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Are you utilizing skills in Portfolios to help identify skill gaps or overall proficiencies within a department or team?  At NASCO we have gone down the skills path once before and after loading all of the data it was never used. Now we have a department that is optimistic about it and we are starting to load data in the next couple of weeks, and now we are looking at reporting options.  They would like reports that show a harvey ball or pie/bar chart that identifies the proficiency within a team across select skills. Has anyone out there done this type of reporting?  Any aha moments or gotchas you could share? Thanks so much, Pam Sargent

In between true announcements, like upgrades and process/procedures, we try to keep things lighthearted in our announcement widget. One of my team members, Amanda Portzline, recently came up with the following to post in our announcement widget.  What are some ways that others are using the announcement widget? 🧩 Planview RiddleI help projects stay on track.I help leaders understand where effort is being spent.I show where capacity is being used.Yet many people don't think about me until Friday afternoon.What am I?👇Your timesheet! Don’t forget to submit at the end of the week!

Trying to set up filters on a request report that only returns request greater than 30 days old based on the Submission Date. I’d like to do this dynamically but can only see an option to manually set a date 30 days ago every time I run the report. Any help on dropdowns or custom syntax to use so it automatically returns request greater than 30 days old would be great. Thank you. .

I saw the new campaign in IdeaPlace for Portfolios, but did not read the detail (that it is for “Portfolios widgets in Planvew.Me”)  so I submitted two ideas for Portfolios (not PV.Me).  There are no delete options.  I started to open a case for it, but got a notice with ideas on how to resolve. This involved notifiying the moderator to ask them to delete them.  I cannot find the moderator any where.  When I click on the “Contact us” link, there is nothing there.   Does anyone know who the moderator is?  Is opening a ticket the best way to have my entries deleted?   Thank you,Sonia VarneyCommonwealth of Virginia (VITA), Planview Systems Administrator 

Is it possible to increase the capacity of the text fields to allow for the entry of text longer than 2,000 characters?

I would like to create a pie chart or some kind visualization in the status report / dashboard coming out of PPM pro.  is that doable?  All i want to show is actuals and budget (i.e. remaining)...

I am trying to determine a way track the financial costs and hours from multiple locations within a single project. Each location/project combination has a code associated with its financial system to associate with an account line item.  For instance, I may have Project A with Travel costs from Spain with account# ABCD and Travel Costs from India with account#1234.  I need to keep them distinct so that the accounting teams from the respective locations can upload and download their data into the same project without risk of overwriting each other.  I feel like I should be able to add a text field to the financial planning lines but can’t seem to figure out how.  It needs to be text and not an alternate structure as it will be different for every location/project combination.That is how I envision it.  If there is some other method or existing capability that I am missing, I am open to suggestions.  Thanks

Is anyone else getting a Roadmaps Error? This is when I am signing in from Admin Console, or saved links  

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

Do task assignments take into consideration the remaining effort, and if not, how to best handle this? Example: New task created starting today, with 100 hours of Work, and duration of 2 months. This equals 12.5 hours of work per week.This task gets marked as 50% complete on day 1, which signals that 50 hours of Work are remaining, or 6.25 hours of task assignment effort per week. From what I can see, the Task Assignment will still show 12.5 hours despite the progress suggesting otherwise.Does AdaptiveWork consider Remaining Work as part of the Task Assignment numbers for future days of an open task’s schedule? Perhaps I am misunderstanding a feature that already exists, or the way it is meant to work.Any insights or information on this would be greatly appreciated.

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. 

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! 

For some reason it doesn’t seem possible to sort results in Capacity Planner by the Project Name.  Am I missing something, or is this very basic capability really missing?

Hello all,We're on Planview AdaptiveWork, and I'm trying to find out whether the Gantt chart can display dependency links visually — i.e. the connector arrows drawn between predecessor and successor tasks on the timeline itself.I can see dependencies defined at the task level, but they don't render as connectors on the Gantt. Without that visual, it's hard to read the sequencing at a glance or trace how a delay in one task would ripple through the rest of the schedule.A couple of questions:1. Is this supported in AdaptiveWork, and if so, is it a view/user setting or something that has to be enabled at the admin level?2. If it isn't supported today, is there an existing idea or roadmap item I should follow or vote on?Note: the example screenshot I've seen of this behavior is from Planview ProjectPlace (link to article), not AdaptiveWork — I'm including it only to illustrate the kind of connector arrows I mean, not to suggest the two products behave the same way.Thanks in advance for any

Hello, In Portflios, is there a config setting for Logbook to automatically set the Risk issue to closed once transferred to an Issue? In Logbook, if the Risk is transferred, the status changes to Transferred, and appears as a duplicate. Even though it is not a duplicate the screen still shows two unnecessary entries.  In the native CRI entities, once we select transfer, there is an option to close the risk. Pretty simple. I have not found that for Logbook CRIs when transferring, Has anyone had success with this or can provide insight on your current processes related to transferring CRIs in Logbook? Thank you!

If I was to publish a status report / dashboard to sponsor, who is not an actual user within PPM Pro, can they get to it if I was to send them a link?  Today, we send a PPT presentation but would like to get away from it.  Along the same lines, if I have a external contractor, if I was to send them a link, can get see the dashboard / status report, if I was to send them a link to a dashboard within PPM Pro.

Are you maximizing the potential of your Planview Hub instance? Extensions can revolutionize how you work by streamlining processes, automating tasks, and customizing your experience.Let's dive into the world of extensions! What type of extensions are you using? Custom Data Transformations: Mapping fields, creating custom transforms. Payload Transformations: Transforming incoming data for Hub compatibility. Person Reconciliation: Matching people across repositories. State Transitions: Automating artifact movement between states. How have extensions impacted your team? Increased efficiency? Improved data accuracy? Enhanced collaboration? What challenges have you overcome with extensions? Let's share solutions and best practices. Share your experiences and insights!We want to hear from you! Tell us about your extension success stories, challenges, and tips.  

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 → lowers confidence in the tool “Respect durations” behavior is not understood Users do not know: When it applies Why work shifts vs stays fixed Leads to inconsistent schedule outcomes across projects No clear indication when milestones are truly late vs still valid Hard

Need to see Project Schedule Finish date in Staffing ScreenWe can only see the Activity end date and we do not want to click into every project to know when it will be done