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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

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.

 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 surge

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

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.

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 revie

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

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. 

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

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!

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: W

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

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

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.

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!

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 e

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!

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

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?

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!