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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

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 det

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

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 t

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,

Does anyone have ideas about how I would figure out the top ten allocated resources? Or is this out of scope for AW capability? Thank you. 

For customers of large groups where you have multiple configurations across different BUs I am wondering if you have any best practices to share around creating new attributes vs sharing attributes between BUs.We have a few BUs that we know we want to do reporting on across the BUs so we are requiring some standard shared data elements.  But there are other BUs that are very much stand alone. We are wondering with new configurations being created, do we just have all the new attributes be specific to that BU’s implementation?Interested in any other customer is struggling with this issue.

HiMaybe I’ve missed this, but I can not seem to see the due date of cards on the timeline Gannt. I got this response from AI saying the cards are visible (which they are below), but want to see them on the timeline similar to the view in Portfolios. Here is the best view I can produce. In the example I want to see the card due date of 4 October on the timeline. Is this possible? 

I would like to upload our staffing forecasts (project assignments) as part of Roadmap Planning activity.Is there any easy way to do this?It would look something like this…..    Aug-24 Sep-24 Oct-24 Nov-24 Dec-24 Project 1               Person 1 5d 5d 5d 5d 5d   Person 2 10d 10d 5d 5d 5d   Person 3 2d 2d 2d 2d 2d   Person 4 8d 8d 8d 8d 8d   Person 5 1d 1d 1d 1d 1d

 Link to the report is here

From within my strategies, i am able to run my financial however all negative values are showing as brackets and not a minus sign. How do i change this?  

I have a user that would like to create template cards with child / parent relationships and then be able to duplicate the pairings. Is there a way to do this with automation or another method?

When determining the right column set for the Plan screen when you are building a schedule you need to consider your process .You want to put the most commonly used structures first. When setting up your schedule you will need to use Schedule Start, Schedule Finish and Schedule duration. You will use these three the most in determining your schedule.Schedule Start is the start date for the remainder of the work,  Schedule Duration is the remainder of the duration. If the task is complete the Schedule columns will be blank.   I have added in Actual/Schedule Start , Actual/Schedule Finish and Duration at complete. These three fields will show you the information on a project that has been started. If the Task has been started the Actual Start will show if it has not the Schedule Start and  Actual Schedul

Accenture's Life Insurance & Annuity Platform (ALIP) implemented Planview Hub to automate data synchronization between their and clients' issue management systems. This transition eliminated manual, error-prone data entry, leading to improved customer satisfaction, faster issue resolution, and enhanced employee productivity. The automation restored hundreds of hours for the ALIP team, allowing them to focus on solving issues more efficiently and developing new capabilities. The collaboration also ensures secure data handling and seamless communication, significantly benefiting both Accenture and its clients.Read Full Case Study Here -https://www.planview.com/resources/case-study/accenture/