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545 Topics
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Planview Falcons
agnidipta31Planview Falcons
published in Learn & Share
Streamline Your Toolchain: Reclaim Hours with Seamless Integrations Powered by Planview Hub

Your software toolchain is complex – your integrations shouldn’t be.Your teams want what they want. And usually what they want is to work in the tool they like the best. Until now, that meant spending hundreds of wasted hours doing manual data entry to maintain accurate information across your whole organization.Now, with an improved integration based on Planview Hub, you can reclaim those hours and put them toward something more productive. Planview Hub’s integration will sync data automatically across AgilePlace, and the rest of your software toolchain. Not only that, but you’ll see improved productivity thanks to:A tangible connection from planning strategy all the way to execution at the team level, so you can measure the impact of software delivery A future-proof organization supported by an integration solution that grows and expands along with your toolchain A Universal Connector that you can use to bring those in-house or industry-specific solutions into the fold Easier audits

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Planview Falcons
P
peterglessinger
asked in Ask the community
How do I change brackets to minus signs within the financial pages

From within my strategies, i am able to run my financial however all negative values are showing as brackets and not a minus sign. How do i change this?  

141
mikayla.martin
Planview Partner
daizikovitz
Planview Falcons
daizikovitzPlanview Falcons
published in News
Organizational Change Management Discussions are Now Open. Join Today!User-Groups

A dedicated Organizational Change Management User-Group is now available to you on Community!  It caters to all discussions related to implementing a comprehensive change management practice in your organization.​You will be able to:​ Share experiences and ask questions as you drive change in your organization​ Learn OCM best practices to complement your transformational journey​ Network with fellow Change Champions​ Get guidance from our Planview Organizational Change Management (OCM) experts​ ​To join the OCM User-Group:​Step 1: If you haven't signed up for the Planview Customer Community yet, start by creating your user account here​Step 2: Click on the "Join" button for OCM User-Group on the Groups page​

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daizikovitz
Planview Falcons
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Planview Partner
Jhon BorreroPlanview Partner
asked in Ask the community
shows actual/forecast subtotals

Hello, good afternoon, could you inform me what use or utility to see the current/forecast subtotals in the financial plan.We really don't know what information we need to have recorded financially for the financial plan to display totals with this option. 

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Planview Partner
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NFlynn
asked in Ask the community
Duplicating Parent / Child Cards

I have a user that would like to create template cards with child / parent relationships and then be able to duplicate the pairings. Is there a way to do this with automation or another method?

1193
Leila Rosenstråle
Planview Falcons
partha.saha
Planview Falcons
partha.sahaPlanview Falcons
published in Learn and Share
What should I use for a Plan screen Column set?

When determining the right column set for the Plan screen when you are building a schedule you need to consider your process .You want to put the most commonly used structures first. When setting up your schedule you will need to use Schedule Start, Schedule Finish and Schedule duration. You will use these three the most in determining your schedule.Schedule Start is the start date for the remainder of the work,  Schedule Duration is the remainder of the duration. If the task is complete the Schedule columns will be blank.   I have added in Actual/Schedule Start , Actual/Schedule Finish and Duration at complete. These three fields will show you the information on a project that has been started. If the Task has been started the Actual Start will show if it has not the Schedule Start and  Actual Schedule Start will be the same. These Fields cannot be edited.Duration at complete is calculated for the entire duration of a task. For a task that is not complete it is from the Actual Start t

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partha.saha
Planview Falcons
partha.saha
Planview Falcons
partha.sahaPlanview Falcons
published in Learn & Share
How Accenture Unlocks Capacity With Planview HUB?Case Study

Accenture's Life Insurance & Annuity Platform (ALIP) implemented Planview Hub to automate data synchronization between their and clients' issue management systems. This transition eliminated manual, error-prone data entry, leading to improved customer satisfaction, faster issue resolution, and enhanced employee productivity. The automation restored hundreds of hours for the ALIP team, allowing them to focus on solving issues more efficiently and developing new capabilities. The collaboration also ensures secure data handling and seamless communication, significantly benefiting both Accenture and its clients.Read Full Case Study Here -https://www.planview.com/resources/case-study/accenture/

140
partha.saha
Planview Falcons
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Planview Partner
Lucia SanchezPlanview Partner
asked in Ask the community
Clarification on API Limitations and Best Practices for Handling Large Queries

Good afternoon, Planview team,I hope this message finds you well.I am reaching out to request clarification regarding the limitations and governance mechanisms of the AdaptiveWork API, as outlined in the REST API Guide - Version 2.Specifically, I would like to understand how to handle queries that require extracting more than 100 records, given that the documentation mentions the following:Request batch limiting: The total number of requests that can be processed in a single call to the web service is 100. Request limiting: The total size of requests sent in a single call to the web service must not exceed 25 MB. Call limiting: 1,000 API calls per paid license per day, with a maximum of 1,000,000 calls per day. Rate limiting: Up to 25 requests per second are allowed, with the quota being global for the organization, not per user. Request conditions limiting: The total number of conditions (OR/AND/IF, etc.) in a single API call should not exceed 200 by default. If the quota is exceeded,

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Planview Partner
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Bronze Top Contributor
JamieABronze Top Contributor
asked in Ask the community
Track progress of a Custom Action (Progress Monitor?) and/or best practice for debugging?

Hello community,We have been provided some Custom Actions and Workflow Rules by a consultant and they just don’t work as promised. I’m trying to debug them myself but can’t find the tools that would inform me on the progress of the running actions/rules or where things are going wrong.I thought the Process Monitor might be helpful when a long-running process takes place (like a Custom Action looping through and processing 100+ records) but I see nothing there.And the Support article for Process Monitor doesn’t actually explain what Triggers the monitoring to begin! Can I cause monitoring to begin and to report out? What actions get “monitored”?If not there, where else can I see any helpful information about why my Custom Action processed only 1 record out of the 20 I expected to load data into Financials and update each row’s status in this Custom Object?This consultant has said that sometimes processes get ‘stuck’ without sharing how to un-stick them (or know if they’re stuck or just

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Bronze Active Participant
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Silver Active Participant
Whit AnthonySilver Active Participant
asked in Ask the community
Moving work within the Primary Work Structure

Hey, new to Portfolios administration here.  Is it possible to move PPL level work within the Work Structure?  With Resources, we can cut/paste a resource to a new branch.  However, with work there doesn’t seem to be a cut or copy option to move an entire project to another branch in the structure.

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W
Silver Active Participant
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Platinum Innovator
kayla.schwarzPlatinum Innovator
asked in Ask the community
Financial Planning View Report & Chart

Hello Planview Community, curious to hear if anyone has knowledge in creating a report with a chart that looks identical to the Financial Planning view of a project (sample below), ideally a crosstab?Thank you!!!

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mikayla.martin
Planview Partner
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Bronze Active Participant
JimMBronze Active Participant
asked in Feedback and Ideas
Whiteboards on other objects

Are there plans to make whiteboards available on other objects?   Users I have demo’d the new whiteboard feature to have all expressed that they would like to be able to run this feature from the User Object, User Groups and Meeting notes.   What is the rerasoning behind the current limitation of having whiteboards only available in Hybrid mode on projects 

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J
Bronze Active Participant
CoryJ
Silver Active Participant
CoryJSilver Active Participant
asked in Ask the community
Resource Request Dependancy

Is it possible to set up a dependency so that a PM cannot request resources until a project task or milestone is marked complete? 

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CoryJ
Silver Active Participant
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julianm
asked in Ask the community
Custom fields on time-phase Labor Resources

I have introduced a custom currency field on Time-Phase Labour Resources with a workflow to update it when needed. The updated value does appear against the individual work-item in the Financial Planning View (following refresh of the financial data), and sometimes it appears correctly in the summary view, however sometimes it does not get picked up into the rolled-up number.My questions are : Can anyone let me know what triggers custom fields on Labor Resources Time Phase to be updated into the summary view? How are people handling custom fields on Time Phase Labor Resources if they cannot be trusted to always roll up in terms of presenting the information to users?  Thanks

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pyaros
Planview Falcons
pyarosPlanview Falcons
published in News
[Special Announcement] Planview Acquires VSM and Software Delivery Leader PlutoraNews

Planview is excited to announce the acquisition of Plutora, a leading provider of Value Stream Management (VSM) and software delivery solutions that allows development organizations to better address bottlenecks while improving the overall quality, efficiency, and reliability of their outputs.Learn more in this press release

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pyaros
Planview Falcons
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Platinum Innovator
MGMullenPlatinum Innovator
asked in Ask the community
Order of column set rows and column set assignment to a tile

I’ve been doing alot of configuring of tiles and creating some new column sets to go along with them.   I am finding that sometimes the column set specified in the tile definition doesn’t end up be the one shown.    Similarly, I find if I have a personal column set defined with a specified order of columns, if I change the order of columns directly in the view that the column set often will not go back to the original order of the columns in the column set as it was originally specified.     I am wondering if this is a caching sort of issue?   Has anyone experienced this and/or have advice about how to manage?  Thanks!

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pamela.sargent
Silver Community Mentor
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Planview Falcons
KatePlanview Falcons
posted in Learn & Share
New Viz Navigation Experience is here!

I’m excited that the new Viz Navigation has been released! It is great to be able to see the hierarchy of Products in the left Nav bar, I feel it makes it easier to navigate across Products and Groups/Portfolios.  I’m also looking forward to hearing the communities experience with the updated Navigation! 

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Planview Falcons
K
Planview Falcons
KatePlanview Falcons
asked in Ask the Community
What is your favorite practice, or a common practice you use for improving Flow/delivery?

My favorite is simply daily “focus”. Swarming as a team on the highest priority item. I think it is because I find a lot of joy in working together to solve challenges on a high performing team. There is clarity on what is important, a shared objective. It is much more fulfilling to me then starting a lot of work and feeling frantic, not being able to complete it, seeing the work age gives me some stress. Do you have a favorite improvement practice, whether daily, each sprint, ad-hoc, quarterly or otherwise? I would love to hear! 

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K
Planview Falcons
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Silver Innovator
James BonfieldSilver Innovator
asked in Ask the community
ProjectPlace - Portfolios Sync

A couple of weeks ago, somebody managed to switch off the ‘Use ProjectPlace’ global setting which supports the syncing of PP cards with Portfolios (we’re still trying to work out how this happened...)That’s left us with 2 weeks worth of card updates which haven’t flowed through to Portfolios.  Many of these cards are now closed so will never be touched again.Does anyone know - Is there a way to force-sync ProjectPlace cards to update Portfolios actions?

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Planview Falcons
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Platinum Innovator
MGMullenPlatinum Innovator
asked in Ask the community
What Sets a Default Work Portfolio?

I am wondering what sets the default Work Portfolio.  No matter what the last Work Portfolio I view, when I come back into Work, this one Work Portfolio always comes up.  I no longer care about it so i guess I can delete it but I’m wondering what is causing it to always be my default.  

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M
Platinum Innovator
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Planview Partner
Felipe VargasPlanview Partner
asked in Ask the community
How to move finances in time according to how the dates of the schedule move

I am contacting you to request clarification on the behavior of the movement of the finances recorded and associated with the activities of the project schedule as the start and/or due dates of the activities, milestones and projects are modified. Currently, the financial items that move with the project are those associated with the resources selected in the schedule as responsible for a certain task and that have a cost or billing rate. On the other hand, the NLR are not updated with the dates of the schedule, so it must be done manually. With this situation in mind, we are seeking to configure the system so that the finances related to the NLR also move according to the dates that can be modified in the activities, milestones and projects. 

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F
Planview Partner
D
dhart00
asked in Ask the community
Managing Dependecies

Hi We have recently rolled out Agileplace and are wondering how people are managing dependencies between stories.ThanksDAve

1091
Jon High
Planview Falcons
B
bc1
asked in Ask the community
Planview Timesheet - Time booking codes

Hi there - What is the best why for resources to book time for Annual Leave on their timesheet?    … Should a project ‘Annual leave’ be set up for them to record time for Annual Leave?  Please advise on the best why to do this.Thanks in advance :)

711
mikayla.martin
Planview Partner
partha.saha
Planview Falcons
partha.sahaPlanview Falcons
published in Learn & Share
Still Using Hub On-Prem? Discover the Benefits of Planview's Hub Cloud Hosting!Blog

Are you still running your Planview Hub on-premise? It might be time to consider the benefits of migrating to Hub Cloud hosted by Planview. Here’s why:Key Feature Differences Between Hub Cloud and On-PremManaged Services: Planview will also do regular product updates, so Hub Cloud customers are always benefitting from the latest and greatest release, getting new features and fixes even ahead of on prem customers. Enhanced User Experience: User administration and error notification emails are streamlined directly within the Planview Hub UI, reducing the need for external consoles. Security: Hub Cloud requires connections via HTTPS for enhanced security, ensuring your data is protected.Visit here to know more about the differences, integration and connections - https://success.planview.com/Planview_Hub/FAQs/060Tasktop_on_Cloud/What_are_the_feature_differences_between_Hub_Cloud_and_Hub_On-prem%3FSecurity BenefitsData Storage: Your data is securely hosted in Amazon AWS in the US or Ireland

410
partha.saha
Planview Falcons
TKrah
Bronze Active Participant
TKrahBronze Active Participant
posted in Feedback & Ideas
Handling the cards in terms of window size and formatting

We work very intensively with Kanban boards and the cards. The cards are usually assigned to several employees who work on the topics and work them out. For our daily work, we would very much like to be able to open the cards in a separate window, or at least to be able to adjust the size more variably in order to have better visibility of the content and thus significantly improve the work.  The lack of functionality for modern formatting of the texts in the cards generates little acceptance of the tool among our users. Every user has understandable expectations when it comes to formatting text, which are currently not met in the slightest, or only with great difficulty. (btw: formatting functionality in this text box is great!)Modernizing the cards and thus significantly improving the user experience is a high priority for us with regard to Projectplace as an accepted company-wide solution. We believe that we are not alone in this, as other customers certainly have similar difficulti

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Planview Falcons

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