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Hello everyone,Has anyone else noticed that the RES12 - Pending Timesheets report doesn’t display missing timesheets if a resource has never submitted a single timesheet?I’d love to hear if anyone has found alternative solutions (aside from using the "Resources Never Submitted Timesheets" tile). While that tile technically helps, it adds extra work and limits our use of the out-of-the-box report, which ideally should include this data.Has anyone else been forced to use a custom solution instead of the FastTrack report because of this issue? Would really appreciate any insights or workarounds that have worked for you!

Hi All, I am trying to create a workflow which calculates the number of days a request has spent in each state( for ex days spent in Submitted,Active,Planning,Onhold state), could anyone be able to help with the steps on this workflow?

We are currently evaluating Logbook, and a question came up from one of our managers.  Once Logbook goes live, is there a way to disable the current CRI module?  Or do we have to remove permissions and disable tiles/reports?

Our Governance team is looking to update to a more “gated” process. We have seen some information on the Success Center regarding Stage Gates in Portfolios and I see that there is a Gated Work Dashboard available however I do not see a lot of information on configuring Portfolios to support this type of configuration. I am curious if others are using stage gates and how you have set it up, if you have any documentation you can direct me to, etc. We have used phases as sort of “gates” in the past and can go with that option again, but if there is a better way, or a specific way of doing it in Planview we would like to pursue/understand that as well.Thanks!Robin

I can’t get my custom field to show in report creation. I’m creating a custom field which is just :$ActualEffort / Days(21)So that the result is numeric as an approximation for FTE equivalent. I create on labour time phased data - but it will not show up when building a report. Any ideas? 

I'm trying to use AgilePlace to visualize lifecycle flow of digital products (applications) stored in Outcomes structure in Planview Portfolios. My idea was to use Portfolios connector in Planview Hub, however this connector doesn't support Outcomes. Do you know if Outcomes structure elements can be exposed from Portfolios in any way to synchronize Outcomes from Portfolios with cards in AgilePlace?

Hi Planview community,We are introducing benefit realisation into our organisation and are interested in keeping language and terminology coherent throughout.We’ve noticed that the whole Objectives, Targets, and Contributions module is fit to tailor, and we love that 😍. However, we have encountered some cases in which customisation wasn’t possible.We were able to rename Targets to Benefits but failed to adjust the terminology in the “Related Items” section.Maybe some of you have found a way to adjust this? Would you kindly walk me through it?Thanks!Maca

Hello PV Community, Seeking some advice on how to configure an email notification for when a new owner is assigned to a Risk and Action. I’ve got the action configured but could use some help on configuring the email notification.  What field can I input so in the email it shows the Risk’s associated Customer, Project and Link? When I select Formula Options, Project nor Customer is available to select.  I am sure there is a field somewhere that links the risk to the project it’s created under and I won’t have to create a new custom field.Appreciate any guidance. Thank you :)

hello;Are we able to integrate directly between JIRA and Portfolios in a bidirectional manner? Has anyone established this connection and did you connect at the JIRA story or Feature level? Thanks

Hello Planview Community,I’m reaching out to see if anyone here is tracking missing timesheets in their cases, specifically focusing on the number of unreported hours that will not be recharged.Currently, we rely on two tables: time_planned and time_reported. However, we're encountering some limitations:time_planned only shows the scheduled effort values per assignment and time reporting periods as they were prior to each progressing cycle. time_reported doesn’t display records if a resource has never submitted a timesheet, meaning we’re unable to track missing timesheets until the resource logs at least one timesheet.This also impacts the RES12 report, which has the same limitation. We've already reported this as a bug and, after a lengthy process, it was acknowledged as an issue. However, there’s no clear timeline for when this will be resolved.Is anyone else in a similar situation, where they need to assess the financial impact of missing timesheets? If so, we’d be very interested i

We have a user that was canceling a work item.  A pop up warning appeared saying “Confirm update - work status to completed”.  We assumed it would say “Confirm update - work status to canceled”.  Can we change the warning message or is it working as designed or do we need to open a PV support case?attaching a screenshot 

Is there a way to Bulk update a project’s Lifecycle Role for a # of projects within Portfolios? Trying to see how we can do this on our own without having to have Planview do it through RAS hours.

I’m curious if other customers have shown any of their users how to connect to a Tabular Model via Excel.  If so, do you ever need to know who is accessing the TM in this manner?We currently do this and in order to understand who may need additional communication when there is an outage, or something has changed I feel there should be some way of capturing who has access the TM. Before I do an enhancement request I thought I would see if others have had a similar need.Thanks,Pam

I am curious if I am truly the only one in the AgilePlace community having this issue or if others are experiencing it also. When a user is assigned to a card on a board they should automatically get subscribed to that card.  I/Pam am having an issue of when I am assigned through the card details I am not getting subscribed, however if someone was to right click on a card and assign me then I am subscribed.  Note: subscription is what triggers email notifications. High level steps I took to test this out:Create a card In card details assign yourself Save & Close Give it a few seconds Right click on card and see if it says "Subscribe" or "Unsubscribe" If it says "Unsubscribe" then you were automatically subscribed to it. Next (either create a new card or unassign from the previous card) Right click on a card and assign yourself Give it a few seconds Right click on card and see if it says "Subscribe" or "Unsubscribe" If it says "Unsubscribe" then you were not automatically subscribe

Do you ever wonder how your team's Objectives and Key Results (OKRs) are tracking? Are you hitting those ambitious goals, or falling behind?  Let's dive into the OKR health panel and other resources available in Planview.OKR Health Panel: Your One-Stop Shop for Progress TrackingThe OKR health panel within Planview Portfolios provides a clear picture of your OKR status. This comprehensive view includes:OKR Progress: See if your objectives and key results are on track, ahead of schedule, or need some attention. Key Results Updates: Keep a pulse on how often key results are updated. Track activity over the past week, month, or quarter to identify areas requiring focus. Activities for Key Results: Monitor progress at the activity level. View the number of activities associated with your key results and their current status (Not Started, Started, Finished).This detailed information empowers you to identify potential roadblocks and adjust your approach as needed to ensure you achieve your go

In case anyone is not aware….Planview has an OOB stored procedure called ip.psp_user_del_settings.  This stored procedure is called/ran when: In configure users, if you click on "remove" instead of "deactivate" then psp_user_delete will be called, which, in turn, calls psp_user_del_settings for the user to be removed. It will not be called if they merely "deactivate" the user, which is the recommended action when a user leaves the company.Note: As this stored procedure is currently written it will delete all tile reports that were last updated by the person who may be getting deleted.  If this is a PV Admin who has published or updated a tile report then that means if they leave the company and either the Admin removing them chooses remove vs deactivate, or if your company uses web services and calls this stored procedure for any recurring clean-up, then you could lose a lot of tile reports. Planview is aware of the concern of this process as we have a currently active case with them. 

I'm trying to use AgilePlace to visualize lifecycle flow of digital products (applications) stored in Outcomes structure in Planview Portfolios. My idea was to use Portfolios connector and build an integration via Planview Hub as native connector between Portfolios and AgilePlace doesn't support Outcomes. Do you know if Outcomes structure elements can be exposed via Portfolios connector in Hub?If not is there any other way to integrate (synchronize) Outcomes from Portfolios with cards in AgilePlace?

Ready to take your organization to the next level with OKRs? Let's dive into the design and set up process.1. Define Your Organizational GoalsBefore setting OKRs, clarify your organization's mission, vision, and strategic priorities. This will help you align your goals with the bigger picture.2. Identify Key Areas of FocusPinpoint the areas where you want to make a significant impact. These could be areas like product development, customer satisfaction, or revenue growth.3. Set Ambitious ObjectivesCreate inspiring goals that challenge your team and drive innovation. Remember, OKRs should be ambitious but achievable.4. Define Measurable Key ResultsFor each objective, set specific, measurable, achievable, relevant, and time-bound (SMART) key results. These will help you track progress and stay accountable.5. Cascade OKRsEnsure everyone is aligned by cascading OKRs down to different levels of your organization. This creates a clear hierarchy of goals.6. Establish a Review ProcessRegularly

Hi everyone,I’m curious if the behavior we are experiencing is correct.We built templates for some of our projects, which are very detailed and include all the resources that should be involved for each task. We noticed that when creating a new project from the template, it duplicates the template. So far, so good—this is working as expected.However, if the template has any values assigned at the project level for any of the resources, we observe different behaviors when creating a project from it:In some cases, project assignment values for the resource are assigned after the project’s due date. In other cases, random project assignment values are entered for the resource.Has anyone experienced such behaviors? Is this normal?Thanks!

Example I have projects from last month, where a person wants to be added in the Managers field how can I add them so all projects are updated?

Hello everyone! I’m reaching out to gather some insights on how you manage to set a budget baseline for your projects after the initial project baseline has been established. Specifically, I’m curious about the following:Does setting a new budget baseline overwrite all the existing information? Is there a way to set a new budget baseline without affecting other baselines?Your experiences and tips would be greatly appreciated. Looking forward to hearing your thoughts and best practices!Thank you in advance for your help.Best regards,