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712 Topics
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Silver Innovator
mpjubbSilver Innovator
asked in Ask the community
Add Resource to the Team

In a request, when I add resources to a person field and I would like them to also be added to the team members panel.I know there is a way of doing because I’ve done it before but I’ve lost the instructions that I created!Thanks in advance

241
A
Planview Falcons
M
Silver Innovator
mpjubbSilver Innovator
asked in Ask the community
Round Time Up or Down

Hello everyone,I would like to be able to round up or down time that users submit.  For example, if the time is <= 12:07 it will round down to 12 but if it is >12:00 it will round up to 12:15.Can anyone assist with this please?Thanks

131
A
Planview Falcons
partha.saha
Planview Falcons
partha.sahaPlanview Falcons
published in News
Why Disconnected Toolchains Are Holding Back Your Product Delivery?Blog

 In today’s fast-paced digital environment, fragmented toolchains are one of the biggest hidden barriers to speed, collaboration, and innovation. From lost visibility to delayed launches and duplicated work, the impact is felt across the entire organization.In the latest Planview blog, we explore:✅ Why integration is now a strategic priority✅ The real-world costs of disconnected tools✅ How Planview enables end-to-end visibility and seamless collaboration✅ Ways leading tech teams are accelerating delivery through connected ecosystems💡 Integration isn’t just a technical fix—it’s a competitive advantage.👉 Read the full post and discover how to turn fragmented workflows into connected success:https://blog.planview.com/why-disconnected-toolchains-are-crippling-your-product-development-and-what-to-do-about-it/

30
partha.saha
Planview Falcons
M
miranda.hayes
asked in Ask the Community
Reporting

Hello, I have been trying to run time reports for 2024 but with no luck, the data is there and I can pull the last week of December and onwards into 2025 but nothing for 2024…. any ideas what may be causing this?

314
mparra
Planview Falcons
sourav2510
Planview Falcons
sourav2510Planview Falcons
asked in Feedback and Ideas
Default off 'Make owner for the entire work plan'

When creating a new Project from template, customers do not want system to mark checkbox to 'Make owner for the entire work plan' as a default.

130
sourav2510
Planview Falcons
partha.saha
Planview Falcons
partha.sahaPlanview Falcons
published in Learn & Share
How FedEx Combines OKRs and Value Stream Management to Accelerate Delivery
How FedEx Combines OKRs and Value Stream Management to Accelerate DeliveryBlog

At the recent Project to Product Summit, FedEx’s Greschen Powell shared a powerful roadmap for accelerating speed-to-market while maintaining strategic alignment—by combining Objectives and Key Results (OKRs) with Value Stream Management (VSM).With 1,000+ Agile teams, FedEx used VSM to uncover delivery bottlenecks, optimize flow efficiency, and align work with strategic goals through focused OKRs. The results?✅ 29% improvement in throughput✅ 20% reduction in testing bottlenecks✅ Streamlined collaboration across enterprise teams✅ Faster, data-driven decision-makingThis session is a must-watch for technology leaders looking to balance agility, quality, and strategic alignment at scale.👉 Watch the on-demand webinar:https://info.planview.com/combining-the-power-of-vsm-and-okrs-od-_webinar_vsm_en_confirm.html?aliId=eyJpIjoiOGkzbmUwWkxcL0k5eWcrVnciLCJ0IjoiZFVcLzRXem01MDdiNHJzTWhZRjRQWWc9PSJ9

240
partha.saha
Planview Falcons
S
struddersm
asked in Ask the community
Forecast update dates

In Planview, Is it possible to see the date & time someone entered a resource forecast for a particular individual resource plus also any historical entries and when they changed? Trying to workout who entered a forecast first for a particular resource and when

567
A
Planview Falcons
Y
Planview Falcons
yarchillaPlanview Falcons
published in Learn and Share
Report Visualizer Widget (PBI) in Planview.MeNews

Planview PowerBI Report Visualizer Widget seamlessly integrates your PowerBI.com reports directly into Planview.Me, enabling data-driven decisions without platform switching. This powerful widget transforms how you access and visualize your organization's data.Learn more about PowerBI Report Visualizer Widget: Sign-up today!

190
Y
Planview Falcons
A
Planview Falcons
ananyasinghPlanview Falcons
published in Learn and Share
Planview Labs – Card Mirroring in ProjectPlaceNews

We’re excited to announce the Labs release of an upcoming ProjectPlace feature – Card Mirroring!With this new capability, you can mirror cards across boards and workspaces - keeping key details like titles, descriptions, assignees, checklists, and more automatically in sync. It’s designed to reduce manual work and improve collaboration across teams and projects. Sign up today! 

280
A
Planview Falcons
partha.saha
Planview Falcons
partha.sahaPlanview Falcons
published in Learn & Share
Panasonic Automotive Streamlines Traceability with Planview Hub in Just 30 DaysBlog

 When regulatory requirements for ASPICE compliance shifted overnight, Panasonic Automotive Systems Europe had just 30 days to identify and implement a new traceability solution. Their existing tools couldn’t keep up.By choosing Planview Hub, Panasonic quickly deployed a scalable, flexible solution that seamlessly connects IBM DOORS and Atlassian Jira—ensuring real-time synchronization, accurate traceability, and cross-organizational visibility.✅ Fast deployment ahead of schedule🔗 Real-time synchronization between DOORS and Jira🤝 Enhanced collaboration with OEM partners🔧 7+ seamless integrations now running across the organization📈 A trusted partner replacing multiple manual and in-house toolsHear how Panasonic made it happen—and why Planview continues to be their partner of choice:👉 Read More In Details:https://www.planview.com/resources/case-study/panasonic-automotive/

30
partha.saha
Planview Falcons
S
Gold Active Participant
SVarneyGold Active Participant
asked in Ask the community
Notifications for documents uploaded to projects in Portfolios

Hello,We have a team that reviews documents associated with a project; this is initiated by a lifecycle step.  Sometimes they have to send it back to the user for revision.   They would like to receive an automated notification when the file has been updated and re-uploaded...sometimes more than once.  Have any of you have been able to make this happen without creating additional lifecycle steps to loop the document/content review process?  Thank you.  

464
S
Gold Active Participant
J
Bronze Innovator
JWilliams24Bronze Innovator
asked in Ask the community
June Release and Resource and Timesheet Issues

Has anyone been seeing strange issues with their resources and or timesheet after upgrading to June. We are have time disappear and not being able to use the portfolio Timesheet functionality unless we do it on Fridays. We also had issues with costs for resource disappear out of our financial plans.  Anyone else having issues.. We went from March to June release. 

686
pamela.sargent
Gold Community Mentor
Antara K
Planview Falcons
Antara KPlanview Falcons
published in Learn and Share
Join the Inner Circle: Planview.Me + AdaptiveWork = A New Way to WorkInnerCircle

We’re excited to announce that we’re bringing Planview.Me to AdaptiveWork — and we want your input to make it great.This new Inner Circle will focus on technology organization personas and how they use OKRs, roadmaps, and planning to drive outcomes. It’s also about helping organizations adopt a product-centric mindset through value streams.💬 What’s in it for you? Get early access to ideas and designs Influence the direction of this new experience Share your insights, challenges, and needs directly with our team Registrations Open. Join Now - Planview Inner Circle : AdaptiveWork + Planview.Me  

300
Antara K
Planview Falcons
partha.saha
Planview Falcons
partha.sahaPlanview Falcons
published in Learn & Share
🚀 Introducing Planview Copilot for AgilePlace - Demo

Elevate Agile Execution with Copilot for AgilePlaceCopilot for AgilePlace is an AI-powered assistant designed to streamline agile delivery by automating routine tasks, surfacing contextual insights, and supporting data-driven decision-making.From generating smart status updates and identifying work dependencies to providing deep sprint analytics and strategic alignment, Copilot empowers agile teams, product managers, and program leaders to work more efficiently and make more informed decisions.Explore how AI can drive agility at scale.🔗 Watch the on-demand demo: https://info.planview.com/Copilot-AgilePlace-demo-_demo-on-demand_lad_en_confirm.html

60
partha.saha
Planview Falcons
AutumnC
Bronze Active Participant
AutumnCBronze Active Participant
asked in Learn and Share
Power Bi Dashboards for all users - what does it look like for all license types?

HelloWe are making headway with our Power Bi Work Dashboard however, I’d like to understand what this would look like for each license type (i.e. Executive vs Portfolio Lead)? What would we be able to leverage for each role type?

223
M
Planview Falcons
M
Platinum Innovator
MGMullenPlatinum Innovator
asked in Ask the community
Switch to Username for PV Admin

Is anyone using the new capability in PV admin for Sign In by Username?   We are confused as to what username this functionality defaults to.  Our initial test seem to use an email address which does not add any value.    Thanks!

52
M
Planview Falcons
Niranjan Manohar
Planview Falcons
Niranjan ManoharCustomer success specialist
published in News
Did You Catch This Essential Discussion on DevOps & AINews

Hi Everyone!I wanted to share with the community! It's Episode 61 of the "Mik + One" podcast, featuring none other than Patrick Debois, the "Godfather of DevOps."This episode offers a crucial perspective on how core DevOps principles like testing, automation, and team structures—are directly applicable and essential for successfully integrating generative AI. Debois discusses the critical shift from AI experimentation to scalable productization, emphasizing the unique advantages DevOps practitioners bring.It's a concise yet powerful listen for anyone in software development, operations, or AI strategy.Check it out here: The Godfather of DevOps on AI, Automation, and InnovationWhat are your thoughts on DevOps' role in the AI landscape?

50
Niranjan Manohar
Planview Falcons
pawan.raju
Planview Falcons
pawan.rajuPlanview Falcons
published in News
Transforming Healthcare, One Portfolio at a Time at Health New ZealandPlanview Podcast

 What does it take to unite 29 health entities into one digitally powered national system?In this episode, Alan Whiting, Digital Services Leader at Health New Zealand, joins Manoj Kohli to share the behind-the-scenes journey of a bold transformation that's reshaping healthcare across the country.Discover how digital innovation is enabling high-quality, equitable care for every New Zealander.Learn how telehealth and remote monitoring are delivering faster, more connected services.Understand how aligning strategy with technology is driving a smarter, more sustainable health system.This conversation goes beyond technology—it's about vision, leadership, and purpose coming together to create lasting change.Tune in to be inspired by how healthcare transformation is happening, one portfolio at a time.

80
pawan.raju
Planview Falcons
S
Bronze Active Participant
sueann.kendallBronze Active Participant
asked in Ask the community
What happens to copied and pasted resource assignments?

I was asked this question by a user and I am not sure of the answer. If you copy WBS lines with requirements or allocations and paste them into a different project, and in the paste you do not deselect the option to bring along those resource assignments, do you now have two of each? Or does the original get deleted? Or does the assignment not come along?Forgive the beginner question. I was off for three months and forgot everything. :-) 

344
S
Bronze Active Participant
K
Silver Active Participant
Kirsten CSilver Active Participant
asked in Ask the community
Planview Timesheet Warning for May 30th – Expected 10 Hours Instead of 8

We ran into an odd issue with Planview on Monday, May 30th, which was the start of our workweek (we run Monday–Sunday). When submitting timesheets, the system flagged a warning expecting 10 hours to be reported for that day, even though everything seems to indicate it should be 8 hours.Here’s what I’ve checked so far:The calendar setup looks correct. Timesheet hours per week are set to 40 hours. Planned effort for that day was 8 hours.I can’t figure out where the 10-hour expectation is coming from. Has anyone else encountered this or have ideas on what might be causing it?

493
partha.saha
Planview Falcons
M
Silver Active Participant
MartinLSilver Active Participant
asked in Ask the community
Planview.Me - how to seelct a portfolio for a visualisation

I’m trying to add some visualisations / visualizations to a Planview.Me screen.  I want to select a specific portfolio for users to see for that data view.  In the instructions, under ‘Available Functionality’, it shows how to select a portfolio for this purpose: Data Visualization widget - Planview Customer Success CenterI’m unable to see that icon (briefcase / portfolio).  Is there a different way to see this, or set the portfolio now?

262
M
Silver Active Participant
J
Bronze Innovator
JWilliams24Bronze Innovator
asked in Ask the community
Time Off - Standard Activities

We have an issue when putting time off for individuals - Lets say two weeks in July.  Any assignment they are assigned doesn’t respect this time off. If just doubles the hours.  If they are mark as already having 100 utilization as being off, why does the system just add 40 hours to this any time the task is adjust or if they are assigned something new.  As people schedule for vacations it just puts them as over everywhere in the system.  Any thoughts on how to make this easier. 

191
A
Planview Falcons
pawan.raju
Planview Falcons
pawan.rajuPlanview Falcons
published in Learn & Share
ChangePoint 2024-R2 Release
ChangePoint 2024-R2 ReleaseRelease Notes

We're thrilled to announce the successful release of Changepoint version 24 (22.01.003.000) on February 11, 2025! This release includes some important fixes and improvements. Check out what's new:Release Notes are available: HereEnhanced Customer List Views: Administrators can now add configurable fields as columns to the Customers list views. (Navigate to User Interface -> Entity List Views to explore this new feature!)We've also addressed the following issues:API Fix: Resolved the "No xml tag found" error for parameters CostDrGLId and CostCrGLId when adding an engagement product using the Engagement Product’s XML Insert and Update API. Intelligent Forms Fix: Fixed the "Maximum message size quota for incoming messages" error that occurred when using the "Create Contract" Intelligent Forms form. Navigation Fix: Clicking the ChangePoint logo now correctly redirects to the home page. Reporting Fix: Resolved the search issue in the Batch Time and Expenses Approval report. Resources are

661
D
Bronze Active Participant
M
Silver Active Participant
MartinLSilver Active Participant
asked in Ask the community
Is there a specific area for Planview.Me questions?

After the excellent Planview Day UK in London yesterday, I’m trying again to get Planview.Me up and rolling.  Is there a specific place to ask questions on that?  I don’t see a group, category or tag.  Thanks.

152
M
Silver Active Participant
H
Bronze Active Participant
HappytoonBronze Active Participant
asked in Ask the community
How to count Milestones and feed into OKR automatically?

Hi All, One of our KPI/OKRs is counting milestones of a certain type across all our projects.We have defined the Milestone Type and would like to have a metric that automatically counts the number of Milestones of “Type A” per quarter etc… Does anyone have experience with a similar set-up?  Can this be used with OKR?Previously, we’ve done it with a dedicated PowerBi reports but I would rather prefer to have it as OKR?Any experience with this?Please let me know. Thank you.Tony

231
partha.saha
Planview Falcons
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