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Hello Planview Team,We’ve reached another exciting milestone worth celebrating! What’s New?Planview Advisor is now officially part of our Planview Admin authentication ecosystem.Spotlight on Our First CustomerA big congratulations to Stryker, who is leading the way as our first customer using unified authentication with Advisor. They now enjoy seamless access across:Advisor Portfolios Planview.Me ProjectPlace

Hello! Is there a way to expand a text box within a form in AdaptiveWork? I know I can change the CSS in Global setting but that only allows me to make the default size of forms to wider or narrower. Scrolls do appear within the frame of the text box when the content is longer than the height of the text box, but it is annoying not being able to see what I typed at the very top without scrolling up. TIA, Jess 

Hello, Our PMO are Superusers within AdaptiveWork but will also be approving timesheets and supporting other staff with their timesheets. As we are superusers, we can see all timesheets within the system as a big list. However, when we go to the approvals module, we cannot filter effectively on items such asApprover User type ManagerThis will lead to issues in supporting staff effectively and would prefer to have the functionality that is available in the other areas where you can set a view and filter. Any help or development in place?

I am looking for some examples for workflows on the customer success page and noticed that there are links to the examples and headings for the examples but no examples.https://success.planview.com/Planview_AdaptiveWork/Configurations/Business_Rules# Does anyone know if these will be migrated from the legacy ‘blue’ success pages?

Hi,I have been reading about API keys here: https://success.clarizen.com/hc/en-us/articles/360011833079-API-Keys-Support and have hope someone here has experience about key management, especially with respect to their expiry.The systems I will be having to give API access into AdaptiveWork are likely to be externally managed, so there will be time and cost associated with changing keys, and I am obviously trying to avoid any time periods where the external system cannot access AdaptiveWork.I understand how to create an API key, but see that it has an expiry set on it by default of, I think, a year. Is there any way to create a key with a longer expiry (so I don’t need to worry about this ever ideally)?If not, is there any way to extend the expiry date so a fresh key is not required? (and ideally generate a remin

I need to update the options of a picklist field from a custom action. Is this possible? And if so, what functions could I use to achieve this?

Out organization is moving to Planview SaaS platform, we are new to Planview. We need to know what desktop development tools will be needed for a developer to develop custom reports, data extracts, any other development, thanks in advance

**EDIT:  The title should read “Effort to Duration Ratio”.  I don’t appear to be able to edit the title**Hello everyone.I want to produce a report that shows a ratio of how long it takes to deliver a project vs how much effort was assigned to it.I’d also like to assign the same formula to actual cost vs budget assigned.For example:  100 hours assigned but 200 hours duration would be a ratio of 2 - its taken twice as long to deliver as the hours assigned.  This is a key metric for us at it allows us to see how quickly we can deliver projects.The calculation is simple enough - $Duration / $BudgetedHours.  But I receive the following error: “Error: Formula evaluation result data type is Numeric instead of expected Duration" Thanks for any assistance

I have got a workflow rule that runs on an update to risk/issues, counting the total # of open risk/issues (by status) from the parent project. The counts returned are incorrect when the workflow runs it, but noticed that if it simply runs a second or two later it is correct.What’s the best way to incorporate a pause or delay to avoid this problem?

Is there a way in the workplan to force some tasks to start on Mondays ?

HiPlanView AdaptiveWorkOne of the excel templates for global custom fiscal calendar setup contains start of the month, end of the month and number of days in the month (which are computed in the excel sheet by formula). We did that and then imported the template. But there is hardly any noticeable change.Which makes me wonder what difference does global custom fiscal calendar make in processing of data?Any pointers will be highly appreciated.Regards

Hi everyone,For reporting purposes, I need to display — at project level — two specific fields:One showing only open risks One showing only open issuesBy “open” I mean those in status: Submitted, Opened, or In Work.Currently, I’m using the standard Risks and Issues fields from the project entity, but these include all related items, regardless of status, and they are not editable.I tried modifying the report by including Cases as related data, applying filters on status. This works in terms of filtering, but it breaks the structure of the report: I end up with one row per open case, while I need one row per project.Has anyone found a way to:Filter risks and issues by status at the project level? Or aggregate open risks/issues into a single field or count per project?Any suggestions or workarounds would be greatly appreciated!Thanks in advance,Fabrizio 

Hello everyone,Can someone point me in the direction of where the Burn Down chart is please?I’ve installed the financial highlights panel but there is no Burn Down. Thanks

Question:We have a custom field called Initiative Type with multiple options. One of the options is Minor Budget Request (MBR).When a user selects MBR under Initiative Type, we would like the Project Sub Type field to display only two specific options: Business Planning and Out of Cycle Initiative.If the user selects any other Initiative Type, the Project Sub Type field should display the usual/default set of options.Has anyone configured this kind of conditional dependency between fields in Planview? If so, what is the best way to achieve it?

We're excited to share the latest improvements that have been rolled out across different areas of Planview Advisor.Input Form Updates Fixed bug in choice comparison button Improved font support for Excel exports Cheatsheet Enhancements Better clarity on editable columns Added warning for System UDF color domain changes Fixed issues with preset folder organization Improved PowerPoint exports for brick charts Cleaned up Bar Chart grouping options Resolved various chart rendering issues including variance bars, deltas, and target lines User Management Updates Improved messaging for license limitations Fixed the input removal button in Workspace Management Enhanced portfolio contents table display Security Updated security compo

There is feature of resource transfer through transfer record module in changepoint. when we select any entity to transfer the record, there are predefined/preconfigured entity columns come to filter the records to transfer between source/target resources. But some time, we need more details/column in preconfigured column to filter out data precisely for transfer the resources, so need some way to add more column there in transfer record module. Community, please help if you know the solutions for the same. 

How can admin user know, who is current project time approver, standard task time approver, request time approver as per project or standard task allocation to user to submit their time sheet.There are multiple setting including delegation in changepoint throgh, time sheet aprpover can be defined. But my question is that, if any user ask where is my time sheet is pending with, then admin user must have some DB table/view, so that query can be answered immediately rather than checking which seeting has been applied for that user.Also, My request to product team, take it as an enhancement, time sheet approval pending with “column” must be included in all core tables: Time, StandardTaskTime, RequestTime.Meanwhile, if there are any wayaround please let me know.

while transfer the records/entity from one resource to another resource, we found some records are in grayed out and unable to transfer that records. but there is no “notification” or “help” is avaialbe to know the reason behind this, why these records are not able to transfer. For example: transfer all those opportuntiy where user “A” is salesrep to user “B”. but while searching that records from resource “A” to To Resource “B”, multiple records comes with gray out and unable to transfer. As a product enhancement, all relevant features/right must be auto grant/revoke while using transfer module or there must be clear message for not able to transfer records. so that admin/user can work out on that part and transfer the records. Also we found that, while using transfer module, there is no history is being maintained on UI level, while history is enabled for “sales representative” UDF field.

Hi there! I’m trying to create a report to show incomplete timesheets by resource(based on a 37.5 hour work week). I’ve had success generating a report to populate the total submitted and approved time...but am struggling to calculate a resources missing time. When I create the calculation “37.5 hours - timesheet duration” it gives me an error: Error: Data types Numeric and Duration not compatible for '-' operation. Any ideas or recommendations are greatly appreciated :) 

Hello,Has anyone succeeded in updating the “owner” field of a task via a configuration rule ?I have a custom action that creates specific tasks but i’m not able to update the “Owner” field.

Can you setup a field (or attribute) for URL’s / Hyperlinks (while viewing Work Portfolios) which link to individual JIRA Epics?  Thanks!

I have a number of tiles set up for specific individuals and/or roles.  For ease. I’d like to link to them directly, from Planview.Me.  IK can’t find any way to get the direct URL, and the browser URL does not change based on the tile selected.  Is there a way to do this?  Thank you.

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: De

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?