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705 Topics
M
Bronze Active Participant
ManuelBronze Active Participant
asked in Ask the community
Bulk import expenses

HiI’d like to do a bulk import of expenses sheets via Dataloader and to specify the project they relate to, we are currently using a custom field as the “project id”. However I can’t find how to write a WFR which will check the Project ID (from the excel spreadsheet / import process) and will add the reference to the right Project.Any idea how?Thanks,Manuel

1305
bkrutiy
Bronze Product Expert
K
Platinum Innovator
kayla.schwarzPlatinum Innovator
asked in Ask the community
Capacity Setting by Group

Hello Planview Community. Does anyone have experience setting capacity for various user groups? We’ve set our global settings for all employee capacity to be x hour days (i.e. 7.5) but this varies by region. I’ve tried setting the group calendar hours to be 8 hours for specific region groups but it’s not reflected in the user’s available capacity (still shows 7.5 H for example).  Would appreciate any experience you all may have with setting various capacities by user/group.  Thank you!

552
M
Platinum Innovator
Anna Öhrlund
Planview Falcons
Anna ÖhrlundPlanview Falcons
posted in Planview Champions
AdaptiveWork Customers Honored at the Planview Accelerate 2023 Customer Conference

Planview 2023 Vision Award WinnersFor more than a decade now, The Planview Vision Awards strives to recognize a handful of forward-looking organizations that have excelled at achieving their strategic goals by leveraging Planview solutions. Whether these organizations are utilizing Planview solutions to manage strategic planning and investments, to maintain their individual team’s workload against OKRs, or to conduct a deeper analysis of their project portfolio in real-time: these customers all have one thing in common, they are truly visionaries in their field!We are thrilled to present two AdaptiveWork customers that were awarded at this year’s Accelerate conference! Children’s Hospital of Orange CountyBrian Summons, PMO ManagerCHOC has been a visionary Planview customer since they first started using the AdaptiveWork solution in March 2018. hey have succeeded at streamlining their operations, gaining greater visibility and alignment between teams, breaking down silos, and creating a

1353
Anna Öhrlund
Planview Falcons
C
Bronze Innovator
cpetrieBronze Innovator
asked in Ask the community
Display Number of People in User Group

Hello,I’m trying to generate a report that would display the number of people in each User Group. I have been able to get a chart to display this information but am unable to produce a table with this information. Does anyone know how to display this in a table?The parameters I have for the chart are as follows:Report on: UserInclude related data: GroupChart Type: StandardX-axis: User.Groups.NameY- axis: Display Number of People Thanks for any advice!Carey Petrie 

381
bkrutiy
Bronze Product Expert
M
Platinum Innovator
maria.moranPlatinum Innovator
asked in Ask the community
Dashboards/Reports - Identifying user updates

Hi all! Have any of you attempted to create a report or dashboard to track when requests were last updated by a user (as opposed to the system)? Essentially, we are looking to monitor the progress of the requests we've received.Initially, we thought the process would be straightforward: build a report, create higlights → summary type “Count”, field “Title”, with formula: DateDiff(Today(),$LastUpdatedOn,”d”)>15However, we've encountered a challenge as requests are updated daily by the system. To address this, we considered adding a filter to the report: Last Updated By → Is not one of → SystemUnfortunately, this solution is not yielding the desired results 😅.Q: Do any of you have thoughts on this or have you experienced similar challenges? Any workarounds you can suggest would be much appreciated.Wishing you all happy holidays!Best regards, Maca

1631
bkrutiy
Bronze Product Expert
M
Platinum Innovator
maria.moranPlatinum Innovator
asked in Ask the community
Linking Requests

Hello everyone!We have implemented a demand management process for our Programme Managers to upload the requests they receive from the business. We have noticed some similarities among requests coming from different areas. Any ideas on how to link them to avoid duplication?Thanks!

1135
M
Platinum Innovator
C
Bronze Innovator
cpetrieBronze Innovator
asked in Ask the community
Handling Assignments for Terminated Employees (Leavers)

Hello,When employees leave our company (are terminated) their User State in AdaptiveWork changes to Suspended on their termination date via an automatic custom workflow. When we go into AdaptiveWork to reduce their assignment to projects/tasks to 0%, we can’t update the assignment because the User is Suspended. Some of our projects go on for a very long time, so it is confusing that these resources appear to be assigned after their termination date.I was wondering if anyone else has come across this issue and how they address it? We have a large number of employees and terminations are not always announced/shared with enough notice for the AdaptiveWork user to update assignments prior to the termination date. We are also interested if anyone has developed an automatic process to change the assignment of terminated employees to 0% on all projects/tasks on the day after the termination date.Thank you,Carey Petrie

975
sakthi.ganesh
Gold Active Participant
pyaros
Planview Falcons
pyarosPlanview Falcons
posted in News
Holiday greetings from Planview's Chief Customer Officer, Paul Yaros

Dear community members,I'm incredibly happy to see that so many of you have already started connecting with each other here in the community; sharing experiences, tips and ideas. We knew that many of our customers were looking for a way to connect with other users, but the interest and engagement so far have widely exceeded our expectations!Next year we'll be opening the community to customers using other Planview products, as well as rolling out more functionality in the community. Stay tuned for exciting updates in Q1, and throughout 2024. Perhaps you have ideas on how we can develop and improve the community? Please share by commenting on this post, I'd love to hear your thoughts.As we enter the holiday season, I want to sincerely thank you for your partnership with Planview and for contributing to the success of our company. Over this holiday season whether you will be traveling, or staying home like me hosting friends and neighbors, I hope you have a wonderful time filled with joy

1300
pyaros
Planview Falcons
E
Bronze Active Participant
ErinMathesonBronze Active Participant
asked in Ask the community
Change Management

Does anyone have a good change management plan template?How do you manage change management teams through Planview?

1931
bkrutiy
Bronze Product Expert
jkharin
Bronze Active Participant
jkharinBronze Active Participant
asked in Ask the community
Style codes for out of the box related items panels

I created a custom panel, but cannot get the font type and size to match what the standard related items panels look like. (I did inspect the out of the box related items panels and copied the styles into the Advanced → Style for my custom panel). Can someone tell me what's wrong/what I’m missing with my style code? .tbl-container {margin-top:10px;}.tbl {border-collapse:collapse; width:100%; background:#fff;}.tbl td {padding:7px 5px; border-bottom:1px solid #d5d5d5;}.tbl .lbl {color:rgb(0, 132, 137);}.tbl .lbl {letter-spacing: -0.3px; }.tbl .lbl {font-weight: 600; }.tbl .lbl {font-stretch: 100;}.tbl .lbl {font-size: 12px; }.tbl .lbl {font-family:12px/bold "Muli","Helvetica Neue", Helvetica, Arial, sans-serif}.tbl .lbl {font-style: normal; }.tbl .lbl {text-decoration: none !important}.tbl .val {font-weight: bold; }.tbl .val {font-family:12px/normal "Muli","Helvetica Neue", Helvetica, Arial, sans-serif}.tbl .val {letter-spacing: -0.3px; }.tbl tr:first-child td {border-top:1px solid #d5d5

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Sai Sravan
Planview Falcons
S
Gold Innovator
Sean.BarberGold Innovator
asked in Ask the community
Hybrid Work - Custom Panels

Hi AllWe currently have setup & utilise a range of Custom Panels across various objects e.g. Cases & Projects within the ‘Classic’ UI. Are there any plans to enable the ability to expose Custom Panels within the Hybrid Work UI?In the interim, users can switch between ‘Classic’ & ‘Hybrid Work’ to see the Custom Panels we have enabled, but it would be great to see these Custom Panels within Hybrid Work as well. Thank you! 

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Limori
Planview Falcons
Niranjan Manohar
Planview Falcons
Niranjan ManoharCustomer success specialist
published in Learn and Share
Want to learn how another Planview AdaptiveWork customer overcame their growing pains with Planview PSA?Case study

In this post you'll get to know Tufin, a network security policy management company who was facing a number of challenges as it experienced rapid growth. Lack of visibility into projects and resources, inconsistent project delivery, and unpredictable outcomes were making it difficult for Tufin to keep up with demand and manage their business effectively.Challenges they were facing:Lack of visibility into projects Lack of repeatable standardized processes Inability to see revenue until projects were completedResolution :To address these challenges,William Chernock, Director of PMO–Americas and APAC in Tufin’s Professional Services group, led Tufin on a journey through a sequential series of mile markers: making things visible, repeatable, and predictable, by implementing Planview PSA, a professional services automation solution. It provided Tufin with a number of capabilities, including:Standardized project delivery processes Real-time visibility into project data Advanced forecasting c

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Niranjan Manohar
Planview Falcons
C
Bronze Active Participant
Cindy ChiBronze Active Participant
asked in Ask the community
Can we search to choose a SharePoint item?

We have sharepoint integrated with Planview. We are going to link all projects’ sharepoint sites under the hub. The only issue I find so far is that I can not use the search function to choose a sharepoint item. In the screenshot example below, I tried to search different key words like “Integration”. The result is always “No Files”.I wonder whether this is currently a limitation because sharepoint is only linked and the “search” function only works when finding things locally within Clarizen?  

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C
Bronze Active Participant
Niranjan Manohar
Planview Falcons
Niranjan ManoharCustomer success specialist
published in Learn and Share
AdaptiveWork reporting webinar taking place on Dec 20th.News

Hi Everyone,We'd like to invite all Community members to join us for the third installment of Maximizing Value from AdaptiveWork Reporting Capabilities [Webinar].Topics of discussion will include:Reporting Options Views vs Reports vs Dashboards Reporting “Nuggets” Automating Document Generation Extraction Capabilities Reporting via APIEvent Type: VirtualDate: Wednesday, December 20th Time: 10am ET | 9am CT | 4pm CETRegister with the link here: https://info.planview.com/gcc-AW_Maximizing-Value-Reports-Session-3-_webinar_aw_reg.html  Thank you,Niranjan 

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Niranjan Manohar
Planview Falcons
C
Czarate
asked in Learn and Share
Utilization matter - Calendar bank holidays

Hey everyone,I'm currently focused on optimizing our employees' workload. I've been tasked with calculating the bank holidays each user has, which we need to deduct from their total working hours. While the app handles this deduction once public holidays are loaded, I'm looking to display this figure in a report. My approach involves creating a custom duration field to showcase this in hours.However, I'm facing a challenge in determining the bank holiday hours. Has anyone encountered a similar situation or have any recommendations? Your input would be greatly appreciated. Thanks a lot!Carlos Zarate

751
bkrutiy
Bronze Product Expert
elizabeth.gomez
Bronze Active Participant
elizabeth.gomezBronze Active Participant
asked in Ask the community
Widget access attempts

Hi everyone! I hope you are all doing well.We have a widget for a dashboard that gets sent monthly to our users, which is password protected. When a user enters the password incorrectly, an email gets triggered to all accounts with an admin profile. I was wondering a couple of things:Can I edit the recipients of the message? If so, where? Is it possible to know who tried to access the widget but couldn’t?Thank you so much,

631
bkrutiy
Bronze Product Expert
Aayush
Planview Falcons
AayushCommunity Manager
published in Learn and Share
Your Go-To AdaptiveWork Glossary

Have you ever come across terms in AdaptiveWork that you don't know the meaning of? Look no further! We've put together this Glossary of terms to help you and your team(s). It covers both the basics and some of the more advanced terms. Did we miss any? Drop your own terms and definitions in the comments below! You can find the glossary in our Customer Success Center via this link:  - https://success.planview.com/Planview_AdaptiveWork/Getting_Started/Glossary_of_Terms

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Aayush
Planview Falcons
pawan.raju
Planview Falcons
pawan.rajuPlanview Falcons
published in Learn and Share
Reopening a Fiscal Month: Effects on Locked Information (Q&A)Q&A

Evaluate the provided options and select the statement that accurately describes the Re-Open Fiscal Month process.

380
pawan.raju
Planview Falcons
hayley.connage
Gold Active Participant
hayley.connageGold Active Participant
asked in Ask the community
Removing Resources in the Capacity Module

Hey Gang,  We’ve had a few leavers in different teams since implementing AW. As such, I have either suspended or deleted their accounts.  However i’ve noticed that this does not remove them from the Capacity module which is very confusing. I cannot see a function that will only allow me to look at active resources, so... Is there a way to remove them completely? 

1944
Matt Bures
Planview Falcons
Aayush
Planview Falcons
AayushCommunity Manager
published in News
New Releases - Controlled Availability Features

Have you tried the improved Resource Load and Resource Planning features?To enhance page loading and minimize real-time data calculations, we've introduced refinements to the Resource Load and Resource Planning interfaces. These adjustments align our functionality with industry benchmarks and user experience best practices. Pagination: A limited number of Resources will be displayed simultaneously, improving page load times. Date Filter Adjustments: The view period timeframe (Day, Week, Month) has been capped at 52 to optimize page loading. Default Settings: The "Save as default" option will be enabled by default, saving user preferences for future visits. We believe these enhancements will streamline the Resource Load and Resource Planning experience for our users.

701
Niranjan Manohar
Planview Falcons
Niranjan Manohar
Planview Falcons
Niranjan ManoharCustomer success specialist
published in News
Wishing You a Thanksgiving Filled with Gratitude and JoyFestive

Happy Thanksgiving dear community members! All year long, but especially during this season, we’re grateful for customers like you!  Thank you for being an integral part of our journey and your active engagement in this new community. Without your loyalty, your feedback, and your support, we wouldn't be where we are today. Wishing you all the best, and a very happy Thanksgiving!  

150
Niranjan Manohar
Planview Falcons
hayley.connage
Gold Active Participant
hayley.connageGold Active Participant
asked in Ask the community
Capacity Planning in Dashboard

Hey PV Community,  I just wanted pick your brains if I may: I’m in the process of pulling department specific dashboards together and alot of them want to see resource allocation for their teams in a dashboard. We have allocation broken out by team/ resource type but are unsure on how to get this in a graphical report that we can put into a Dashboard. At present I can only see how to share the entire capacity view, but can’t see how to segment by the teams. Has anyone done this? ​​​​​​If so, how did you achieve it?

2204
bkrutiy
Bronze Product Expert
swetha.lakshmesha
Planview Falcons
swetha.lakshmeshaPlanview Falcons
published in Learn and Share
A big welcome to all new community members! We'd love to learn what you want to get out of the community. Which of the following interests you?Poll

We're thrilled to have you join our vibrant group. To help us better understand your interests and aspirations within this community, we'd love to hear what you hope to gain from being a part of it.

730
swetha.lakshmesha
Planview Falcons
woodsie
Silver Active Participant
woodsieSilver Active Participant
asked in Ask the community
How to enforce unique field values.

WE have frequent issue where team members are creating duplicate customers and other objects in our instance and need to enforce unique values on certain fields is there a formula available to do this?

1263
woodsie
Silver Active Participant
P
pjaeck
asked in Learn and Share
Critical Chain Project Management

HelloDo you use the Critical Chain Project Management approach in AdaptiveWork? Some time ago (when the name was Clarizen), Raphael Kairy told us that some customers use AW with CCPM.Best regards,Pierre

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P
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