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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/

Good afternoon, Planview team,I hope this message finds you well.I am reaching out to request clarification regarding the limitations and governance mechanisms of the AdaptiveWork API, as outlined in the REST API Guide - Version 2.Specifically, I would like to understand how to handle queries that require extracting more than 100 records, given that the documentation mentions the following:Request batch limiting: The total number of requests that can be processed in a single call to the web service is 100. Request limiting: The total size of requests sent in a single call to the web service must not exceed 25 MB. Call limiting: 1,000 API calls per paid license per day, with a maximum of 1,000,000 calls per day. Rat

Hello community,We have been provided some Custom Actions and Workflow Rules by a consultant and they just don’t work as promised. I’m trying to debug them myself but can’t find the tools that would inform me on the progress of the running actions/rules or where things are going wrong.I thought the Process Monitor might be helpful when a long-running process takes place (like a Custom Action looping through and processing 100+ records) but I see nothing there.And the Support article for Process Monitor doesn’t actually explain what Triggers the monitoring to begin! Can I cause monitoring to begin and to report out? What actions get “monitored”?If not there, where else can I see any helpful inform

Hey, new to Portfolios administration here.  Is it possible to move PPL level work within the Work Structure?  With Resources, we can cut/paste a resource to a new branch.  However, with work there doesn’t seem to be a cut or copy option to move an entire project to another branch in the structure.

Hello Planview Community, curious to hear if anyone has knowledge in creating a report with a chart that looks identical to the Financial Planning view of a project (sample below), ideally a crosstab?Thank you!!!

I’ve been doing alot of configuring of tiles and creating some new column sets to go along with them.   I am finding that sometimes the column set specified in the tile definition doesn’t end up be the one shown.    Similarly, I find if I have a personal column set defined with a specified order of columns, if I change the order of columns directly in the view that the column set often will not go back to the original order of the columns in the column set as it was originally specified.     I am wondering if this is a caching sort of issue?   Has anyone experienced this and/or have advice about how to manage?  Thanks!

I’m excited that the new Viz Navigation has been released! It is great to be able to see the hierarchy of Products in the left Nav bar, I feel it makes it easier to navigate across Products and Groups/Portfolios.  I’m also looking forward to hearing the communities experience with the updated Navigation! 

A couple of weeks ago, somebody managed to switch off the ‘Use ProjectPlace’ global setting which supports the syncing of PP cards with Portfolios (we’re still trying to work out how this happened...)That’s left us with 2 weeks worth of card updates which haven’t flowed through to Portfolios.  Many of these cards are now closed so will never be touched again.Does anyone know - Is there a way to force-sync ProjectPlace cards to update Portfolios actions?

I am wondering what sets the default Work Portfolio.  No matter what the last Work Portfolio I view, when I come back into Work, this one Work Portfolio always comes up.  I no longer care about it so i guess I can delete it but I’m wondering what is causing it to always be my default.  

Hi We have recently rolled out Agileplace and are wondering how people are managing dependencies between stories.ThanksDAve

Hi there - What is the best why for resources to book time for Annual Leave on their timesheet?    … Should a project ‘Annual leave’ be set up for them to record time for Annual Leave?  Please advise on the best why to do this.Thanks in advance :)

Are you still running your Planview Hub on-premise? It might be time to consider the benefits of migrating to Hub Cloud hosted by Planview. Here’s why:Key Feature Differences Between Hub Cloud and On-PremManaged Services: Planview will also do regular product updates, so Hub Cloud customers are always benefitting from the latest and greatest release, getting new features and fixes even ahead of on prem customers. Enhanced User Experience: User administration and error notification emails are streamlined directly within the Planview Hub UI, reducing the need for external consoles. Security: Hub Cloud requires connections via HTTPS for enhanced security, ensuring your data is protected.Visit here to know more about the differences, integration and connections - 

We work very intensively with Kanban boards and the cards. The cards are usually assigned to several employees who work on the topics and work them out. For our daily work, we would very much like to be able to open the cards in a separate window, or at least to be able to adjust the size more variably in order to have better visibility of the content and thus significantly improve the work.  The lack of functionality for modern formatting of the texts in the cards generates little acceptance of the tool among our users. Every user has understandable expectations when it comes to formatting text, which are currently not met in the slightest, or only with great difficulty. (btw: formatting functionality in this text box is great!)Modernizing the cards and thus significantly improving the user experience is a high priority for us with regard to Projectplace as an accepted company-wide solution. We believe that we are not alone in this, as other customers ce

Over the last month, our Job Stream service has shut down twice over the weekend and not come back on. This is not accompanied by any error messages. This occurred first overnight August 3rd-4th, and most recently the night of August 28th-29th. Both times we’ve had to submit a Customer Care ticket to get the job schedule service back up and running.  My questions are:Has anyone else experienced this issue?  Does anyone know what might be causing this and how to prevent it?  Is there a way to restart the service on our own? 

Over the last month, our Job Stream service has shut down twice over the weekend and not come back on. This is not accompanied by any error messages. This occurred first overnight August 3rd-4th, and most recently the night of August 28th-29th. Both times we’ve had to submit a Customer Care ticket to get the job schedule service back up and running.  My questions are:Has anyone else experienced this issue?  Does anyone know what might be causing this and how to prevent it?  Is there a way to restart the service on our own? 

I wanted to understand how this project tracking against plan works. Actual vs forecast/budget etc

In our resource management process, the requirement is created; and the supervisor (resource manager) allocates.  After the allocation is created from the requirement, the supervisors often update the allocation.  The issue is that in the staffing screen, the supervisor cannot see (or at least we have not determined how to view) what remains in that requirement.  Therefore, supervisors are OFTEN over allocating to the requirement.  Bottomline is there a way to display the requirement’s remaining effort?