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ProjectPlace

  • 15 Topics
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15 Topics
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...

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rzb1qs
Silver Active Participant
A
Planview Falcons
ananyasinghPlanview Falcons
published in Learn and Share
What's New in ProjectPlace : Feb. EnhancementsProduct Release

Hello Everyone!The ProjectPlace team has recently worked on a couple of enhancements that will improve usability, efficiency, and the overall user experience.1. Documents: Submit multiple documents for reviewUsers can now submit multiple documents for review in a single request. Each document will be assessed individually to ensure accuracy, consistency, and thorough evaluation.2. Boards: Copilot in Board DescriptionUsers can now make their board descriptions more engaging and effective with Copilot integrated into Board description's rich text editor.Refine grammar and clarity for polished and professional descriptions. Translate content into multiple languages for a broader reach. Adjust tone to be professional or casual as needed. Modify content length to make descriptions more concise or detailed.3. OData: Enhancements to OData datasetsWe have expanded our dataset collection and made refinements to existing ones for improved accuracy and usability.Five new datasets for workspaces c

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A
Planview Falcons
rzb1qs
Silver Active Participant
rzb1qsSilver Active Participant
asked in Ask the community
Project Place - "Forcing" Document Check in and Check out

Hello.  Is there a configuration setting with Project Place documents to force that documents be checked out and checked in?  We have as part of project specific documentation for active portfolio projects were we would like to have only check in and check out capability for our “quality” documents.  If there is customer solution documentation that I can be referred to - that input would be greatly benificial.  Thank you.

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rzb1qs
Silver Active Participant
S
Bronze Active Participant
swalter1Bronze Active Participant
asked in Ask the community
How to set priority on activity or card in ProjectPlace to focus on highest priority tasks?

I have multiple activities assigned to me and I've created multiple cards per activity to break down the tasks required to complete the activity. How can I assign a priority to each activity and to each card to ensure I'm always working on the highest priority tasks at any given time? Example: - Activity: Proof-of-Concept Server Build (Priority: LOW)    + Card: Gather specs for server (Pri: 1)    + Card: Deploy PoC Server, IP Address, Hostname, Domain Join (Pri: 2)    + Card: Configure User/Group access, Network/FW rules (Pri: 3)    + Card: Install software, tools, copy files/folders (Pri: 3)- Activity: Disaster Recovery Exercise (Priority: MED)    + Card: Determine apps in scope, timeframe, assets required, budget, testing needed (Pri: 1)    + Card: Assign team contacts, tasks for each team, deadlines & milestones (Pri: 2)    + Card: Build exercise platform, server/network deployments, backup/replication jobs (Pri: 3)    + Card: Testing procedures, expected results, measurement cr

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S
Planview Falcons
T
TKA
asked in Ask the community
Invalid parent wbs reference when importing CSV file to existing ProjectPlace plan

I’m getting an “Invalid parent wbs reference” when importing a CSV file to an existing ProjectPlace plan.  WBS 21.4 exists as an Activity in the Plan.  I want to import activities under 21.4 so my line items in my CSV file are number numbered “21.4.1”, 21.4.2”  (and so on) in the CSV file.  There are no extra spaces nor any periods at the end.  What am I doing wrong?

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J
JulieMarquette
asked in Ask the community
How do your PMs know what is ready for work for other assignees

Some of our workspaces have 100+ cards in them.  Now that assignees can group their “My Work” by Dependencies in their “My Overview” it has helped our assignees immensely.  However our PMs are left hunting through their workspaces to see which assignees have cards that are ready for work “With done dependencies” so that they can follow up.  They can’t go by due dates, as often certain channels of flow in the workspace get behind so the card could be past due but not yet ready for work as it is waiting for the card(s) it is dependent on.  We have submitted 2 ideas to help with this:Done dependencies filter on Boardhttps://projectplaceideas.spigit.com/workandcollaboration/Page/ViewIdea?ideaid=3243Update Sorting options on Teams Page to match Home Overviewhttps://projectplaceideas.spigit.com/workandcollaboration/Page/ViewIdea?ideaid=2913However we’d love to know how others are handling this right now?*We are integrated with PPM and use that for reporting, however the dependency status of

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S
santoalgeri
asked in Feedback & Ideas
Ability to see cards on Timeline view

HiMaybe I’ve missed this, but I can not seem to see the due date of cards on the timeline Gannt. I got this response from AI saying the cards are visible (which they are below), but want to see them on the timeline similar to the view in Portfolios. Here is the best view I can produce. In the example I want to see the card due date of 4 October on the timeline. Is this possible? 

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S
Planview Falcons
N
NFlynn
asked in Ask the community
Duplicating Parent / Child Cards

I have a user that would like to create template cards with child / parent relationships and then be able to duplicate the pairings. Is there a way to do this with automation or another method?

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Leila Rosenstråle
Planview Falcons
J
Silver Innovator
James BonfieldSilver Innovator
asked in Ask the community
ProjectPlace - Portfolios Sync

A couple of weeks ago, somebody managed to switch off the ‘Use ProjectPlace’ global setting which supports the syncing of PP cards with Portfolios (we’re still trying to work out how this happened...)That’s left us with 2 weeks worth of card updates which haven’t flowed through to Portfolios.  Many of these cards are now closed so will never be touched again.Does anyone know - Is there a way to force-sync ProjectPlace cards to update Portfolios actions?

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Planview Falcons
TKrah
Bronze Active Participant
TKrahBronze Active Participant
posted in Feedback & Ideas
Handling the cards in terms of window size and formatting

We work very intensively with Kanban boards and the cards. The cards are usually assigned to several employees who work on the topics and work them out. For our daily work, we would very much like to be able to open the cards in a separate window, or at least to be able to adjust the size more variably in order to have better visibility of the content and thus significantly improve the work.  The lack of functionality for modern formatting of the texts in the cards generates little acceptance of the tool among our users. Every user has understandable expectations when it comes to formatting text, which are currently not met in the slightest, or only with great difficulty. (btw: formatting functionality in this text box is great!)Modernizing the cards and thus significantly improving the user experience is a high priority for us with regard to Projectplace as an accepted company-wide solution. We believe that we are not alone in this, as other customers certainly have similar difficulti

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Planview Falcons
K
Bronze Active Participant
Kirsten CBronze Active Participant
asked in Ask the community
Jira Story's to ProjectPlace

We are looking to move/import a large amount of stories created in Jira into a ProjectPlace workspace.  What is the best way of going about doing that without having to recreate them all one by one? Thank you,Kirsten

762
sunasak
Platinum Top Contributor
J
Planview Partner
Jhon BorreroPlanview Partner
asked in Ask the community
App Daily Trend Snapshots

Hello, good afternoon.We were unable to identify the reason why the [Daily Trend Snapshot] application does not generate the information for all projects.What depends on whether some projects generate information and others do not?

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J
Planview Partner
J
Planview Partner
Jhon BorreroPlanview Partner
asked in Ask the community
Malfunction (Revenue with Billing Rate)

Hello Everybody,I understand that:If there is a Cost Rate, calculate the costsIf Billing Rate this calculates the income.Then, when a resource reports hours:The costs of those hours are calculated with the Cost rate. This is OKHowever, the income is not calculated with the Billing rate. I found no Configuration Options to make this happen.

191
DrewMiddleton
Planview Partner
M
maxneo0
asked in Ask the community
Power Bi Login credentials

Hello Community,When following the instructions on the "Visualize Your ProjectPlace Data Using Power BI" page, I noticed there are no guidelines on how to connect Power BI when using SSO. Does anyone know how to configure this?Thank you.

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Planview Falcons
SilvijaDPlanview Falcons
published in Learn and Share
ProjectPlace Product UpdateProduct update

Are you up to date on the most recent ProjectPlace releases?  Here’s a quick summary of some of the most recent enhancements:  Save Filters in Boards:You can now save filters in Boards so that you can easily switch between filter settings that you use frequently. You can save these filters as personal filters that are only visible to you or share the filters with other members of the workspace.  Set Start Date for Document Reviews:- Specify start dates for document reviews- Control when reviews begin, ensuring optimal timing- Keep everyone informed with email and ProjectPlace notifications  More updates: - Sentiment Analysis: Sentiment Analysis at the Activity Level is now available- OData: Information about checklist items on cards is available on the Dataset for Project ManagersWant to learn more about these updates? Visit the product update page in the Customer Success Center.  

2131
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Planview Falcons
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