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550 Topics
K
Platinum Innovator
kayla.schwarzPlatinum Innovator
asked in Ask the community
How to automate Adding New Users to Set of Work Items?

Hello Community, When our admins add a new user to the system, is there a way for this new user to be automatically added as a resource to certain work items in a project?Our use case is, when we have a new employee join, there are a set of work items/timecodes that they’ll need, and it gets a bit tedious adding each new resource to the 10+ work items. I’ve tried adding them to a user group, where it’s listed as a resource to those work items but it doesn’t appear to work. Maybe through data loader?Any advice? Many thanks! 

996
mikayla.martin
Planview Partner
K
Platinum Innovator
kayla.schwarzPlatinum Innovator
asked in Ask the community
Custom Workflow to Add Auto Add Expense Sheet

Hello, I’d like to create a custom workflow that adds an Expense Sheet every time a new user is added to the system, assigning the newly created user as the owner of the expense sheet.I’ve gotten this far (screenshot) on the custom workflow, but when I tested it, the owner defaults to me, not the newly created user.Any ideas on what I may be missing?Also a bonus if anyone knows how to update the description to include the name of the newly created user.  Many thanks!

101
mikayla.martin
Planview Partner
DrewMiddleton
Planview Partner
DrewMiddletonPlanview Partner
asked in Ask the Community
Time Tracking in AgilePlace?

We’ve got a customer who would like to have their AgilePlace users track time (actual effort) on cards. Are there any creative solutions for this? I know we can set up a custom numeric field and just have the users manually add their hours to any value already there. For instance, if three hours have already been logged on a card, and I work two more hours on that task, I could update the custom field’s value from “3” to “5”. But this seems like it would be prone to human error. Has anyone devised a better solution to tracking actual effort on cards?

630
DrewMiddleton
Planview Partner
J
Platinum Innovator
JessO
asked in Ask the community
Validation Rule to prevent hours being allocated after the project due date

Hi all, I need some help with a validation rule that I’m creating to prevent hours being allocated on the Staffing Request after the project due date has passed.Rule: If the due date is 03 May 2025 and I entered hours in July 2025, the VR will trigger.But I’m not able to use nested fields in the VR. Please help. What am I doing wrong?  

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J
Platinum Innovator
K
Planview Falcons
KatePlanview Falcons
posted in Learn & Share
Great Experiment Shared: Decrease Time Spent in "Verification" to Increase Flow Efficiency

A team I work with shared this with me, I wanted to share it with others in case interesting. The team reviews their Flow Metrics in their Sprint Retro. They noticed that their Flow Efficiency had decreased. They opened the bottleneck finder for this time period and saw that the wait states "verification" and "stalled" had the highest State Duration Index (SDI), which is not typical for them.They could prove this was not typical for them by picking a time period over the past several weeks and looking at the bottleneck finder. Typically their active state “In Progress” had the highest SDI. Something had changed to drive up the delay in Verification over the past sprint. They formed an experiment to see if they could decrease the time spent in verification. Their hypothesis was that by decreasing the wait time in Verification, this would increase their Flow Efficiency. Stay tuned to hear how their experiment turns out! 

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K
Planview Falcons
K
Planview Falcons
KatePlanview Falcons
posted in Learn & Share
The importance of looking at the age of items sitting in your backlogs, waiting to be pulled into a sprint

@chris.gallivan and I were discussing in the Flow Framework Community Bi-weekly Flow Time meeting (open to all) about the phenomena that many organizations measure how long it takes to complete a story once it is pulled into the sprint, but very few measure how long it takes to deliver value to the customer (“fast” feedback).Despite using a variety of common agile practices, companies are still experiencing less transparency into when the work will be completed, and work is taking a year or two to deliver the value requested to the customer. In some cases, it is taking longer to deliver with agile methodologies than when project based methods were used. What could be happening here? Teams are doing the right things, following the good agile practices they have been taught, breaking down stories into small chunks, completing in a sprint time box, completing stories in under 14 days. Yet the customer and business is still waiting for the value to be delivered for a year or twoHow could t

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K
Planview Falcons
Jon High
Planview Falcons
Jon HighPlanview Falcons
asked in Feedback & Ideas
The new AgilePlace card design is ready for Labs!

 Hi everyone! The new AgilePlace card design is ready for Labs 🎉 Please comment on this post if you would like to have this enabled for your users in either sandbox or production.If you join the Labs program, I will follow up in a week’s time for a feedback conversation.   

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Jon High
Planview Falcons
C
Planview Falcons
chris.gallivanPlanview Falcons
posted in Learn & Share
Understand your variability. See the lanes in your traffic.

Has anyone ever looked behind the curtains at their flow time and noticed the amount of variability in the data?For most of my customers, the flow time ranges from 0 days (yes a lot of 0s exist in the number), to 600+ days. When you stare at this data long enough, you start to see what appear to be lanes in the traffic.The fast lane has work which completes in a few days or less. This is transactional work. On some teams there is a high volume of this work. The pro-tip to improve flow for the fast lane is to automate or eliminate the need to do this work at all.There also appears to be the slow lane which rides atop the data. This data has flow times exceeding a year in many cases. This is the realm of almost abandoned work. At one point it sounded like a great idea, but something else more urgent superseded it. The pro-tip here is to understand how work makes it into this lane, and then try to figure how to prevent it from happening. One idea would be to establish aging policies to pr

40
C
Planview Falcons
ekroese
Planview Falcons
ekroesePlanview Falcons
published in Learn and Share
Curious about TeamTap? Here's a quick refresher!Product Update

Watch this video to learn more: https://success.planview.com/Planview_IdeaPlace/TeamTap/05_TeamTap_IntroductionDiscover TeamTap: Boost Your Innovation Efforts! What is TeamTap?TeamTap focuses on user-driven lean innovation, targeted at departmental or team levels. It captures continuous improvement and informal brainstorming that occurs regularly but isn’t systematically recorded.How to get TeamTap?Contact your CSM or our Support team and they will help you enable TeamTap. 

250
ekroese
Planview Falcons
J
Silver Innovator
James BonfieldSilver Innovator
asked in Ask the community
ProjectPlace 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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S
Planview Falcons
D
Platinum Innovator
DeeptiPlatinum Innovator
asked in Ask the community
Team member profile

We are using Team member profile with full license but I want to display different columns in scheduling view of project. Is it possible?can we create another profile with same access rights as Team member but with full licence? Then I will be able to assign different views. 

663
bkrutiy
Bronze Product Expert
D
Platinum Innovator
DeeptiPlatinum Innovator
asked in Ask the community
assign resource on task automatically based on metadata field project location

I am creating a project template. It will have 3 milestone and 1 task in each milestone. I want to add resources to the task automatically based on user groups created region wise.if region is UK then resource should be user group from UK region. If region is APAC then the resource should automatically pick the user group from APAC region. How to save it in Project template and milestone template.

483
bkrutiy
Bronze Product Expert
Kristie
Planview Falcons
KristiePlanview Falcons
published in News
Transform Your Approach: Join the Project to Product Summit!

Join the Project to Product Summit virtual conference on October 8th & 9th. This inaugural event aims to advance the practices and methods that enable organizations to thrive in the age of digital product delivery and focuses on key dimensions of a project to product shift.Throughout this two-day conference, you will hear from many esteemed industry pioneers and leaders as they share best practices and insights to thrive in an increasingly product-driven landscape.Register today- Project to Product Summit Registration 

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Kristie
Planview Falcons
M
millertj2
asked in Ask the community
Best Product to Use

Hi Planview friends,Does anyone have a quick reference guide for their end users on when to use which product to use for what? We use Planview Portfolios, ProjectPlace, AgilePlace, IdeaPlace and Roadmaps.  We are a large organization so we frequently are talking about “What is Planview”, “What Product should I use for my specific purpose”, “What is the difference between AgilePlace and ProjectPlace?”.  Although I feel I have a good handle on explaining them, it does take a bit and I wondered if there was a good one pager or site to address these questions most efficiently.Thank you in advance for your help!

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M
Planview Falcons
M
Platinum Innovator
MGMullenPlatinum Innovator
asked in Ask the community
Frequency of Datamart Refresh

We are newly getting into PowerBI reporting and would like increase the datamart update frequency from once a day.    Does anyone have experience with this?  If so, what frequency is working for you?   Thanks!

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M
Platinum Innovator
K
Planview Falcons
KatePlanview Falcons
asked in Learn & Share
Did you know? Step-by-step guidance on how to optimize flow using Viz and Hub is available in Planview Flow Methodology!

  If you haven’t already, be sure to check out the Planview Flow Methodology. Based on our years of experience working with customers to optimize flow, we have created guidance based on patterns of success we see. We strive to release new content on the 15th and 30th of each month.  I’d love to hear your feedback of what you find helpful or any guidance that you would like to see or share!  You can access the Flow Methodology through the Diamond Icon in the upper right of Viz Planview Flow Methodology Icon in Upper Right of Viz Or through this link on the Customer Success Center.  If it is your first time accessing this content, it will ask you to quickly create an account. From there, see “Getting Started with Flow Methodology”. Also check our our recent releases here.  I look forward to hearing your feedback and any further guidance you’d love to either share or see!   

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K
Planview Falcons
K
Planview Falcons
KatePlanview Falcons
posted in Learn & Share
Welcome Flow Friends! How is it flowing?!

Hi Flow Friends! I am so excited to see this community form. It is such a great opportunity to connect and share flow experiences and questions across the community! I know many have been looking forward to the ability to connect and learn across different companies/customers. I look forward to hearing about your journey with flow so far, whether you’re just getting started, or have many years experience! It is great to hear what is working, what challenges are faced and how others have overcome them.  Flow has been my passion for the past 20+ years. I am currently the Product Manager for Flow Methodology. Prior to coming to Product, my background is in Enterprise Lean-Agile Transformations, working almost every role in Software Engineering, as well as some time in Manufacturing as a Lean Six Sigma Blackbelt. I’ve had the joy and privilege of helping thousands of people implement flow across the whole value stream. I work across many industries but have spent the most time in the Finan

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K
Planview Falcons
K
Platinum Innovator
kayla.schwarzPlatinum Innovator
asked in Ask the community
How to Bulk Upload Expenses within Container

Hello, I would like to bulk upload expenses within referenced expense sheets/containers. In my spreadsheet I’ve referenced the related expense sheet/container to house the expenses (2024 Expenses for Kayla) but when I upload them, it ends up creating new individual expense sheets rather than within the referenced expense sheet. For example, below I’ve used the external ID of “2024 Expenses for Kayla”  But when I upload, it creates the expense as an expense sheet/container instead: Does anyone have experience with this or what I may by missing? Thank you!

263
mikayla.martin
Planview Partner
partha.saha
Planview Falcons
partha.sahaPlanview Falcons
published in Learn and Share
Now Available: OKRs are now available for Work items in PortfoliosTutorial

 We are excited to announce a significant enhancement in our Portfolios product: OKRs (Objectives and Key Results) for work items are now generally available! This new feature empowers customers to create OKRs directly from work items, providing a robust framework for measuring the benefit realization of projects.What This Means for YouWith the introduction of OKRs for work items, customers can now seamlessly integrate objective setting and tracking into their project management processes. This feature includes all the powerful functionalities of OKRs currently present under Strategy [Portfolios] and Board [AgilePlace], along with additional capabilities such as connected OKRs and custom attributes. [Refer to the screenshot]Key Benefits 1. Define and Track ObjectivesCustomers can now set clear objectives for individual work items, ensuring that every task contributes to the overall project goals. This not only provides a structured approach to project management but also helps in align

550
partha.saha
Planview Falcons
CoryJ
Silver Active Participant
CoryJSilver Active Participant
asked in Ask the community
Reported Time Per Day Reporting

We have a department-wide project with multiple resources each assigned their own task under 1 milestone. The project spans several months. Each resource records their time on their timesheet whenever they work on the task. At this stage, a lot of the work is filler work. Staff works on this project whenever time allows. I’ve been asked to create a monthly report to see each resources’ weekly timesheet activity. Example:JuneResource 1 (1.75 Hrs)6/04: .25 hrs 6/05: .5 hrs 6/18: 1 hr Resource 2 (9 hrs)6/11: 3 hrs 6/21: 5 hrs 6/25: 1 hr I cannot edit any out of the box Time Tracking reports, and I’m struggling to create it myself. Any help and suggestions would be appreciated. Thank you,Cory

1112
CoryJ
Silver Active Participant
Yathy
Planview Falcons
YathyPlanview Falcons
published in Learn and Share
Maximizing Value from PPM Pro : Score to Win

Do You Know How PPM Pro can impact your organizations for scoring projects and requests in order to Evaluate & prioritize your portfolio of work. determine how much new work you can take on, and evaluate resource gaps, shortfalls, and needs. Through this webinar our experienced practitioner Steve Richards will take you through the concept of scoring and how to utilize this feature to its full potential.  In this webinar you'll learn about: • Scoring Concepts – the Five Pillar Model • Categories & Criteria • Single or Multiple Scoring Profiles • Scoring for WSJF • Calculated Fields • Mapping scoring data from Requests to Projects Watch the exciting webinar now by clicking the link below Score to Win Webinar (planview.com)

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Yathy
Planview Falcons
G
Planview Falcons
Gaëlle TalPlanview Falcons
published in News
Inner Circle Planview Publisher : Sign-up TodayNews

Join us for an interactive session where we explore a new product Planview Publisher. Its primary focus is on facilitating automated creation of business documents across the organization. Publisher will provide an add-on to Microsoft Office, and with built-in templates or your own, you will be able to create documents with real-time data from Planview products. We want to understand the different use cases and how our customers would use this new product. The goal here is to find gaps and opportunities to finalize our designs.Registering for this inner circle will involve:Group and individual sessions with our product team Feedback on the roadmap and features designer ahead of its launch later in the yearRegistration link - https://info.planview.com/Planview-Publisher-_user-group_pi_en_reg.htmlDon’t miss this opportunity to steer the development of a key capability in the Publisher roadmap.  

180
G
Planview Falcons
O
Planview Partner
Oscar SuarezPlanview Partner
asked in Ask the community
How to get a project copy with no relationship to the original project.

Hello community,I would like to know if you are aware of any alternatives for creating copies of projects in Adaptive Work. Here are the challenges we’ve encountered with the existing methods: Copying and Pasting Schedules: When we copy and paste the schedule from the original project to another project, dependencies are created between the activities of both projects, even altering the original schedule. Excel Import/Export Functionality: While using the import/export functionality in Excel, the activity IDs remain linked between both projects. If we remove the IDs, it affects the hierarchy of activities and subordinates. MS Project Import/Export: When importing MS Project files into Adaptive Work, the dates are restricted as “user-defined,” preventing automatic planning calculations (such as dates and durations). When attempting to make copies of projects with a large number of activities using any of the three alternatives mentioned above, it requires a very tedious and complica

2304
O
Planview Partner
R
RobinB
asked in Ask the community
Plan/Schedule "Template"

Does anyone use a “template” for their project Plan/Schedule? We use a very similar plan for a large number of our projects and it would be nice to have a template that these project plans could be built from and then dates and specifics just filled in. I don’t see a way to do that other than having a “Template” project in the system and having the PM go into that project and copy the Plan and paste it into their project. Is this the most efficient way to accomplish the task? Let me know if you have any other ideas.Thanks!!

911
bkrutiy
Bronze Product Expert
D
Platinum Innovator
DeeptiPlatinum Innovator
asked in Ask the community
Why are Custom Object rows created at project level are not reflected under milestone task?

I have created a custom object and link is created at project level and task level. In my project the PM should enter the rows at project level. And team members should update different columns for same rows. But same rows are not reflecting under milestone tasks. The custom object at task level is showing blank even though the rows are added at project level.Is there a way to sync the data?let me know in case i need to share the custom object sample here for better understanding.

171
bkrutiy
Bronze Product Expert
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