Welcome

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.

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!  

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?

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.

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?

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

In our AdaptiveWork instance, we have configured Portfolios with many User Groups assigned to the Permissions field.Does anyone know of a way to create a report to show this relationship?We could also look at it the opposite way: for each User Group, what Portfolios is it assigned to?

Community launchWe are thrilled to launch the Planview Customer Community, designed to increase collaboration, connection, and meaningful discussion between you and other Planview customers. As of now, we are opening the doors to the community for AdaptiveWork customers only, but we plan to welcome Planview customers using other products soon. Our community discussion forums are based on our “Ask, Learn, Discuss, Share” concepts, and provide a collaborative environment for you to engage in discussions with others, share knowledge, and seek answers from industry peers and Planview experts. The community site will also keep you informed of customer events and webinars, and provide opportunities to make your voice heard through interactive polls. If you’re not an AdaptiveWork customer, stay tuned for announcements on which products we’ll be opening communities for next!

Wanted to check if it is possible to assign external people to projects on AdaptiveWork

Drawing on our direct experience implementing our solutions for customers in a variety of markets and industries, we designed the Planview Adoption Framework: a series of self-guided customer journeys aligned to each of Planview’s solutions.Our flexible framework enables leaders to understand which capabilities can be leveraged to achieve their desired business outcomes, no matter what stage of transformation their organization is in. Each capability includes key resources, such as best practices and detailed business processes, to help prepare your teams and get the most value from the Planview platform.

We would like you to use the community as the first point of contact when encountering questions or problems, as chances are your peers have dealt with them before! But, if you’re encountering a problem the community really can’t fix, we’re here to help! What to check before reaching out to support:Look for best practicesWe’d suggest posting your question here. Contact detailsHere is the link to our Customer Support page if you need more help.