
pawan.raju
Planview Falcons
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