Unanswered questions

Hi community - I’m having an issue with pulling a report that shows a list of all our portfolio projects, however the report is pulling both parent and sub projects, ultimately double counting. Does anyone have any tips on how to only show: projects with no sub projects + sub projects of projects with parents For example, project “a” has sub projects “b” and “c”. Our reporting is pulling through metrics from project “a”, “b”, and “c” which is double counting, inflating our metrics. Any tips are greatly appreciated! Thanks.

Anyone else having issues after the July Release? Our user base cannot view the entire Work Details screen. Our screen is configured to use Smart logic - Sections of the screen are visible based on work classification type. Our end users are not able to see sections based on work classifications, only the top section which is open to all. Strangely, admins cannot see this issue, which makes it difficult to troubleshoot.

Workflow rule to calculate business daysBest regards, could you please help me with a function that can calculate the business days between the start and end dates of an activity, excluding Saturdays, Sundays, and holidays.Thank you.

Hello everyone, I need a workflow that will calculate a due date but will only count working days. For example, if I wanted the due date to be 1 day after the created date and the created date was Friday at 12:00, the due date would be Monday at 12:00

Hello, Anybody knows how i can bulk edit permissions on an important amount of action items ?And also automatically apply permissions when the action item is created in the project ?

Hello, Is there a way to import action items from a project template when creating a new project ?Files are copied over but not action items. Is there a workaround ?

I am able to make a report listing project assignment by resource within AdaptiveWork reporting by pulling in the Project and Resources module. Within the Excel Add-in I am having trouble locating the Resources module and. Does anyone know where it is located within the Excel Add-in?

Hello, Do you know if it is possible to update the username for lifecycle roles using the REST API? I am able to update the lifecycle administrator with the following JSON: { "lifecycleAdminUser": { "userName": "jsmith", "isPrimary": true }} However, I encounter issues when attempting to update other lifecycle roles. For example: { "LC_ROLE9065": { "userName": "jsmith", "isPrimary": true }} I get this error: { "meta": { "errors": [ { "code": 1012, "codeDesc": "DeserializationFailed", "message": "An error occurred while attempting to deserialize the request, Project Manager, {\r\n \"userName\": \"jsmith\",\r\n \"isPrimary\": true\r\n}" } ] }} Any guidance you could provide would be greatly appreciated.Thank you!

To get the accurate conversion of resource efforts from hours to fte for a given month, the formula is: FTE = efforts in hours/ (7 hours per day X number of working days in a month) (Example: if a person has worked 120 hours in July 2025, that has 23 working days then the fte = 120/7 X 23) = 120/161 = .75fte) Our Calendar in Global settings mentions number of days in a month as 20. This field is mandatory. As a result of this, efforts when viewed in project assignment, staff request pages and capacity planning application in fte do not display accurate results. How to get the system to dynamically pick up the actual number of working days in a month (excluding Saturdays and Sundays) and not a fixed value. Thanks in advance.

I was advised via Planview case #00913891 to raise this enhancement request as it is currently a limitation that users can not change the Prices and Rates window layout. As shown in the screenshot, we want to keep only Billing Rates Regular Hour in this window and remove everything else as we don’t use them. I was told that it is not currently supported to change this layout through the profile section out of the box or via CSS.

Hello everyone, I’m creating a workflow that only needs to trigger when one of four .duration fields are changed. I thought it would be this but its generating the error in the subject: IsChanged($C_PMHoursSold || $C_FoCPMHours || $C_TechHoursSold || $C_FoCTechHours) Any help would be much appreciated

We are finding that when a person is allocated to a project, and that allocation completes the system (progression) is not always removing that project from the resources timesheet. Is there some specific logic that progression uses that creates an exception to removing the proeject from “Select Work”? Unfortunately, we have found that in these cases - the resource allocation appears the person should not be time writing to the preject, but the system continue to allow the time writing. Note this will show as negative on the person’s timesheet, but does not prevent time writing. Thanks, Joe

The data point of Remaining Planned, on the timesheet, has been a big topic here at NASCO this year. There was an issue with it that was introduced in the December release and since then a few fixes with one or two modifications. I’m curious how other Planview customers expect this data point to work as I’d like to get additional perspectives to help broaden our thought process. I know we can get used to the way things used to work, but I still want to ensure it is something our end users can easily understand. My expectations would be: Remaining Planned in timesheets that are integrated should not change and should reflect what the remaining effort looked like at the time the timesheet was submitted. This helps with researching also. Today this data point changes and always matches what is on the current active timesheet. Remaining Planned would reflect the total overage ((total actual + un-progressed time) - approved effort) thus if over the last 3 weeks the resource continues to tra

Hi All, Has anyone created a custom action where any open RAID items are automatically closed when a project state is updated to completed?

I am importing a project WBS and I am building a data loader import to capture the predecessor information for each workitem as a DependencyLinks import. In the source data, some of the Lag durations are in workdays (d) and some are in calendar days (ed). ed basically includes weekends, holidays, etc. Is there a way to indicate the difference between these two duration types for my import?

Now that the Planned Hours Remaining field has been fixed, we turned it back on and noticed that there was an alert when a user has negative hours. This alert instructs users to enter a new estimate in the Revised Estimate column but we don’t have that column turned on as it does not alert the project manager who is usually not the resource manager that they need more hours. How could we do one of the following? Update that message to instruct them to reach out to the project manager Turn off the alert when we don’t use the Revised Hours column Add Revised Estimates field as a reportable field either in an existing or new report or in a tile

Hello,In a project i have action items associated to a milestone.Does anybody know how these action items be automatically related to the parent project as well ?

In a request, when I add resources to a person field and I would like them to also be added to the team members panel. I know there is a way of doing because I’ve done it before but I’ve lost the instructions that I created! Thanks in advance

I have a pretty simple issue to resolve, I think. I’m creating a custom action where i want to update $PlannedAmount with the following calculation: $BudgetedHours * 40 The error I’m getting is “Error: Formula evaluation result data type is Duration instead of expected Currency” I’ve tried a few different options but am missing the correct way to put together this request. Thanks all

Hello everyone, I would like to be able to round up or down time that users submit. For example, if the time is <= 12:07 it will round down to 12 but if it is >12:00 it will round up to 12:15. Can anyone assist with this please? Thanks

Hello, I have been trying to run time reports for 2024 but with no luck, the data is there and I can pull the last week of December and onwards into 2025 but nothing for 2024…. any ideas what may be causing this?

When creating a new Project from template, customers do not want system to mark checkbox to 'Make owner for the entire work plan' as a default.

In Planview, Is it possible to see the date & time someone entered a resource forecast for a particular individual resource plus also any historical entries and when they changed? Trying to workout who entered a forecast first for a particular resource and when

Hello, We have a team that reviews documents associated with a project; this is initiated by a lifecycle step. Sometimes they have to send it back to the user for revision. They would like to receive an automated notification when the file has been updated and re-uploaded...sometimes more than once. Have any of you have been able to make this happen without creating additional lifecycle steps to loop the document/content review process? Thank you.

Has anyone been seeing strange issues with their resources and or timesheet after upgrading to June. We are have time disappear and not being able to use the portfolio Timesheet functionality unless we do it on Fridays. We also had issues with costs for resource disappear out of our financial plans. Anyone else having issues.. We went from March to June release.