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We're excited to share our latest release focusing on stability and user experience improvements! Here's what we fixed:Financial Summary NavigationResolved navigation issue when drilling down from Master title to details pageDashboard SchedulingFixed timezone-related discrepancies in scheduled dashboards No more confusion with dates appearing a day off!Portfolio ManagementCorrected default Parent Portfolio assignment during creation Now properly follows category settingsLookup ListsImproved sorting functionality No more multiple attempts needed to sort your listsSecurity EnhancementsImplementation of various security fixes Strengthened authorization protocols Addressed system vulnerabilitiesFor detailed information about these updates, please visit our release notes: https://success.planview.com/Planview_PPM_Pro/Release_Information/New_Features_and_Release_Notes/2025_Release_Notes/What's_New_-_May_2025 Have you had a chance to check out these improvements? We'd love to hear your feedba

Hello everyone 👋 We are setting up our instance of AdaptiveWork and can see some great functionality with individual calendars using the exception types to put in their leave etc. However, although we have been able to add our own categories, we have not been able to work out how to delete the other items in the pick list. We are finding that the categories are adding confusion that are already in e.g. PTO and vacation for us would be the same definition.  We have changed our categories to have numbers at the beginning so that they go to the top but is there a way to delete the other options?

What’s the best approach, if any, to set an effective date for a new capacity so that future tasks reflect the updated capacity, while past assignments and capacity remain unchanged? We pull capacity reports and are transitioning a full-time employee to part-time. When we update the capacity in the and dates in their calendar, it ends up affecting the capacity for past dates as well.

Dear Community,We are having issues with Job Stream teking x25 longer than usual and timing out due to the following errors log in the log files.“Skipping Financial Plan. Reason = Error for field AltStructureKey: Execution Timeout Expired.  The timeout period elapsed prior to completion of the operation or the server is not responding. { Source Row='0';  }” Has anyone had this issue and know how to resolve? Kind regards

when configuring a new screen and selecting Add Component, the internal reference link an basic info are greyed out, why is this and what can I do to use them? 

I need to distinguish in my projects different non-labor expenses categories. This distinction shall be done per location. Example : “non-labor resources A” for location A, and “non-labor resources A” for location B.One of the solution would be to differentiate in the non-labor resources list them (ie “non-labor resources A location A” and a second one “non-labor resources A location B”). Doing so, the list of choices proposed to the project manager will explode (in my case more than 60), which will not be that easy for the userIve seen in the last AW documentation (see below) that there is an example with “vendor” column, whcih can be edited. Does it mean that i can have (to stay in the example below) multiple times “Telephone” with different vendor? Or there is still the limitation that the non labor resources can be used only once ?Any idea how i can solve my issue? 

PERSONA  VP Engineering / Team of Teams Leader  What I really want to know  I want to see in ranked order the products that have seen the most improvement over the past year  Level to Select (Portfolio, Product)  Portfolio  PROMPT  Please rank the products in order of those that have shown the most improvement over the last year     

PERSONA  Engineering Manager, Team of Teams Leader  What I really want to know  Where am I seeing actual improvement in this portfolio  Level to Select (Portfolio, Product)  Portfolio  PROMPT  Analyze the this portfolio and highlight any areas that show increased throughput in terms of flow velocity and where... and if we are... what are the contributing factors to those increases? 

If you manage a team of teams, and you are looking at a portfolio in Viz,  you can do a cross portfolio analysis and leaderboard with this prompt.Create a report focusing on accomplishments for [insert month]. Create several leaderboards that showcase and compare accomplishments of each of the value streams in this portfolio. Finally include a section on things to improve

This is a simple prompt you can use or modify to get a quick at a glance check of a value streamCreate a health check report for this value stream for the month of [insert month]. Use Emojis in the report.   

Happy Tuesday Everyone!Let’s give a warm welcome to the new members who joined our Community recently, from all around the world: ​​@Jayashree ​@ricks ​@AnneLoh ​@martegha ​@SGRIV ​@LFarrow ​@BRE39614 ​@Steven ​@james.deschenes ​@KCC130 ​@misiopa1 ​@CarmenPalomino ​@Eduardo Brunner ​@Dipak ​@hvtoke ​@martinaguilerajr ​@Ling.Hui It’s great to have you on board! The Community would love to know a bit more about you, so feel free to write a few lines and introduce yourself below:-If you need inspiration, here are some talking points you can pick from:Where are you (or your company) based? What's your role in the team? Which topics particularly interest you? What do you mostly use Planview product for? What’s your favorite feature in our software? Tell us a fun fact about yourself!All the best,Aayush from the Community Team

Hi everyone! 👋I'm so glad you're here. This is by far the most exciting development I have seen in my 25 years working in Software Development. This space is for all of us—Scrum Masters, Product Owners, Managers, and all other Roles and Team members—who want to make work better.We all feel it:Too many meetings. Too much WIP. Priorities changing mid-sprint. Burnout creeping in.And at the same time—pressure to deliver faster, with less.That’s where Viz Copilot comes in.It’s not just a tool for metrics. It’s a tool to help you: Get ahead of blockers instead of reacting to chaos Protect team focus and reduce overload Spend more time doing meaningful work—and less time chasing down status When work flows better, everyone wins: 💡 Employees feel more focused, less stressed, and more in control 📦 Customers get value sooner 📈 The business performs better without sacrificing people Here are a couple of my favorite prompts to help you take back control of your time and flow. I’d love

When adding a staff member to task that spans the end of month - and the historic month is fiscally closed - it still seems to add the allocation - changing the past, supposedly locked, financial forecast. Have I got how allocation works incorrect? Any tips?

Hi All!I am brand new to AdaptiveWork / Clarizen and trying to grasp how something like this would be built, and/or how easy it would be.Use Case:  We have about 20 fields with associated score values, and we wish to use the score values in a formula to calculate another field.Approach:  Rather than hardcoding the score values within a formula, I created a Custom Object with the possible field values and the associated scores. This seems easier to maintain than a ton of code. Also, I’m trying to learn how the product works so it’s also just for my curiousity.Question:  How hard is it to create Business Rule that looks at a field value, and then does a lookup to a record in a Custom Object and retrieve the Score value? I was able to get as far as retrieving a value from the Custom Object by using the GetObjectByID function, but only when I hardcoded in the ID.  I am looking to do a join on the Name field rather than ID between my request field and the possible entries of the Custom Obje

Hello team,I want to pick data source " date visite sur site APS" and apply to target ("date de début" from "date de visite sur site APS") this field To explain the situation to you: I have a field in a table that is manually filled. I want the field in another table, which corresponds to the intersection of two values, to be updated as soon as the first field is modified.Could you please assist me about this workflow rule please ?

New to AdaptiveWork here and don’t know if we are missing something.How do we @mention all Project members (including Resources with Team Member license) in a discussion post started on the Project and from a discussion post started on any Task in the Project.We DO NOT want to create a discussion group for every single project.We have some ideas for custom actions or workflow rules but want to make sure we aren’t missing an easier option before creating workarounds.Any help would be greatly appreciated, we are going live in the next week and this is something that is required.Thank you so much!

Hi Advisor users,You can now add custom fields on the System User-Defined Fields Setup page. Choose from Text, Number, Date, and Dropdown field types, configuring formats and options as needed.Enhance your data further by adding Attributes (Text, Number, or Date) to any field, each with a unique Identifier for formulas and reporting.Creating a Custom Field: Navigate to System User-Defined Fields Setup > Add Field > Name & Type > OK > Configure (+) > Save Changes > Restart System.Adding an Attribute: In Attributes, click Add Attribute > Name & Type > OK > Assign Identifier > Save Changes > Restart System.Removing an Item: Click the Trash icon > OK > Save Changes > Restart System.Read more about it hereStart tailoring your Planview Advisor today. Share your questions and suggestions below.

We’re excited to see you actively engaging in our community, and we want to reward you for it! That’s where our Community Ranks come in.Our ranking system is designed to recognize your contributions, encourage deeper engagement, and help you build your reputation among fellow members. Whether you're just starting or already a seasoned contributor, there’s a rank waiting for you to unlock.In this articleThe Basics Tracking Your Points and Progress Community Leaderboard Replies, Likes & Posts Tips to Move Up Faster Planview Community Ranks 1. Active Participant 2. Top Contributor 3. Innovator 4. Product Expert 5. Community Mentor 6.  Knowledge Guru What Happens When You Rank Up? Start Climbing Today  The BasicsThere are 6 Community Ranks, each with 4 tiers: Bronze, Silver, Gold, and Platinum. As you interact more in the community through posts, replies, and likes, you’ll climb the ranks and get recognized for your efforts.Let’s break it down for you: Tracking Your Points and

Hi All,  I’ve been requested by my users if the secondary Navigation bar in the work view can be edited or reordered?  At least change the order across the bar?

Still feeling that energy after Planview Connect 2025!Those three days were absolutely incredible the buzz of innovation and collaboration was unreal.A massive shoutout to all the amazing customers, partners, and Planview team members who made this year the most successful Connect yet. The connections made and the insights shared are going to fuel some serious innovation this coming year.Definitely check out the highlights if you missed it #PVConnect25

I’m getting an “Invalid parent wbs reference” when importing a CSV file to an existing ProjectPlace plan.  WBS 21.4 exists as an Activity in the Plan.  I want to import activities under 21.4 so my line items in my CSV file are number numbered “21.4.1”, 21.4.2”  (and so on) in the CSV file.  There are no extra spaces nor any periods at the end.  What am I doing wrong?

Hi All, I am looking for you expertise - please help.We have weekly timesheet time periods. We submit and automatically approve our timesheet on Friday CoP or on the last day of the month. Progression runs automatically every Sunday night and at the end of month.Finance consolidates the timesheet actuals at the end of each month (extracting data from Planview).We want to lock timesheets so that they can no longer be disapproved/edited once the month is closed.We can disapprove/edit timesheets for the current and future months but not for last month.How can I do this in Portfolio please???How to you lock timesheet / cut off period etcI look forward to your help on this.Many thanks in advanceTony. 

I understand how to make a copy of a board in a PP Template.  I have not figured out how to “paste” that into the other PP Template workspace.  The help on this topic says it is possible, but it does not give the instructions on how to “paste” that copied board.  Thank you...

Is it possible to return the name of a project’s related customer when querying the project via the API?  I believe the relationship is between project, customerlink and customer.  However, I can’t see how to relate customerlink to project as I get the following error:Query:https://api.clarizen.com/v2.0/services/data/query?q=SELECT name, sysid, customerlink.customer.name FROM project WHERE id = '<PROJECT ID HERE>'And got this result:    "errorCode": "InvalidField",    "message": "Entity 'Project' does not contain the field 'customerlink'", When I try to query the customerlink with the same project ID using:SELECT customer.name, entity.name FROM customerlink WHERE entity = '<PROJECT ID HERE>'Then I get the name from the customer table and the name from the project table.  I just don’t seem to be able to get the customer name by querying the project tableI’ve had this problem with other entities, specifically when trying to link tasks with files/attachments.If anyone has any