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539 Topics
J
Bronze Active Participant
Josh_AFGBronze Active Participant
asked in Ask the community
View of Costs - actuals and forecast

Hello.  My use case is that a) I need a means to pull financials (rates) being forecast for individual resources by activity / project.  I know I can leverage RES24 which you can total up costs and list the rate associated with resource (by activity / project) but the monthly view appears to only allow views for hours, days, and FTE.  I’d like to quickly see costs.   To that end, my second (and most important) use case is that on top of that I would also like to include actuals for months prior in the year.  Again, RES24 can do this but the actuals appear on another line on the report versus the same line which lists the work, prior hours, and future allocated hours.  Any way around all of this or perhaps a different report?  Thank you!!

262
J
Bronze Active Participant
nguyenh
nguyenh
asked in Ask the community
Restricting User Permissions for Task’s Planned Expenditure

Hi all,Has anyone successfully restricted users to only Add and Modify the Task’s Planned Expenditure without allowing them to Delete? We aim to enhance our security in this area, as deletions are impacting other integrated systems.Any insights would be greatly appreciated.Thank you!

101
Thbutler
Silver Product Expert
F
Silver Active Participant
FWalkerSilver Active Participant
asked in Ask the community
Can you delete a note assigned to a person in # of notes?

I mistakenly advised by PMs to use the # of notes column to keep a record of changes made against a person/resource, rather than against a task. I looked to see if I could easily delete the notes assigned to people but couldn't find a way. Does anyone know if there is a way of deleting a note in # of notes?

142
F
Silver Active Participant
M
Bronze Active Participant
Mayank BajpaiBronze Active Participant
asked in Ask the community
Custom action to convert RISK into an Issue

Hi Team, I am looking to create a custom action which would convert RISK into an Issue, the workflow is not working as expected, can anyone help with that?

383
J
Bronze Active Participant
J
John Condon
asked in Ask the community
Workflow Rule - generate email when Resource is assigned to a Task

I am pretty new to AdaptiveWork and I’m trying to understand the best approach for a Workflow Rule where an email notification is sent to the Resource and Program Manager when a Task (within a particular Portfolio) is created and/or edited.  I will provide specifics attempts I’ve made but a general question I have is: how do you determine the best actor for the rule?  I have tried to create a Workflow Rule from ‘Task’ and from ‘Resource’; each have presented challenges.  This particular portfolio is being used primarily as a virtual Inbox for task assignment and reporting on hours worked (not Project Management) though Tasks are nested under Projects.  Note: The former is creating the emails within the Task but not emailing out.  Workflow Rule for : 'Task'Run time: Every time a record is created or editedCriteria: $ParentProject.C_PortfolioNameSend EmailTo: $ResourceCc: $Parent.ProjectManagerSubject: New Task Assignment: {$Name}Body: Hello [I want to name the Resource here but I’m not

261
Sai Sravan
Planview Falcons
L
lnair
asked in Ask the community
Planview AdaptiveWork missing timesheets as of 5PM Friday

Hi Community!Very new Planview AdaptiveWork user here, so thanks in advance for your patience with me. I am hoping someone could provide very detailed insights on how to create a report that would list all missing timesheets as of 5PM (as an example) each Friday. We have timesheet reports, but haven’t been able to narrow in on this specific use case related to timesheet compliance. Thanks in advance for any and all guidance - the more detailed, the better :)

191
Sai Sravan
Planview Falcons
M
Bronze Active Participant
Mayank BajpaiBronze Active Participant
asked in Ask the community
Personal Time Off

Hi Team, is it possible to create workflow/custom action when a personal timeoff is added in Clarizen by a user, the manager gets a notification?

30
M
Bronze Active Participant
J
Bronze Active Participant
JustinTemaatBronze Active Participant
asked in Ask the community
Removal of "Existing" tab in File selection prompt

When a user goes to add a file to an object in Adaptivework, the prompt shows the “Existing” and “New” tabs. As we don’t want some files to be visible by certain users in our instance, I would like to remove this “Existing” tab entirely or make sure that I’m able to control what is visible in this tab.Can this tab be removed? And how is access to see these files dictated? Seeing that some accounts can see certain files under existing even when not added to a Case, Project, etc. that has said file  

233
J
Bronze Active Participant
pawan.raju
Planview Falcons
pawan.rajuPlanview Falcons
published in News
[Video] Scaling Success: Why Leading Organizations Are Leaving Spreadsheets BehindNews

 Watch the demo - https://info.planview.com/portfolio-and-resource-management-_demo-on-demand_prm_en_reg.html

150
pawan.raju
Planview Falcons
H
Hereward Holmes
asked in Ask the community
API call to return a project's customer

Is it possible to return the name of a project’s related customer when querying the project via the API?  I believe the relationship is between project, customerlink and customer.  However, I can’t see how to relate customerlink to project as I get the following error:Query:https://api.clarizen.com/v2.0/services/data/query?q=SELECT name, sysid, customerlink.customer.name FROM project WHERE id = '<PROJECT ID HERE>'And got this result:    "errorCode": "InvalidField",    "message": "Entity 'Project' does not contain the field 'customerlink'", When I try to query the customerlink with the same project ID using:SELECT customer.name, entity.name FROM customerlink WHERE entity = '<PROJECT ID HERE>'Then I get the name from the customer table and the name from the project table.  I just don’t seem to be able to get the customer name by querying the project tableI’ve had this problem with other entities, specifically when trying to link tasks with files/attachments.If anyone has any

60
H
S
Bronze Active Participant
SVarneyBronze Active Participant
asked in Ask the community
Using MS Project Add-In

We have a few users testing importing projects from MS Project to Portfolios using the MS Project add-in.  When trying to upload a MS Project plan (.mpp) to Portfolios, users are experiencing an error that I’m not sure how to troubleshoot. “-General Failure: Unable to update projects with tasks:  Index was out of range. Must be non-negative and less than the size of the collection .Parameter name: index” Anyone have any tips on what could be causing this error?  Thank you,Sonia Varney

621
pawan.raju
Planview Falcons
D
DeepakGarg_NG
asked in Ask the Community
Can we add more column to filter records in Transfer Record Module in Changepoint

There is feature of resource transfer through transfer record module in changepoint. when we select any entity to transfer the record, there are predefined/preconfigured entity columns come to filter the records to transfer between source/target resources. But some time, we need more details/column in preconfigured column to filter out data precisely for transfer the resources, so need some way to add more column there in transfer record module. Community, please help if you know the solutions for the same. 

60
D
M
Bronze Active Participant
ManuelBronze Active Participant
asked in Ask the community
Hybrid Work Management

I like the Hybrid Work Management new UI, however I am still missing the possibility to display custom objects that are relating to a project for example. Are related objects going to be integrated soon in Hybrid Work Management ?

1394
M
Bronze Active Participant
C
Czarate
asked in Ask the community
Creating a new mapping for Timesheets

Hello Community, Our organization is working on a Planview-Salesforce integration to bring timesheet entries into Salesforce.  The goal is to consolidate all our data in one place for comprehensive management reporting and dashboards.  We're encountering challenges getting the timesheet mapping to work correctly.  Has anyone successfully implemented a similar timesheet integration from Planview to Salesforce and be willing to share their approach or any tips they learned?Thank you, Carlos Z.

141
Sai Sravan
Planview Falcons
P
Gold Active Participant
patrick.jonesGold Active Participant
asked in Ask the community
Baseline Time Phased Data

I have been trying to find a way to better present the ‘expected progress’ of a project. The default calculations are soley based on durations, however, most project efforts are not perfectly linear like that, but rather more of an ‘S-curve’. What would be great is if there was a way to save the Time Phased forecast data when a project is ‘Baselined’, so that I could create a custom expected progress field to measure against the ‘baseline forecast’. I have tried created a custom field to capture this via a worfklow, however, it does not seem these time phased fields can be updated via a workflow, or even manually. Am I doing something incorrect?I also realize there is a field called ‘Original’ that may have been intended to serve this purpose, but I am struggling to figure out how this field is calculated, and it appears it cannot be changed once its populated.Anyone have any ideas on how to create this custom functionality, or have some other solutions for the main goal here of produc

201
Sai Sravan
Planview Falcons
M
Bronze Active Participant
MathiasBronze Active Participant
asked in Ask the community
Permission settings for Templates

Hi, How / Where can I manage the permissions related to templates? I have one superuser who tried to update a template via the “Save as template” and override existing functionality, but she is stopped via a validation rule. I am unsure if this is a default validation rule activating based on her permissions or a custom one set up by the previous product owner. The validation rule seems to stop her from deleting the previously made Template.Does anyone know if the templates have a separate permission configuration and where I can find it or if I should keep looking for a custom validation rule? E.g. does she need to be set as owner on the project she is trying to save as a template?Kind regards, Mathias

191
Sai Sravan
Planview Falcons
M
Bronze Active Participant
MathiasBronze Active Participant
asked in Ask the community
Approval flow with discssion / comments

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

282
M
Bronze Active Participant
pawan.raju
Planview Falcons
pawan.rajuPlanview Falcons
published in Learn and Share
Introducing Logbook in the Planview PlatformTutorial

 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. Creating & Managing Logs: Creating New Logs: Click "+Create" and choose the log type. Assign logs to team members and associate them with relevant items (work entities, strategy entities, cards, activities, milestones). Remember to search for assignees and associations

450
pawan.raju
Planview Falcons
A
Planview Falcons
ananyasinghPlanview Falcons
published in Learn and Share
What's New in ProjectPlace : Feb. EnhancementsProduct Release

Hello Everyone!The ProjectPlace team has recently worked on a couple of enhancements that will improve usability, efficiency, and the overall user experience.1. Documents: Submit multiple documents for reviewUsers can now submit multiple documents for review in a single request. Each document will be assessed individually to ensure accuracy, consistency, and thorough evaluation.2. Boards: Copilot in Board DescriptionUsers can now make their board descriptions more engaging and effective with Copilot integrated into Board description's rich text editor.Refine grammar and clarity for polished and professional descriptions. Translate content into multiple languages for a broader reach. Adjust tone to be professional or casual as needed. Modify content length to make descriptions more concise or detailed.3. OData: Enhancements to OData datasetsWe have expanded our dataset collection and made refinements to existing ones for improved accuracy and usability.Five new datasets for workspaces c

100
A
Planview Falcons
C
Platinum Active Participant
cwilliverPlatinum Active Participant
asked in Ask the community
Creating a point in time snapshot of Project Assessment in Portfolios

Wondering if anyone can advise a way to create point in time snapshots of Project Assessments screen. Not sure what the default name is for the configured screen as we have changed it and I don’t know the history. But we have project achievements and the various RAG indicators etc. (Project Status Report).  I know I can print to pdf or similar however wondering if there is a way to snapshot and keep the history in the Planview portfolios system.Any suggestions or tips on what others are doing would be appreciated.

200
C
Platinum Active Participant
H
Bronze Active Participant
HaydnBronze Active Participant
asked in Ask the community
Financial Data

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?

131
Thbutler
Silver Product Expert
S
Gold Innovator
Sean.BarberGold Innovator
asked in Ask the community
Resource Capacity Adjustments

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

1023
N
Bronze Active Participant
D
dpraneeth
asked in Ask the community
Discrepancy in Resource Hours in Plan vs Staffing screens

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?

19316
B
J
Bronze Active Participant
JWilliams24Bronze Active Participant
asked in Ask the community
Utilization vs Cost

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 

181
M
Planview Falcons
N
Bronze Active Participant
ndasilvaBronze Active Participant
asked in Ask the community
Changed Custom action form size

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!

271
J
Bronze Active Participant

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