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Each year we run a cycle of annual planning, looking forward to the next 3 years or so, assessing existing and new candidate strategies and allocating budgets - an iterative approach which can take some months to complete, balancing off the ambition vs the budget. But this isn’t just about balancing the budget - Part of this exercise focuses on the resource capacity to manage the change, and whilst this should play a critical part in sequencing and ‘doability’ planning, we're finding this difficult to perform within Planview & keen to understand how others take resource capacity into account. I assume we could make use of the functionality on ICP, but to do this, we’d need to spec out all candidate projects - using planning best practice that would mean building representative WBS's for everything, even when solutions are unclear, then creating the requirements against the WBS. Alternatively we can come up with some resource planning line for the dura

Hi everyone - I’m new here :)We are in the process of building a ‘big room planning’ view in AgilePlace and curious how others have set up their data.I have a number of teams boards I would like to integrate into a Program or Portfolio board view.  I have added the horizontal rows for each of the team boards, but can’t figure out how to make the cards from the team boards to appear in the Program.  And, because we are very new at this discipline, I would love to hear from others if there is a better way to go about setting up the planning.  Thanks in advance!

I have a unique need to setup the TE Line(s) for our engineering community is a way that once Requirements are set to that TE Line NOTHING (except for the project manager updating) modifies the Start and End dates.  I fully understand that this is not how the system is designed, and again stress this is a unique situation that I am looking for advice / “work around”.  Inputs and recommendations are very much appreciated.

I am creating a project template in which i added 5 milestones. I have given the dependency for milestones as predecessors and successors. Still it allowed me to complete the milestone 3 before I completed milestone 2. How to put restriction? Do i need to write workflow rule? Then what is the use of setting dependency in workplan?

The Planview Hub team is exploring approaches to update Hub’s user interface to modernize it and to improve its usability. We are seeking input from Hub users and looking for candidates to participate in inner circles and provide potentially ongoing feedback for refreshing Hub’s UI.If you are interested in participating in helping guide the direction of Hub’s UI refresh, please respond to the short survey linked here:https://uxl.app/udng7h1mThank you and we look forward to your input.

Hi everyone! I recently watched  the webinar “Maximizing Value from AdaptiveWork: Budget and Capacity Planning for Business Request Intake” and found it incredibly insightful. I’m particularly interested in exploring some of the functions and features discussed for our request intake process.Before diving in and potentially reinventing the wheel, could anyone share the configurations for the custom actions “Create Evaluation Project” and “Create Execution Project”?Thanks in advance!

Hello - Many moons ago Planview used to publish an Administration Guide.  Is there a comprehensive guide today that I can download?  I struggle using Customer Success Center’s search capabilities.

Hello,  Could you help me with the following case. (See attached)I cannot understand how the schedules are affected by the management of the organization's calendars, the project calendar and the resource calendar. Regards Jhon.        

How do I get around this error:Maximum allowed errors threshold for business rule 'Import Project Assignments' exceeded.Please contact your company administrator.

I am working on a validation rule that stops Project Managers from updating task progress before activating the project. I’m running into issues with the Evaluation Criteria and I am hoping you all might be able to help. The trigger is only working if I manually update the % complete at the project level. If I update a task below and it rolls up the % complete, the validation doesn’t trigger. What do I need to add so it triggers when I update % complete at the project or task level? 

I’m thinking about using Placeholders to help with planning future resource loads.  Reading this Placeholder Resources – Clarizen Success I notice that it says:   Before you begin, enable Placeholder Resources in System Settings under Resource Management.       Note: After enabling this setting, you will not be able to disable it.Is there any downside of having Placeholder Resources enabled?Even if I decide not to use the idea after all?Just a bit worried I’m committing to an irreversible change without knowing the impact!Also, is anyone aware of a video demonstrating their use?

One of the most frustrating causes of unplanned rework in software delivery is miscommunication. Mistakes are inevitable when teams are forced to manually transfer data from IT service management (ITSM) tools into work planning tools. Requests inadvertently slip through unnoticed gaps, which can result in customer frustration and dissatisfaction. To bridge these divisions and steer clear of expensive errors, it is crucial to integrate your applications and platforms, such as Atlassian Jira and ServiceNow.https://www.planview.com/resources/articles/how-to-integrate-jira-servicenow-to-streamline-collaboration-increase-capacity/

Does Project Financials have impact based on the work item states?For example: Part of my project is on-hold, so those work items on-hold - we do not want project financials to roll-up or calculate into total project financial. Is there any state of work item which will help us to uncount the financials?

Hi all, I need help with a custom action that creates a new Issue record from an existing Risk record. The custom action works but I need to add the reference to the associated records. So, if I’m looking at the Issue record, I should see the risk record that it was created from and vice versa. It only seems to work one way. Plus, on the newly created Issue record, the reference to the associated Risk record is incorrectly labeled as ‘Issue Record’. It should be labeled as ‘1 Risk Record’. Screenshot below. Any help will be greatly appreciated. 

Here are the current choices for "Exception Types" that we see in AdaptiveWork and would like to edit (to match our actual time-off reporting system).Is this list configurable? :  I thought it might come from the “Resource Utilization Category” picklist mentioned in another topic but it doesn’t seem to be related to that Work Item property (which IS customizable).

NatWest Group, formerly known as Royal Bank of Scotland, boasts a rich history spanning over 300 years and is headquartered in the UK, providing innovative financial products and services to various customer segments. Three years ago, under the leadership of Rachel Adams, NatWest adopted the Objectives and Key Results (OKR) framework to align over 4,000 projects and 400+ multi-year programs with strategic goals, ensuring measurable outcomes at each level. This transformation, driven by the need to simplify business operations amid emerging technologies and economic uncertainties, involves an annual investment of about $1B and quarterly reviews. Planview’s Strategic Portfolio Management solution is vital for tracking progress and maintaining a single source of truth. Key lessons include understanding that OKRs differ from KPIs, recognizing OKRs as a long-term strategy, and the importance of thorough training. Moving forward, NatWest aims to enhance the connection of OKRs across the c

Hi everyone! The new AgilePlace card design is ready for Labs 🎉 Please comment on this post if you would like to have this enabled for your users in either sandbox or production.If you join the Labs program, I will follow up in a week’s time for a feedback conversation.   

The Hub product team is working on a new feature we’re excited to share with you and get your feedback on. This new feature is a built-in method for sharing resources from one Hub Cloud instance to another Hub Cloud instance to facilitate more efficient information flow between business partners and teams using separate Hub Cloud instances. For more information and to sign up for an Inner Circle discussion, please follow the link below.Inner Circle - Cross Organizational IntegrationsPlanview Hub is introducing an exciting new capability which allows a “satellite” instance of Hub to provide controlled access to data within its local repositories to a linked, remote “primary” Hub instance.What does that mean exactly? You will now have greater control that is simpler to configure and maintain than previous me

As seen in the Viz in product announcement: Coming soon: Flow OptimizerTake the mystery out of your Flow Metrics with actionable, data-based recommendations on how to improve software delivery. The Flow Optimizer analyzes the potential impact of your work-in-progress and will also ensure your value streams are modeled to perfection. Register for our first 10-minute Tuesday webinar to learn more.  

Had a great discussion today around how AI aiding agile/flow transformations may change the approach to traditional transformations and traditional coaching and how to best prepare organizations for these changes. A simple exercise is to imagine that the desired functionality is already available, then what is next? How will the insights, impediments be handled? Is there a structure in place to take action, what actions will you allow to be automated vs not, for those not automated, what roles/cadence/responsibility will be necessary to take action, and what speed is necessary to manually make the decisions/take action given your context. Was a fun conversation, would love to hear how you are experiencing or see for the future of improving flow with AI!

How do I get around this error: Maximum allowed errors threshold for business rule 'Import Project Assignments' exceeded. Please contact your company administrator.