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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

Is it possible to set up a dependency so that a PM cannot request resources until a project task or milestone is marked complete? 

Can anyone please provide an example of a Custom Class Name to format a font (size, etc.) in a grid view ?

Is there any way to upload pictures or files from my local machine via the API? Looking into using Sharepoint’s API as a workaround assuming Adaptivework’s API doesn’t have this capability. But wanted to see if this is a functionality allowed by Adaptivework’s API or if there are any other good workarounds in the community Thanks!

I have added few persons as reviewers by default when a new project is created. Project manager can add more reviewers later on also. But can a reviewer add another reviewer to same project? Is this functionality directly available or do we need to think to provide editor access to that particular reviewer to achieve this?

I am wondering whether anybody uses this Backlog functionality within Portfolios for waterfall projects or is this mainly used for Agile projects?

Looking for way to Emil time approvers based on the who is reports to field to get a notification when their employees have timesheets that need approved

Hello everyone, I’m looking for advice and insights on how you’re utilizing the Resource Planning module to get a forward looking view of workload. Specifically, I’m interested in understanding how you’re managing and forecasting resource demands and capacity.Some questions I have: How do you use the resource planning module to anticipate future workload?  Are you creating dummy projects linked to demand to simulate upcoming work? If so, how effective has this been?  What strategies or practices have you found most useful for aligning resource availability with future project needs?  I’d greatle appreciate any examples, tips, or best practices that you can share. Looking forward to hearing how others are making the most of the tool. Thanks in advance for your insights!Best regards,Maca

We’re starting to look again at managing dependencies using successor/predecessor relationships across projects/work items.  In the past we’ve avoided this due to the risk that a single change from a predecessor project could have a ripple effect across the entire portfolio, impacting everyone’s plans with no control or obvious ‘root’ cause.  However I’ve recently been led to believe that there are global parameters which can be set to restrict this ability to reprofile downstream plans as a result of a planning violation without a direct confirmation from the owning Plans PM if dependencies fall out of line, instead some kind of warning or notification is launched.  Has anyone used, this? If so I’d be keen to see some support material & any downside impacts that such a constraint may have on, for example, progressing engine processes, wider plan scheduling or CPM

Happy Tuesday Everyone!Let’s give a warm welcome to the new members who joined our Community recently, from all around the world: ​​@tgaur ​@TJ Welter ​@robert bethune ​@SaraOpenshaw ​@TrishCronly ​@Hammad786 ​@marimuthu.ece07 ​@aespitia ​@Thanga ​@PranaliAher ​@charan.c ​@atherh ​@laneseeg ​@PalashChowdhury ​@jreed ​@L. Wittmann ​@andresochoa ​@brucegeiser ​@LLock ​@Zoey Zhang ​@Carina Ebner ​@Veera Ponnapalli ​@keith72064 ​@Bonnie Boyle ​@Doris Hillgruber ​@gaikwsnd ​@ThomasM 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

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Hi Planview Community,I hope someone can help us with the following issue in AdaptiveWork:We have a project with some activities where the resource assigned by the project manager occasionally requires support from another resource. We need the main resource (assigned by the project manager) to be able to modify only two fields within the activity: “% Percent Complete” and “Resources” (adding and removing resources). Is there any way to make this strictly possible for these two fields without granting permissions for the entire project or the projects module to the main resource?Thanks for your support.Best regards.Oscar SuarezPM

Hi,We are using Custom Object inside our projects. We can add new person as a reviewer to the projects using dataloader which gives them permission to view the project data. But is there any way to provide permissions to custom object using dataloader directly? We have created a custom action for now but there is a limitation that it will take 50 rows at a time and we have to click multiple times to provide permissions.If  this is possible then please share a sample for dataloader file. I checked the fields but not sure how to provide viewer role.

Is it possible to run a Custom Action when a Workflow Rule is triggered?

When I export Logbook items to Excel or view them in Work Portfolio Dashboard I can view the ‘create date’. However when I view my Logbook items from the view in Portfolios I can’t see the ‘create date’  or ‘last updated date’ and see no option to add these fields to the view.  It seems like a fundamental requirement to have this data displayed.  Is there something I’m missing? or is this functionality not available?

Happy Tuesday Everyone!Let’s give a warm welcome to the new members who joined our Community recently, from all around the world: ​@rachelm ​@Jamie.Freeman ​@kelly.baldwin ​@Midhun ​@zuhair ​@Shaik Rafi ​@TForgette ​@Brad.Chaffee  ​@Malone ​@Andy ​@erlyn.dawal ​@Jayap ​@Misty Wood ​@PSFIS ​@Salvador ​@TashaNassyBarnwellVerisk ​@Hsutrav ​@Peggie Zhang ​@tburton ​@Melissa Pfleger ​@SPRASAD ​@dkurc ​@vikrantdavid ​@hsholmes 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

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I have created a report using Report Builder, but when I add it to a tile for a Work Portfolio, it does not recognize the active Work portfolio (all work items are pulled instead of just work within the current Work portfolio).  Does anyone know how I would make my report recognize the Work portfolio?  How about if I want to run it for a single Work entity/item?  I suspect it is in the Report Builder parameters, but I’m not sure how to code it.  Thank you in advance. 

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I’m looking for a report or resource view to identify overallocated resources working on a collection (portfolio) of projects.  The Staffing view for a single project (work) is perfect.  It shows remaining capacity and includes work both on the selected project as well as any other projects where those resources are allocated.  I’m looking for the same view, except I want to select a work portfolio to identify the resources to review.  WRK29 - Resource Utilization sort of does this, but it is a bit cumbersome.  Does anyone know of another report or screen that I’m missing?  I know I can get there with a custom Power BI report, but I’m hoping that there may be a simpler option.

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Some of our workspaces have 100+ cards in them.  Now that assignees can group their “My Work” by Dependencies in their “My Overview” it has helped our assignees immensely.  However our PMs are left hunting through their workspaces to see which assignees have cards that are ready for work “With done dependencies” so that they can follow up.  They can’t go by due dates, as often certain channels of flow in the workspace get behind so the card could be past due but not yet ready for work as it is waiting for the card(s) it is dependent on.  We have submitted 2 ideas to help with this:Done dependencies filter on Boardhttps://projectplaceideas.spigit.com/workandcollaboration/Page/ViewIdea?ideaid=3243Update Sorting options on Teams Page to match Home Overviewhttps://projectplaceideas.spigit.com/workandcollaboration/Page/ViewIdea?ideaid=2913However we’d love to know how others are handling this right now?*We are integrated with PPM and use that for reporting, however the dependency status of

Happy Tuesday everyone!Let’s give a warm welcome to the new members who joined our Community recently, from all around the world: ​@Gary Leonard ​@johnblake44 ​@Bharat ​@Holly C ​@Abc ​@E5695061 ​@Rjmj1983 ​@Greg.Gent ​@mcraigheadjr ​@OldFarmer2 ​@Mojso ​@sxh810 ​@Jeff.Moe ​@Sherie Gan ​@jchaboryk ​@WMorrison ​@LouisV ​@jrc010 ​@cwinder ​@chettiveettil ​@jclark85 ​@Ramya ​@StevenC ​​@Laurentiu Nabarogu ​@prasadnknv ​@sbmkhize ​@DANIELPINEDA ​@sark ​@namrata.bhandari ​@pfeezor ​@Bill Flowers ​@Efenger ​@uid24569 ​@PenguinsChief ​@Padgman ​@Kmarchand ​@Sbayona ​@bruce.minor ​@jiac01 ​@zwhwpzp ​@Casiopedia07 ​@CC.SGWS ​@stevenleck ​@itflores 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 u