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666 Topics
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

993
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

270
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.

473
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.  

3300
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!

846
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!  

661
pamela.sargent
Silver Community Mentor
K
Platinum Innovator
kayla.schwarzPlatinum Innovator
asked in Learn and Share
Changing ?ERROR to value 0

Hello community,I’m wondering if anyone has figured out how to change any values that come up as ?ERROR to a 0 value instead for field calculations within a report? Much appreciated! 

733
K
Platinum Innovator
Thbutler
Gold Product Expert
ThbutlerGold Product Expert
asked in Ask the community
Equivalent to Multi_Attributes table for Resources

We’ve just implemented the Skills attribute for our resources and wanted to start doing some reporting.  I’ve been digging through the documentation on the Success Center and while there is a table where the work multi-select fields (MULTI_ATTRIBUTE), I can’t seem to find where the equivalent table exists for Resources.  Any ideas?  We are looking to add the Skills to the Resource Portfolio Dashboard.

1423
sunasak
Platinum Top Contributor
S
Skedular
asked in Getting started in the community
Change my user name on this forum?

How can I change my user name on this forum?

422
Sai Sravan
Planview Falcons
J
Platinum Innovator
JessO
asked in Ask the community
Pull down to expand a text box within in a form

Hello! Is there a way to expand a text box within a form in AdaptiveWork? I know I can change the CSS in Global setting but that only allows me to make the default size of forms to wider or narrower. Scrolls do appear within the frame of the text box when the content is longer than the height of the text box, but it is annoying not being able to see what I typed at the very top without scrolling up. TIA, Jess 

362
J
Platinum Innovator
pawan.raju
Planview Falcons
pawan.rajuPlanview Falcons
published in Learn and Share
Tips and Tricks Video: The Staffing Screen (formerly known as Resource Management & Assignments)Tips & Tricks

Planview Community,In this post and corresponding video, we will delve into various Resource Management tips and tricks that will empower you to leverage Planview's capabilities to their fullest potential. Let's dive in!Get the Most out of RMA by Using the Group By Pivot: By Pivot feature in RMA, resource management assignments can be efficiently managed by organizing data based on various criteria such as work name, resource name, or entity type. The sliding option allows for easy pivoting between different groups, while also enabling filtering by date range for a consolidated view Identifying Over- and Under-utilized Resources: By leveraging the Group By Pivot feature with criteria such as resource name and work name, users can analyze resource commitments versus capacity on a date-wise basis. This enables the identification of over-utilized resources facing excessive demand or under-utilized resources with capacity remaining unfulfilled What projects are my team working on: By pivot

2710
pawan.raju
Planview Falcons
swetha.lakshmesha
Planview Falcons
swetha.lakshmeshaPlanview Falcons
published in News
Community Launch for Planview Enterprise Architecture and ProjectPlace customers!News

We are excited to announce that the community is now open to all Enterprise Architecture and ProjectPlace customers. Our community discussion forums are based on our “Ask, Learn, Discuss, Share” concepts, and provide a collaborative environment for you to engage in discussions with others, share knowledge, and seek answers from industry peers and Planview experts. The community site will also keep you informed of customer events and webinars and provide opportunities to make your voice heard through interactive polls.   A great first step, after you have signed up for a user account, is to go introduce yourself on this discussion thread, and also get to know some of the other community members.  We are looking forward to learning what you, as an Enterprise Architecture or ProjectPlace user, want to discuss and learn in the community!   More to come soon.  Stay tuned! 

290
swetha.lakshmesha
Planview Falcons
H
Heather.Beatty
asked in Ask the community
Removing a user from user group who has left the company

Hi community - I have a user who has left the company. I’ve deleted his profile and I’m trying to remove him from a user group so that his hours are not factored into the team’s totals any longer. I’ve reassigned all of the future hours to another person on the team and I went back and pulled “On Hold” projects and removed him from those as well. Every time I try and delete him from the user group I get a Validation Error that says that it cannot delete him because there is a staffing request - but I can’t find anything active. Does anyone know where I can search to remove him so I can delete him from the user group completely?  

1492
H
W
Bronze Active Participant
wenlonBronze Active Participant
asked in Ask the community
Project Financials

New to Project so maybe its just a configuration on our end.  But here goes:  Under the Financials section we entered yearly revenues for our projects. The revenue forecast line only seems to accommodate one type of revenue, one source. We have multiple sources we would like to enter, at a minimum two (domestic and international). Right now to solve this issue with a temporary fix: we entered the second source of revenue (Int'l) into "Actuals" and this is charted as such  this is not ideal. We would like to eventually create a consolidated portfolio revenue report giving visibility to these multiple types of revenues from multiple projects. I attached the current set-up. Please feel free to contact me with any questions. Thank you! 

941
Yathy
Planview Falcons
K
Platinum Innovator
kayla.schwarzPlatinum Innovator
asked in Learn and Share
Multiple Calculated Fields for Highlights

Hello community, I’ve created a report with several calculated columns across multiple tabs for various capacity and billability metrics (i.e. 50% capacity calculation, 80% capacity calculation, screenshot below). Some of our resources have different billability targets hence “Billability from 100% capacity vs. Billability from 50% capacity” metrics.  I’d like to have an overall summary tab with a Highlight showing all the totaled capacity and billability. So a highlight totaling all the Green highlighted below fields and Yellow highlighted below fields. Is there a way to do this so the highlight pulls all the capacity fields from each tab and totals?  Tabs: 

901
Limori
Planview Falcons
T
Tamara Boyd
asked in Ask the community
Resourcing Groups and Placeholder Groups

We are just setting up AdaptiveWork so I’m interested in comments on best practices on groups for the purposes of rates and resourcing.  We will have Group Job Titles in order to form Placeholder Resources with different rates (for example a cost/billing rate for an Engineer is different in Europe vs Asia vs US).  I am curious if people use these same groups also for Resourcing Groups that have Resource Managers?   That would lead me to more hierarchy with sub-groups… For example, within a region like Europe, we would have a Mechanical Team that would have Mechanical Engineers, Mechanical Lead Engineers, Mechanical Designers, etc.  that all have a common set of Resource Managers but different rates within the region.   What are some best practices to consider when setting up groups?

741
Limori
Planview Falcons
N
ndurgampudi
asked in Ask the community
How do you compare project baselines?

The ability to create project plan baselines is still in PPM Pro, but the ability to compare baselines and create a report seems to be moved to Reports (Legacy) and seems to be very limiting.Is there an updated approach to comparing task baselines? I can’t find one in Reports.TIA

861
A
Planview Falcons
Niranjan Manohar
Planview Falcons
Niranjan ManoharCustomer success specialist
published in Learn and Share
Enhance Project Efficiency: Utilizing Placeholder Resources in PlanningNews

As a project manager, you use placeholder resources during initial project planning. This means you can assign tasks to roles (like developers) instead of specific people. This is helpful because you might not know exactly who will be working on the project yet.Here are the benefits of using placeholder resources:See how much work is planned for each role on the project. Get a better estimate of the project costs. Easier to assign tasks to specific people once you know who will be working on the project.Activating Resource PlaceholdersBefore you begin, enable Placeholder Resources in System Settings under Resource Management.Note: After enabling this setting, you will not be able to disable it.On activating Placeholder Resources, you will be presented with instructions to update installed apps and review existing Configurations that may require modifications. This will ensure your rules continue to run only on relevant items and not encounter errors, once the Placeholder Resources feat

710
Niranjan Manohar
Planview Falcons
priyanshi
Planview Falcons
priyanshiPlanview Falcons
published in Learn and Share
PPM Pro February Product UpdatesNews

In the February PPM Pro product release webinar 3 new features were introduced.OData with R2D2  Multi currency in Reporting Warning for overallocation Watch the recording to learn more about these features and to get a quick demo. Follow Link: https://info.planview.com/gcc-PPM-Pro-Feb-24-release-webinar_prm_en_reg.htmlHas anyone of you tried the new features yet? Please comment to let us know what you think of them! 

512
priyanshi
Planview Falcons
M
Platinum Innovator
maria.moranPlatinum Innovator
asked in Learn and Share
Capacity Planning | Staffing request automation

Hello everyone,I hope you're all doing well. I'm reaching out to our community to gather insights and advice on automating staffing requests within our system. Specifically, I'm exploring ways to streamline the process of filling staffing requests automatically, and I'd greatly appreciate your input and expertise on this matter.Here are some approaches I've tried so far: Custom Action: I attempted to create a custom action for staffing requests, but encountered difficulties when trying to link to time-phased data due to the presence of nested fields. Project Template: Another approach I explored was creating staffing requests from a project template. While this method successfully generated staffing requests, the values appeared incorrect or unusual. I'm eager to learn from your experiences and discover if there are alternative methods or best practices for achieving automated staffing request fulfillment. Have any of you successfully implemented automation in this area? If so, what

690
M
Platinum Innovator
pamela.sargent
Silver Community Mentor
pamela.sargentSilver Community Mentor
asked in Ask the community
Time Periods by Month

Curious what PV customers have their time periods setup to end at the end of a week AND end of the month.  We are exploring the option to set our time periods so they also end at the end of the month, which means that a time reporter may have to submit two timesheets within one week if that week is split between months.  What are the hidden pitfalls we could run into by doing this?

3687
Laurent
Bronze Active Participant
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