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621 Topics
C
cristina floris
asked in Ask the community
Capacity Planning Export

It would be useful to have a button to export capacity planning data to an excel spreadsheet as some users requested to capture for reporting purpose

131
A
Planview Falcons
D
Platinum Innovator
dwill123Platinum Innovator
asked in Ask the community
Slide Publisher - Sort on a repeating slide?

Is it possible to tell Slide Publisher how to sort/order the results of a repeating slide?

141
A
Planview Falcons
J
Bronze Active Participant
JWilliams24Bronze Active Participant
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.  . 

10
J
Bronze Active Participant
J
Bronze Active Participant
JWilliams24Bronze Active Participant
asked in Ask the community
Logbook Assignee

What drives the assignee field in Logbook. Some people show up and some do not. I can not figure out where the list of people is coming from. 

10
J
Bronze Active Participant
sourav2510
Planview Falcons
sourav2510Planview Falcons
asked in Ask the community
Giving executive leaders access to capacity planning without making them resource managers in the system?

Is there a way that we can give our executive leaders access to capacity planning without making them resource managers in the system?

202
sourav2510
Planview Falcons
sakthi.ganesh
Gold Active Participant
sakthi.ganeshGold Active Participant
asked in Ask the community
Calculated Attribute using Date Fields

We have a requirement to do some calculation based on the date fields and set an attribute. How to achieve this in Portfolios?

20
sakthi.ganesh
Gold Active Participant
D
Platinum Innovator
dwill123Platinum Innovator
asked in Ask the community
Managing Milestone Roadmap Options?

Aside from the action menu ‘Roadmap Visibility’, is there any way to see how Milestones are set for display in roadmaps within a grid view like a normal field? Or to see how multiple milestones are set without having to actually launch a roadmap to see it.  By needing to make 2+ clicks just to see the option for each individual milestone (when not inside of a roadmap) is mind numbing.  Where is the setting stored and can it be exposed / managed via a field? Hoping there’s a better way… or maybe there will soon be a better way?

10
D
Platinum Innovator
pamela.sargent
Silver Community Mentor
pamela.sargentSilver Community Mentor
asked in Ask the community
Making users aware of their PV License

We want to educate our users as to what license they have.  This would be value add when one person is trying to delegate permissions to another.  If the delegatee can see they have a Team Member (or Time Reporter Only) license they could then identify that they will not be able to perform RM or PM tasks...or we would educate them that they need to look at that first when trying to cross train. Just curious if anyone else has found a need/desire to inform their individual users of the license they have and how you may have done that.  Thanks,PamNASCO

171
mserafinowski
Bronze Top Contributor
S
Gold Active Participant
SVarneyGold Active Participant
asked in Ask the community
Notifications for documents uploaded to projects in Portfolios

Hello,We have a team that reviews documents associated with a project; this is initiated by a lifecycle step.  Sometimes they have to send it back to the user for revision.   They would like to receive an automated notification when the file has been updated and re-uploaded...sometimes more than once.  Have any of you have been able to make this happen without creating additional lifecycle steps to loop the document/content review process?  Thank you.  

131
mserafinowski
Bronze Top Contributor
S
Silver Active Participant
ShaneDodgeSilver Active Participant
asked in Ask the community
Custom Action to change views

Hi Everyone,Hoping this is an easy answer.  Is there a way to utilize a custom action to change the view of a project?  I have a couple use cases where I need to have a user change from a project details ‘overview’ view to a gantt chart view and would like to have that fire off via custom action rather than have the user manipulate the ‘project details’ view manually.I am leveraging the Dynamic Layouts to manipulate the project details, but need to move to a gantt view. Thank you!  

414
S
Gold Innovator
sakthi.ganesh
Gold Active Participant
sakthi.ganeshGold Active Participant
asked in Ask the community
Getting this error while creating dataset.

Has anyone faced this issue?

252
sakthi.ganesh
Gold Active Participant
K
Planview Falcons
KatePlanview Falcons
posted in Learn & Share
🚀 New Flow-Based Commitment Checklist Now Available

We’ve published a fully actionable Flow-Based Planning Checklist that teams, product managers, and leaders can use to build realistic, capacity-based plans — not wishful thinking.✅ Covers both Per Team (Story level) and Product/Value Stream (Epic level)✅ Includes Flow Distribution, OKR allocation, WIP triage, blocked work, bottlenecks, dependencies, experiments, and Epic flow control✅ Copilot prompts included to pull real data — no guessing✅ Designed to improve predictability, protect teams, and deliver business outcomes quarter over quarter🔎 Use it before every planning cycle to surface system reality, make smarter tradeoffs, and prevent overload before it happens.Link here

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K
Planview Falcons
K
Planview Falcons
KatePlanview Falcons
posted in Learn & Share
Will it be done on time? Portfolio Delivery Confidence Guidance

One of the biggest challenges in portfolio management isn’t tracking work — it’s knowing, with confidence: Will we actually deliver the work we committed to? Are we already overloaded? Where is work at risk — and what can we do about it now? We’ve published a practical, step-by-step guide you can use immediately — with or without Copilot — to answer these questions using Flow Metrics in plain business language.✅ No jargon✅ No formulas✅ Direct portfolio questions you’re already asking✅ Simple Copilot prompts you can use right now👉 Read the full guide hereIf you have questions or want help applying this in your portfolio, feel free to reply or reach out!

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K
Planview Falcons
K
Planview Falcons
KatePlanview Falcons
posted in Learn & Share
The part of OKRs that gets missed most often? Running them inside daily operations.

Most OKR guidance focuses on how to write good OKRs.Very few get into how OKRs live inside the real delivery system once work starts flowing.✅ How do OKRs connect to funding?✅ How do teams prioritize work against them daily?✅ What roles own what?✅ What cadences prevent capacity drift?✅ How do leaders keep delivery aligned to outcomes?I put together a practical OKR Operating Cadence that covers: Strategic vs Operational OKRs (and how they work together) Roles & responsibilities across leadership, teams, product, and delivery Daily/weekly/monthly/quarterly cadences to maintain alignment Flow OKRs to connect delivery performance to business outcomes The leadership habits that make or break real-world OKR success ✅ Works across Scrum, Kanban, SAFe, or hybrid delivery models.👉 Full guide here: https://success.planview.com/Planview_Viz/Flow_Methodology/080_Additional_Resources/Managing_OKRs___FlowIf you're working to embed OKRs into how your organization actually runs — would lo

70
K
Planview Falcons
S
swka
asked in Ask the community
Renaming Tabs in Main Project Menu for User Clarity

Hello Community,Our organization is currently undergoing a significant update and “cleanup” of Portfolio screens. Our goal is to shift towards primarily using tabs in the main project menu rather than on-screen anchored buttons for better navigation. This approach works well for most of our screens.However, we've hit a roadblock when trying to anchor the organization-specific screens. Due to the large number of these additional screens, administrators use either specific internal designations or very long descriptive names to differentiate them more easily. Unfortunately, these detailed names are not necessary for end-users and can make the main menu tabs look cluttered and confusing.The current system doesn't allow us to rename tabs in the same way we can rename on-screen anchored buttons. Has anyone else encountered a similar problem? If so, have you found any workarounds to display user-friendly names on the main menu while retaining the detailed internal names for administration? A

221
pawan.raju
Planview Falcons
pawan.raju
Planview Falcons
pawan.rajuPlanview Falcons
published in Learn and Share
Labs Release: ProjectPlace + SharePoint IntegrationNews

We’re excited to announce that the Labs version of the SharePoint Integration for ProjectPlace is now active! 🎉This feature is designed to support customers who manage project documents and other assets in SharePoint. With this integration, Project Administrators can now link one or more SharePoint sites directly to their ProjectPlace workspaces. Once connected, project members—based on their SharePoint permissions—can view and interact with files and folders without ever leaving ProjectPlace. What’s included in this Labs release:  Add SharePoint site(s) to a ProjectPlace workspace  View files and folders (respecting SharePoint permission settings)  💡 Want to try it out? Reach out to your CSM or AE to get this feature enabled.

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A
Planview Falcons
A
Planview Falcons
ananyaPlanview Falcons
posted in Learn and Share
Release of NextGen IdeaPlace (Labs 1.0)

 I'm excited to announce the release of NextGen IdeaPlace (Labs) 1.0 - a major step forward in our innovation management capabilities! Here’s what to look forward to in the NextGen IdeaPlace (Labs 1.0) release: Enhanced User Experience Navigate effortlessly with a clean, intuitive interface designed for simplicity and speed.Simplified Event Creation Process Set up events and configure phase and activity details using an optimized layout that offers contextual guidance and a streamlined workflow.Seamless Idea Submission Submit ideas with ease and collaborate more effectively than ever before.Introducing TeamTap A user-driven, lean innovation feature tailored for teams and departments to capture continuous improvement ideas and informal brainstorming.Seamless Integration with PlanviewYour IdeaPlace account will now be connected to Planview Admin for a unified, cross-product experience.Centralized User ManagementManage app user access and permissions centrally through Planview Admin, enha

10
A
Planview Falcons
Niranjan Manohar
Planview Falcons
Niranjan ManoharCustomer success specialist
published in Learn and Share
AdaptiveWork - Advisor IntegrationNews

In May 2025 AdaptiveWork and Advisor released a new integration between the two products. This enables the following:•Create multiple project scenarios to represent alternative implementation plans or delivery timelines•Use built-in variance analysis tools to see what assumptions are different across the scenarios and how they are impacting the KPIs•Bring base case and alternative scenarios into the portfolio to compare investment plans and understand how they impact overall portfolio value•Maximize portfolio value by generating alternative portfolios using manual selection, prioritization methods, or optimization techniques•Powerful visualizations allow you to compare portfolio options and provide clear trade-offs for decision ​​​makers•Develop contingency plans to respond to project delays, changes in market conditions, or regulatory events Blog post: https://blog.planview.com/combining-adaptability-strategy-portfolio-management/? Demo: https://info.planview.com/adaptivework-adviso

50
Niranjan Manohar
Planview Falcons
J
Bronze Active Participant
JWilliams24Bronze Active Participant
asked in Ask the community
Turning off Timesheets for Active Resources

Hello All, We have a use case where a select number of users need to be able to be accounted for in capacity but we do not want them to have to do timesheets.  We want to know they exist and are available for work but not have to enter in timesheet with 00s on them or have to deal with the timesheet alerts.  The only way we have found to turn off timesheet is enter an end date, which then causes issues because we can not see them in reports as active - since they are “ended” Any thoughts or suggestions? Any one else have a similar use case 

1378
mserafinowski
Bronze Top Contributor
C
Bronze Innovator
cwilliverBronze Innovator
asked in Ask the community
Creating a point in time snapshot of Project Assessment in Portfolios

Wondering if anyone can advise a way to create point in time snapshots of Project Assessments screen. Not sure what the default name is for the configured screen as we have changed it and I don’t know the history. But we have project achievements and the various RAG indicators etc. (Project Status Report).  I know I can print to pdf or similar however wondering if there is a way to snapshot and keep the history in the Planview portfolios system.Any suggestions or tips on what others are doing would be appreciated.

552
mserafinowski
Bronze Top Contributor
M
Machaela Milburn
asked in Ask the community
Can you stop resources assigned within Ms Project being automatically approved within Planview Portfolio upon upload?

If we assign named resources to tasks within Ms Project and then upload the schedule back into PlanView Portfolio, it automatically approves the resource to the tasks and bypasses the resource manager requirement to approve. If we assign a resource role this take the correct route of requiring resource manager intervention just not a named resource.Is there any configuration that we can implement that stops this happening?

181
mserafinowski
Bronze Top Contributor
H
Bronze Active Participant
HappytoonBronze Active Participant
asked in Ask the community
How to show an associated strategy/outcome as a column in a work portfolio?

Hi, In Portfolio, we have the following associations: Work → Outcome → Strategy.I want to create a work portfolio that lists all the work associated with a particular strategy (same for outcome).Are there any ways to display the associated strategy (and outcome) in a work portfolio? Can I also use this column as a filter in the work portfolio definition?Please help and share your wisdom.Many thanksTony.

303
mserafinowski
Bronze Top Contributor
K
Planview Falcons
KarlRennerPlanview Falcons
asked in Ask the community
Document Publisher interactions with Targets or Contributions

I have been trying to generate a document publisher report on a Project that creates a related table from the Targets module. Every approach I’ve tried has caused the file to be corrupted with the error “Word found unreadable content in test.docx. Do you want to recover the contents of this document? Approaches triedTargets via AssociatedItem (the obvious answer) Targets with my own reverse reference Targets via ContributingWorkItems (not sure if this is a real capability) Contributions AssociatedItem TargetHierarchyLink with my own reverse referenceI noticed the doc publisher macro template doesn’t include any reference to Targets or Objectives, so I’m wondering if perhaps it’s just not supported?I did verify that Slide Publisher can pull the same data out, so definitely just a problem specific to makin word docs.Interested to hear from anyone who has managed to generate a related table of targets in document publisher, and what sort of comment syntax you’re using :)

525
K
Planview Falcons
rzb1qs
Silver Active Participant
rzb1qsSilver Active Participant
asked in Ask the community
Project Place - "Forcing" Document Check in and Check out

Hello.  Is there a configuration setting with Project Place documents to force that documents be checked out and checked in?  We have as part of project specific documentation for active portfolio projects were we would like to have only check in and check out capability for our “quality” documents.  If there is customer solution documentation that I can be referred to - that input would be greatly benificial.  Thank you.

252
rzb1qs
Silver Active Participant
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

3213
sakthi.ganesh
Gold Active Participant
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