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690 Topics
Anna Öhrlund
Planview Falcons
Anna ÖhrlundPlanview Falcons
published in Getting started in the community
New to the Community? Here's everything you need to know!Getting Started

Is this your first visit to the Planview Customer Community? Welcome! We’re so happy to have you here!   What does the community have to offer?  Our customer community is meant to be useful for both new and veteran customers, your level of expertise does not matter. That’s the beauty of the community, we have a lot of expertise on the platform. You can ask questions, participate in discussion, learn and network with other Planview customers.The community is currently available to all AdaptiveWork, Portfolios, PPM Pro, Enterprise Architecture, ProjectPlace, AgilePlace, IdeaPlace, Viz, Hub and ChangePoint customers. Stay tuned for updates as we add more functionality and products!   NewsThis is where we keep you updated on what’s happening on all things AdaptiveWork, Portfolios and PPM Pro, and in the community.   Q&A Ask the community (or us) anything about your product(s) of interest; use cases, best practices or any other related questions that might be on your mind. The community

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Anna Öhrlund
Planview Falcons
J
Bronze Innovator
JWilliams24Bronze Innovator
asked in Learn and Share
Logbook Issuses - What Projects / Strategies are they associated with ???

We are having to pull the implementation of logbook back because users are complaining they are not tell what projects logs are associated.  We would have to add a field and manually type this in.  In the past the CRIs always list the name of the project they were associated with.  We can do Items with in a project but do to standard templates every project can have something with the same name. And pull anything by Portfolio is not doable. has anyone found any work arounds for these. Users love the idea of logbook but these are show stoppers.  . 

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O
Planview Partner
oacunav1Planview Partner
asked in Feedback and Ideas
I do not see a lot of innovation in PPM PRO

Im not seeing a lot of innovation in PPM PRO and Im concerned. Seems to me that all the innovation is focus in small enhancements but from a long time ago there is not an aha !!! moment. Is there a plan to cancelled PPM PRO?, is there a roadmap for new features?...

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O
Planview Partner
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Amit N
asked in Ask the community
What is the benefit of creating Global Custom Fiscal Calendar

HiPlanView AdaptiveWorkOne of the excel templates for global custom fiscal calendar setup contains start of the month, end of the month and number of days in the month (which are computed in the excel sheet by formula). We did that and then imported the template. But there is hardly any noticeable change.Which makes me wonder what difference does global custom fiscal calendar make in processing of data?Any pointers will be highly appreciated.Regards

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Bronze Active Participant
wenlonBronze Active Participant
asked in Ask the community
Mapping existing (multi select ) Request Field to Project Field

Has anyone been able to map an existing multi-select field from Request into the same multi-select field in Project?  Update:  NM  user error!  LOL

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W
Bronze Active Participant
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Silver Active Participant
AmaurySilver 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 ?

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A
Silver Active Participant
A
Silver Active Participant
AmaurySilver Active Participant
asked in Ask the community
Forcing tasks to start on Mondays

Is there a way in the workplan to force some tasks to start on Mondays ?

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A
Silver Active Participant
K
Platinum Innovator
kayla.schwarzPlatinum Innovator
asked in Ask the community
AW - Reporting on Parent vs. Subprojects

Hi community - I’m having an issue with pulling a report that shows a list of all our portfolio projects, however the report is pulling both parent and sub projects, ultimately double counting. Does anyone have any tips on how to only show:projects with no sub projects + sub projects of projects with parentsFor example, project “a” has sub projects “b” and “c”. Our reporting is pulling through metrics from project “a”, “b”, and “c” which is double counting, inflating our metrics. Any tips are greatly appreciated! Thanks.

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K
Platinum Innovator
Aayush
Planview Falcons
AayushCommunity Manager
published in Learn and Share
Visibility: The Key to Confident Project DecisionsAI

Our white paper on AI in project management reveals a critical insight: "AI can assist in bridging systems to surface previously hidden insights... This level of visibility promotes faster, smarter, and more confident decision-making, aids in building better products, and reduces potential business risks."Imagine having complete visibility across:Product development cycles Schedule changes and impacts Cost fluctuations Cross-project dependenciesThis visibility isn't just nice to have—it's essential for making informed decisions about scenario planning, capacity reallocation, and strategic pivots.Your team can experience this level of visibility with AdaptiveWork Copilot.Download White PaperSign-up for AdaptiveWork Copilot 

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Aayush
Planview Falcons
pamela.sargent
Gold Community Mentor
pamela.sargentGold 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

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pamela.sargent
Gold Community Mentor
A
Silver Active Participant
AmaurySilver 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 ?

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A
Silver Active Participant
M
mpjubb
asked in Ask the community
Burn Down Chart

Hello everyone,Can someone point me in the direction of where the Burn Down chart is please?I’ve installed the financial highlights panel but there is no Burn Down. Thanks

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M
Mario.munoz
Bronze Innovator
Mario.munozBronze Innovator
asked in Ask the community
Timesheets default to beginning of the month

We noticed this month our timesheets now default to the beginning of the month. Even if it has been signed and approved. I tested in one of our sandbox where we have the cutoff set for May 31st and the timesheets default to the beginning of June. Anyone else seeing this?

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pamela.sargent
Gold Community Mentor
S
Gold Active Participant
SVarneyGold Active Participant
asked in Ask the Community
Connecting Hub to MS Project Online

Has anyone successfully created a MS Project Online (MSPO) repository in Hub?  We’ve been trying for several weeks (with Planview assistance) and continue to get errors.  Our MSPO sits on SharePoint.  We are trying to authenticate with Microsoft Azure Active Directory OAuth2 via Certificate (ROPS).Error we are getting:“Connection settings are not valid. A connection to https://covgov.sharepoint.com/sites/PWA-VITA-POL-SANDBOX could not be established: Authentication credentials were not accepted by the server: Error processing response (HTTP 404: Not Found) (CCRRTT-30010E)” Thank you,Sonia

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S
Gold 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?

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A
Planview Falcons
partha.saha
Planview Falcons
partha.sahaPlanview Falcons
published in Learn & Share
: 🚀 Planview Labs: Platform User Management 🚀User Management

Be among the first to try our new Platform User Management feature in AgilePlace!Create and manage user accounts in Planview Admin, then provision them to connected products — making user management faster and simpler.🔗 Register here to join the Labs program, get early access, and share feedback.

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partha.saha
Planview Falcons
F
Florestan
asked in Feedback & Ideas
Enter today's date in Comment with Shortcut Ctrl+Point

Hello everyone, In our teams, we use the description section in the details area to show how topics are developing.Each of us writes today's date in the description and adds some text below it. I would like to use the keyboard shortcut CTRL+period, as in Excel, to speed things up. Could you please implement this feature? That would be great. Thank you!

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partha.saha
Planview Falcons
partha.sahaPlanview Falcons
published in Learn & Share
🔗 Planview Labs: Enhanced Dependency Management in AgilePlace

We’re testing a new capability to make tracking, creating, and managing work dependencies easier than ever in AgilePlace.✅ Clear relationships with details on why work depends on each other✅ Visual connections right on your boards✅ Automatic conflict detection✅ Simple, unified dependency tracking📅 Join the Labs program for early access and help shape this feature with your feedback.

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partha.saha
Planview Falcons
Aayush
Planview Falcons
AayushCommunity Manager
published in Learn and Share
Salesforce Workflow Rules Transition to Flow Builder - Action Required for AdaptiveWork Integration UsersNews

We want to bring your attention to an important upcoming change affecting the AdaptiveWork-Salesforce integration through our iHub platform.🔔 Critical Update Overview Salesforce has announced the end of support for Workflow Rules and Process Builder effective December 31, 2025. This change requires action from all customers using our Salesforce integration. 📋 What This Means for YouSalesforce will discontinue support for Workflow Rules and Process Builder after December 31, 2025 No customer support or bug fixes will be available for these features post-2025 All automation will need to migrate to Salesforce Flow Builder🛠️ Our Solution To ensure uninterrupted service, Planview is introducing a new feature in iHub that will:Automatically convert existing Workflow Rule-based events to Flow Builder Enable new iHub events to be created directly with Flow Builder Maintain all existing integration functionality through this transition🔄 How the Transition Works When the feature is enabled:E

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Aayush
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

183
A
Planview Falcons
Aayush
Planview Falcons
AayushCommunity Manager
published in Learn and Share
Calculate Your PM Team's AI Time Savings. Sign-up to get AdaptiveWork CopilotCopilot

How many hours does your team spend searching for information and creating reports?The average PM spends:• 5+ hours/week searching for information• 4+ hours/week creating status reports• 3+ hours/week analyzing project dataAdaptiveWork Copilot automates these tasks. See the impact. SIGN UP FOR ADAPTIVEWORK COPILOT 

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Aayush
Planview Falcons
B
bsuresh1
asked in Ask the community
Automatic license removal for disabled accounts

I want to check if we can remove the license from Planview AdaptiveWork when an account is disabled. We are using Azure AD as an IDP. Though we remove the member from SSO group, license assignment is still in place within AdaptiveWork. So, how to remove the license when an account is disabled in AD and removed from SSO group?

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A
Planview Falcons
Niranjan Manohar
Planview Falcons
Niranjan ManoharCustomer success specialist
published in Learn and Share
Navigating Workspaces Management in Planview AdvisorNews

Hello Everyone,We want to share some helpful information about the Workspaces Management feature that's available to administrators.Key Features:Access management pages for all available workspaces Switch between workspaces easily Edit and publish changes from different workspacesHow to Access Workspaces Management:Navigate to the Admin tab Look under Projects and Users Click on Workspaces ManagementWhat You'll See:A list of all available workspaces Current workspace in dark text Other workspaces in lighter textSwitching Workspaces:Select a different workspace from the list Click the Make Current Workspace button at the top You're ready to edit or publish changes in the new workspace.Want to Learn More? Check out our detailed documentation on Workspaces for additional information about managing individual workspaces.Have questions? Drop them in the comments below!

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Niranjan Manohar
Planview Falcons
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? 

381
A
Planview Falcons
E
Emily.Brough
asked in Ask the community
Reporting - Resource Assignment at the Project Level within Excel Add-In

I am able to make a report listing project assignment by resource within AdaptiveWork reporting by pulling in the Project and Resources module. Within the Excel Add-in I am having trouble locating the Resources module and. Does anyone know where it is located within the Excel Add-in? 

141
Aayush
Planview Falcons
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