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Today, the custom action form size on some of our custom actions changed? Wondering if anyone else has seen this change and if something was changed in the system to do this? Also, I can’t remember how we set the size of those forms. I think it was in global css but if someone has the solution, please can you let me know so I can change them back to what we had before. Thanks!

Does anyone have any good tips for managing dependencies between Projects in Adaptive Work?

Is there a setting that can be changed to view underutilized staff versus just overutilized staff in PPM Pro

Hi,I have created a new custom panel with some basic HTML in which I just wanted to show the google.com page. However, this doesn’t seem to work as you can see in the below picture.. any idea why? Thx upfront! <div>  <iframe  style="width:100%;" src="https://www.google.com" title="Google">    </iframe></div>  

Here are some example prompts and short videos. Please let us know what you think? I would love to hear what your favorite prompts are!https://success.planview.com/Planview_Viz/Using_Planview_Copilot_in_Viz/Prompt_LibraryI am really enjoying using it to generate monthly flow review insights product by product along with recommendations. What used to take me a lot of time I can now do in minutes, not to mention I love Copilot’s “personality” encouraging teams and findings wins in some of the responses I have seen!  

We had been struggling with what we thought was a bug in the OOTB Work Dashboard.  Sometimes the number of projects on the dashboard against the datamart didn’t match the number of project shown in the active portfolio run against the transactional dashboard.  We knew the mismatch was not related to any refresh timing.  Further we could see that the data was actually up to date in the datamart.We were told by a PV reporting consultant that this is actually a “feature” and the reason for this is due to a portfolio itself needing to be refreshed/rerun.   So if you try to run the dashboard against a portfolio that hasn’t been run recently, it’s like the data will be stale in the dashboard view.    Have others seen this issue and do you have a workaround?  This is totally unacceptable and it is really tough to explain to end users who want to understand why the data isn’t lining up. 

Could i have access on the community website from my mobilephone?pat

Hello community, I am racking my brain to see if it is possible to apply a Project template (not milestone template) to a new Project that was created via API (not using a custom action with a new item action item (project). For example, we are using an external source to allow Project Request intake. These send projects to AW in Requested state with specified field data. I am sure I can have the template passed using the API but can this be done within AW using a workflow? I want specific project templates used if the new project created was created with a specific region and project type. I know how to do this within a new action that creates a Project and use an IF() function in the Template portion of Creating a project but I am unable to find a way to do this post project creation using a workflow. Is this possible? Thanks in advance.

Does anyone have any suggestions for entering time in bulk for a group?  We have a need to capture the hours associated with some groups outside our normal Portfolios Users and Resources.  We can easily create a Resource and call it “Contractors” or “Marketing Team”, but if we have another User enter time for the entire team on a weekly timesheet, we are limited to a maximum of 168 Hrs (7D * 24Hr).  We don’t need or even want the detail down to the names.  We would like to be able to enter using timesheet functionality and view the effort within our existing timesheet reports. FWIW - This portfolio is not part of an automated financial load and is not intended to be loaded into the financials for the work.

Hi Team,We have a use case where we need to link milestone to multiple projects just like we can associate projects with multiple portfolios, if somehow we can built a custom field which can show reference to multiple projects that’ll solve our problem.Any help will be greatly appreciated. Thanks in Advance

I have created a project template with 5 milestones. Milestone templates are also saved. I have created a form to create a project which will also create milestone-1.On completion of task under that milestone my milestone as well as project is getting completed. I tried to create a workflow rule on milestone level but it did not create my next milestone. Shall I create workflow rule on project or workitem?My other query is how to create milestone based on a specific project metadata field? Project type = "development" should create my development stage otherwise it should create "support" milestone. If I can get some sample workflows for above 2 requirementsthen that will be great.

Does time entry require resource to have read write access to their resource record?In our resource management process (because resource has RW access to their own resource record), that resrouce is able to modify their utilization for each project they are allocated.  Our desire is that only the supevisor (resource manager) should be able to modify these allocations.  Any inputs or suggestions in Customer Solution Center are appreciated.Joe

I am using the API to pull data for reporting on Power BI. I would like to replicate the Time Phase Monthly data between Projects and Resources - basically, project assignment and the month. Has anyone had success with this over the API? Care to share your rest query? Thanks. 

Hello, for our resource forecasting we’ve been requesting/assigning Placeholder (i.e $Config) resources prior to assigning to a specific resource. Since they are a Placeholder and don’t have actual Capacity, we’ve zeroed out their capacity via the Placeholder’s calendar. However, now we cannot request/assign the Placeholder because AW processes it as an actual user with no availability. The reason we zeroed out the Placeholder resource’s capacity is because it was skewing the metrics in capacity planning, making it look like we had additional team member availability/capacity when it was really just a placeholder. Does anyone have advice on how to request/assign a Placeholder resource without a Placeholder’s capacity getting counted into Capacity Planning?

 Good day, We desire to update the Changes, Risks, and Issues Tabs that are available for Work Entities. I have found this article on the Planview Customer Success Center which goes over these 3 tabs, including information on how users can customize the attributes and order displayed here. It is a nice feature that the users can update these views to their own preferences - however we are seeking a way to set up a default selection & order of the attributes displayed on these screens.  I have been digging through the success center and different admin screens to no avail. Can anyone help me locate where I can access these options, if they exist? Ideally we would have a set of default selected attributes and order when a user accesses any of these 3 screens from their project, so that key attributes are immediately visible and easily accessible: Then users could use the following options to select additional attributes for display that they may want to track:If anyone could provide

Hello!Does anyone have a best practice for adding future new hires that are not yet in the HR system? I.e. Nicole Smith doesn’t start with our organization until February 1st, but she won’t be in Planview until her start date. We want to capture her allocation somewhere since we know she will be assigned and there is no longer a vacancy.

Hello,Could anyone offer advice on how to use the value in the Target Utilization field on a User record to filter or create a calculated fields in a report?I want to create a reports to include users whose total assignments are less than Target Utilization. I have created a report (with Planview PS help) that shows all users, their total assignments, and their Target Utilization, but I can’t create the right filter to exclude users where Target Utilization is less than the total assignments. The only option in the filters options for Target Utilization is to enter a single value, but that does not work because each of our users has a different Target Utilization.Below are some details on the report we have configured.Report on: User > Capacity Time Phase Data (Monthly) > Labor Time Phase Data (Monthly) Leading columns: Grouping: <User>.ItemID, Target Utilization Crosstab columns: Capacity, Task Assignment, Planned Utilization% (calculated field showing the value of Task As

Have just installed the Power BI portfolio dashboard in Planview Portfolios and in the project details drill down I have missing data under some fields. In the screenshot below you will see that the Work Manager and the Work Sponsor  are unassigned and I’m not able to identify where these are being drawn from in Planview and how to ensure the fields are populated.  Any ideas welcome. thanks 

Howdy,We are currently trying to simplify our Change Control process. It seems we keep having problems keeping our plans and financials correct when we are going though the Change Requests. Curious to hear how everyone else handles Change Requests.

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I currently have 4 finance model versions.  I am trying to set up a model which displays the combination of Actuals for past months and Forecast for future months.  This data I am loading manually directly into 2 separate versions. Is there a way I can get this data to display in a single combined version?

Hi everyone.I’m developing automated functional tests to speed up our validation of Planview Portfolio upgrades and so far it’s going well.  The tests automate user interactions with Planview Portfolios and verify that the screens/pages look as expected with respect to UI elements on said pages, but I’ve hit a roadblock with automating the creation of Work from the My Overview screen as the automation is unable to identify dynamically-created UI elements such as popup menus.For example, when I click on the “New” button a popup menu appears with the options Work, Strategy, Issue, Risk, Change etc, but the underlying webpage DOM element for that popup menu cannot be easily identified as it’s created dynamically and doesn’t have any uniquely identifying HTML5 element attributes such as “id” or “name” or even “class”.  This means that my automated test cannot execute that basic workflow and that complete automated functional testing of PV Portfolios is not possible.I’m hoping that what I’v

If you add a person(s) as a Resource Manager (not a direct manager) of a user group, is there a way to access these user groups from Resource Load, Groups I manage? At present we have Resource Managers allocated to User Groups but they don't come up in the Resource Load when selecting Groups I manage and so the group has to be manually added from the ‘Add Group’ button