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We’re introducing a powerful new feature in Logbook:You can now manage visibility of log types at the product level.What this means You get to choose which products a specific log type should appear in. For example, if you’ve created a RISK log that should only be visible in Portfolios (and not in Project Place), you can easily configure this in PV Admin. How it works By default, all products are enabled for each log type—so no action is needed unless you want to restrict visibility. Changes are made directly in PV Admin, giving admins centralized and straightforward control. Why it matters Flexibility: Customize log types to suit each product’s needs. Governance: Ensure the right teams see the right logs. Simplicity: Default settings keep everything running smoothly without extra setup. This enhancement empowers users with greater control while maintaining a seamless experience.

Sometimes when we create a new project using the template of the previous project, I want to keep the task schedules (resources scheduled to the tasks) on the new project to avoid the team having to re-schedule resources for similar projects.  However, I have noticed that the only people who are copied over successfully upon creation of the new project are people are are assigned a role on the Staffing tab. This team does not use the staffing tab/utilization planning features. Is there a workaround to get the resources to copy over, or would I have to go in and assign roles to all of the “no role” resources on the template project?

Is there anyone in the community that uses Request Module (Gates, etc.) AND forecasts resources for those requests. We are only finding that you have to make the request a project before you can forecast resources. Our team wants to enter several requests and forecast/review our resources for these requests against projects in process to see if the project is feasible to do in current year or future. We are looking for any advice on how to do this. Thank you. 

Has anyone been able to map an existing multi-select field from Request into the same multi-select field in Project?  Update:  NM  user error!  LOL

Hi everyone - hoping to get some help with an issue we ran into yesterday.We have a HUB connection to Azure Dev Ops (ADO) using a Personal Access Token which expired over the weekend.  When we renewed the token, the ‘Test Connection’ works fine and appears green, however the collections/integrations using that repository are now throwing an error about the ‘Collection Credentials’Connection credentials were not accepted by the repository. Authentication credentials were not accepted by the server: ensure the correct form of authentication is enabled on the server and that the Domain is specified if applicable.Other than the PAT nothing changed on the repository. Is there something missing on the collection that I need to reset the link to the repository?  

Hello,It seems only pick list fields can be used and displayed on cards of the hybrid view.How can i display the parent project name on my cards ?

Has anyone successfully created a MS Project Online (MSPO) repository in Hub?  We’ve been trying for several weeks (with Planview assistance) and continue to get errors.  Our MSPO sits on SharePoint.  We are trying to authenticate with Microsoft Azure Active Directory OAuth2 via Certificate (ROPS).Error we are getting:“Connection settings are not valid. A connection to https://covgov.sharepoint.com/sites/PWA-VITA-POL-SANDBOX could not be established: Authentication credentials were not accepted by the server: Error processing response (HTTP 404: Not Found) (CCRRTT-30010E)” Thank you,Sonia

Im not seeing a lot of innovation in PPM PRO and Im concerned. Seems to me that all the innovation is focus in small enhancements but from a long time ago there is not an aha !!! moment. Is there a plan to cancelled PPM PRO?, is there a roadmap for new features?...

I have a pretty simple issue to resolve, I think.I’m creating a custom action where i want to update $PlannedAmount with the following calculation:  $BudgetedHours * 40The error I’m getting is “Error: Formula evaluation result data type is Duration instead of expected Currency”I’ve tried a few different options but am missing the correct way to put together this request.Thanks all

The latest Planview Hub release (25.3.2) includes a wide range of enhancements, fixes, and new features across Hub, connectors, and Planview products: Upgrade Notes & Integrations: Improvements to Field Flow, Comment Flow, and connector-specific updates for Salesforce, Atlassian Jira, Digital.ai Agility, and Azure DevOps. Fixes: Key bug fixes in Hub processing, email handling, installers, extensions, AgilePlace, Portfolios, PTC Windchill RV&S, TestRail, and Work Item Synchronization. New Features: Artifact filtering, configuration history APIs, enhanced integrations (field-to-comment flow, large comment/attachment handling), public APIs, and twinless artifact updates. Connector-Specific Enhancements: Support for the latest versions of Jira, Jira Service Management, Broadcom Rally, codebeamer, Digital.ai Agility, Salesforce, and Tricentis Tosca. This release provides improved stability, better integration handling, and new capabilities to help streamline your workflows.For

I'm writing to request an enhancement for the AdaptiveWork tool to allow access to Change History data via the REST API. Currently, this capability is not available, and the only method to access Change History data is by manually exporting it to Excel. Given the increasing volume of Change History data, manual export is becoming cumbersome and inefficient.Suggested Enhancement:Develop a REST API endpoint that provides access to Change History data. Include necessary query parameters that allow filtering by date range, project, or specific change types to manage data volume and retrieval efficiently.Impact and Benefits:Streamline the data retrieval process for large volumes of Change History data. Enable automated integration of Change History data into other systems or processes. Improve efficiency in monitoring and reporting changes across projects.Implementing this feature would significantly enhance the utility of AdaptiveWork by allowing seamless integration and automation, thus s

Hello,Is there a way to import action items from a project template when creating a new project ?Files are copied over but not action items. Is there a workaround ?

The data point of Remaining Planned, on the timesheet, has been a big topic here at NASCO this year. There was an issue with it that was introduced in the December release and since then a few fixes with one or two modifications. I’m curious how other Planview customers expect this data point to work as I’d like to get additional perspectives to help broaden our thought process. I know we can get used to the way things used to work, but I still want to ensure it is something our end users can easily understand.My expectations would be:Remaining Planned in timesheets that are integrated should not change and should reflect what the remaining effort looked like at the time the timesheet was submitted. This helps with researching also. Today this data point changes and always matches what is on the current active timesheet. Remaining Planned would reflect the total overage ((total actual + un-progressed time) - approved effort) thus if over the last 3 weeks the resource continues to trac

Hello,Anybody knows how i can bulk edit permissions on an important amount of action items ?And also automatically apply permissions when the action item is created in the project ?

We noticed this month our timesheets now default to the beginning of the month. Even if it has been signed and approved. I tested in one of our sandbox where we have the cutoff set for May 31st and the timesheets default to the beginning of June. Anyone else seeing this?

I am importing a project WBS and I am building a data loader import to capture the predecessor information for each workitem as a DependencyLinks import. In the source data, some of the Lag durations are in workdays (d) and some are in calendar days (ed). ed basically includes weekends, holidays, etc.  Is there a way to indicate the difference between these two duration types for my import?

Be among the first to try our new Platform User Management feature in AgilePlace!Create and manage user accounts in Planview Admin, then provision them to connected products — making user management faster and simpler.🔗 Register here to join the Labs program, get early access, and share feedback.

Hello everyone, In our teams, we use the description section in the details area to show how topics are developing.Each of us writes today's date in the description and adds some text below it. I would like to use the keyboard shortcut CTRL+period, as in Excel, to speed things up. Could you please implement this feature? That would be great. Thank you!

We’re testing a new capability to make tracking, creating, and managing work dependencies easier than ever in AgilePlace.✅ Clear relationships with details on why work depends on each other✅ Visual connections right on your boards✅ Automatic conflict detection✅ Simple, unified dependency tracking📅 Join the Labs program for early access and help shape this feature with your feedback.

We want to bring your attention to an important upcoming change affecting the AdaptiveWork-Salesforce integration through our iHub platform.🔔 Critical Update Overview Salesforce has announced the end of support for Workflow Rules and Process Builder effective December 31, 2025. This change requires action from all customers using our Salesforce integration. 📋 What This Means for YouSalesforce will discontinue support for Workflow Rules and Process Builder after December 31, 2025 No customer support or bug fixes will be available for these features post-2025 All automation will need to migrate to Salesforce Flow Builder🛠️ Our Solution To ensure uninterrupted service, Planview is introducing a new feature in iHub that will:Automatically convert existing Workflow Rule-based events to Flow Builder Enable new iHub events to be created directly with Flow Builder Maintain all existing integration functionality through this transition🔄 How the Transition Works When the feature is enabled:E

I want to check if we can remove the license from Planview AdaptiveWork when an account is disabled. We are using Azure AD as an IDP. Though we remove the member from SSO group, license assignment is still in place within AdaptiveWork. So, how to remove the license when an account is disabled in AD and removed from SSO group?