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Smart Prioritization: Your 5 Step Blueprint to a High-Impact Portfolio

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SVarneyBronze Innovator

Ask the community

Reporting Logbook data with Power BI-Error

We are using Logbook’s “Other” category to log data (name, date, team, comments) on our projects. We would like to be able to have a view showing ALL comments in one place...rather than having to go to each project and open the Logbook tab to see if

Ask the community

Gantt layout for function Getwidgethyperlink for gantt - Please help

We are planning to use the function getwidgethyperlink in a WFR to create a link to the Project Gantt in a url field on all Tasks and also include the link in our Executable Task emails.The current issue is that the Gantt is only displaying the follo

Ask the community

Entity Separation & Named Resource Visibility

We are implementing entity separation in Planview across two organizations (e.g., Company A and Company B) that collaborate on shared initiatives. A key requirement is that named resources from one entity must not be visible to users in the other ent

margotrogersSilver Active Participant

Ask the community

Publish ICP to update the schedules in work portfolio to Shift Schedules and Balance

Our PMs work really hard to edit the Shift Screen in ICP, but then they have to go and push the schedules of every project after we publish. Is there a way to Publish ICP to update the schedules in work portfolio to Shift Schedules?Same question for

JWilliams24Gold Innovator

Ask the community

Project Rate Override

Is project Rate override not working for anyone else. We have a team member who needs to have a different rate at the project level. They are actually going to have a zero rate. We can not get any project level rate to save anymore. Is anyone else

Znolen97Bronze Active Participant

Feedback and Ideas

Allow Blocking API In A Workflow Rule On The Web, But Not On The Mobile App

Hello, I had reached out about an issue where Validation Rules and Workflow Rules don’t fire on the mobile app. I was informed that it is because the mobile app uses API and several of our Workflow Rules check for NOT(IsTriggeredBy(‘API’)) to allow f

Nadeem_AhmedPlanview Falcons

Feedback and Ideas

Ability to Generate Project Overview (Card View) Widget via GetWidgetHyperLink()

Currently, the GetWidgetHyperLink() function used in workflow rules only supports generating widget links for Gantt and Roadmap views.Customers using workflow rules to send automated emails would like the ability to dynamically generate a widget link

JWilliams24Gold Innovator

Ask the community

Time Sheet BI Reporting

Has anyone created a BI report for Timesheet compliance?? We are trying to build one out via the automart and would like to see if other customers have also done this. Thanks much

ShanaBronze Innovator

Ask the community

Why don't they let us add a user to a group in a workflow rule? Or, how is it done?

I just want to add a user to a group in a workflow rule. Where is the Group User Link for new item type?

FWalkerSilver Innovator

Ask the community

Deleting a risk - doesnt appear in the Recycle Bin

When selecting a risk to delete you are presented with the option to unlink or delete. When deleted, should the risk appear in the Recycle Bin? We couldn't find deleted risks reported by a PM in our Production Recycle Bin and when testing in our Sand

SVarneyBronze Innovator

Ask the community

Reporting Logbook data with Power BI-Error

We are using Logbook’s “Other” category to log data (name, date, team, comments) on our projects. We would like to be able to have a view showing ALL comments in one place...rather than having to go to each project and open the Logbook tab to see if

Ask the community

Gantt layout for function Getwidgethyperlink for gantt - Please help

We are planning to use the function getwidgethyperlink in a WFR to create a link to the Project Gantt in a url field on all Tasks and also include the link in our Executable Task emails.The current issue is that the Gantt is only displaying the follo

Ask the community

Entity Separation & Named Resource Visibility

We are implementing entity separation in Planview across two organizations (e.g., Company A and Company B) that collaborate on shared initiatives. A key requirement is that named resources from one entity must not be visible to users in the other ent

margotrogersSilver Active Participant

Ask the community

Publish ICP to update the schedules in work portfolio to Shift Schedules and Balance

Our PMs work really hard to edit the Shift Screen in ICP, but then they have to go and push the schedules of every project after we publish. Is there a way to Publish ICP to update the schedules in work portfolio to Shift Schedules?Same question for

JWilliams24Gold Innovator

Ask the community

Project Rate Override

Is project Rate override not working for anyone else. We have a team member who needs to have a different rate at the project level. They are actually going to have a zero rate. We can not get any project level rate to save anymore. Is anyone else

Nadeem_AhmedPlanview Falcons

Feedback and Ideas

Ability to Generate Project Overview (Card View) Widget via GetWidgetHyperLink()

Currently, the GetWidgetHyperLink() function used in workflow rules only supports generating widget links for Gantt and Roadmap views.Customers using workflow rules to send automated emails would like the ability to dynamically generate a widget link

JWilliams24Gold Innovator

Ask the community

Time Sheet BI Reporting

Has anyone created a BI report for Timesheet compliance?? We are trying to build one out via the automart and would like to see if other customers have also done this. Thanks much

ShanaBronze Innovator

Ask the community

Why don't they let us add a user to a group in a workflow rule? Or, how is it done?

I just want to add a user to a group in a workflow rule. Where is the Group User Link for new item type?

FWalkerSilver Innovator

Ask the community

Deleting a risk - doesnt appear in the Recycle Bin

When selecting a risk to delete you are presented with the option to unlink or delete. When deleted, should the risk appear in the Recycle Bin? We couldn't find deleted risks reported by a PM in our Production Recycle Bin and when testing in our Sand

Ask the community

Is there a workaround to enable Team Member User/License Type to see the full project work plan and not only the tasks module?

We have Project resources that have “Team Member” license and we would like for them to be able to see the full project Gantt and update their tasks in that view. These resources work in several projects at the same time and the Tasks Module/ My work

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