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K
Planview Falcons
KatePlanview Falcons
posted in Learn & Share
Do you have any favorite prompts when using Copilot in Viz? How do you like the new Save Prompt Feature?

Here are some example prompts and short videos. Please let us know what you think? I would love to hear what your favorite prompts are!https://success.planview.com/Planview_Viz/Using_Planview_Copilot_in_Viz/Prompt_LibraryI am really enjoying using it to generate monthly flow review insights product by product along with recommendations. What used to take me a lot of time I can now do in minutes, not to mention I love Copilot’s “personality” encouraging teams and findings wins in some of the responses I have seen!  

270
K
Planview Falcons
M
Platinum Innovator
MGMullenPlatinum Innovator
asked in Ask the community
"Feature" Discovered with OOTB Work Dashboard

We had been struggling with what we thought was a bug in the OOTB Work Dashboard.  Sometimes the number of projects on the dashboard against the datamart didn’t match the number of project shown in the active portfolio run against the transactional dashboard.  We knew the mismatch was not related to any refresh timing.  Further we could see that the data was actually up to date in the datamart.We were told by a PV reporting consultant that this is actually a “feature” and the reason for this is due to a portfolio itself needing to be refreshed/rerun.   So if you try to run the dashboard against a portfolio that hasn’t been run recently, it’s like the data will be stale in the dashboard view.    Have others seen this issue and do you have a workaround?  This is totally unacceptable and it is really tough to explain to end users who want to understand why the data isn’t lining up. 

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M
Planview Falcons
P
Patrick
asked in Ask the community
Could i have access on the community website from my mobilephone?

Could i have access on the community website from my mobilephone?pat

61
Aayush
Planview Falcons
bkrutiy
Bronze Product Expert
bkrutiyBronze Product Expert
asked in Ask the community
Applying a PROJECT template to a Project created via API

Hello community, I am racking my brain to see if it is possible to apply a Project template (not milestone template) to a new Project that was created via API (not using a custom action with a new item action item (project). For example, we are using an external source to allow Project Request intake. These send projects to AW in Requested state with specified field data. I am sure I can have the template passed using the API but can this be done within AW using a workflow? I want specific project templates used if the new project created was created with a specific region and project type. I know how to do this within a new action that creates a Project and use an IF() function in the Template portion of Creating a project but I am unable to find a way to do this post project creation using a workflow. Is this possible? Thanks in advance.

764
bkrutiy
Bronze Product Expert
W
Silver Active Participant
Whit AnthonySilver Active Participant
asked in Ask the community
Entering Time for a Group

Does anyone have any suggestions for entering time in bulk for a group?  We have a need to capture the hours associated with some groups outside our normal Portfolios Users and Resources.  We can easily create a Resource and call it “Contractors” or “Marketing Team”, but if we have another User enter time for the entire team on a weekly timesheet, we are limited to a maximum of 168 Hrs (7D * 24Hr).  We don’t need or even want the detail down to the names.  We would like to be able to enter using timesheet functionality and view the effort within our existing timesheet reports. FWIW - This portfolio is not part of an automated financial load and is not intended to be loaded into the financials for the work.

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W
Silver Active Participant
A
Anuj Miglani
asked in Ask the community
How to associate a milestone with multiple projects

Hi Team,We have a use case where we need to link milestone to multiple projects just like we can associate projects with multiple portfolios, if somehow we can built a custom field which can show reference to multiple projects that’ll solve our problem.Any help will be greatly appreciated. Thanks in Advance

431
DrewMiddleton
Planview Partner
J
Bronze Active Participant
Josh_AFGBronze Active Participant
asked in Ask the community
URL links to JIRA in attribute and / or Fields (Portfolios)

Can you setup a field (or attribute) for URL’s / Hyperlinks (while viewing Work Portfolios) which link to individual JIRA Epics?  Thanks!

312
J
Bronze Active Participant
D
Platinum Innovator
DeeptiPlatinum Innovator
asked in Ask the community
Creating milestones based on condition

I have created a project template with 5 milestones. Milestone templates are also saved. I have created a form to create a project which will also create milestone-1.On completion of task under that milestone my milestone as well as project is getting completed. I tried to create a workflow rule on milestone level but it did not create my next milestone. Shall I create workflow rule on project or workitem?My other query is how to create milestone based on a specific project metadata field? Project type = "development" should create my development stage otherwise it should create "support" milestone. If I can get some sample workflows for above 2 requirementsthen that will be great.

1022
bkrutiy
Bronze Product Expert
rzb1qs
Silver Active Participant
rzb1qsSilver Active Participant
asked in Ask the community
Time Entry & Resource RW grant to their own Resouirce Record

Does time entry require resource to have read write access to their resource record?In our resource management process (because resource has RW access to their own resource record), that resrouce is able to modify their utilization for each project they are allocated.  Our desire is that only the supevisor (resource manager) should be able to modify these allocations.  Any inputs or suggestions in Customer Solution Center are appreciated.Joe

274
pamela.sargent
Silver Community Mentor
S
Gold Active Participant
ShanaGold Active Participant
asked in Ask the community
Time Phase Data (project assignment and date) through the API

I am using the API to pull data for reporting on Power BI. I would like to replicate the Time Phase Monthly data between Projects and Resources - basically, project assignment and the month. Has anyone had success with this over the API? Care to share your rest query? Thanks. 

221
S
Gold Active Participant
Gbradley
Planview Falcons
GbradleyPlanview Falcons
published in Learn and Share
Cognizant's Journey to Redefine Productivity with Planview CopilotWebinar

If you’re interested in Planview Copilot, our upcoming webinar may be of interest to you! Join us to explore how Cognizant is leveraging the power of AI to transform business operations. In this session, you will learn how Cognizant is leveraging Copilot’s AI on AdaptiveWork for:Reshaping workflows Empowering teams Unlocking new levels of efficiencyWhether you're exploring AI’s potential or ready to implement smarter solutions, we recommend joining this webinar for actionable knowledge to help your organization thrive in the age of innovation. Use the registration link below to register for the webinar:https://info.planview.com/gcc-Cognizant-Journey-with-Planview-Copilot-_webinar_prm_en_reg.html

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Gbradley
Planview Falcons
K
Platinum Innovator
kayla.schwarzPlatinum Innovator
asked in Ask the community
Placeholder Resource Capacity Planning

Hello, for our resource forecasting we’ve been requesting/assigning Placeholder (i.e $Config) resources prior to assigning to a specific resource. Since they are a Placeholder and don’t have actual Capacity, we’ve zeroed out their capacity via the Placeholder’s calendar. However, now we cannot request/assign the Placeholder because AW processes it as an actual user with no availability. The reason we zeroed out the Placeholder resource’s capacity is because it was skewing the metrics in capacity planning, making it look like we had additional team member availability/capacity when it was really just a placeholder. Does anyone have advice on how to request/assign a Placeholder resource without a Placeholder’s capacity getting counted into Capacity Planning?

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B
J
Bronze Active Participant
Jonah.HildebrandtBronze Active Participant
asked in Ask the community
Changes Tab, Issues Tab, Risks Tab Screen Management

 Good day, We desire to update the Changes, Risks, and Issues Tabs that are available for Work Entities. I have found this article on the Planview Customer Success Center which goes over these 3 tabs, including information on how users can customize the attributes and order displayed here. It is a nice feature that the users can update these views to their own preferences - however we are seeking a way to set up a default selection & order of the attributes displayed on these screens.  I have been digging through the success center and different admin screens to no avail. Can anyone help me locate where I can access these options, if they exist? Ideally we would have a set of default selected attributes and order when a user accesses any of these 3 screens from their project, so that key attributes are immediately visible and easily accessible: Then users could use the following options to select additional attributes for display that they may want to track:If anyone could provide

673
pamela.sargent
Silver Community Mentor
N
Bronze Active Participant
NcherpakBronze Active Participant
asked in Ask the community
New Hire Placeholders

Hello!Does anyone have a best practice for adding future new hires that are not yet in the HR system? I.e. Nicole Smith doesn’t start with our organization until February 1st, but she won’t be in Planview until her start date. We want to capture her allocation somewhere since we know she will be assigned and there is no longer a vacancy.

232
N
Bronze Active Participant
C
Bronze Innovator
cpetrieBronze Innovator
asked in Ask the community
Using Target Utilization in a Filter or Calculated Field in Reports

Hello,Could anyone offer advice on how to use the value in the Target Utilization field on a User record to filter or create a calculated fields in a report?I want to create a reports to include users whose total assignments are less than Target Utilization. I have created a report (with Planview PS help) that shows all users, their total assignments, and their Target Utilization, but I can’t create the right filter to exclude users where Target Utilization is less than the total assignments. The only option in the filters options for Target Utilization is to enter a single value, but that does not work because each of our users has a different Target Utilization.Below are some details on the report we have configured.Report on: User > Capacity Time Phase Data (Monthly) > Labor Time Phase Data (Monthly) Leading columns: Grouping: <User>.ItemID, Target Utilization Crosstab columns: Capacity, Task Assignment, Planned Utilization% (calculated field showing the value of Task As

822
C
Bronze Innovator
C
Bronze Innovator
cwilliverBronze Innovator
asked in Ask the community
Power BI Portfolio Dashboard - unassigned fields

Have just installed the Power BI portfolio dashboard in Planview Portfolios and in the project details drill down I have missing data under some fields. In the screenshot below you will see that the Work Manager and the Work Sponsor  are unassigned and I’m not able to identify where these are being drawn from in Planview and how to ensure the fields are populated.  Any ideas welcome. thanks 

837
Mario.munoz
Platinum Active Participant
Mario.munoz
Platinum Active Participant
Mario.munozPlatinum Active Participant
posted in Ask the community
We're trying to simplify our Change Control...

Howdy,We are currently trying to simplify our Change Control process. It seems we keep having problems keeping our plans and financials correct when we are going though the Change Requests. Curious to hear how everyone else handles Change Requests.

323
Thbutler
Gold Product Expert
K
Planview Falcons
KatePlanview Falcons
posted in Learn & Share
🎉 [Early Bird Pricing Ends 1/31] Planview Connect - Live and In Person! April 23 - 25

🎉 Exciting News: Planview Connect 2025 Mark your calendars for April 23-25 - Planview Connect 2025 is coming to Florida! Here's what you can look forward to at this year's immersive experience:✨ What's in Store:Learn from real-world success stories shared by leading organizations Get hands-on training directly from Planview experts Connect with peers from various industries Get a sneak peek at upcoming features and product innovations Level up your expertise with certification opportunities⏰ Important: Early bird pricing ends January 31st!Ready to dive in? Check out: 🔍 Full agenda overview ❓ Event FAQDrop a comment below if you're planning to join us or have any questions. We can't wait to see you there!#PlanviewConnect2025 #PlanviewCommunity #EarlyBird

790
K
Planview Falcons
C
Bronze Innovator
cwilliverBronze Innovator
asked in Ask the community
Creating an Actual/Forecast finance model version

I currently have 4 finance model versions.  I am trying to set up a model which displays the combination of Actuals for past months and Forecast for future months.  This data I am loading manually directly into 2 separate versions. Is there a way I can get this data to display in a single combined version?

744
C
Bronze Innovator
J
Bronze Active Participant
johnoconnellBronze Active Participant
asked in Ask the community
Automated functional / regression testing woes

Hi everyone.I’m developing automated functional tests to speed up our validation of Planview Portfolio upgrades and so far it’s going well.  The tests automate user interactions with Planview Portfolios and verify that the screens/pages look as expected with respect to UI elements on said pages, but I’ve hit a roadblock with automating the creation of Work from the My Overview screen as the automation is unable to identify dynamically-created UI elements such as popup menus.For example, when I click on the “New” button a popup menu appears with the options Work, Strategy, Issue, Risk, Change etc, but the underlying webpage DOM element for that popup menu cannot be easily identified as it’s created dynamically and doesn’t have any uniquely identifying HTML5 element attributes such as “id” or “name” or even “class”.  This means that my automated test cannot execute that basic workflow and that complete automated functional testing of PV Portfolios is not possible.I’m hoping that what I’v

222
J
Bronze Active Participant
F
Bronze Innovator
FWalkerBronze Innovator
asked in Ask the community
Using the Resource Load: default view to see groups you are a Resource Manager for

If you add a person(s) as a Resource Manager (not a direct manager) of a user group, is there a way to access these user groups from Resource Load, Groups I manage? At present we have Resource Managers allocated to User Groups but they don't come up in the Resource Load when selecting Groups I manage and so the group has to be manually added from the ‘Add Group’ button

172
F
Bronze Innovator
K
Planview Falcons
KatePlanview Falcons
posted in Learn & Share
Using Flow Distribution and Flow Metrics to aid Quarterly Planning

🔄 Community Discussion: Using Flow Distribution & Metrics in PI/Quarterly PlanningHi Viz Community!As many of us prepare for upcoming PI/Quarterly planning, let's discuss how you're using Flow Distribution and Flow Metrics to inform your planning decisions. The Flow Framework® guidance provides recommendations for balancing Features, Defects, Risk, and Debt investments, but we'd love to hear how you're applying these in practice during your planning events.Please see the attached PDFs for Guidance on how to use Flow Metrics in Quarterly Planning as well as how to plan/balance Flow Distribution. 📊 Some key discussion areas:How do you use Flow metrics to set PI objectives? What role does Flow Distribution play in capacity planning? How do you balance planned vs unplanned work in your PI commitments? What data do you present to stakeholders during PI planning?Share your experiences:How do you adjust distribution targets for different PIs based on business needs? What Flow metrics ha

300
K
Planview Falcons
CoryJ
Silver Active Participant
CoryJSilver Active Participant
asked in Ask the community
Creating Batch Projects

We often have batches of 20+ quick turn Projects with identical specs: Same client, due dates, same estimate times, same resources, etc. The only thing changing is the name of the project. A pain point in our department is adding these projects to AdaptiveWork. A project manager has to add these one by one, and define the dates, est. time, etc., per project. This very inefficient and causes a significant strain on our staff, as it’s time consuming.  Is there any way to create batches of projects?  Thanks,Cj

111
J
Bronze Active Participant
T
Tom Della Santina
asked in Ask the community
Line Detail for Expense Costs - Limited to one Expense Cost Type on Financial Plan

Hi, Within Planview Portfolios we have an attribute Expense Cost Type that is tied to the Financial Account “Expense”. Expense Cost Type has the following values:Hardware  Marketing Ongoing Expenses Other One Tine Expenses Professional Services (Exp) Research & Development Software (Licensing) Training  Travel. Our issue is that we can only have one of each category per work entity within the Financial Plan. We have projects where there are multiple “Professional Services (Exp)” contracts. We would like to keep the information distinct for each contact vs. having to roll-up the cost into one Expense under “Professional Services (Exp)”.  We looked at using “Expenditure Type”. It does allow us to create multiple “Professional Services (Exp)” and thereby keep the contract cost information distinct. Yet when we load the multiple “Expenditure Type” values into the Financial Plan they are summarized into one line.Short of adding additional attribute values Expense Cost Type is there anot

191
M
Silver Active Participant
R
Rrichardson
asked in Ask the community
Where can I submit a new Feature to be added?

 I would like to submit the need to include the type casting formulas in reports the way we can do them in custom fields.  If we could include them in the reports, we could speed the system up by not needing so many calculated custom fields

181
Sai Sravan
Planview Falcons
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