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Has anyone faced this issue?

We’ve published a fully actionable Flow-Based Planning Checklist that teams, product managers, and leaders can use to build realistic, capacity-based plans — not wishful thinking.✅ Covers both Per Team (Story level) and Product/Value Stream (Epic level)✅ Includes Flow Distribution, OKR allocation, WIP triage, blocked work, bottlenecks, dependencies, experiments, and Epic flow control✅ Copilot prompts included to pull real data — no guessing✅ Designed to improve predictability, protect teams, and deliver business outcomes quarter over quarter🔎 Use it before every planning cycle to surface system reality, make smarter tradeoffs, and prevent overload before it happens.Link here

One of the biggest challenges in portfolio management isn’t tracking work — it’s knowing, with confidence: Will we actually deliver the work we committed to? Are we already overloaded? Where is work at risk — and what can we do about it now? We’ve published a practical, step-by-step guide you can use immediately — with or without Copilot — to answer these questions using Flow Metrics in plain business language.✅ No jargon✅ No formulas✅ Direct portfolio questions you’re already asking✅ Simple Copilot prompts you can use right now👉 Read the full guide hereIf you have questions or want help applying this in your portfolio, feel free to reply or reach out!

Most OKR guidance focuses on how to write good OKRs.Very few get into how OKRs live inside the real delivery system once work starts flowing.✅ How do OKRs connect to funding?✅ How do teams prioritize work against them daily?✅ What roles own what?✅ What cadences prevent capacity drift?✅ How do leaders keep delivery aligned to outcomes?I put together a practical OKR Operating Cadence that covers: Strategic vs Operational OKRs (and how they work together) Roles & responsibilities across leadership, teams, product, and delivery Daily/weekly/monthly/quarterly cadences to maintain alignment Flow OKRs to connect delivery performance to business outcomes The leadership habits that make or break real-world OKR success ✅ Works across Scrum, Kanban, SAFe, or hybrid delivery models.👉 Full guide here: https://success.planview.com/Planview_Viz/Flow_Methodology/080_Additional_Resources/Managing_OKRs___FlowIf you're working to embed OKRs into how your organization actually runs — would lo

Hello Community,Our organization is currently undergoing a significant update and “cleanup” of Portfolio screens. Our goal is to shift towards primarily using tabs in the main project menu rather than on-screen anchored buttons for better navigation. This approach works well for most of our screens.However, we've hit a roadblock when trying to anchor the organization-specific screens. Due to the large number of these additional screens, administrators use either specific internal designations or very long descriptive names to differentiate them more easily. Unfortunately, these detailed names are not necessary for end-users and can make the main menu tabs look cluttered and confusing.The current system doesn't allow us to rename tabs in the same way we can rename on-screen anchored buttons. Has anyone else encountered a similar problem? If so, have you found any workarounds to display user-friendly names on the main menu while retaining the detailed internal names for administration? A

 I'm excited to announce the release of NextGen IdeaPlace (Labs) 1.0 - a major step forward in our innovation management capabilities! Here’s what to look forward to in the NextGen IdeaPlace (Labs 1.0) release: Enhanced User Experience Navigate effortlessly with a clean, intuitive interface designed for simplicity and speed.Simplified Event Creation Process Set up events and configure phase and activity details using an optimized layout that offers contextual guidance and a streamlined workflow.Seamless Idea Submission Submit ideas with ease and collaborate more effectively than ever before.Introducing TeamTap A user-driven, lean innovation feature tailored for teams and departments to capture continuous improvement ideas and informal brainstorming.Seamless Integration with PlanviewYour IdeaPlace account will now be connected to Planview Admin for a unified, cross-product experience.Centralized User ManagementManage app user access and permissions centrally through Planview Admin, enha

Hello All, We have a use case where a select number of users need to be able to be accounted for in capacity but we do not want them to have to do timesheets.  We want to know they exist and are available for work but not have to enter in timesheet with 00s on them or have to deal with the timesheet alerts.  The only way we have found to turn off timesheet is enter an end date, which then causes issues because we can not see them in reports as active - since they are “ended” Any thoughts or suggestions? Any one else have a similar use case 

If we assign named resources to tasks within Ms Project and then upload the schedule back into PlanView Portfolio, it automatically approves the resource to the tasks and bypasses the resource manager requirement to approve. If we assign a resource role this take the correct route of requiring resource manager intervention just not a named resource.Is there any configuration that we can implement that stops this happening?

I have been trying to generate a document publisher report on a Project that creates a related table from the Targets module. Every approach I’ve tried has caused the file to be corrupted with the error “Word found unreadable content in test.docx. Do you want to recover the contents of this document? Approaches triedTargets via AssociatedItem (the obvious answer) Targets with my own reverse reference Targets via ContributingWorkItems (not sure if this is a real capability) Contributions AssociatedItem TargetHierarchyLink with my own reverse referenceI noticed the doc publisher macro template doesn’t include any reference to Targets or Objectives, so I’m wondering if perhaps it’s just not supported?I did verify that Slide Publisher can pull the same data out, so definitely just a problem specific to makin word docs.Interested to hear from anyone who has managed to generate a related table of targets in document publisher, and what sort of comment syntax you’re using :)

Hello.  Is there a configuration setting with Project Place documents to force that documents be checked out and checked in?  We have as part of project specific documentation for active portfolio projects were we would like to have only check in and check out capability for our “quality” documents.  If there is customer solution documentation that I can be referred to - that input would be greatly benificial.  Thank you.

Hi  We are using Strategy and Work structures to capture programs and projects.  We now have a need to capture a level between program and project, and I can’t think of a possible way to do this. The requirements are:  Large program - we need to capture attributes about the programme detail, including RAG status and financials, milestonesSub program - these make up elements of the the larger program and we need to capture attributes about the programme detail, including RAG status and financials, milestones.  The financials of the sub programmes will be rolled up from the projects associated to the sub programme, and will then roll up to the large program.Projects - projects will be associated to the sub programs, with the standard capture, plan, resource, financials etc. We know that we could create the “sub programmes” as program entities and use a portfolio view to view all the relevant grouped information, but this would not allow us to capture financials and milestones at the larg

Does anyone know if there is a way to clone a Portfolios Project of copy the project to save time with repetitive attribute population, creating a plan with requirements?

Custom Field to calculate what % of Financials Fields  I have a custom field that captures the Total Authorised committed (Sum of Actuals YTD + ERP Commitments) currency field and Low Estimated Budget (sum of 2025 & 2026 budget & 2027 budget) currency field.I want to calculate the % of (Total Authorised committed $ / Low Estimated Budget) *100 Error: Loop found in field 'C_TotalAuthorisedCommitted' 

Looking to create a Custom Action that is only available on projects that are associated to a particular Portfolio.  I was encouraged to attempt to reference portfolios by the ID field, rather than by name or use of a toggle, but a custom field(toggle) has been the only way I’ve been successful thus far.  I’ve tried using multiple syntax variations of the GetLink function but that doesn’t seem to support a Portfolio Project Link.  e.g. GetLink($ProjectPortfolioLink,'PF-101',CurrentObject()) » Error: Invalid field name: 'ProjectPortfolioLink'.   I’ve tried other Work Item-to-Work Item links without success.  Is a custom field on the project the way to go?  Should Reporting and KPIs be driven off of the toggle as well?

Hello, We have a case where some of our resources have multiple skills. How can we specify which skill is potentially being utilised on a Project when a resource is assigned?For example a PM adds Resource 1 who has two skills. On this particular project they are only utilising one skill. The PM adds Task Assignment over the required period etc. In reports, we can’t specify which skill is being utilised on the ProjectDoes anyone have any ideas to manage this or potentially another solution potentially through a custom field? e.g. a picklist in the Resource assignment panels when the PM can select which of the users skill is being utilised etc. Many Thanks

Using Copilot to Create Data Visualizations (No Programming Experience Required!)Hey there! Ready to create some amazing data visualizations without writing a single line of code? You're in the right place! This guide will show you how to leverage Copilot to generate beautiful charts and tables, even if you've never programmed before. Trust me - if you can describe what you want, you can make it happen!   Getting Started: Your New Data Visualization Journey You might not be able to code python,  but Copilot canTry typing:Create clean python code to create a bar chart showing Flow Velocity® by type (Features, Defects, Debt) over the last 30 days. Include proper labels and a title."This will produce python code that when executed will draw a chart.  Below is an “as is” example of what Copilot produced for me.  Yours will be similar.  Note that the    lines need to be removed before saving the file.  Eventually this will be built into Copilot,  but this provides a way to do it. i

Sometimes it can be very helpful to be able to look at a portfolio of products,  analyze changes and anomalies in the overall portfolio metrics,  but then further analyze the contributions made by individual teams.   This prompt is a way to approach that.  PERSONA  Team of Teams Leader  What I really want to know  I want to identify trends and changes in metrics and determine which teams are having the greatest impact on those.  This is a form of Attribution Analysis.  Level to Select (Portfolio, Product)  Portfolio  PROMPT  I want you to emulate the following process   Role: Portfolio Attribution Analyst for Flow Metrics Goal: Automatically identify key observations (for example, anomalies, trends) flow metrics at a portfolio level and for each observation, explain how individual products in that portfolio are contributing to them as well as key recommendations.   Instructions: - Review the flow metrics for the portfolio for t

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. 

PERSONA  Product Leader, Scrum Master   What I really want to know  I’m going into my quarterly planning and I want to know what I can do to make better decisions to maximize my flow and address any problematic patterns  Level to Select (Portfolio, Product)  Product  PROMPT  What metrics should we consider for planning the next quarter based on last quarter’s performance?   What can I do to make better decisions to maximize my flow and address problematic patterns.    

PERSONA  Product Leader, Scrum Master  What I really want to know  A 90 Day summary of how the team has been doing in terms of flow metrics  Level to Select (Portfolio, Product)  Product  PROMPT  Summarize  <Team Name> flow data for last 90 days or Select a team in the hierarchy first and typeCreate a short summary of flow data for last 90 days.  Include the following sections:  Key Trends:  Notable Observations:  Month by Month summary Overall Summary     

We are trying out managing project details in portfolio and project place.  One issue the PMs run into is that the dates seem to randomly change.  Is there a document that shows how dates are affected in the workplan.  Or the best settings to not have items affect others.  I know this may not be best practice but we need the team to understand why their plans change. 

Currently when we create a project the Progression Options for Allocations is set to “Respect Finish Dates”.  Based on the needs of our organization we have been setting this to “Expire Effort and Respect Finish Dates”.  Is there any way to make Expire Effort the “default” setting for when we create new work items?  Or do we have to remember to change it as part of our new project process? 

At Moffitt we are trying to find out how other organization are tracking their time for Pre-project planning. We want to create a standard process for this type of work.

Happy Tuesday Everyone!Let’s give a warm welcome to the new members who joined our Community recently, from all around the world: ​​@Phil ​@JeffYork ​@bnst ​@Elizabeth Winters ​@nishantpatel ​@hadleyme ​@Nadeem_Ahmed ​@ayarnell13 ​@Hao Li ​@giorgio.scagliarini ​@Massimo Restelli ​@tb22022 ​@Andrea Hellster ​@LIDXIIV ​@karen.finch ​@BBNZ ​@mas740 ​@yosef ​@Florent Poirier ​@Magnus Ekdahl ​@Francisco Alferez ​@Shaik Nowshad Ali It’s great to have you on board! Join this space to say hello, share a bit about yourself, and let fellow Community members welcome you aboard!Let me start: I’m Aayush, I’m a Community Manager at Planview. You’ll see me here, managing the forums and generally helping out. And I'm from Bangalore, India. Feel free to write a few lines and introduce yourself below, add some details about what's your role in your team, what you'd love to learn from other fellow members, or share one goal you hope to achieve with Planview.  We’re excited to learn more about you — let’s