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Hi, We are wanting to change the default replace resource filter for ALL users in the system to ‘Filter Based on the Type of a Resource’. We cannot locate any default find window filters via profiles to modify, nor does the ‘Save as Default’ option in the bottom left set this as a default filter for all users.Where can we go to modify this filter and adjust the default filters in AdaptiveWork? Or is this a training issue where we need to train users to set the default accordingly for themselves?Thank you!  

Currently in the resource planning screen assignments are only visible if the resource has allocation at a task level - we plan our resourcing at the project level and so the majority of our project assignments are missing on this screen.

On the assign resource screen from capacity planning, it is not easily possible to over allocate a resource. If you want to assign the full demand to a resource even if that takes them over 1FTE, you have to manually override the assignment figure in the lower box for every week where that situation occurs. This means a lot of typing for a long project.  

The ‘replace resource’ functionality is really useful, but from a resource manager perspective it is hidden in a project screen. This functionality should be available from the capacity management screen for a resource manager to easily change one assigned resource for another. 

I’d like to request that this functionality that appears on the project assignments tab is added also to the staffing requests tab:  

Listing down PV system errors we’ve encountered, along with the issues we raised to PV Support and their corresponding answers.This thread is intended as a reference point for troubleshooting and knowledge-sharing within the community. Please feel free to contribute additional errors, fixes, or clarifications so we can keep this resource comprehensive and up to date.

Hi All,We’re expanding timesheets into an area where there is a requirement to track the actual times that resources clock in and out each day.  After reading through the documentation, I have enabled the Time Log feature, and it captures the details that we need.  However, I cannot find any reports to extract this level of detail.  I have reviewed the FastTrack reports as well as the schema for the Automart.  Is anyone else using this feature and how do you access the data other than by reviewing individual timesheets? Thanks

I am creating a conditional field flow where I would like to prevent an update to the state field if the due date is After to ‘Today’.  Is there a way to pass a variable like ‘Today’?  The filter works fine with a date value but need the date value to change every day.Thanks 

We are evaluating the most cost effective way to manage our licenses so are currently defining an archive process based mostly on lack of use.  I’d also like to downgrade a Portfolio-R/W license to a View Only license if I could tell if the user has not made any data updates in the past three months or so.   Does anyone know a way to do this?We are also considering alternative solutions like report subscriptions to keep licensing costs down and wonder if others have pursued this or any other solutions?Thanks!

I’m interested to explore adding skills to our resource pools (ideally driven from information hosted in our central resource/training database, but not critical), exploiting the skills criteria for Requirements & Allocation but to also report on any skills hotspots through PowerBI reporting.Information on the best way to configure and use the Skills in Portfolios seems very limited - does anyone have experience of this and any best practice they can share?

I am trying to write a validation on creation of a new parent link to prevent a leaf task from having subtasks added to it if the task has labor and/or non-labor resources assigned to it. It is relatively easy to check for labor resources using this logic:$Parent.EntityType='Task' && $Parent.ResourcesAndPlaceholdersCount>0    but I can’t see any field against the Parent to indicate explicitly that it has an NLR. I can use something like:Not IsEmptyOrZero($Parent.BudgetCostNLR) || Not IsEmptyOrZero($Parent.PlannedRevenueNLRhowever, this won’t pick up zero cost and revenue NLRs associated with the task. Does anyone know of a better way to identify if a task has NLRs associated to it?For information: If I don’t prevent subtasks being added to a task with NLRs, then all the NLRs associated with the new parent task are deleted by the system and ‘lost’ without any warning.Supplemental question: I selected to use ResourcesA

Has anyone used the SmartSheet import in ProjectPlace yet? We are vetting the possibility of replacing SmartSheet but I want to make sure it will work for our needs. What are some key takeaways those that have used it have?

We’re struggling with KPI management in ProjectPlace due to the way permissions work. Any user who has access to create or view a portfolio also has the ability to add, modify, or delete KPIs—and things can get messy very quickly.We’ve communicated to our Portfolio Admins that KPIs are shared across all teams using ProjectPlace, and that they should not deactivate or modify KPIs without broader consideration. Usually this message lands and things work out—but it only takes one rogue user to create chaos 😯.We experienced this again last week when a group renamed a large number of KPIs to “deleted” and marked them as deactivated because they decided they no longer wanted to use them. These admins had originally created the KPIs some time ago, so they felt they “owned” them and should be able to dispose of them—despite the KPIs being in use elsewhere.One idea we’re considering is assigning each group its own KPI category that they are resp

Hi everyone,I’m reaching out to ask whether anyone has experienced changes to system settings that caused OData queries to be limited to 50,000 rows.I recently ran into this issue in my environment—unexpectedly hitting a 50,000 row limit—despite previously being able to retrieve full datasets. After opening a support case, Customer Service resolved the issue on their end, but I still don’t have clarity on: Why it occurred in the first place, What was changed to fix it, And whether it could happen again. I’d be really interested to hear if anyone else has encountered similar behaviour and, if so, what you learned from your communications with Planview and/or what measures you’ve put in place to ensure continuity of complete OData retrieval.Thanks in advance for any insight the community can share!

We have a group that would like to have a version of the My Active Lifecycle Steps tile that includes a column for Project Manager and one for Business Sponsor in addition to the current column that shows the person/role responsible for the step. Is this possible? Any guidance on how to do this would be greatly appreciated. Thanks!!Robin 

Managing dual languages using login environment language is supported only for standard fields.Unfortunately this functionality is not available for custom fields.For international companies that use multiple languages such as French/English, how do you manage this issue? Thanks in advance.

For the creation of iframes to display Power BI reports in AdaptiveWork, I want to embed an iframe at the project level and another at the portfolio level. However, I would like to apply dynamic filters based on the project (or portfolio) I am viewing, so the report filters the data automatically. How can I pass parameters from AdaptiveWork to Power BI for automatic filtering? Thanks in advance !

Hi AllRecently taken over Planview for my area and having a little bit of an odd issue.So we are trying to add some new columns to one of the Work Portfolio tiles and one is giving me some grief.Been able to add an alternate structure and a long text column without issue but trying to add a text field we have that has a 200 character limit is displayed a column with the right name but not pulling through any data into it.Notes I had been left behind say using the same code as long text would work but is clearly not doing it and wondering what the code needs to be.The attribute is as follows Code my instructions advise me to use is below which generates the column with

Greetings Everyone,I work for a State IT Agency, and I’ve been charged with creating an Ad-Hoc System Implementation schedule. This is in addition to the monthly Portfolio releases. I’m looking to answer question such as:What does your request Triage consist of? What does your Ad-Hoc Deployment and Release Schedule look like?Any information on this topic is helpful. Thanks :)

Product Enhancement Request – Shift Project Assignments (Shift Dates Action)Current BehaviorWhen using Shift Project Assignments, the system shifts assignments based on a dynamic window calculated as:Today – Shift Value (X days)Only assignment entries that fall within this window are shifted. Any assignments dated earlier than this calculated range are excluded from the operation.Key characteristics of the current behavior:The entire assignment range is not shifted, only the portion within the calculated window. The window is not visible or configurable in the UI. Users cannot select a custom start date for the shift. The shift operates on daily hours, which can result in partial and uneven distribution across months. For customers planning primarily in Units (%), this leads to varying unit values month to month, even though hours are not actively used in their planning model.

I have a request from business that for the fixed fees users we don’t want to allow then to enter time and nor they appear in the plan allocation dropdown/selection. What could be the potential solution to achieve these situation?For new fixed fee resource i will create only user profile and not the resource profile so that then cannot enter/book time. And i will assign then some role which is specifically just allow them to view Portfolio. What to do with those profiles which are already presnt in the system?

Are stakeholders only allowed to view Published dashboards?  We have several stakeholders and a user is trying to send them a url to a dashboard they created but they are unable to see it.  They have stakeholder licenses and correct permissions.  If it is only published dashboards is there a way to take the existing dashboard and copy it to a published dashboard?

Dear Community, Has anyone else noticed anything strange when it comes to allocation details? Last year, one of our users reported that their name appeared in an allocation they couldn’t have created, they had no access to the resource or the project. After some analysis, we found out that the user wasn’t even logged into the system that day!We immediately opened a case with Customer Care, but so far, despite many attempts to prove that the issue is not on our side, we still don’t have a resolution and the data has been unreliable for more than a year!We even built a dataset from the allocation table to check for discrepancies between the created_by, requested_by, and approved_by columns. It turns out that in the requested_by column, there are cases where a person without the proper profile somehow managed to create a request for an allocation. They simply don’t have the right grants or role feature to perform the action.Customer Care suggested this

Customers require a true round-trip integration between Planview AdaptiveWork and Microsoft Project where a Work Plan can be exported, edited externally, and imported back while preserving internal AdaptiveWork identifiers and structure.Currently, while export to MS Project (XML) and re-import is supported, AdaptiveWork does not retain system-specific identifiers such as Task IDs, Milestone IDs, Task Types, or template inheritance when the project is modified in MS Project and imported back. This limits customers who use fixed hybrid/waterfall templates and rely on consistent IDs and task structures for governance and reporting.Requested Capability: Preserve AdaptiveWork Task IDs and Milestone IDs across MS Project export and re-import Maintain Task Types and template structure during round-trip updates Support reliable mapping of modified tasks back to the original AdaptiveWork Work Plan

Hello, We are working on deploying a Release Planning Tool - likely Jira. We have all our resources deployed in Portfolios so we want to maintain an integration from Jira to Portfolios. We also have an older Code Repository - EWM, that has already been integrated to Portfolios but we are considering de-coupling it to keep the integration cleaner. Anyone have experience in this kind of integration / OCM?