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Hi all, hoping someone could help with my question. When I change the type of a Risk to an Issue, the system seems to delete the risk record, replacing it as an Issue with a unique ID. Is this expected behavior?thanks Jess

Hi,Pretty basic question here. We are starting to use Topics as a condition for creating reports. There does not seem to be a way for the user to remove a Topic that they created in error. Does anyone know how to delete a Topic that was created in error?Thanks,Carey

I was wondering if anyone has suggestions to improve load times across various modules of AdaptiveWork. We find that if a User Group has more than approximately 30 people, then the Resource Load module is very slow to load. Similarly, most Reports are slow to load or fail to load completely if they have data for more than 30 users. I’m not able to get Dashboards to load if I combine more than 3 charts from different reports.We are using filters to minimize the data shown in these modules but at some point, we can’t make our groups any smaller and still be able to produce valuable reports.We’re at the point where we are exporting data and managing it outside AdaptiveWork to be able to produce the reports we need, but this is not ideal.Any suggestions would be much appreciated. Thank you.

We just started using the Skills alternate structure with in Portfolios to allow PMs to fill resource needs easier.  We are about ready to roll it out but wanted to turn the Quality Ranks off or hide the drop down.  Is there any way to do this?  I don’t see any option on a configured screen to hide the drop down nor an option to turn it off from System Options.  Is the only way to get rid of this to delete all the ranks?

Imagine coordinating thousands of projects across nearly 2 million square meters of warehouse space and 155,000 employees worldwide. That's the challenge faced by the Supply Chain group of a leading delivery and logistics giant. They needed to overcome their outdated, spreadsheet-based project management system and adopt a more agile approach.The Problem:Lack of visibility into day-to-day project activities hampered global collaboration. Spreadsheet management grew cumbersome and error-prone with numerous projects and team members. Traditional methods couldn't keep pace with the dynamic nature of their work.The Solution:Enter Planview Portfolios and Planview ProjectPlace, a combined force for project portfolio and work management. This powerful duo delivered:Real-time visibility and mobile management: Teams gained instant access to project plans, progress updates, and communication via a user-friendly interface, even on the go. Effortless collaboration: Built-in chat features streamlin

We really need a spell check when the PM is entering data into fields of their project status report. I know you can see spelling errors in a column set (or by exporting to Excel and checking there). But {Ms won’t necessarily take that extra step. wouldn’t it be better if spelling errors were reported when the person did them?This would be good for all freeform text fields.  

Hi Everyone,We're eager to hear your insights and experiences regarding the use of OKRs (Objectives and Key Results) in your industry. Your feedback is invaluable in helping us understand the challenges you face. Please take a moment to share your thoughts on the following: Your input will guide us in developing content tailored to your needs. Thank you for your participation! Feel free to comment below with any additional insights or questions.#OKRs #Planview

I am reaching out to the community for potential advice or solutions regarding an inefficiency in our current workflow.My team frequently interacts with Project views and, as it stands, we find ourselves continuously performing the repetitive action of expanding our Project view to see all tasks associated with a project.Default “Collapsed” Project View“Expanded” Project ViewCurrently, the system defaults to a "Collapsed" Project View, and while this default setting maintains a clean interface, it introduces a time-consuming step that we must repeat with each project interaction. This process results in an accumulation of redundant clicks over time, representing a non-trivial impact on our productivity. In a previous engagement with support last October, it was noted that a default "Expanded" Project View setting was not feasible. Support Reply Default Hybrid Grid View However, it appears that a Default "Expanded" view is exactly what the Hybrid Grid view is offering today.  Regrettabl

We need to track changes to Scheduled Finish dates. I’d like it to be a field tracked in the History. Currently I have to frequently extract the data to an Excel spreadsheet and analyze it there. It would be helpful if I could export ALL history data to Excel. 

Hi All,Does anyone have any idea on any limitations on the number of lines within a program, and how long it takes to open a a Program with 2-3k lines?Thanks in advanceHaydn

Hello Planview community, I’m looking to create a shared user group calendar in AW and am wondering if there’s a way to do this so that it feeds through all the Annual Leave input at each resource level.The goal is for the team to have a calendar to reference for the group to see when team members are on leave in one calendar. I already enter leave at the individual level so is there a way to get it to feed into one consolidated calendar with the applicable group members?  I’ve tried creating a new group calendar with the resources added but it does not bring through their leave.Many thanks!

Hello everyone,I hope you're doing well!I wanted to reach out to the community regarding a peculiar issue I've encountered while importing a Microsoft Project into AW.I've been attempting to import a Project with planned work hours specified for each task (as shown in the first screenshot). However, upon importing it into AW, I noticed that the task assignment appears to be off (as depicted in the second screenshot). I'm curious if anyone else has experienced similar behavior or has any insights into what might be causing this discrepancy. Additionally, if anyone has discovered a workaround for this issue, I'd greatly appreciate any advice or suggestions you can provide.Thank you in advance for your help and expertise!Best regards, Maca

We are trying to find where these groups are located in PPM Pro so we may add users to them so we can restrict fields to these groups.  Can anyone tell us where to find these groups?  

Hello, I have a weekly crosstab report that shows the week’s data but with headers of W-01, W-02, etc. which can get a bit confusing when looking at weekly data. Wondering if anyone has knowledge of if/how to set it so it actually show’s the week date? Thank you!

Hello! I’m being asked to create a report where we can see if a project is adhering 75% to the original timeline. I thought about creating a custom field based on a formula which would divide $BaselineDuration by a value that is calculated from a field with the formula DateDiff($BaselineDueDate,$ActualEndDate,’d’). I get an error when doing this,  “Error: Data types Numeric and Duration not compatible for '/' operation” If I try to save DateDiff($BaselineDueDate,$ActualEndDate,’d’) as a duration instead of a numeric value, I get the error: Error: Formula evaluation result data type is Numeric instead of expected Duration.

Hello all, I was wondering if there was a way to automatically send an email to the owner of an action created in Meeting Notes? For example, I created a meeting note and within it, created an action item and assigned an owner. Do I have to enable a setting or create a custom WFR? Thank you. Jess  

Are you familiar with how PPM Pro’s ‘What If/PPA’ capabilities can help you make sure you are doing the right work at the right time? Watch this webinar recording to understand more about PPA and What if modules. In this webinar, our experienced practitioner Rob Gatch addresses some of the common challenges faced by many customers: Managing resource capacity vs. demand and understanding who is available to take on new work and when. Understanding what roles and/or skill sets to hire to fulfill stakeholder commitments. Ensuring that resources are working on the highest priority, most well aligned work items.The key takeaways from the webinar are: Prioritize your work for strategic alignment and best use of monetary and human resources.  Plan and replan your resources and work as priorities change.  Make sure your data is relevant and of high quality to allow for the best planning decision making.  Watch this exciting webinar now by clicking the link below. Watch the On-demand Webinar

I have a case where a user has transitioned from one user group to another. We use capacity planning and his manager has changed, so his new manager needs awareness into his capacity. Since the user has active staffing requests, the system will not allow me to delete him from one group and add him to the new group. The only way I can think to do this is very manual - doing a resource replacement for all projects he is a resource for (replace with a placeholder), deleting him from his old group, adding him to his new group and having to go back in and resource replace the placeholder with his name. This resource has over 50+ staffing requests so this task will be rather time consuming. I’m looking to see if anyone else has had this happen - a resource needs to move from one group to another with active staffing requests - and if you’ve found a quicker way to get this completed?

Attention Slide Publisher users!The old Clarizen Slide Publisher PPT add-in will soon be retired from the Microsoft Office Store. A new and improved version is available now under the Planview Microsoft Account.Here's how to get the new Slide Publisher PPT add-in:Remove the old Clarizen Slide Publisher PPT add-in:  Go to File > Options > Add-ins. Select Manage PowerPoint Add-ins and click Go. Find Clarizen Slide Publisher PPT add-in and click Remove. Install the new AdaptiveWork Slide Publisher PPT Add-In: Visit the Planview Microsoft Account and search for "Slide Publisher PPT Add-In". Click Add to install the add-in.  For more information click here Note - Please make sure to remove the old version before installing the new AdaptiveWork Slide Publisher PPT Add-In version.We welcome you to comment down the firsthand experience down below.

Hello Planview Community,I’m creating a report where I want to show our calculated utilization % month to month YTD but I want to exclude months with 0 data in it within the highlighted calculations as it drags down overall %(i.e. future months). I tried filtering the highlights to exclude where approved time is not null but get this error: Data types Duration and Numeric not compatible for '<>' operation. Seeking any advice on how to set our report Highlights to calculate from only months that have data - so exclude the 0 data of future months(since we wouldn't have utilization for the future yet). Example: Total January and February data calculates to 80% but due to the highlights calculating data from future months with no data yet, it shows the total highlight as 20%. Appreciate any input. Thank you!

Hello Planview Community,Could use some advice on how best to implement conditional formatting for a report based on calculations. Context: I’ve got a report that shows the calculated resource Billability % and each resource has their own billability targets (Target Utilization % Field). Inquiry: How do I set conditional formatting in the table so that the text is red if the calculated Billability % is less than the individual resource’s Target Utilization %?  I’ve tried going into the advanced settings for the conditional formatting but can’t seem to find the Target Utilization field that’s configured to Users. Many thanks!

We need to track changes to Scheduled Finish dates. I’d like it to be a field tracked in the History. Currently I have to frequently extract the data to an Excel spreadsheet and analyze it there. It would be helpful if I could export ALL history data to Excel. 

Good Morning All!I’m relatively new to the Planview environment, so forgive me if this is a very simple thing that I just haven’t found in my search within this forum. We have a custom action called ‘PM Assignment’ where we can assign a project manager, and it will run through and assign that PM resource as the Project Manager and owner for all the work items. However, that same action does not assign the PM as the ‘resource’ thats assigned the task, that’s still a placeholder. We cannot use the ‘native’ replace resource, as the team responsible is handling hundreds or projects per day, and I’m trying to reduce the number of clicks for them. Has anyone attempted something similar before? Am I overthinking this?