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Hey community,Exciting news from Planview! They've just unveiled Planview Anvi™, their next-generation enterprise AI solution designed to supercharge how we connect work, from high-level strategy right down to delivery.What does this mean for us? Think of it as an intelligent co-pilot embedded directly in your workflow. It’s built to provide expert guidance and intelligent actions to help organizations prioritize investments and deliver positive outcomes.Key features include: Predictive Insights: Get forecasts for work completion and, crucially, detect portfolio risks before they escalate. Strategic Alignment: Helps ensure investments and daily work stay aligned with top-level business priorities. Unlocking Capacity: Provides real-time visibility into resource constraints and bottlenecks across teams. It’s all powered b

Hi community - I’m having an issue with pulling a report that shows a list of all our portfolio projects, however the report is pulling both parent and sub projects, ultimately double counting. Does anyone have any tips on how to only show:projects with no sub projects + sub projects of projects with parentsFor example, project “a” has sub projects “b” and “c”. Our reporting is pulling through metrics from project “a”, “b”, and “c” which is double counting, inflating our metrics. Any tips are greatly appreciated! Thanks.

Hello PV Community,Does anyone have experience or know how to move cases from one project to another? We have several cases associated to a project that can’t be re-added manually to the other project - so is there a way to bulk move cases? Or maybe export then re-import them in bulk?Many thanks!

Is it possible to run a Custom Action when a Workflow Rule is triggered?

I recently finished updating a report that has a tile. A subscription that was set with the old report still goes out as the old report even though the tile had been updated with the new report. We had to go and remove all the subscriptions that were set prior to updating that report. 

Have you had recent problems with PowerBI reporting using Logbook data?We successfully launched Logbooks back in March for 3 ‘light touch’ areas (Lessons Learned, Actions and Decisions) as a test & learn exercise before we tackled a more challenging transition for Risks, Issues, etc.We successfully built a Lessons Learned PowerBI dashboard using the OData links to a specific Log type, splicing the data with the Strategy information to produce outputs for each of our strategic areas of focus, much to the delight of of our user community.Then on 8 September the PBI reports just stopped refreshing.  Nothing had changed on either the Logbooks side, the PBI side or any of the associated strategy data.This was reported immediately but 6 weeks later we are no closer to identifying what the issue is or why the.  Apparently there’s some failure to connect. New Auth tokens make no difference. Attempting simple connections to the raw data fail.This is jus

Hello Everyone,We're thrilled to announce the launch of Planview ProjectAdvantage in our Customer Community!This new section enables you to connect, collaborate, and share knowledge with fellow Planview users and experts.Join us to: Engage in meaningful discussions Access industry insights Connect with peers Stay updated on product features Participate in events and webinars Get started by creating your profile and introducing yourself to the community and If you are new to the community check out everything that you can do with the below post. We look forward to your valuable contributions!Once again, Welcome everyone.

We are having to pull the implementation of logbook back because users are complaining they are not tell what projects logs are associated.  We would have to add a field and manually type this in.  In the past the CRIs always list the name of the project they were associated with.  We can do Items with in a project but do to standard templates every project can have something with the same name. And pull anything by Portfolio is not doable. has anyone found any work arounds for these. Users love the idea of logbook but these are show stoppers.  . 

PERSONA  Team of Teams Leader  What I really want to know  Which teams need to be celebrated for what reasons?  Level to Select (Portfolio, Product)  Portfolio  PROMPT  Customize your formula the way you want to    Given the following scoring algorithm, analyze each product in this portfolio using the following steps:  For every 5% drop in flow load, award that product 10 points.  If flow velocity of features remains within a 10% range, award 10 points.  If the flow distribution amount of defects is below 30% then add 10 points.  Iterate over every product and make a list of the products and their scores. 

When a task is copied over and pasted in a WBS, the paste option window opens up and there are several fields that are already preselected. We would like to have these fields to come deselected so that users can pause long enough to assess what it is they are copying over. Has anybody received feedback from users like this?  We think it would be helpful if they could change the default settings so that the checkboxes are deselected by default, but we’d be interested in other users’ thoughts.  

Hi,PlanView AdaptiveWork - Creating reportI need to create a report that lists for a particular project:-all project assignments by month-all staffing requests (this includes named requests as well as those unnamed request by job titles) by monthI am able to create the project assignment project by month by using the objects - User Resources→ Capacity Time Phased Data (monthly)→ Labour Time Phased Data (monthly) but then clueless on how to get staffing requests including in this.Looking for any advice on which objects to choose to create such a report or link to any tutorials on reporting.Thanks 

In a Project Place Template, updates were made and I need to remove activities that were once associated with the board.  It is very clear how to add the plan activities, but I was not able to find a reference to remove a plan activity.  I want to remove the “gray” activities.  Any direction is very much appreciated.  Joe. 

We utilize requirements for future year forecasting and budgets.  We attach specific resource types to requirements.  I cannot find any “out of the box” reports that pull the Requirements Criteria in.  Does anyone know of any reports that can pull this information?  Thank You,

Hi, I’ve got a configuration which adds a Project Start-up and a Project Closure Milestone (created from templates) to a project. Is there any way to force the Project Start-up milestone to appear at the start of the project in workplan view? The default seems to be to add to the end which happens to work for the Project Closure milestone.More generally, can I specify in a workflow that a particular new work item should be before or after an existing item? Effectively I want to manually set the Sequence Order in the Hierarchy link for the new task, but I don’t think I can do that.Thanks

Hello,I’m trying to automate task assignment on my projects by custom action and scheduled workflow rule.I’ve tried to follow the guidelines i found here : https://success.planview.com/Planview_AdaptiveWork/Capacity_Planning_and_Resource_Management/Project_and_Task_Assignment/Automate_'Apply_Task_Assignment'_with_ConfigurationsBut when i execute the action on a project, nothing seems to happen.Has anyone succeeded before ?

Hello!We are facing some challenges with the duration of some tasks. We are working with Fixed duration tasks and the duration is changing without intervention from the project manager or team member. Has anyone experience this? How can we figure out what’s causing this change / solve it?Thanks 

Planview AdaptiveWorkHi,It would be a good user experience if both the project assignment and staffing request were on the same page. I found an article online to make that happen Requesting Resources (Staffing Requests) – Clarizen Success, but this doesn’t work. Anyone was able to get both of them on the same page/ view.ThanksRegards

Our resources are located all over the world and as a Project / Program Manager we need to be able to see in Portfolios when the resource and project calendars misalign.  We are looking to create an alert or flag to notify them when there is such a discrepancy that requires their intervention.   When searching CSC, I have not been able to locate articles or suggestions on how we can supply them with that without using “AdaptiveWork” which is not in the budget. 

Many of my colleagues speak Italian as prior primary language and struggle with English. Would it be possible to add Italian language to AdaptiveWork?

Hello Community, I am trying to build a workflow that will update a custom numeric field named “Sequence”. This field will run on the Project object and then assign a numeric value to every Milestone regardless of how many.For example:Milestone1 = 1001Milestone2 = 2001Milestone3 = 3001etc. The issue I am having is the variable I am configuring within the rule only provides me the last Milestone value and then assigns it to all the Milestones. Per my example above, there are 3 Milestones and the last Sequence value is 3001. All 3 Milestones are given this value creating an undesired duplication when ran on Sub Items from Project object.  Question: Is there a way to make this run so that the values are specified correctly per my example above without the duplication?

Planview AdaptiveWorkHi,Do dynamic layouts override profile layouts? And where do views figure in this picture? What layout will the views take?I also noticed while creating views that there are 5 options:one column layout two columns layout work plan layout resource planning layout financial planning layoutAt the project level, I have tried creating views using the 5 layout options and realise that there are some default info in each of the layouts that I do not need. How do I change/ edit, say, the resource planning layout?Any guidance will be highly appreciated.Regards

Howdy,Does anyone know what table the Line # (Line_num) attribute is in? I cannot find it under the Field_info table 

ContextAt the end of the Planning phase, Program Managers build the full program schedule (stages, tasks, durations, dependencies) and take a single Planning & Scheduling Baseline. Current guidance allows only one such baseline at that point.ProblemWhen scope changes after planning (e.g., an Amendment / +Change to the original MSA ), there is no mechanism in Planview to:take an additional Planning & Scheduling Baseline, and associate that new baseline to the specific amendment/SOW it supports.This prevents clear traceability between contractual changes and the schedule state that was agreed at that time.

In a configured screen you are able to create a component that is an Internal Reference Link.  We have this today as in Internal Reference Link to Risk & Issues.  We are migrating our Risks and Issues to Logbook, and would like to replace that Internal Reference Link to Logbook.  I did not see this choice being available.  Will this be an option in the future?  Thank you...