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Hi, I am looking for any best practices or examples in creating an approval flow for decisions made at certain points of our projects. I know there is an approval flow using e.g. Ziflow but I don’t have access to this one, and is wondering if anyone has had any success with something else, perhaps more simplified?The process is roughly.[Capture project data] → [Add manual comments] → [Send for review] → [Review & Discuss] → [Approve/Decline] → [Lock & Archive]The outcome would be a locked object showing the frozen data, with comments and names of the approvers.I’ve tried using the Document publisher to create a pdf that could be attached to an internal request and perhaps a related “discussion object” but I don’t know if this is the best idea.Any ideas would be welcome. 🙂/Mathias

 Streamline your workflow with these essential Logbook tips for Planview Portfolios and ProjectPlace. Discover how to effectively track tasks, manage risks, and document your progress.Accessing & Navigating Logbook: Where to Find It: Planview Portfolios: Look for the "Logbook" tab on your work or strategy screens. Planview ProjectPlace: It's located on the "Logbook" tab within your workspaces. Custom Views: Easily switch between different views by clicking the current view name in the top right corner. Select "Show all logs" to see everything! Filtering: Need to find specific logs? Use the filter icon to narrow down your results by criteria. Clear filters with the "Clear filters" button.

Hi All,Recently we experienced missing data in table ip.vw_exch_rate_change_point, which is a key financial table as its used via function: pfn_exch_rate_on_date to convert from one currency to another, and interested to know if this is isolated to us, or not?

Hello,Is there any way to update a users capacity (or create a new custom capacity) without having to update a users calendar? E.g. a resource has 80% capacity for Project work. Trying to reflect this in a users calendar is near on impossible due to the admin overhead month by month. Alternatively can anything like this be achieved via a custom method? e.g. not using calendars or the capacity module but being able to state a capacity e.g. 80% and then reference this in reports?Many Thanks,Sean

Users are experiencing discrepancy in the allocations when viewing in days/FTE values in Plan vs Staffing Screens.Context: For Permanents they have 35hr/week calendar and for contractors they have 40hr/week calendar. When a permanent resource is allocated 100% on a project they are showing up as 17.5d in Apr 2024, whereas same resource in Staffing screen is showing up as 20.0d.Is there any way to make sure both screens follow same calendars and avoid confusion?

Is there a way to capture hours on a salary employee that is more than 40 but only capture cost for 40 in the financial plan. We want to understand the true hours people are working on projects, which can be more that 40 hours but we also need to have the financial plans recognize the true cost for salary employees (which will always be 40) This can not be a global setting because we have Salary, Fixed Fee and Time and Material employees.  Thank you 

Today, the custom action form size on some of our custom actions changed? Wondering if anyone else has seen this change and if something was changed in the system to do this? Also, I can’t remember how we set the size of those forms. I think it was in global css but if someone has the solution, please can you let me know so I can change them back to what we had before. Thanks!

Does anyone have any good tips for managing dependencies between Projects in Adaptive Work?

Is there a setting that can be changed to view underutilized staff versus just overutilized staff in PPM Pro

Hi,I have created a new custom panel with some basic HTML in which I just wanted to show the google.com page. However, this doesn’t seem to work as you can see in the below picture.. any idea why? Thx upfront! <div>  <iframe  style="width:100%;" src="https://www.google.com" title="Google">    </iframe></div>  

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!  

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. 

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

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.

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.

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

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.

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

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. 

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?

 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 selecte

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.