Skip to main content

Ask the community

Do you have a question? Ask your peers and Planview's experts

  • 236 Topics
  • 485 Replies
236 Topics
D
Platinum Innovator
DeeptiPlatinum Innovator
asked in Ask the community
Validation rule to restrict completion of a milestone/task if ‘Executable’ field is false

Can anyone share example of validation rule to restrict milestone/ task completion if the executable field is false. I can see my first milestone is executable but my validation rule is throwing error to complete this as well.

201
Limori
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

411
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.

91
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 :)

151
Aayush
Planview Falcons
B
bc1
posted in Ask the community
Power BI

Hi there - Just wanted to reach out with anyone who has linked Planview (AdaptiveWork) data to Power BI?How difficult/complicated is it to do (if at all)?Thanks

741
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!

120
J
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?

110
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

443
C
Planview Falcons
F
Gold Active Participant
FWalkerGold Active Participant
asked in Ask the community
How can I see # of notes details when a note is assigned to a task?

I can see any notes added at the project level using the  # of notes column in the Overview (as below) but I cant find a way to get my hands on a similar readout to any notes assigned at a task level using the same # of notes column - any ideas gratefully received? 

143
Sai Sravan
Planview Falcons
K
Platinum Innovator
kayla.schwarzPlatinum Innovator
asked in Ask the community
Tracking Resources Who Haven’t Logged Time in a Project Report

Hello, seeking some advice on how to create a report that can show a list of resources that have not logged any time to a project within a specified period. Your recommendations are appreciated. Thanks!

111
Sai Sravan
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!

121
Sai Sravan
Planview Falcons
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.   

291
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?  

202
grant.mcallister
Planview Partner
J
Platinum Innovator
JessO
asked in Ask the community
New File as Default when attaching a file via a custom form

Is there a way make the “New” tab the default selection when adding an attachment to a custom action form? Please see the attached screenshot.I know it can be set to default in the Profiles and that’s how we already have it, but I would like to see it default to the “New” tab when adding a file attachment to a custom action form. 

506
J
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?

393
J
Bronze Active Participant
J
John Condon
asked in Ask the community
Workflow Rule - generate email when Resource is assigned to a Task

I am pretty new to AdaptiveWork and I’m trying to understand the best approach for a Workflow Rule where an email notification is sent to the Resource and Program Manager when a Task (within a particular Portfolio) is created and/or edited.  I will provide specifics attempts I’ve made but a general question I have is: how do you determine the best actor for the rule?  I have tried to create a Workflow Rule from ‘Task’ and from ‘Resource’; each have presented challenges.  This particular portfolio is being used primarily as a virtual Inbox for task assignment and reporting on hours worked (not Project Management) though Tasks are nested under Projects.  Note: The former is creating the emails within the Task but not emailing out.  Workflow Rule for : 'Task'Run time: Every time a record is created or editedCriteria: $ParentProject.C_PortfolioNameSend EmailTo: $ResourceCc: $Parent.ProjectManagerSubject: New Task Assignment: {$Name}Body: Hello [I want to name the Resource here but I’m not

291
Sai Sravan
Planview Falcons
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?

70
M
Bronze Active Participant
J
Bronze Active Participant
JustinTemaatBronze Active Participant
asked in Ask the community
Removal of "Existing" tab in File selection prompt

When a user goes to add a file to an object in Adaptivework, the prompt shows the “Existing” and “New” tabs. As we don’t want some files to be visible by certain users in our instance, I would like to remove this “Existing” tab entirely or make sure that I’m able to control what is visible in this tab.Can this tab be removed? And how is access to see these files dictated? Seeing that some accounts can see certain files under existing even when not added to a Case, Project, etc. that has said file  

233
J
Bronze Active Participant
H
Hereward Holmes
asked in Ask the community
API call to return a project's customer

Is it possible to return the name of a project’s related customer when querying the project via the API?  I believe the relationship is between project, customerlink and customer.  However, I can’t see how to relate customerlink to project as I get the following error:Query:https://api.clarizen.com/v2.0/services/data/query?q=SELECT name, sysid, customerlink.customer.name FROM project WHERE id = '<PROJECT ID HERE>'And got this result:    "errorCode": "InvalidField",    "message": "Entity 'Project' does not contain the field 'customerlink'", When I try to query the customerlink with the same project ID using:SELECT customer.name, entity.name FROM customerlink WHERE entity = '<PROJECT ID HERE>'Then I get the name from the customer table and the name from the project table.  I just don’t seem to be able to get the customer name by querying the project tableI’ve had this problem with other entities, specifically when trying to link tasks with files/attachments.If anyone has any

90
H
M
Bronze Active Participant
ManuelBronze Active Participant
asked in Ask the community
Hybrid Work Management

I like the Hybrid Work Management new UI, however I am still missing the possibility to display custom objects that are relating to a project for example. Are related objects going to be integrated soon in Hybrid Work Management ?

1404
M
Bronze Active Participant
C
Czarate
asked in Ask the community
Creating a new mapping for Timesheets

Hello Community, Our organization is working on a Planview-Salesforce integration to bring timesheet entries into Salesforce.  The goal is to consolidate all our data in one place for comprehensive management reporting and dashboards.  We're encountering challenges getting the timesheet mapping to work correctly.  Has anyone successfully implemented a similar timesheet integration from Planview to Salesforce and be willing to share their approach or any tips they learned?Thank you, Carlos Z.

161
Sai Sravan
Planview Falcons
How to Earn Points and Badges

Badge winners

Show all badges
Terms of UseCookie settings
All Data Subject Access Requests (DSARs), and requests of “Do Not Sell My Personal Information” according to the CCPA, must be submitted through the Planview DSAR portal located here

Planview has appointed a Data Privacy Officer (DPO) to be responsible for overseeing our Privacy Management Program and related privacy compliance measures. DPO can be contacted at privacy@planview.com