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Hello Community, I am trying to show the Current Active Milestone at the Project level for visibility on projects and reports. I was able to create a rule that updates this field based on a filter using State = Active and Executable = True. When there are dependencies used and only one Active/Executable Milestone at any given time on the project, this works flawlessly. The issue arises when there are older WBS in play and dependencies are not properly used. In this case, there can be multiple Milestones with Active/Executable state and the rule always updates with the last Milestone not the first, which would be the preferred outcome.  Question: Short of updating every project to use dependencies at the milestone level as a limitation to this configuration, is there anyway to bypass this issue and roll up the Current Active Milestone wheather there is one that matches or the first milestone when there are multiple matches.Hope this makes sense. Thanks in advance.

In a previous version of Planview Portfolios, we could open a Work entity and simply click the “expand” arrow beside the Work Breakdown Structure section in the Work Detail tile to see where the entity was located within the primary work structure:Work Detail Tile - Work Breakdown Structure section expandedIn the latest version of Planview Portfolios, I’m trying to find that same information while in Work View. When I asked my administrator, they suggested a workaround: navigate to Work > Show All Work, search for the specific work item, and then click the hierarchy icon to view the full WBS path.This method works, but it requires several extra steps compared to the previous version, where the information was readily accessible with a single click.Is there a more efficient way to view the WBS location of a work entity in the current version?

Leroy Automation double son chiffre d’affaires tout en gérant 200 000 produits — sans perdre le contrôleSpécialiste des systèmes électroniques embarqués pour les secteurs industriel et ferroviaire, Leroy Automation a connu une croissance rapide : en quatre ans, l’entreprise a doublé son chiffre d’affaires et ses effectifs, tout en gérant un portefeuille de 200 000 produits.Pour garder le cap, elle a adopté Planview ProjectAdvantage via une mise en œuvre progressive, évitant ainsi les perturbations et favorisant l’adoption interne.« Le déploiement progressif nous a permis d’éviter les pièges structurels liés à une croissance accélérée », explique Fabrice Carrara, Chef de projet.Résultats clés : Meilleure allocation des ressources Visibilité accrue sur le portefeuille Décisions stratégiques basées sur les données Grâce à ProjectAdvantage, Leroy Automation a transformé une croissance rapide en succès durable — prouvant que les bons outils et une stratégie réfléchie font toute la diffé

Currently, the AdaptiveWork Data Warehouse (DWH) process automatically performs incremental data loads after the initial full extract. Customers have no option to manually initiate a full extract when needed.Several use cases such as new integrations, go-live transitions, or troubleshooting data inconsistencies require the ability to perform a full extract on demand.Business Justification:• Enables customers to self-manage data refresh needs, especially during go-live or post-configuration changes.• Reduces dependency on Support for DWH resets.• Improves turnaround time and flexibility for teams integrating AdaptiveWork data into downstream analytics and AI platforms.• Minimizes project delays due to partial or outdated data during key milestones.Proposed Enhancement:• Add a configuration option (via UI or API) to select between:• Full Extract: Pulls all data for all configured objects.• Incremental Extract: Pulls only changes since the last successful run.• Optionally include scheduli

Planview AdaptiveworkHi,I have a resource who has already been assigned to Project A, say 0.5 to Sep and 0.5 to Oct, now,If the same resource’s allocation needs to be increased - to be assigned 0.6 to Sep and 0.6 to Oct, how should the staffing request be, should it be for delta, i.e,. 0.1 and 0.1 or 0.6 and 0.6 respectively. If the request is in the latter format, the capacity planning shows 1.1 and 1.1, overallocation. If it is delta, then it becomes challenging to track. What is the best practice? If the same resource’s allocation needs to be decreased - what should be done?We do not want to turn off the staffing request required flag as we want the resource manager to approve.Any advice will be greatly appreciated.Thanks

Planview AdaptiveWorkHi,As an admin, I found that a particular user has both the Project Manager profile as well as Resource Manager profile (the Project Manager profile is active) by navigating to:Settings - Profile and selecting Project Manager profile - Members and similarly for Resource Manager profile.My question is - how to produce a custom report to identify all profiles for all active users.When I use the user object, I can only get the active profile. When I use the user, profile and profile members objects, the results are all skewed.As AW doesn’t have any join provision, reporting seems to be like searching for needle in haystack.Can someone please advise what all objects to join?Thanks

Currently, it's not possible to configure access to a specific drive or folder within a SharePoint site when setting up a ProjectPlace Workspace. This limitation presents a real challenge: our teams manage hundreds of projects, and linking SharePoint broadly would unintentionally expose all of them — far beyond what's needed for a single workspace.While there are occasional workarounds that allow linking to a specific folder, the behavior is inconsistent and unreliable, making it difficult to scale securely and efficiently.If this impacts your workflows too, we strongly encourage you to add your voice in the forum. The more visibility and engagement this issue receives, the more likely it is to gain traction with the development team. Your feedback can help prioritize this feature and shape a solution that works for all of us.

Dear Community, Has anyone else noticed anything strange when it comes to allocation details? Last year, one of our users reported that their name appeared in an allocation they couldn’t have created, they had no access to the resource or the project. After some analysis, we found out that the user wasn’t even logged into the system that day!We immediately opened a case with Customer Care, but so far, despite many attempts to prove that the issue is not on our side, we still don’t have a resolution and the data has been unreliable for more than a year!We even built a dataset from the allocation table to check for discrepancies between the created_by, requested_by, and approved_by columns. It turns out that in the requested_by column, there are cases where a person without the proper profile somehow managed to create a request for an allocation. They simply don’t have the right grants or role feature to perform the action.Customer Care suggested this might be related to copying project

We plan to only use a custom action for adding risks and issues and would like to remove the OOTB Add Related options for both to minimize confusion when adding risks and issues 

Hello,Does anybody know why I cannot retrieve the “resources” field when working on a workflow rule for a task ?I want to automatically assignt tasks when specific criteria are met but i’m not able to find the “resources” field in the formula sections. 

Hello, I am trying to use a Validation rule to block the completion of a task and redirect them to a custom action. This part was easy. However, the text in the pop up is plain text and does not show as a URL Link (Blue/Underlined). How can I fix this? Here is the code I am using…<a href="{GetCustomActionUrl(<CustomActionName>,GetRuntimeParameter($ParentProject))}" style="color: blue; text-decoration: underline;">Update Closure Notes</a> I have also tried the following…{Hyperlink(GetCustomActionUrl('CustomActionName',GetRuntimeParameter($ParentProject)),'Update Closure Notes')} Both versions work but neither show the URL link with Blue/Underlined to stand out. Please advise 

Hey community,Exciting news from Planview! They've just unveiled Planview Anvi™, their next-generation enterprise AI solution designed to supercharge how we connect work, from high-level strategy right down to delivery.What does this mean for us? Think of it as an intelligent co-pilot embedded directly in your workflow. It’s built to provide expert guidance and intelligent actions to help organizations prioritize investments and deliver positive outcomes.Key features include: Predictive Insights: Get forecasts for work completion and, crucially, detect portfolio risks before they escalate. Strategic Alignment: Helps ensure investments and daily work stay aligned with top-level business priorities. Unlocking Capacity: Provides real-time visibility into resource constraints and bottlenecks across teams. It’s all powered by a unified data fabric, connecting data from across the enterprise. Planview is also highlighting its enterprise-grade security and governance, stating that custome

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.

Hello PV Community,Does anyone have experience or know how to move cases from one project to another? We have several cases associated to a project that can’t be re-added manually to the other project - so is there a way to bulk move cases? Or maybe export then re-import them in bulk?Many thanks!

Is it possible to run a Custom Action when a Workflow Rule is triggered?

I recently finished updating a report that has a tile. A subscription that was set with the old report still goes out as the old report even though the tile had been updated with the new report. We had to go and remove all the subscriptions that were set prior to updating that report. 

Have you had recent problems with PowerBI reporting using Logbook data?We successfully launched Logbooks back in March for 3 ‘light touch’ areas (Lessons Learned, Actions and Decisions) as a test & learn exercise before we tackled a more challenging transition for Risks, Issues, etc.We successfully built a Lessons Learned PowerBI dashboard using the OData links to a specific Log type, splicing the data with the Strategy information to produce outputs for each of our strategic areas of focus, much to the delight of of our user community.Then on 8 September the PBI reports just stopped refreshing.  Nothing had changed on either the Logbooks side, the PBI side or any of the associated strategy data.This was reported immediately but 6 weeks later we are no closer to identifying what the issue is or why the.  Apparently there’s some failure to connect. New Auth tokens make no difference. Attempting simple connections to the raw data fail.This is just bizarre and I can’t believe it’s onl

Hello Everyone,We're thrilled to announce the launch of Planview ProjectAdvantage in our Customer Community!This new section enables you to connect, collaborate, and share knowledge with fellow Planview users and experts.Join us to: Engage in meaningful discussions Access industry insights Connect with peers Stay updated on product features Participate in events and webinars Get started by creating your profile and introducing yourself to the community and If you are new to the community check out everything that you can do with the below post. We look forward to your valuable contributions!Once again, Welcome everyone.

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.  . 

In the Roadmaps tool, any configuration changes I’m making is no longer saving.  Has anyone experienced this?

PERSONA  Team of Teams Leader  What I really want to know  Which teams need to be celebrated for what reasons?  Level to Select (Portfolio, Product)  Portfolio  PROMPT  Customize your formula the way you want to    Given the following scoring algorithm, analyze each product in this portfolio using the following steps:  For every 5% drop in flow load, award that product 10 points.  If flow velocity of features remains within a 10% range, award 10 points.  If the flow distribution amount of defects is below 30% then add 10 points.  Iterate over every product and make a list of the products and their scores. 

When a task is copied over and pasted in a WBS, the paste option window opens up and there are several fields that are already preselected. We would like to have these fields to come deselected so that users can pause long enough to assess what it is they are copying over. Has anybody received feedback from users like this?  We think it would be helpful if they could change the default settings so that the checkboxes are deselected by default, but we’d be interested in other users’ thoughts.