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Our company was on the early release and trials for CoPilot with Portfolios.We asked our users for feedback on how AI could add value to our Planview Portfolios ecosystemOne of our users had the suggestion to use AI to auto test new releases. AI could analyse our database to understand our config and our user journeys so as then to learn what outcomes were expected from each user journey AI could then repeat these journeys in our sandbox on new releases and confirm which “user journey outcomes” were the same as before and “which were different”AI testing of upgrades would save Planview and the Clients much time - resulting in more clients being able to take on more regular upgrades and avoiding customer service impact for client and Planview in addressing bugs in our Production database.QsIs this idea feasible for Planview to trial - is Gen AI capable of this yet ? Do other customers like t

Hello,Do you know if it is possible to update the username for lifecycle roles using the REST API?I am able to update the lifecycle administrator with the following JSON:{"lifecycleAdminUser": {              "userName": "jsmith",        "isPrimary": true      }} However, I encounter issues when attempting to update other lifecycle roles. For example:{"LC_ROLE9065": {              "userName": "jsmith",        "isPrimary": true      }}I get this error:{  "meta": {    "errors": [      {        "code": 1012,        "codeDesc": "DeserializationFailed",        "message": "An error occurred while attempting to deserialize the request, Project Manager, {\r\n  \"userName\": \"jsmith\",\r\n  \"isPrimary\": true\r\n}"      }    ]  }}Any guidance you could provide would be greatly appreciated.Tha

To get the accurate conversion of resource efforts from hours to fte for a given month, the formula is: FTE  = efforts in hours/ (7 hours per day X number of working days in a month) (Example:  if a person has worked 120 hours in July 2025, that has 23 working days then the fte = 120/7 X 23) = 120/161 = .75fte) Our Calendar in Global settings mentions number of days in a month as 20. This field is mandatory.As a result of this, efforts when viewed in project assignment, staff request pages and capacity planning application in fte do not display accurate results.How to get the system to dynamically pick up the actual number of working days in a month (excluding Saturdays and Sundays) and not a fixed value.Thanks in advance.

I was advised via Planview case #00913891 to raise this enhancement request as it is currently a limitation that users can not change the Prices and Rates window layout. As shown in the screenshot, we want to keep only Billing Rates Regular Hour in this window and remove everything else as we don’t use them.I was told that it is not currently supported to change this layout through the profile section out of the box or via CSS. 

Unify Agile Project Management and IT Service Management with Planview AgilePlace + ServiceNow IntegrationDiscover how automating the flow of information between ServiceNow and AgilePlace can streamline cross-functional collaboration and accelerate delivery.This powerful integration enables real-time, bidirectional syncing of incidents, problems, user stories, tasks, comments, and attachments—ensuring your IT and agile teams stay aligned and responsive.🔄 Automatically convert ServiceNow tickets into AgilePlace tasks📌 Keep IT teams informed with updates from AgilePlace🗂 Sync comments, attachments, and custom fields in real time⚙️ Simplify integration setup with Planview Hub’s model-based approach👉 Watch the integration demo:

Hello everyone,I’m creating a workflow that only needs to trigger when one of four .duration fields are changed.I thought it would be this but its generating the error in the subject:IsChanged($C_PMHoursSold || $C_FoCPMHours || $C_TechHoursSold || $C_FoCTechHours)Any help would be much appreciated

We are finding that when a person is allocated to a project, and that allocation completes the system (progression) is not always removing that project from the resources timesheet.  Is there some specific logic that progression uses that creates an exception to removing the proeject from “Select Work”?Unfortunately, we have found that in these cases - the resource allocation appears the person should not be time writing to the preject, but the system continue to allow the time writing.  Note this will show as negative on the person’s timesheet, but does not prevent time writing.Thanks,Joe

Auto-Fill TimeSheetPlanview Community,We all know the struggle – timesheets. They're a necessary evil, but that doesn't mean they have to be a time-consuming burden. What if you could automate them and free up valuable hours for your team?You have a hidden gem at your fingertips: Automatic Timesheet Population! This powerful feature can transform your workflow by automatically populating timesheets directly from your project schedules.Say Goodbye to Manual Data Entry:Imagine the relief of eliminating tedious manual data entry for timesheets. No more copying and pasting, or wrestling with forgotten hours. Automatic population ensures accuracy and saves you significant time.Boost Efficiency and Reduce Errors:By autom

Hi Experts,I know how we can access the different financial versions and values present in them. I am interested in reading the Financial Subtotals value. I understand that they are virtual columns. Is there a way we can access through SQL Query?This is for Planview portfolios. ThanksSakthi.

 Break down silos and drive real-time collaboration across teams with the AgilePlace–Jira integration, powered by Planview Hub.Effortlessly sync user stories, tasks, and features across both platforms while ensuring that updates, priorities, comments, attachments, and relationships remain aligned. This bi-directional integration enhances visibility, accelerates delivery, and keeps everyone on the same page—no matter which tool they use.🔁 Flow features from AgilePlace to Jira as Epics📥 Sync stories from Jira to AgilePlace as features📊 Keep updates, priorities, and comments aligned in real time⚙️ Get started quickly with Planview Hub’s model-based integration setup👉 Watch the integration demo:

Now that the Planned Hours Remaining field has been fixed, we turned it back on and noticed that there was an alert when a user has negative hours. This alert instructs users to enter a new estimate in the Revised Estimate column but we don’t have that column turned on as it does not alert the project manager who is usually not the resource manager that they need more hours.  How could we do one of the following?Update that message to instruct them to reach out to the project manager Turn off the alert when we don’t use the Revised Hours column Add Revised Estimates field as a reportable field either in an existing or new report or in a tile 

Hello,In a project i have action items associated to a milestone.Does anybody know how these action items be automatically related to the parent project as well ?

In a request, when I add resources to a person field and I would like them to also be added to the team members panel.I know there is a way of doing because I’ve done it before but I’ve lost the instructions that I created!Thanks in advance

Hello everyone,I would like to be able to round up or down time that users submit.  For example, if the time is <= 12:07 it will round down to 12 but if it is >12:00 it will round up to 12:15.Can anyone assist with this please?Thanks

 In today’s fast-paced digital environment, fragmented toolchains are one of the biggest hidden barriers to speed, collaboration, and innovation. From lost visibility to delayed launches and duplicated work, the impact is felt across the entire organization.In the latest Planview blog, we explore:✅ Why integration is now a strategic priority✅ The real-world costs of disconnected tools✅ How Planview enables end-to-end visibility and seamless collaboration✅ Ways leading tech teams are accelerating delivery through connected ecosystems💡 Integration isn’t just a technical fix—it’s a competitive advantage.👉 Read the full post and discover how to turn fragmented workflows into connected success:https://blog.planview.com/why-discon

Hello, I have been trying to run time reports for 2024 but with no luck, the data is there and I can pull the last week of December and onwards into 2025 but nothing for 2024…. any ideas what may be causing this?

When creating a new Project from template, customers do not want system to mark checkbox to 'Make owner for the entire work plan' as a default.

In Planview, Is it possible to see the date & time someone entered a resource forecast for a particular individual resource plus also any historical entries and when they changed? Trying to workout who entered a forecast first for a particular resource and when

Planview PowerBI Report Visualizer Widget seamlessly integrates your PowerBI.com reports directly into Planview.Me, enabling data-driven decisions without platform switching. This powerful widget transforms how you access and visualize your organization's data.Learn more about PowerBI Report Visualizer Widget: Sign-up today!

We’re excited to announce the Labs release of an upcoming ProjectPlace feature – Card Mirroring!With this new capability, you can mirror cards across boards and workspaces - keeping key details like titles, descriptions, assignees, checklists, and more automatically in sync. It’s designed to reduce manual work and improve collaboration across teams and projects. Sign up today! 

 When regulatory requirements for ASPICE compliance shifted overnight, Panasonic Automotive Systems Europe had just 30 days to identify and implement a new traceability solution. Their existing tools couldn’t keep up.By choosing Planview Hub, Panasonic quickly deployed a scalable, flexible solution that seamlessly connects IBM DOORS and Atlassian Jira—ensuring real-time synchronization, accurate traceability, and cross-organizational visibility.✅ Fast deployment ahead of schedule🔗 Real-time synchronization between DOORS and Jira🤝 Enhanced collaboration with OEM partners🔧 7+ seamless integrations now running across the organization📈 A trusted partner replacing multiple manual and in-house toolsHear how Panasonic made it happen—and why Planview continues to be their partner of choice:👉 Read More In Details:

Hello,We have a team that reviews documents associated with a project; this is initiated by a lifecycle step.  Sometimes they have to send it back to the user for revision.   They would like to receive an automated notification when the file has been updated and re-uploaded...sometimes more than once.  Have any of you have been able to make this happen without creating additional lifecycle steps to loop the document/content review process?  Thank you.