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597 Topics
K
Planview Falcons
KarlRennerPlanview Falcons
asked in Ask the community
Document Publisher interactions with Targets or Contributions

I have been trying to generate a document publisher report on a Project that creates a related table from the Targets module. Every approach I’ve tried has caused the file to be corrupted with the error “Word found unreadable content in test.docx. Do you want to recover the contents of this document? Approaches triedTargets via AssociatedItem (the obvious answer) Targets with my own reverse reference Targets via ContributingWorkItems (not sure if this is a real capability) Contributions AssociatedItem TargetHierarchyLink with my own reverse referenceI noticed the doc publisher macro template doesn’t include any reference to Targets or Objectives, so I’m wondering if perhaps it’s just not supported?I did verify that Slide Publisher can pull the same data out, so definitely just a problem specific to makin word docs.Interested to hear from anyone who has managed to generate a related table of targets in document publisher, and what sort of comment syntax you’re using :)

192
K
Planview Falcons
S
Silver Active Participant
ShaneDodgeSilver Active Participant
asked in Ask the community
Custom Action to change views

Hi Everyone,Hoping this is an easy answer.  Is there a way to utilize a custom action to change the view of a project?  I have a couple use cases where I need to have a user change from a project details ‘overview’ view to a gantt chart view and would like to have that fire off via custom action rather than have the user manipulate the ‘project details’ view manually.I am leveraging the Dynamic Layouts to manipulate the project details, but need to move to a gantt view. Thank you!  

171
Limori
Planview Falcons
M
Malone
asked in Ask the community
Project plan dates to not change

We are trying out managing project details in portfolio and project place.  One issue the PMs run into is that the dates seem to randomly change.  Is there a document that shows how dates are affected in the workplan.  Or the best settings to not have items affect others.  I know this may not be best practice but we need the team to understand why their plans change. 

151
Mario.munoz
Platinum Active Participant
partha.saha
Planview Falcons
partha.sahaPlanview Falcons
published in Learn and Share
Auto-Populate Timecards from Portfolios & AgilePlace to Reclaim Time

Auto-Fill TimeSheetPlanview Community,We all know the struggle – timesheets. They're a necessary evil, but that doesn't mean they have to be a time-consuming burden. What if you could automate them and free up valuable hours for your team?You have a hidden gem at your fingertips: Automatic Timesheet Population! This powerful feature can transform your workflow by automatically populating timesheets directly from your project schedules.Say Goodbye to Manual Data Entry:Imagine the relief of eliminating tedious manual data entry for timesheets. No more copying and pasting, or wrestling with forgotten hours. Automatic population ensures accuracy and saves you significant time.Boost Efficiency and Reduce Errors:By automating timesheets, you streamline your workflow and minimize the risk of errors caused by manual data entry. This translates to improved efficiency and reduced frustration for everyone involved.Focus on What Matters Most:Reclaim the time you used to spend on timesheets and ded

2972
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Bronze Active Participant
Thbutler
Gold Product Expert
ThbutlerGold Product Expert
asked in Ask the community
Work Project Progression Defaults

Currently when we create a project the Progression Options for Allocations is set to “Respect Finish Dates”.  Based on the needs of our organization we have been setting this to “Expire Effort and Respect Finish Dates”.  Is there any way to make Expire Effort the “default” setting for when we create new work items?  Or do we have to remember to change it as part of our new project process? 

103
pamela.sargent
Silver Community Mentor
H
Bronze Active Participant
HappytoonBronze Active Participant
asked in Ask the community
How to show an associated strategy/outcome as a column in a work portfolio?

Hi, In Portfolio, we have the following associations: Work → Outcome → Strategy.I want to create a work portfolio that lists all the work associated with a particular strategy (same for outcome).Are there any ways to display the associated strategy (and outcome) in a work portfolio? Can I also use this column as a filter in the work portfolio definition?Please help and share your wisdom.Many thanksTony.

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S
A
Bronze Active Participant
AizaBronze Active Participant
asked in Ask the community
Pre-Planning Hours

At Moffitt we are trying to find out how other organization are tracking their time for Pre-project planning. We want to create a standard process for this type of work.

214
A
Bronze Active Participant
Aayush
Planview Falcons
AayushCommunity Manager
posted in Getting started in the community
Welcoming New Members to the Planview Community! (May 20 - May 26)

Happy Tuesday Everyone!Let’s give a warm welcome to the new members who joined our Community recently, from all around the world: ​​@Phil ​@JeffYork ​@bnst ​@Elizabeth Winters ​@nishantpatel ​@hadleyme ​@Nadeem_Ahmed ​@ayarnell13 ​@Hao Li ​@giorgio.scagliarini ​@Massimo Restelli ​@tb22022 ​@Andrea Hellster ​@LIDXIIV ​@karen.finch ​@BBNZ ​@mas740 ​@yosef ​@Florent Poirier ​@Magnus Ekdahl ​@Francisco Alferez ​@Shaik Nowshad Ali It’s great to have you on board! Join this space to say hello, share a bit about yourself, and let fellow Community members welcome you aboard!Let me start: I’m Aayush, I’m a Community Manager at Planview. You’ll see me here, managing the forums and generally helping out. And I'm from Bangalore, India. Feel free to write a few lines and introduce yourself below, add some details about what's your role in your team, what you'd love to learn from other fellow members, or share one goal you hope to achieve with Planview.  We’re excited to learn more about you — let’s

262
Kavitha
Planview Falcons
Niranjan Manohar
Planview Falcons
Niranjan ManoharCustomer success specialist
published in News
Connect 2025 Keynote Recordings Are Ready for You

Hi EveryoneRemember the keynotes from Planview Connect 2025.We're happy to let you know that the recordings from Razat Gaurav (CEO), Louise Allen (Chief Product Officer), and Mik Kersten (CTO) are now available to watch.If you weren't able to make it to Connect or if you want to revisit specific talks these sessions offer a good look at Planview direction and some of the solutions helping organisations get work done.You can access all the Planview Connect 2025 keynote recordings here: https://success.planview.com/Customer_Events/Planview_Connect_2025We hope you find these presentations helpful.

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Niranjan Manohar
Planview Falcons
M
Bronze Innovator
Mayank BajpaiBronze Innovator
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?

151
A
Planview Falcons
S
Gold Innovator
Sean.BarberGold Innovator
asked in Ask the community
Splitting Resource Assignments on a Project (e.g. by different skills)

Hello, We have a case where some of our resources have multiple skills. How can we specify which skill is potentially being utilised on a Project when a resource is assigned?For example a PM adds Resource 1 who has two skills. On this particular project they are only utilising one skill. The PM adds Task Assignment over the required period etc. In reports, we can’t specify which skill is being utilised on the ProjectDoes anyone have any ideas to manage this or potentially another solution potentially through a custom field? e.g. a picklist in the Resource assignment panels when the PM can select which of the users skill is being utilised etc. Many Thanks

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A
Planview Falcons
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?

251
A
Planview Falcons
P
Bronze Active Participant
prasadnknvBronze Active Participant
asked in Ask the community
Planview Portfolio - (Adding dataset folder and Enabling Planview.me)

Hello fellow community members,I have 2 questions.I want to add a folder under “Dataset Management”.  I have Planview.me under planview admin. I am trying to enable it in sandbox, which is already enabled in prod. I would request anyone to assist or guide me in fixing the above 2 issuesAppreciate your response. 

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P
Bronze Active Participant
I
Planview Falcons
Ipshita.DasPlanview Falcons
posted in Learn and Share
Planview PPM Pro May 2025 Release: Bug Fixes & Improvements

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

100
I
Planview Falcons
L
LFarrow
asked in Feedback and Ideas
Exception Categories

Hello everyone 👋 We are setting up our instance of AdaptiveWork and can see some great functionality with individual calendars using the exception types to put in their leave etc. However, although we have been able to add our own categories, we have not been able to work out how to delete the other items in the pick list. We are finding that the categories are adding confusion that are already in e.g. PTO and vacation for us would be the same definition.  We have changed our categories to have numbers at the beginning so that they go to the top but is there a way to delete the other options?

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L
D
DeepakGarg_NG
asked in Ask the Community
Can we add more column to filter records in Transfer Record Module in Changepoint

There is feature of resource transfer through transfer record module in changepoint. when we select any entity to transfer the record, there are predefined/preconfigured entity columns come to filter the records to transfer between source/target resources. But some time, we need more details/column in preconfigured column to filter out data precisely for transfer the resources, so need some way to add more column there in transfer record module. Community, please help if you know the solutions for the same. 

121
A
Planview Falcons
H
Hwilson
asked in Ask the community
Adjusting a Resource’s Capacity with an Effective Date

What’s the best approach, if any, to set an effective date for a new capacity so that future tasks reflect the updated capacity, while past assignments and capacity remain unchanged? We pull capacity reports and are transitioning a full-time employee to part-time. When we update the capacity in the and dates in their calendar, it ends up affecting the capacity for past dates as well.

201
A
Planview Falcons
S
Scott Valentine
asked in Ask the community
Job Stream timeout error

Dear Community,We are having issues with Job Stream teking x25 longer than usual and timing out due to the following errors log in the log files.“Skipping Financial Plan. Reason = Error for field AltStructureKey: Execution Timeout Expired.  The timeout period elapsed prior to completion of the operation or the server is not responding. { Source Row='0';  }” Has anyone had this issue and know how to resolve? Kind regards

221
pamela.sargent
Silver Community Mentor
S
Scott Valentine
asked in Ask the community
Configure Screen, add component question

when configuring a new screen and selecting Add Component, the internal reference link an basic info are greyed out, why is this and what can I do to use them? 

171
pamela.sargent
Silver Community Mentor
M
Michel
asked in Ask the community
Non Labor - How to have multiple times the same non labor item (name) within a project, with different additional fields

I need to distinguish in my projects different non-labor expenses categories. This distinction shall be done per location. Example : “non-labor resources A” for location A, and “non-labor resources A” for location B.One of the solution would be to differentiate in the non-labor resources list them (ie “non-labor resources A location A” and a second one “non-labor resources A location B”). Doing so, the list of choices proposed to the project manager will explode (in my case more than 60), which will not be that easy for the userIve seen in the last AW documentation (see below) that there is an example with “vendor” column, whcih can be edited. Does it mean that i can have (to stay in the example below) multiple times “Telephone” with different vendor? Or there is still the limitation that the non labor resources can be used only once ?Any idea how i can solve my issue? 

551
Limori
Planview Falcons
Chris.Meidell
Planview Falcons
Chris.MeidellPlanview Falcons
posted in Copilot Prompts
Product Ranking Report

PERSONA  VP Engineering / Team of Teams Leader  What I really want to know  I want to see in ranked order the products that have seen the most improvement over the past year  Level to Select (Portfolio, Product)  Portfolio  PROMPT  Please rank the products in order of those that have shown the most improvement over the last year     

110
Chris.Meidell
Planview Falcons
Chris.Meidell
Planview Falcons
Chris.MeidellPlanview Falcons
posted in Copilot Prompts
Portfolio Improvements

PERSONA  Engineering Manager, Team of Teams Leader  What I really want to know  Where am I seeing actual improvement in this portfolio  Level to Select (Portfolio, Product)  Portfolio  PROMPT  Analyze the this portfolio and highlight any areas that show increased throughput in terms of flow velocity and where... and if we are... what are the contributing factors to those increases? 

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Chris.Meidell
Planview Falcons
Chris.Meidell
Planview Falcons
Chris.MeidellPlanview Falcons
posted in Copilot Prompts
Leaderboard Report

If you manage a team of teams, and you are looking at a portfolio in Viz,  you can do a cross portfolio analysis and leaderboard with this prompt.Create a report focusing on accomplishments for [insert month]. Create several leaderboards that showcase and compare accomplishments of each of the value streams in this portfolio. Finally include a section on things to improve

120
Chris.Meidell
Planview Falcons
Chris.Meidell
Planview Falcons
Chris.MeidellPlanview Falcons
posted in Copilot Prompts
Value Stream Health Check

This is a simple prompt you can use or modify to get a quick at a glance check of a value streamCreate a health check report for this value stream for the month of [insert month]. Use Emojis in the report.   

90
Chris.Meidell
Planview Falcons
Aayush
Planview Falcons
AayushCommunity Manager
posted in Getting started in the community
Welcoming New Members to the Planview Community! (May 13 - May 19)

Happy Tuesday Everyone!Let’s give a warm welcome to the new members who joined our Community recently, from all around the world: ​​@Jayashree ​@ricks ​@AnneLoh ​@martegha ​@SGRIV ​@LFarrow ​@BRE39614 ​@Steven ​@james.deschenes ​@KCC130 ​@misiopa1 ​@CarmenPalomino ​@Eduardo Brunner ​@Dipak ​@hvtoke ​@martinaguilerajr ​@Ling.Hui It’s great to have you on board! The Community would love to know a bit more about you, so feel free to write a few lines and introduce yourself below:-If you need inspiration, here are some talking points you can pick from:Where are you (or your company) based? What's your role in the team? Which topics particularly interest you? What do you mostly use Planview product for? What’s your favorite feature in our software? Tell us a fun fact about yourself!All the best,Aayush from the Community Team

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J
Bronze Active Participant
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