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666 Topics
M
mpjubb
asked in Ask the community
Error: Data types Duration and Boolean not compatible for '||' operation

Hello everyone,I’m creating a workflow that only needs to trigger when one of four .duration fields are changed.I thought it would be this but its generating the error in the subject:IsChanged($C_PMHoursSold || $C_FoCPMHours || $C_TechHoursSold || $C_FoCTechHours)Any help would be much appreciated

31
M
rzb1qs
Silver Active Participant
rzb1qsSilver Active Participant
asked in Ask the community
Progression & Removing Projects from Timesheets

We are finding that when a person is allocated to a project, and that allocation completes the system (progression) is not always removing that project from the resources timesheet.  Is there some specific logic that progression uses that creates an exception to removing the proeject from “Select Work”?Unfortunately, we have found that in these cases - the resource allocation appears the person should not be time writing to the preject, but the system continue to allow the time writing.  Note this will show as negative on the person’s timesheet, but does not prevent time writing.Thanks,Joe

676
pamela.sargent
Silver Community Mentor
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

3614
A
Platinum Active Participant
sakthi.ganesh
Gold Active Participant
sakthi.ganeshGold Active Participant
asked in Ask the community
How to access SubTotals in SQL?

Hi Experts,I know how we can access the different financial versions and values present in them. I am interested in reading the Financial Subtotals value. I understand that they are virtual columns. Is there a way we can access through SQL Query?This is for Planview portfolios. ThanksSakthi.

506
sakthi.ganesh
Gold Active Participant
A
Bronze Active Participant
AmauryBronze Active Participant
asked in Ask the community
Action items permissions

Hello,Anybody knows how i can bulk edit permissions on an important amount of action items ?And also automatically apply permissions when the action item is created in the project ?

20
A
Bronze Active Participant
pamela.sargent
Silver Community Mentor
pamela.sargentSilver Community Mentor
asked in Ask the community
How do you expect Remaining Planned to work?

The data point of Remaining Planned, on the timesheet, has been a big topic here at NASCO this year. There was an issue with it that was introduced in the December release and since then a few fixes with one or two modifications. I’m curious how other Planview customers expect this data point to work as I’d like to get additional perspectives to help broaden our thought process. I know we can get used to the way things used to work, but I still want to ensure it is something our end users can easily understand.My expectations would be:Remaining Planned in timesheets that are integrated should not change and should reflect what the remaining effort looked like at the time the timesheet was submitted. This helps with researching also. Today this data point changes and always matches what is on the current active timesheet. Remaining Planned would reflect the total overage ((total actual + un-progressed time) - approved effort) thus if over the last 3 weeks the resource continues to trac

100
pamela.sargent
Silver Community Mentor
A
Silver Active Participant
athena.smithSilver Active Participant
asked in Ask the community
Custom Action that closes out open RAID items when a project state is updated to completed

Hi All,Has anyone created a custom action where any open RAID items are automatically closed when a project state is updated to completed? 

60
A
Silver Active Participant
S
Gold Active Participant
ShanaGold Active Participant
asked in Ask the community
Working days vs Calendar days on Lag Duration Import (DependencyLinks)

I am importing a project WBS and I am building a data loader import to capture the predecessor information for each workitem as a DependencyLinks import. In the source data, some of the Lag durations are in workdays (d) and some are in calendar days (ed). ed basically includes weekends, holidays, etc.  Is there a way to indicate the difference between these two duration types for my import?

232
S
Gold Active Participant
J
johan.kruger
asked in Ask the community
Updating Lifecycle roles using REST API

Hello,Do you know if it is possible to update the username for lifecycle roles using the REST API?I am able to update the lifecycle administrator with the following JSON:{"lifecycleAdminUser": {              "userName": "jsmith",        "isPrimary": true      }} However, I encounter issues when attempting to update other lifecycle roles. For example:{"LC_ROLE9065": {              "userName": "jsmith",        "isPrimary": true      }}I get this error:{  "meta": {    "errors": [      {        "code": 1012,        "codeDesc": "DeserializationFailed",        "message": "An error occurred while attempting to deserialize the request, Project Manager, {\r\n  \"userName\": \"jsmith\",\r\n  \"isPrimary\": true\r\n}"      }    ]  }}Any guidance you could provide would be greatly appreciated.Thank you!

171
mserafinowski
Silver Top Contributor
Aayush
Planview Falcons
AayushCommunity Manager
published in Learn and Share
How AI Is Transforming Project Decision-MakingFree Trial

Are your project teams struggling with data fragmentation and inability to see the complete picture? Our new white paper explores how AI is revolutionizing the way organizations make critical project decisions.As noted in the paper: "By using AI to synthesize, analyze, and interpret disparate and fragmented data sources, executives can confidently understand status, productivity, and delivery details in very limited timeframes."Download the white paper to discover how AI bridges data silos to surface hidden insights that can transform your project outcomes.Start Your AdaptiveWork Copilot Free TrialDownload White Paper

30
Aayush
Planview Falcons
partha.saha
Planview Falcons
partha.sahaPlanview Falcons
published in Learn & Share
Seamless Integration Between Planview AgilePlace and Atlassian Jira

 Break down silos and drive real-time collaboration across teams with the AgilePlace–Jira integration, powered by Planview Hub.Effortlessly sync user stories, tasks, and features across both platforms while ensuring that updates, priorities, comments, attachments, and relationships remain aligned. This bi-directional integration enhances visibility, accelerates delivery, and keeps everyone on the same page—no matter which tool they use.🔁 Flow features from AgilePlace to Jira as Epics📥 Sync stories from Jira to AgilePlace as features📊 Keep updates, priorities, and comments aligned in real time⚙️ Get started quickly with Planview Hub’s model-based integration setup👉 Watch the integration demo:https://info.planview.com/hub-integration-agileplace-jira-_demo-on-demand_stci_en_watch.html?aliId=eyJpIjoiQXR5RWg3eTNrT1ZTa1hCWCIsInQiOiJTVm52eWNLR2g3aXVcL0l3bW03ZlpOdz09In0%253D

10
partha.saha
Planview Falcons
M
Bronze Active Participant
millertj2Bronze Active Participant
asked in Ask the community
Planned Hours Remaining and Revised Estimate

Now that the Planned Hours Remaining field has been fixed, we turned it back on and noticed that there was an alert when a user has negative hours. This alert instructs users to enter a new estimate in the Revised Estimate column but we don’t have that column turned on as it does not alert the project manager who is usually not the resource manager that they need more hours.  How could we do one of the following?Update that message to instruct them to reach out to the project manager Turn off the alert when we don’t use the Revised Hours column Add Revised Estimates field as a reportable field either in an existing or new report or in a tile 

173
M
Bronze Active Participant
A
Bronze Active Participant
AmauryBronze Active Participant
asked in Ask the community
Action items related to milestones not related to the parent project

Hello,In a project i have action items associated to a milestone.Does anybody know how these action items be automatically related to the parent project as well ?

172
A
Bronze Active Participant
M
mpjubb
asked in Ask the community
Add Resource to the Team

In a request, when I add resources to a person field and I would like them to also be added to the team members panel.I know there is a way of doing because I’ve done it before but I’ve lost the instructions that I created!Thanks in advance

131
A
Planview Falcons
M
mpjubb
asked in Ask the community
Currency Calculation

I have a pretty simple issue to resolve, I think.I’m creating a custom action where i want to update $PlannedAmount with the following calculation:  $BudgetedHours * 40The error I’m getting is “Error: Formula evaluation result data type is Duration instead of expected Currency”I’ve tried a few different options but am missing the correct way to put together this request.Thanks all

81
A
Planview Falcons
M
mpjubb
asked in Ask the community
Round Time Up or Down

Hello everyone,I would like to be able to round up or down time that users submit.  For example, if the time is <= 12:07 it will round down to 12 but if it is >12:00 it will round up to 12:15.Can anyone assist with this please?Thanks

101
A
Planview Falcons
A
Amit N
asked in Ask the community
How to make the system dynamically pick up working days in a month instead of a fixed value

To get the accurate conversion of resource efforts from hours to fte for a given month, the formula is: FTE  = efforts in hours/ (7 hours per day X number of working days in a month) (Example:  if a person has worked 120 hours in July 2025, that has 23 working days then the fte = 120/7 X 23) = 120/161 = .75fte) Our Calendar in Global settings mentions number of days in a month as 20. This field is mandatory.As a result of this, efforts when viewed in project assignment, staff request pages and capacity planning application in fte do not display accurate results.How to get the system to dynamically pick up the actual number of working days in a month (excluding Saturdays and Sundays) and not a fixed value.Thanks in advance.

40
A
A
Bronze Active Participant
AmauryBronze Active Participant
asked in Ask the community
How to copy Action Items from project template ?

Hello,Is there a way to import action items from a project template when creating a new project ?Files are copied over but not action items. Is there a workaround ?

70
A
Bronze Active Participant
partha.saha
Planview Falcons
partha.sahaPlanview Falcons
published in News
Why Disconnected Toolchains Are Holding Back Your Product Delivery?Blog

 In today’s fast-paced digital environment, fragmented toolchains are one of the biggest hidden barriers to speed, collaboration, and innovation. From lost visibility to delayed launches and duplicated work, the impact is felt across the entire organization.In the latest Planview blog, we explore:✅ Why integration is now a strategic priority✅ The real-world costs of disconnected tools✅ How Planview enables end-to-end visibility and seamless collaboration✅ Ways leading tech teams are accelerating delivery through connected ecosystems💡 Integration isn’t just a technical fix—it’s a competitive advantage.👉 Read the full post and discover how to turn fragmented workflows into connected success:https://blog.planview.com/why-disconnected-toolchains-are-crippling-your-product-development-and-what-to-do-about-it/

10
partha.saha
Planview Falcons
M
miranda.hayes
asked in Ask the Community
Reporting

Hello, I have been trying to run time reports for 2024 but with no luck, the data is there and I can pull the last week of December and onwards into 2025 but nothing for 2024…. any ideas what may be causing this?

274
mparra
Planview Falcons
sourav2510
Planview Falcons
sourav2510Planview Falcons
asked in Feedback and Ideas
Default off 'Make owner for the entire work plan'

When creating a new Project from template, customers do not want system to mark checkbox to 'Make owner for the entire work plan' as a default.

100
sourav2510
Planview Falcons
partha.saha
Planview Falcons
partha.sahaPlanview Falcons
published in Learn & Share
How FedEx Combines OKRs and Value Stream Management to Accelerate DeliveryBlog

At the recent Project to Product Summit, FedEx’s Greschen Powell shared a powerful roadmap for accelerating speed-to-market while maintaining strategic alignment—by combining Objectives and Key Results (OKRs) with Value Stream Management (VSM).With 1,000+ Agile teams, FedEx used VSM to uncover delivery bottlenecks, optimize flow efficiency, and align work with strategic goals through focused OKRs. The results?✅ 29% improvement in throughput✅ 20% reduction in testing bottlenecks✅ Streamlined collaboration across enterprise teams✅ Faster, data-driven decision-makingThis session is a must-watch for technology leaders looking to balance agility, quality, and strategic alignment at scale.👉 Watch the on-demand webinar:https://info.planview.com/combining-the-power-of-vsm-and-okrs-od-_webinar_vsm_en_confirm.html?aliId=eyJpIjoiOGkzbmUwWkxcL0k5eWcrVnciLCJ0IjoiZFVcLzRXem01MDdiNHJzTWhZRjRQWWc9PSJ9

60
partha.saha
Planview Falcons
D
DianeY
asked in Ask the community
July Release Work Details Screen Not accessible

Anyone else having issues after the July Release?  Our user base cannot view the entire Work Details screen. Our screen is configured to use Smart logic - Sections of the screen are visible based on work classification type. Our end users are not able to see sections based on work classifications, only the top section which is open to all. Strangely, admins cannot see this issue, which makes it difficult to troubleshoot. 

241
Thbutler
Gold Product Expert
S
struddersm
asked in Ask the community
Forecast update dates

In Planview, Is it possible to see the date & time someone entered a resource forecast for a particular individual resource plus also any historical entries and when they changed? Trying to workout who entered a forecast first for a particular resource and when

497
A
Planview Falcons
Y
Planview Falcons
yarchillaPlanview Falcons
published in Learn and Share
Report Visualizer Widget (PBI) in Planview.MeNews

Planview PowerBI Report Visualizer Widget seamlessly integrates your PowerBI.com reports directly into Planview.Me, enabling data-driven decisions without platform switching. This powerful widget transforms how you access and visualize your organization's data.Learn more about PowerBI Report Visualizer Widget: Sign-up today!

100
Y
Planview Falcons
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