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We are running the Sciforma system. We are seeking more information on the risk module.  Can anyone direct me to resources?  

Summary of "Arrival-Departure Ratio (ADR) & Capacity Planning" Prompt  This prompt provides a comprehensive framework for analyzing work flow health and planning capacity using the Arrival-Departure Ratio (ADR) metric in Planview Viz. What It Does  This prompt guides you through a four-part analysis and planning exercise: Part 1: Historical Performance AnalysisCalculates how much work is arriving versus being completed each month (the ADR ratio) Breaks down the analysis separately for Features and Defects Identifies trends showing whether your team is keeping up with incoming work or falling behind Assesses the predictability and health of your delivery systemPart 2: Future Capacity PlanningRecommends how much team capacity should be reserved for defect work going forward Analyzes patterns i

I would like to know what best we can serve to PM’s and RM’s and importantly to leadership using Planview.Me labs or in simple words can you suggest me the widgets, filters, and useful Dashboards to create. Also i am recently going to start the custom reporting to serve my business as per their needs.Like we face challenges getting calculated fields in Fastrack report hence need of custom report is needed where they can see the calculated field colums. Open for your response :)  

Users Struggling with Using Portfolios Plan Schedule Screen they are abandoning it and going back to MS ProjectDoes anyone have advice on how to tackle these issues?  🔴 Core Trust Problem (Executive Level)Users do not trust the schedule in Planview as a reliable source of truth Leadership cannot consistently determine: What is actually on track What has slipped What actions are needed 📅 Schedule Behavior / Date Movement Confusion Dates shift automatically with no clear explanation to users Users do not understand why dates moved Movement feels unpredictable Changing duration or dates can unintentionally break dependencies Users are unsure when they are impacting downstream tasks Requires manual rework →

Microsoft Teams is a central part of our Technology Stack - how do we integrate it into the Planview Portfolios?We originally deployed ProjectPlace but it has been forsaken because Teams has the document storage, better chat functionality, recording of meetings etc.  

Currently, my team is experiencing Power BI refresh issues. I noticed it when we upgraded our sandbox to May 2026 release.Is anyone else experiencing this issue? 

Right now all meetings are in Microsoft Teams, Channel Chats, Individual Chats, documents are stored in Teams etc. How do other companies incorporate that Execution into the Planview Suite and their workflows? ​

I create a stacked chart in a report using the Created on Data field.  It shows as 2026-05, but I want it to say May in the chart.  I don’t see an option to change the format of this field.

Hi Everyone,I am configuring a Workflow rule for Project entity to automate actual end date to Contribution entity which associated to this project or CurrentObject. I guess to use function getlink but cannot find LinkEntity for first parameter.Any responses are higly appreciated.Sincerely,Phat Nguyen

Has anyone else been experiencing performance issues with Planview Hub recently?  It may be coincidence, but when the UI changed our performance tanked with it.It takes several minutes for pages to load and the activity log times out all of the time.Checking to see if it is our instance or if others are seeing the same thing. 

I have a workflow which sends an email when something happens. The From Address on the email appears in Outlook as:From: AdaptiveWork <system@clarizen.com> On Behalf Of ????????where  ???????? is the name of a user with ‘Integration User’ set in AdaptiveWork and it is an Admin user. This user is not the user set as the Default Workflow User in General Settings.I thought that Integration User was only used for determining permission to use the API, and not related to outgoing emails, where I would expect the default workflow user to be used. From a security point of view, I’m not happy with sending out the user name of an integration user to anyone receiving an email from a workflow (while understanding that “security through obscurity” should not be relied on).The fact that this user is an integration user may just be a coin

I’m exploring the Capacity Planning Module and when I look at it the “demand” is zero across the board for everyone. Clearly, this is not correct. I’ve read through everything I could find, but I cannot find an answer. I have resources assigned to groups as primary. Resources have been assigned to tasks. The tasks have work assigned to them. Yet, demand is zero! Any help would be greatly appreciated! Thank you! 

Hi Open for the suggestion i want to create an Planview AI agent or AI chatbot for my organisation for daily or almost repetitive asks. For USers Daily or weekly announcements for timesheet filling and Timesheet approvals on Monday for RM’sDaily progression RunPowerBI Refreshetc…Rate card update(Rate update and start and end date update)Cost center update for contractors. 

Timesheet Auto Approval action for Resource Manager how can we set this up in Planview Portfolio based on the Managing group as we have multiple Managing Group.

Hi All, Do you know recent Deep Dive session is the same as Inner circle, or is Inner circle that has all different customers something different?

Does anyone have a good strategy for managing sandbox environments in a connected Planview setup?We’re interested in understanding how others use SB1, SB2, and SB3 for configuration, testing, training, and release validation before promoting changes into Production.If you have a process that works well, I’d especially love to hear: how you manage promotion and governance across environments how you handle sandbox refreshes, validation, and ownership how you think about cross-product or multi-database considerations any lessons learned from operating in a more controlled or highly governed environment Any examples or best practices would be greatly appreciated.

In PV Portfolios, for each of the RAG indicators displayed in the WRK14 report (wbs721 through to wbs726) I have updated the attribute’s Definition and the Display Name however the new name is not reflected when the report is generated.  What have I missed?

Hello,We’re trying to create a report to help us identify projects that are still in an active state but have not had time entries against them within a specified period of time. Ideally we could then report on projects that have had no activity within X months. Has anyone found a way to do this?

Currently, REST API access supports only API Key authentication (a long-lived JWT passed via the Authorization: ApiKey <token> header). This presents two concerns:Security — The API key is a static, long-lived token with no built-in expiry rotation mechanism. OAuth 2.0 client credentials flow provides short-lived access tokens that are automatically refreshed, reducing the risk of token compromise.Integration compatibility — Several modern tools require OAuth 2.0 client credentials flow for service-to-service authentication and do not support static API key connections.Would like to have OAuth 2.0 authentication (client credentials grant type) for AdaptiveWork. Specifically: A Token URL endpoint where we can exchange a client_id and client_secret for a short-lived access token and the ability to use that access token in the Authorization: Bearer <token> header for subsequent API calls.