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Hello,Is there a way to load / import Task Assignment against a task within a Project?We have explored the ‘Data Loader’, however we have had little to no success with the available templates to load data in. Has anyone got any tips or methods to do this? Thanks.For example we would want to load this kind of info:Name: Joe Bloggs Date/Period: 01/02/2024 Number of Days: 10 dThanks!

Is it possible to create a field on the request form that is mandatory based on the answer (yes/no or true/false) of a previous field. I.e if field states “Time frame is less than 2 months” then another field would open up that is mandatory for user to enter reasons for short time frame.  

Hi All,When utilising AW Report Charts in Slide Publisher, is there any way to adjust the font size of the text (e.g. labels, legends, URL) as whatever we try to do they come through pretty large….Outside of Report Charts we tend to just adjust the font size of the placeholders, but the same approach does not seem to work for Report Charts. Thanks! 

Hey community members!  We have some exciting news to share with you all. The countdown to the Portfolios and PPM Pro launch has begun. We are working hard behind the scenes to bring you the best possible experience with the upcoming Portfolios and PPM Pro launch.  While we work through the nitty-gritty details of the setup you may see some changes in the community. We are also streamlining the community's structure to deliver a more user-friendly experience. Our goal as always, is to enable our members to interact and collaborate with each other around best practices for Planview products.  We appreciate your patience as we prepare for the launch. Stay tuned for more updates! 

Is there a way to grant project property card edit permissions for profiles other than project managers?

Hi everyone!I hope you're all doing well. I'm reaching out once again with a question that I'm hoping the community can help with.Context: Recently, we've implemented capacity management within our company, and we've encountered a challenge in tracking the reasons for rejecting staffing requests. It's become apparent that having a log or record of the reasons for rejection would greatly benefit our resource and project managers, while also provide an audit trail. What We've Tried: Discussion Posts: We explored using discussion posts within staffing requests to capture rejection reasons. However, we found accessing these discussions to be cumbersome, requiring users to navigate through multiple clicks. Is there a way to streamline this process, perhaps by displaying discussions as a column? Custom field + Custom Action + Workflow Rule: Another approach we considered was creating a a pop-up window would prompt the rejecting user to enter the reason, upon rejection. For this we created

Hi everyone! Looking for insights on our lastest challenge: reporting on tasks from a Project and its Sub-Projects in one slide. Context: Our project operates in Phases (sub-projects), each with its own set of tasks and milestones. These phases often run concurrently, meaning we might have "Phase 1 - Testing" and "Phase 2 - Design" happening simultaneously. Weekly, we provide project progress updates to stakeholders via a .pptx file generated from AW. This one-pager typically includes Project details, RAG (Red, Amber, Green) status indicators, and a table displaying upcoming tasks alongside their due dates and statuses.Attempts so far:1.  Initially, we attempted to incorporate Sub-Project tasks into our existing table by adding a new row. Unfortunately, this approach only populated the Sub-Projects themselves and failed to include tasks from within each sub-project.2. We also experimented with repeating slides for each Sub-Project's tasks. While this method successfully displayed tasks

We have Project Managers with “Full User” licenses and Engineers with “Team Member” licenses who work on the PMs’ Projects. We’re finding that the Engineers (Team Members) cannot break down a Project Task they’ve been assigned into sub-tasks. The only type of Task they can create in AdaptiveWork is a standalone “To Do” type Task (one that is not associated to a Project).I wasn’t sure if that is the intended behavior for a Team Member or if we have a Permission preventing that task creation. The help for  Licenses  is not crystal clear on that, though it sort of implies “no task-creation for Team Members” (and trying to understand the relationships between User Types and Licenses is every more mind-boggling 🤕).Would love an authoritative answer.

Hello again!How do I change the currentuser() to display plain text First Name Last Name? Thank you and regardsJess

Hello again!How do I change the currentuser() to display plain text First Name Last Name? Thank you and regardsJess

Hello Planview Community, Appreciate any advice on how Admin’s can set a percentage on a resource’s available capacity. For example, for Managers, we’d like to indicate that their available capacity for Billable work is 50% of their calculated capacity, so that when reporting Billability, it only takes their Billable Time / 50% of their capacity? Thank you very much!

Hi Everyone,  Happy New Year 2024! Following the great start for the community in 2023 we want to check with you on the type of engagement and content you want to see. Your suggestions are highly valuable to us and we are eager to hear what you have to say. Please take the poll added below and let us know your thoughts and feedback.  We also have exciting plans to extend the community's reach to encompass Portfolios and PPM Pro customers in the upcoming months. Stay tuned for further updates on these launches!  

Extension Healthcare, a leading healthcare solutions provider, has grown significantly year-over-year. Their clinical communications and collaboration software has been implemented in 200+ hospitals since the launch in 2009. However, their existing basic project management software was limiting further expansion. Extension Healthcare also grappled with a variety of ad hoc communication tools and channels, which was causing an inconsistent and inefficient approach to collaboration.To solve its key challenges, Leo Lovely, Extension Healthcare’s Director of Professional Services, and his team evaluated various project management solutions, and after a trial period AdaptiveWork was chosen. “We took a phased, crawl, walk and run approach to implementation, and added functionality as we moved forward. While we wanted to get up and running as quickly as possible, we didn’t want to overwhelm our professional services associates with an excess of new functionality or workflow changes – especial

Wanted to edit New User “Send Invitation” email:Add CC to the person who sends the invitation Format the email with wordingsIs this possible? or can we have this feature added?

Exciting news! Two new features to boost your efficiency in Hybrid Work Management.These features are live for all Hybrid Work Management users. Access them directly in your Work Item name header and Card View. Experience improved efficiency.1. Effortless Name Editing:Now Users can change the name of a work item on the hybrid view from the Work Item name Header and from the right-side panel. 2. Multi-Card Magic:Users can easily multi-select various cards and move them from one lane to another. For example, you can select multiple Tasks from ‘On-track’ status to ‘Risk’ or ‘Off-Track’. The bulk updates from the Card view is supported across the Hybrid solution: Portfolio, Projects, Tasks, Cases, and Milestones. Access these features within your Work Item name header and Card View to experience the improved workflow now and Let us know your experience in the comments.

Hi there! Does anyone have experience configuring a workflow that sends an email notification to a timesheet reporter’s Direct Manager upon their timesheet submission? Goal is for the Direct Managers to receive an email notification that their Direct Report’s submitted a timesheet entry. Is it possible to trigger this for a specific project too?Any advice is much appreciated. Thanks so much!

Join the upcoming webinar "Elevate your PMO: Adopting a Sponsor's Mindset" on Feb 1st! Don’t miss this opportunity to hear thought leader Andy Jordan and Planview’s Sr. Customer Success Strategist Dave Blumhorst explore how PMOs can adopt a sponsor’s mindset. An elevated PMO doesn’t just ensure projects are delivered effectively and efficiently, they are enablers of improved organizational performance.  Among other areas, Dave and Andy will discussThe importance of delivering outcomes over outputs How to take a portfolio perspective rather than a project perspective The need to adjust and adapt to emerging threats and opportunitiesThis is a timely topic to start off the year! Get registered for the February 1st live webinar and feel free to invite your colleagues. We hope to see you there! 

I am curious what the recommended practice is, or how others may handle such a situation. For context, think in terms of a fixed price services project, meaning we are incentivized to be as efficient as possible. With that said, reality is often different from initial plans, either for better or worse as far as Work/Cost ‘budget estimates’ go to produce deliverables. As a project manager, I want to keep my project plan as accurate as possible, for both communicating to my customer as well as my executives: % completes, remaining effort/durations, forecasted costs, variance from budgets, etc. So the question is, what is best practice or how do others update a work plans remaining hours in order to have an accurate forecasted cost (lets assume we use the Update Forecast feature to do these). The main 2 options I am aware of are:Remaining Effort - Manually update ‘Remaining Effort’ for a work item (i.e. if ‘Work’ was 100 hours, we have charged 50 hours, but based on progress we believe th

Hello Everyone,Get AdaptiveWork On-The-Go! Work smarter not harder, from anywhere with the AdaptiveWork mobile app. It allows you to easily:View project plans - Keep track of your projects and their progress, even when you're not at your desk.Fill out time cards - Submit your timesheets quickly and easily, right from your phone.View & complete tasks - Stay on top of your to-do list and check off tasks as you finish them.Create separate mobile profiles: Admins, create a dedicated mobile profile for a more focused experience on smaller screens.Push notifications: Keep your team informed with timely updates and reminders, directly on their phones.Download the app here: iOS: https://itunes.apple.com/us/app/clarizen-enterprise-work-collaboration/id922044371?mt=8Google: https://play.google.com/store/apps/details?id=com.clarizenint.clarizen&hl=en 

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

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!

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

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 

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

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!