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606 Topics
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Anonymous
published in News
Welcome AgilePlace and IdeaPlace CustomersNews

Greetings Planview IdeaPlace and AgilePlace customers!  We're excited to announce that the Planview IdeaPlace and AgilePlace Community is now open. This is a space designed for you to connect and collaborate with other users, share knowledge, and get advice.Our forums are designed for collaboration. Ask questions, discuss industry trends, and find answers from your peers and Planview specialists. Stay up-to-date on events and webinars, and make your voice heard through polls and discussions.A great first step, after you have signed up for a user account, is to go introduce yourself on here, and also get to know some of the other community members.  More to come soon.  Stay tuned! 

380
A
priyanshi
Planview Falcons
priyanshiPlanview Falcons
published in News
Work in Progress AnnouncementNews

Hey community members!  We have some exciting news to share with you all. As we countdown to Accelerate 2024, we are working diligently behind the scenes to bring you the best possible experience with the upcoming AgilePlace and IdeaPlace launch on community. As we refine the intricate aspects of the setup, you might notice some alterations within the community. Additionally, we're introducing new modules to enhance your community experience.Our goal as always, is to enable our members to interact and collaborate with each other around best practices for Planview products. We appreciate your patience as we prepare for the launch. Quick Note: Community users are eligible for discounts on registration fees for Accelerate 2024. Reach out to the Community team at community@planview.com to avail them.Stay tuned for more updates! ------------ 

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priyanshi
Planview Falcons
J
Platinum Innovator
JessO
asked in Learn and Share
URL field

Hello world, I created a custom URL type field, and it is pre-populated with two fields: one to enter the URL and another field to enter a Title. Is it possible to add a default name in the Title field? Thank you :)Jess

672
J
Platinum Innovator
Limori
Planview Falcons
LimoriPlanview Falcons
published in Learn and Share
Link to AdaptiveWork Release Notes in CSCProduct Update

Dear Customers and Planviewers,Please look into our AdaptiveWork Release Notes that are stored in our Customer Success Center to get the latest updates and notices of what’s new with AdaptiveWork:https://success.planview.com/Planview_AdaptiveWork/00_AdaptiveWork_Release_NotesYour dedicated AdaptiveWork Product team😀

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J
Platinum Innovator
D
Platinum Innovator
DeeptiPlatinum Innovator
asked in Ask the community
Can we create custom ribbon and buttons on custom panel?

Is it possible to create custom ribbon and buttons in custom panel. Can anyone share sample code? Like in workplan we have Add project, milestone,task. How to add similar custom buttons with actions.

432
D
Platinum Innovator
priyanshi
Planview Falcons
priyanshiPlanview Falcons
published in Learn and Share
Parkview Health: Prioritizing Project Investments with Strategic Work IntakeCase study

 In today’s success story you will learn about how a medical services organization, Parkview Health, implemented structure and the right tools to establish effective Project Portfolio Management.   About the CompanyParkview Health is a nonprofit, community-based healthcare system based in Ft. Wayne, Indiana with 14,000 employees who service a population area of one million people. With more than 700 physicians and at least 2.5 million patient encounters per year in its 10 hospitals, Parkview Health is a fixture in the communities it serves.CHALLENGES :No processes in place for work intake, project prioritization, or resource allocation. Lack of visibility in the portfolio. Duplication of effort was rampant with multiple teams working on the same projects but creating different results.Good ideas were often lost, while projects that brought little value surged forward.SOLUTIONParkview Health knew they needed to take a different approach in order to gain control over and optimize its por

220
priyanshi
Planview Falcons
M
Bronze Innovator
Mayank BajpaiBronze Innovator
asked in Ask the community
How do we create a custom field/Workflow which can count the number of active deliverables in a Work Plan

Looking to create a Workflow/Custom field which can count the number of Active deliverables in a work planAlso are there any useful tutorials/Links which can help in providing some support in creation of Workflow rules

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M
Bronze Innovator
S
Planview Falcons
SilvijaDPlanview Falcons
published in Learn and Share
ProjectPlace Product UpdateProduct update

Are you up to date on the most recent ProjectPlace releases?  Here’s a quick summary of some of the most recent enhancements:  Save Filters in Boards:You can now save filters in Boards so that you can easily switch between filter settings that you use frequently. You can save these filters as personal filters that are only visible to you or share the filters with other members of the workspace.  Set Start Date for Document Reviews:- Specify start dates for document reviews- Control when reviews begin, ensuring optimal timing- Keep everyone informed with email and ProjectPlace notifications  More updates: - Sentiment Analysis: Sentiment Analysis at the Activity Level is now available- OData: Information about checklist items on cards is available on the Dataset for Project ManagersWant to learn more about these updates? Visit the product update page in the Customer Success Center.  

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A
Planview Falcons
D
dale.cybela
asked in Getting started in the community
Is there any type of advanced search on this site?

I tried the common search terms with + and - signs, that seemed to be ignored.  There doesn’t seem to be anywhere to click on “Advanced Search”.  Without this capability, a customer can spend a lot of time searching and being frustrated by not finding specific relevant result sets.

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D
Sai Sravan
Planview Falcons
Sai SravanPlanview Falcons
published in News
Introducing the Planview Software Development Waste CalculatorNews

Hello everyone! 🚀 Do you ever feel like you're working hard but not seeing the results you want? You're not alone! It could be because of hidden waste lurking in your development process. Here are six hidden costs of waste in software development:Misaligned Work: When tasks don't match up with top priorities, productivity takes a hit. Clear communication and alignment with strategic goals are key! Excess WIP: Too many tasks on the go at once? It's like trying to juggle too many balls at once - things are bound to fall through the cracks. Setting limits and monitoring workload can help keep things in check. Rework: Ever feel like you're stuck in a loop of fixing the same things over and over? Yeah, that's excessive rework. Clear requirements and robust testing practices can help nip this in the bud. Demand and Capacity Mismatch: Think of it as a traffic jam in your development process. Balancing demand with capacity is crucial for keeping things moving smoothly. Repetitive and Manual E

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Sai Sravan
Planview Falcons
J
Planview Falcons
john.rosshirtPlanview Falcons
posted in Learn and Share
FAQ: regarding staging data and or databases

We often receive questions for Enterprise Architecture regarding Staging data between enviornments. Staging data can be a broad topic and is important to understand and the documentation may not be able to answer some more specific questions. We can do that here in our new Community!Here is a recent example: EA gurus: When I copy Portfolios Prod to SBs, what happens with the EA platform? Does it have a copy feature as well? EA Prod to EA SB? Thank you! Hoping this is very easy to answer.Feel free to reply with more questions for future answers! When I copy Portfolios Prod to SBs, what happens with the CTM platform?Nothing! The staging actoins for EA and Portfolios do not affect each other. There is always an exception, right? If the connector has been configured to sync data (Projects, Capabilities, and Applications/Outcomes) between Portfolios and EA then the logs should be reviewed. Does it have a copy feature as well? EA Prod to EA SB?Yes! EA does have a copy feature. EA can be stag

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J
Planview Falcons
jordan.nguyen
Planview Falcons
jordan.nguyenPlanview Falcons
published in Learn and Share
Job Manager Interface RedesignNews

Are you an EA Administrator? This product update is for you! For those who are upgrading or getting ready to upgrade to our April release for Enterprise Architecture (EA), you'll notice something new within your administration pages which is a completely redesigned Job Manager page! We are working to modernize EA and have started with the Job Manager as a starting point by implementing the Planview design standards! This is the first of MANY to come and we're so excited to bring it to you. This will be the foundation block to ramp up and deliver more modernized pages for our customers especially those that use more than one Planview product. This will allow for an easier and faster way of learning our products and how they work by following best practices and standards on how we design our products.If you have not had a chance to look at it and are not on our April release yet please look for your scheduled upgrade date or request an upgrade through salesforce! For those who may be int

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jordan.nguyen
Planview Falcons
A
Silver Active Participant
athena.smithSilver Active Participant
asked in Ask the community
Can you add a roadmap to dashboards?

I have a team requesting to add their portfolio roadmap to a dashboard to visually show all of their projects. The dashboard is intended for a VP, so they want them to go to one place for all the information they need (versus the dashboard + portfolio for the roadmap).Does anyone know how to add a roadmap to the dashboard? I have heard it can be done by pulling the Roadmap URL in via an i-Frame, but cannot find any documentation on how to do that. 

982
Limori
Planview Falcons
J
Platinum Innovator
JessO
asked in Ask the community
Our logo isn't transparent in AW even though it is a png and transparent in other tools

Hi all, I was wondering if there was a setting in AdaptiveWork that will needs to be enabled or disabled so that the company logo which is a png/transparent does not show up with a black border around it. Does anyone else have this issue and if you did, could you share the fix? Thank you.Jess

271
Limori
Planview Falcons
J
jkaschke
asked in Ask the community
What are best practices for adding Resource Roles to a template in Portfolios?

We have templates that we would either like resource roles or teams to be part of the current work templates. Wanted to know best practices on doing something like this. Thanks in advance!

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W
Bronze Active Participant
hayley.connage
Gold Active Participant
hayley.connageGold Active Participant
asked in Ask the community
Advanced Formula Help for Report

Hey AW Community,  I’m in flight of creating a profitability report for senior management and finance and I’m in a bit of a conundrum as they want to see slightly different things from the same field within our system. My only solution to this is to create a formula for one of the report tabs to give them what they need. SCENARIO: We have our actual Revenue column pulling through billable effort for an engagement(as expected). As with any projects, we will have Change requests; and based on the additional project codes for these changes, we can see whether this burn is billable to the client or non billable. For the Finance tab, where the effort is not Billable - we want to show the actual revenue as ‘0’. (The current functionality of the ‘actual revenue’ field needs to remain in tact for the other report tabs. Question: What type of formula do I need to write in order for my ‘actual Revenue’ on these selective non billable endeavours to show as ‘0’ for that particular tab in my report

963
hayley.connage
Gold Active Participant
jordan.nguyen
Planview Falcons
jordan.nguyenPlanview Falcons
asked in Feedback & Ideas
New Job Manager Page Feedback?

Hi!Has anyone been able to look at and use the new Job Manager page? I’m intrigued to hear from anyone that has to see what their thoughts are and if there are any opportunities for improvement! ThanksJordan

260
jordan.nguyen
Planview Falcons
J
Platinum Innovator
JessO
asked in Ask the community
Header above columns on a property card

Hello all,Is it possible to add a header above a column on the property card? For example: thank you.RegardsJess

442
J
Platinum Innovator
J
Platinum Innovator
JessO
asked in Ask the community
Dynamic layouts

Is it possible for a dynamic layout created for a specific profile to run alongside the same profile’s default layout?For example, we need a different layout for a type of project/process, accessible by a specific profile but we need to allow the members of that profile to switch between default and dynamic layouts.

463
K
K
Platinum Innovator
kayla.schwarzPlatinum Innovator
asked in Ask the community
Project Go Live Reports

Hello Community,My goal is to create a portfolio report showing highlights and graphs of all the Go-Live dates for the projects in the portfolio. One of the highlights Id like to show is the number of Projects with a Go Live Date This Month..Next Month...etc. in one tab...anyone have ideas or experience with this?  Many thanks!

822
K
Platinum Innovator
Yathy
Planview Falcons
YathyPlanview Falcons
published in Learn and Share
Pre-loading Timesheets in PPM Pro

Did you know that you can configure recurring entries to automatically appear on future timesheets in PPM Pro? You can pin a timesheet entry so that it keeps the entry on all the timesheets after the one where pinning occurred. So now you don’t need to manually go and search projects and tasks every single time you enter the timesheets.Here is how it works. Step 1: For entering the time sheet entries go to timesheet from the side section and click on add new  Step 2: Select the project and add the all the time sheet details. Select the box for pinning the time sheet entry. Save the entry Step 3: Now while you are entering the timesheet on an upcoming week you can see the timesheet entry that has been pinned in the past.  

3130
Yathy
Planview Falcons
K
Platinum Innovator
kayla.schwarzPlatinum Innovator
asked in Ask the community
Data Loading User Information

Hello Community, is there a way to mass upload information for existing users without AW creating new users? I’m looking to add resource ID’s to our existing users in AW but when I import the spreadsheet with the existing names and IDs, it creates completely new users resulting in duplicate users.  Many thanks!

816
Limori
Planview Falcons
C
Bronze Active Participant
Cindy ChiBronze Active Participant
asked in Ask the community
Behavior clarification for "Forecast using Date Effective Rates" toggle

Team,We utilize versions to manage rate increases at the start of each financial year, beginning on July 1st annually.To control the application of new rates for each financial year, we employ the "Forecast using Date Effective Rates" toggle at the project level.In testing, I observed that:When the toggle is activated and a task spans across the financial year, it appropriately applies different rate card versions before and after July 1st. However, when a task commences on or after July 1st, it consistently applies the new rate, irrespective of the toggle's status. This diverges from our expectations, as we anticipate the default rate card version to be utilized if the toggle is deactivated, regardless of when a task begins.Could you please clarify the expected behavior? Thanks,Cindy

232
C
Bronze Active Participant
E
Gold Active Participant
eric.abonceGold Active Participant
asked in Ask the community
Social sync mapping between AdaptiveWork and Salesforce

Hello! My organization has the Salesforce integration set up, to create projects based on some Salesforce triggers. We have also enabled the Salesforce /AdaptiveWork “Sync Social” feature so that posts from SF synchronize with those from AW and vice versa.  The issue is that whenever posts written by someone without an AW license are synchronized from SFDC, they all show as being written by me, being the system admin and default workflow user. This not great as obviously we want to keep track on who was actually responding to the questions and conversations; and keep track of that data. I assume changing the default workflow user from myself to some integration user would not be enough as it still show the user as having generated those conversations as opposed to the real users, unless I’m mistaken. Is there a way around this?

262
E
Gold Active Participant
L
LucyWilkin
asked in Ask the community
Available Capacity

Hello,  Hoping someone can help us please- We want to change everyone we have in Planview portfolios, so that people can only book 70% of people’s time, so that we are protecting 30% for other activities.   I know we could add everyone the activities in but its a big admin job, I have seen on other questions on here, that you can amend calendars but this looks to be for individuals (please correct me if that is wrong and it can be done for everyone in one go?) Thanks!  

641
pamela.sargent
Silver Community Mentor
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