PPM Pro

Sometimes when we create a new project using the template of the previous project, I want to keep the task schedules (resources scheduled to the tasks) on the new project to avoid the team having to re-schedule resources for similar projects.  However, I have noticed that the only people who are copied over successfully upon creation of the new project are people are are assigned a role on the Staffing tab. This team does not use the staffing tab/utilization planning features. Is there a workaround to get the resources to copy over, or would I have to go in and assign roles to all of the “no role” resources on the template project?

Is there anyone in the community that uses Request Module (Gates, etc.) AND forecasts resources for those requests. We are only finding that you have to make the request a project before you can forecast resources. Our team wants to enter several requests and forecast/review our resources for these requests against projects in process to see if the project is feasible to do in current year or future. We are looking for any advice on how to do this. Thank you. 

Has anyone been able to map an existing multi-select field from Request into the same multi-select field in Project?  Update:  NM  user error!  LOL

Im not seeing a lot of innovation in PPM PRO and Im concerned. Seems to me that all the innovation is focus in small enhancements but from a long time ago there is not an aha !!! moment. Is there a plan to cancelled PPM PRO?, is there a roadmap for new features?...

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?

We're excited to share our latest release focusing on stability and user experience improvements! Here's what we fixed:Financial Summary NavigationResolved navigation issue when drilling down from Master title to details pageDashboard SchedulingFixed timezone-related discrepancies in scheduled dashboards No more confusion with dates appearing a day off!Portfolio ManagementCorrected default Parent Portfolio assignment during creation Now properly follows category settingsLookup ListsImproved sorting functionality No more multiple attempts needed to sort your listsSecurity EnhancementsImplementation of various security fixes Strengthened authorization protocols Addressed system vulnerabilitiesFor detailed information about these updates, please visit our release notes: https://success.planview.com/Planview_PPM_Pro/Release_Information/New_Features_and_Release_Notes/2025_Release_Notes/What's_New_-_May_2025 Have you had a chance to check out these improvements? We'd love to hear your feedba

Is there a setting that can be changed to view underutilized staff versus just overutilized staff in PPM Pro

Hello all,Is there any way to locking editing/deleting under ‘Admin’ tab in PPM Pro? if not is there any way to track these changes? Audit log for example.Or if there is a workaround to have the above.

In the Task List view, there does not appear to be any way to mark all tasks that have overallocated resources. For e.g. MS Project puts a red resource icon in the Info column making it easy for the PM to go to such tasks at a glance. The only way in PPM Pro seems to be to click into each task and check.If not, is there a way to achieve this with a calculated field? 

We have projects that could have more than 200 activities.At the time the project manager has to add the user per activity; is there a way to add a user to multiple activities in a rapidly way?.   

When adding a note to a request (i.e. from the Project staffing screen) is the designated staffer notified via email?  and when the designated staffer reply’s back - is the project manager getting an email?  We are not seeing where this would happen.

Do You Know How PPM Pro can impact your organizations for scoring projects and requests in order to Evaluate & prioritize your portfolio of work. determine how much new work you can take on, and evaluate resource gaps, shortfalls, and needs. Through this webinar our experienced practitioner Steve Richards will take you through the concept of scoring and how to utilize this feature to its full potential.  In this webinar you'll learn about: • Scoring Concepts – the Five Pillar Model • Categories & Criteria • Single or Multiple Scoring Profiles • Scoring for WSJF • Calculated Fields • Mapping scoring data from Requests to Projects Watch the exciting webinar now by clicking the link below Score to Win Webinar (planview.com)

When creating a report in PPM Pro, the drill down field lets you select a dashboard to drill down to, but there does not seem to be a way to select the published version of a dashboard (instead of the live version) so that unlicensed people can open them?Did anyone find a solution for this?Thanks

Are you looking to transform your Project Management Office (PMO) into a strategic asset for your business? It’s time to evolve beyond traditional project management and become a Savvy PMO. Here’s how: Agility and Flexibility: Embrace organizational agility to adapt quickly to changes and align with business needs. Strategic Alignment: Focus on doing the right work that drives value, employing just enough governance to facilitate impactful execution. Data-Driven Insights: Become an advisor to the business, backed by insights from a central PPM tool, to prioritize projects that deliver the most business value1. Collaborative Approach: Support various work methodologies and empower project teams to innovate and deliver in alignment with strategy. By developing these competencies, your PMO can provide meaningful insights, manage performance, and drive business success. Ready to take the next step? Evolve into a multi-faceted strategic partner and set your course to become a Savvy PMO. Lea

 In today’s success story you will learn about how a medical services organization, Parkview Health, implemented structure and the right tools to establish effective Project Portfolio Management.   About the CompanyParkview Health is a nonprofit, community-based healthcare system based in Ft. Wayne, Indiana with 14,000 employees who service a population area of one million people. With more than 700 physicians and at least 2.5 million patient encounters per year in its 10 hospitals, Parkview Health is a fixture in the communities it serves.CHALLENGES :No processes in place for work intake, project prioritization, or resource allocation. Lack of visibility in the portfolio. Duplication of effort was rampant with multiple teams working on the same projects but creating different results.Good ideas were often lost, while projects that brought little value surged forward.SOLUTIONParkview Health knew they needed to take a different approach in order to gain control over and optimize its por

Did you know that you can configure recurring entries to automatically appear on future timesheets in PPM Pro? You can pin a timesheet entry so that it keeps the entry on all the timesheets after the one where pinning occurred. So now you don’t need to manually go and search projects and tasks every single time you enter the timesheets.Here is how it works. Step 1: For entering the time sheet entries go to timesheet from the side section and click on add new  Step 2: Select the project and add the all the time sheet details. Select the box for pinning the time sheet entry. Save the entry Step 3: Now while you are entering the timesheet on an upcoming week you can see the timesheet entry that has been pinned in the past.  

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! 

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

In the February PPM Pro product release webinar 3 new features were introduced.OData with R2D2  Multi currency in Reporting Warning for overallocation Watch the recording to learn more about these features and to get a quick demo. Follow Link: https://info.planview.com/gcc-PPM-Pro-Feb-24-release-webinar_prm_en_reg.htmlHas anyone of you tried the new features yet? Please comment to let us know what you think of them! 

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?

I believe this is already an enhancement request but wanted to put this out there to see how many others would want this feature. Background, not too long ago, the “GetStaffingData” function was added to access staffing data using filters. Great idea and I have a couple of customers using it. I’d like to see something similar for Financials. I have several customers who are now using PPM Pro’s Financials and being able to slice and dice financial data would be enhanced if we could use Calc fields to slice the data as needed and report on it.