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I would like to know if a resource is allocated let say 100 hrs on the task with 10% Tolerance so means he can book upto 110 hrs however he had book 150hrs which is now 40hrs over booking. So in that case should RM/PM go and update the -40 under the “Your revised column” or a resource has to put -40 hours.In a nutshell can someone help me understand the use case of that column with real time scenarion Thanks a lot in advance. 

We currently use a risk assessment scoring model to determine Project Type and overall risk. While helpful, it does not fully capture project complexity, which we need to better determine the appropriate PM role (Business vs. IT, level of experience, etc.). Technical complexity is one example.We are not looking to change our risk model, instead are exploring other ways within Planview Portfolios to capture and evaluate project complexity. Question: Is anyone using lifecycle workflows, review gates, or role-based reviews in Portfolios to assess different dimensions of project complexity? Are there specific data elements that trigger additional reviews or notifications?

We are analyzing the possibility of having projects and sub-projects inside Portfolios.This will provide a holistic view on the overall main project as well as individual project progress and other attributes Possibility of reporting if this structure supports

We utilize Demand Managers to input Requirements into Projects.  Those requirements are “Assigned To” a Resource Manager / Supervisor.  Is there a way to prevent that Supervisor from “Over Allocating” to that requirement?  We see this when a Supervisor needs to “fill time” for one of their employees, and the often do this by Allocating that employee more that the project requirement needs.  

When we introduce new business areas to AgilePlace one of the first questions we get is “what reporting is available”. I’m curious how others have solved this issue for their users, whether that’s a report solution or a conversation that has changed their mind on needing reports. I do understand we can connect AP to Power BI but where do users go to see that report if we do not utilize BI cloud?Appreciate any insight or guidance others may be able to provide as we continue down this journey. Thank you,Pam SargentNASCO

The Project module currently allows users to configure lookup filters within specific views (for example, "My Projects"). However, these filters, such as those applied to the Business Unit field, are user specific and are not enforced globally across all users.Business Requirement:The customer requires centralized control over the Business Unit filter values to:Ensure consistency in project data selection across all usersLimit available Business Unit options to only approved valuesMaintain standardized reporting and data governance across the organizationCurrent Limitation:Lookup filters are applied only at the individual user or view levelThere is no option to enforce filter values globally across all usersThis can lead to inconsistent filter behavior and potential data discrepancies in reportingRequested Enhancement:Provide the ability to configure lookup fil

The out-of-the-box Resource Summary report provides a comprehensive view of timesheet data, including work items, hours, cost, billing, and profitability. However, it currently does not include the Timesheet “Reported Date” (time entry date) as part of the report output.While the report allows filtering using <Timesheet>.Reported Date, the absence of this field in the exported results (Excel) limits its usability for detailed analysis.Business Requirement:Users require visibility of the date associated with each time entry within the report output to: Analyze time data across specific days within a selected period Perform monthly or multi-week reporting with clear date-level breakdown Support financial reconciliation and audit use cases Enable accurate downstream processing in Excel Current Limita

Hello All, The financials for our requirements are disappearing when the daily job runs, causing our forecasts to be off.  Is anyone else having issues with the financial forecast associated with requirements. The values for hours and FTEs remain but the financials disappear. 

Our PMs work really hard to edit the Shift Screen in ICP, but then they have to go and push the schedules of every project after we publish. Is there a way to Publish ICP to update the schedules in work portfolio to Shift Schedules?Same question for the Balance function, we are not using that yet but it is so much double work to ask them to figure out the Plan in Planning ICP area, then go in and change every project is there something that can automate all that work once the decisions are published?

Permission inheritance for Action Items and Decisions does not work the same as with Cases (refer to setting 3.14) - and this seems like a defect. Ticket has been logged with Support (but also reaching out to the Community). Use Case:User added to project permissions with View access Inheritance works as expected: user can see all Risks, Issues, cases associated to the project regardless of the Case creation date For Decisions and Action Items, user can only see new items created after the View access was granted. Only workaround is not much of a solution:  Add the user as the Owner, or explicitly add as a Viewer via the Permissions for each individual Action Item or DecisionThis is a large gap in functionality that I would expect Planview to either resolve as a break/fix type enhancement, or offer some packaged WF rule that synchronizes the permissions accordingly.

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.

We are using Logbook’s “Other” category to log data (name, date, team, comments) on our projects. We would like to be able to have a view showing ALL comments in one place...rather than having to go to each project and open the Logbook tab to see if there are any comments.  I am using the Logbook Template V1.2.pbit to try and create a view showing all Work items that have a Logbook entry associated with them.   In Power BI I’m trying to create a Matrix where the Rows are the Work item data and Logbook entry “name” (EntityAssociations: EntityID & EntityAssociations:EntityName, LogbookItems: Name), the Columns are the CustomAttributesConfigs: Name and the Values are the CustomAttributes: Value.valueWhen I try to use the CustomAttributeConfigs fields with the EntityAssociations fields in the same visual, I get an error - “Can’t determine relationships between the fiel

We are planning to use the function getwidgethyperlink in a WFR to create a link to the Project Gantt in a url field on all Tasks and also include the link in our Executable Task emails.The current issue is that the Gantt is only displaying the following columns: ID, Name, Start Date, Due Date and % Complete.  We need it to display different columns.Where is this function getting the layout for the Gantt?I’ve read some AI responses that state it is pulling it from the last “saved view” when viewing the Project.  That is not accurate, the layout described above does not match any of our Gantt views saved in our Project views.Please help… what am I missing?

We are implementing entity separation in Planview across two organizations (e.g., Company A and Company B) that collaborate on shared initiatives. A key requirement is that named resources from one entity must not be visible to users in the other entity, even when the project or initiative is owned or managed by the opposite entity.Have you implemented cross‑entity project ownership while masking named resources? How do you handle actuals posting where PMs can see effort and cost, but only at the role level? What Planview configurations or patterns did you use (resource masking, role‑based actuals, aggregated capacity, financial‑only access)? Were there trade‑offs or limitations, especially for PM roles or approvals?

Is project Rate override not working for anyone else. We have a team member who needs to have a different rate at the project level.  They are actually going to have a zero rate. We can not get any project level rate to save anymore.  Is anyone else seeing this. 

Hello, I had reached out about an issue where Validation Rules and Workflow Rules don’t fire on the mobile app. I was informed that it is because the mobile app uses API and several of our Workflow Rules check for NOT(IsTriggeredBy(‘API’)) to allow for our integrations to make API calls on the web page. We need to have the ability to separate out the IsTriggeredBy(‘API’) function to differentiate between the mobile app and the web app to prevent users from taking unwanted actions in the mobile app.

Currently, the GetWidgetHyperLink() function used in workflow rules only supports generating widget links for Gantt and Roadmap views.Customers using workflow rules to send automated emails would like the ability to dynamically generate a widget link for the Project Overview (card view). This is especially useful when emails are sent to stakeholders who do not have AdaptiveWork licenses but still need visibility into project details.At present, the card view widget can only be created manually from the UI, which is not practical when workflows need to generate links dynamically for multiple projects.Requested Enhancement:Extend GetWidgetHyperLink() to support generating a Project Overview / Card View widget link that can be used in workflow-generated emails.Benefit:Allows automated workflow emails to share high-level project

Has anyone created a BI report for Timesheet compliance??  We are trying to build one out via the automart and would like to see if other customers have also done this.  Thanks much 

I just want to add a user to a group in a workflow rule. Where is the Group User Link for new item type?