Welcome

Hi everyone,I’m reaching out to ask whether anyone has experienced changes to system settings that caused OData queries to be limited to 50,000 rows.I recently ran into this issue in my environment—unexpectedly hitting a 50,000 row limit—despite previously being able to retrieve full datasets. After opening a support case, Customer Service resolved the issue on their end, but I still don’t have clarity on: Why it occurred in the first place, What was changed to fix it, And whether it could happen again. I’d be really interested to hear if anyone else has encountered similar behaviour and, if so, what you learned from your communications with Planview and/or what measures you’ve put in place to ensure continuity of complete OData retrieval.Thanks in advance for any insight the community can share!

Last year I raised a post about the use of the various inter-project dependency management options available in Planview - Successor/predecessor relationships in plans, investment dependencies, CRI logs, Roadmaps - the options are extensive but they all had their limitations.  If you really need to create a ‘hard link’ between milestones in 2 projects, you only had one option - use the successor/predecessor relationships in the plan & leverage the Inter Projects Dependencies tile, accepting that this approach could result in cascading plan changes across the entire portfolio.I’m pleased to say that the latest Logbook release has provided a much more controllable solution - the Multiple Associations finally allows me to create a dependency record in a log, use this to hold the dependency context and create a ‘contract’ with my dependent project PM and link key milestones from both project plans without the risk on plan changes automatically cascading onto other projects.

Hi, I need some help with setting up a report for on Clarizen. I want a report that shows all the deliverables that my team members worked on in the last quarter with the work, budgeted work, actual effort and work variance fields. could anyone help me with that?

We have a group that would like to have a version of the My Active Lifecycle Steps tile that includes a column for Project Manager and one for Business Sponsor in addition to the current column that shows the person/role responsible for the step. Is this possible? Any guidance on how to do this would be greatly appreciated. Thanks!!Robin 

I’m interested to explore adding skills to our resource pools (ideally driven from information hosted in our central resource/training database, but not critical), exploiting the skills criteria for Requirements & Allocation but to also report on any skills hotspots through PowerBI reporting.Information on the best way to configure and use the Skills in Portfolios seems very limited - does anyone have experience of this and any best practice they can share?

Managing dual languages using login environment language is supported only for standard fields.Unfortunately this functionality is not available for custom fields.For international companies that use multiple languages such as French/English, how do you manage this issue? Thanks in advance.

For the creation of iframes to display Power BI reports in AdaptiveWork, I want to embed an iframe at the project level and another at the portfolio level. However, I would like to apply dynamic filters based on the project (or portfolio) I am viewing, so the report filters the data automatically. How can I pass parameters from AdaptiveWork to Power BI for automatic filtering? Thanks in advance !

Hi AllRecently taken over Planview for my area and having a little bit of an odd issue.So we are trying to add some new columns to one of the Work Portfolio tiles and one is giving me some grief.Been able to add an alternate structure and a long text column without issue but trying to add a text field we have that has a 200 character limit is displayed a column with the right name but not pulling through any data into it.Notes I had been left behind say using the same code as long text would work but is clearly not doing it and wondering what the code needs to be.The attribute is as follows Code my instructions advise me to use is below which generates the column with

When selecting a risk to delete you are presented with the option to unlink or delete. When deleted, should the risk appear in the Recycle Bin? We couldn't find deleted risks reported by a PM in our Production Recycle Bin and when testing in our Sandbox the deleted risk also did not appear in the Recycle Bin. Is this expected behaviour?

Greetings Everyone,I work for a State IT Agency, and I’ve been charged with creating an Ad-Hoc System Implementation schedule. This is in addition to the monthly Portfolio releases. I’m looking to answer question such as:What does your request Triage consist of? What does your Ad-Hoc Deployment and Release Schedule look like?Any information on this topic is helpful. Thanks :)

Product Enhancement Request – Shift Project Assignments (Shift Dates Action)Current BehaviorWhen using Shift Project Assignments, the system shifts assignments based on a dynamic window calculated as:Today – Shift Value (X days)Only assignment entries that fall within this window are shifted. Any assignments dated earlier than this calculated range are excluded from the operation.Key characteristics of the current behavior:The entire assignment range is not shifted, only the portion within the calculated window. The window is not visible or configurable in the UI. Users cannot select a custom start date for the shift. The shift operates on daily hours, which can result in partial and uneven distribution across months. For customers planning primarily in Units (%), this leads to varying unit values month to month, even though hours are not actively used in their planning model.

We are evaluating the most cost effective way to manage our licenses so are currently defining an archive process based mostly on lack of use.  I’d also like to downgrade a Portfolio-R/W license to a View Only license if I could tell if the user has not made any data updates in the past three months or so.   Does anyone know a way to do this?We are also considering alternative solutions like report subscriptions to keep licensing costs down and wonder if others have pursued this or any other solutions?Thanks!

I have a request from business that for the fixed fees users we don’t want to allow then to enter time and nor they appear in the plan allocation dropdown/selection. What could be the potential solution to achieve these situation?For new fixed fee resource i will create only user profile and not the resource profile so that then cannot enter/book time. And i will assign then some role which is specifically just allow them to view Portfolio. What to do with those profiles which are already presnt in the system?

I am creating a conditional field flow where I would like to prevent an update to the state field if the due date is After to ‘Today’.  Is there a way to pass a variable like ‘Today’?  The filter works fine with a date value but need the date value to change every day.Thanks 

Are stakeholders only allowed to view Published dashboards?  We have several stakeholders and a user is trying to send them a url to a dashboard they created but they are unable to see it.  They have stakeholder licenses and correct permissions.  If it is only published dashboards is there a way to take the existing dashboard and copy it to a published dashboard?

Dear Community, Has anyone else noticed anything strange when it comes to allocation details? Last year, one of our users reported that their name appeared in an allocation they couldn’t have created, they had no access to the resource or the project. After some analysis, we found out that the user wasn’t even logged into the system that day!We immediately opened a case with Customer Care, but so far, despite many attempts to prove that the issue is not on our side, we still don’t have a resolution and the data has been unreliable for more than a year!We even built a dataset from the allocation table to check for discrepancies between the created_by, requested_by, and approved_by columns. It turns out that in the requested_by column, there are cases where a person without the proper profile somehow managed to create a request for an allocation. They simply don’t have the right grants or role feature to perform the action.Customer Care suggested this

Customers require a true round-trip integration between Planview AdaptiveWork and Microsoft Project where a Work Plan can be exported, edited externally, and imported back while preserving internal AdaptiveWork identifiers and structure.Currently, while export to MS Project (XML) and re-import is supported, AdaptiveWork does not retain system-specific identifiers such as Task IDs, Milestone IDs, Task Types, or template inheritance when the project is modified in MS Project and imported back. This limits customers who use fixed hybrid/waterfall templates and rely on consistent IDs and task structures for governance and reporting.Requested Capability: Preserve AdaptiveWork Task IDs and Milestone IDs across MS Project export and re-import Maintain Task Types and template structure during round-trip updates Support reliable mapping of modified tasks back to the original AdaptiveWork Work Plan

Hello, We are working on deploying a Release Planning Tool - likely Jira. We have all our resources deployed in Portfolios so we want to maintain an integration from Jira to Portfolios. We also have an older Code Repository - EWM, that has already been integrated to Portfolios but we are considering de-coupling it to keep the integration cleaner. Anyone have experience in this kind of integration / OCM? 

Customers across manufacturing, R&D, and IT project environments are requesting deeper skill-based resource management capabilities within AdaptiveWork. While the product provides strong role-, job-title-, and user-based planning, customers need skills and competencies to become first-class planning dimensions.The proposed enhancement includes the following capabilities:    1.    Skill Proficiency Levels    •    Support proficiency attributes for skills (e.g., Beginner/Intermediate/Expert, Level 1–5, or custom frameworks).    •    Enable proficiency-based matching and capacity analysis.    2.    Skill Requirements on Projects, Tasks, and Staffing Requests    •    Allow projects, tasks, and staffing requests to define required skills and proficiency levels.    •    Automatically match available resources based on skill fit.    •    Highlight skill gaps or insufficient capacity.    3.    Skill-Level Capacity, Utilization, and