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Hello,We’re trying to create a report to help us identify projects that are still in an active state but have not had time entries against them within a specified period of time. Ideally we could then report on projects that have had no activity within X months. Has anyone found a way to do this?

In PV Portfolios, for each of the RAG indicators displayed in the WRK14 report (wbs721 through to wbs726) I have updated the attribute’s Definition and the Display Name however the new name is not reflected when the report is generated.  What have I missed?

Timesheet Auto Approval action for Resource Manager how can we set this up in Planview Portfolio based on the Managing group as we have multiple Managing Group.

Currently, REST API access supports only API Key authentication (a long-lived JWT passed via the Authorization: ApiKey <token> header). This presents two concerns:Security — The API key is a static, long-lived token with no built-in expiry rotation mechanism. OAuth 2.0 client credentials flow provides short-lived access tokens that are automatically refreshed, reducing the risk of token compromise.Integration compatibility — Several modern tools require OAuth 2.0 client credentials flow for service-to-service authentication and do not support static API key connections.Would like to have OAuth 2.0 authentication (client credentials grant type) for AdaptiveWork. Specifically: A Token URL endpoint where we can exchange a client_id and client_secret for a short-lived access token and the ability to use that access token in the Authorization: Bearer <token> header for subsequent API calls.

Hi everyone,We are currently working on refining our project prioritization scoring model within Planview for a healthcare environment and wanted to reach out to see how other organizations are approaching this.For those using prioritization scoring as part of intake, governance, or ICP/capacity planning discussions:What scoring categories are you currently using? What percentage weighting have you assigned to each category? Have you found certain categories to be more important in healthcare environments (ex: patient safety, compliance, operational impact, strategic alignment, financial value, resource effort, etc.)? How are you handling regulatory or patient safety work in your scoring models? Are there any lessons learned or recommendations you would share before rolling out a prioritization framework enterprise-wide?We are trying to establish a strong baseline model and would appreciate hearing how other healthcare organizations have structured their scoring approaches and governan

Hi all,has anyone on the April 2026 version seen any issues with dataset management? We’re unable to edit one of our data set due to the following error:  which seems a bit odd. When we download the .rsd file, the query is clearly there and the dataset refreshes fine for powerbi and other reports. Just wondering if anyone else has seen something similar in the Apr 2026 release.Best, Michal 

Right now all meetings are in Microsoft Teams, Channel Chats, Individual Chats, documents are stored in Teams etc. How do other companies incorporate that Execution into the Planview Suite and their workflows? ​

Can someone point to the details around OKR OData refresh interval? Is it refreshed automatically or do we need to manually refresh the OData anywhere? [Not talking about Portfolios OData, this is only about OKR Odata]. ThanksSakthi.

Hello -We are utilizing the plan/scheduling feature in Planview portfolios without any timekeeping involved. We are currently developing internal training for our project managers and I’m trying to outline the simplest path toward managing their schedules. We are expecting them to enter a project schedule at the start of the project and then maintain actual start and end dates for their phases and milestones as they are completed. We have relatively simple template set up that include successors and predecessors so the scheduling part of the process cascades accordingly when running the schedule.What is confusing me is that when we enter actual finish dates on a phase, I’m expecting to see the schedule for the next phase to reflect the actual finish date. For example, if the phase finished early, then the next phase should start earlier and the whole schedule should reflect an early finish. If the phase ended late, then the whole schedule should be pushed back. Is there a way to adjust

Hello All, The financials for our requirements are disappearing when the daily job runs, causing our forecasts to be off.  Is anyone else having issues with the financial forecast associated with requirements. The values for hours and FTEs remain but the financials disappear. 

Is anyone having issue with the Automart refreshing?  All of our dashboards are not refreshing. Jennifer 

Right now all meetings are in Microsoft Teams, Channel Chats, Individual Chats, documents are stored in Teams etc. How do other companies incorporate that Execution into the Planview Suite and their workflows?

I regularly use Data Loader to bulk update details for our projects. I use the Adaptivework system ID as the primary key, however I would prefer to also keep project name/code columns in my excel upload file so that if I need to refer back at a later point to the excel file I can quickly identify the projects I have changed by name.Leaving the Project Name and Code columns in the sheet for my later reference however leaves me open to making inadvertent changes or I could miss a genuine update to the project name and/or code fields as there is a few days lag between my export and import.Is there a way to keep the project name and code columns in my excel sheet but EXCLUDE them from the data loader?

I have a task upload written using a SOAP call to the ITaskService3 service. I can get it to create new tasks, but it loads them like they are at the PPL level. They have the Work prefix that displays and no indent sign (see screenshot). I did some searching in the backend and it seems like the exec_type field is being set on these tasks even if I use the option not to copy missing values from Planview. Anyone else have this working and can maybe help? 

Hey, all. I’m currently building the Project Manager persona view in Planview.Me and partnering closely with PMs across my organization to understand what visualizations, via the data visualization widget, would be most useful to them in their day-to-day work.Given the amount of available attributes, I’d love to tap into this community’s experience:Are there specific data visualization combinations that your PMs have found especially valuable or intuitive? Any home run visual setups that your PMs loved?Will be keeping insights at the work level, for now, but open to any type of chart available in the Data Visualization widget. Appreciate any examples or ideas! 

We upgraded to the February 2026 version and noticed that, in this release, the “Connection Graph” tab is now displayed. The Success Center documentation states that the Connection tab can be enabled through Menus & View Settings; however, there does not appear to be an option to hide or disable it once enabled—it only shows a green check mark. I currently have a support ticket submitted and am waiting to hear back. Just curious if anyone else is experiencing this same issue.

Users need the ability to interact with summarized (grouped) report data directly within dashboards during meetings and discussions, without being redirected to other pages. This is important for maintaining context, improving usability, and enabling smoother navigation when presenting or analyzing data live.Current Limitation:When a grouped report is added to a dashboard, it is displayed in a summarized view. Clicking on a summary row redirects the user to the underlying project or record instead of expanding the grouped data within the dashboard itself. Unlike reports, dashboards do not support in-place expansion of grouped rows.Requested Enhancement:Enable drill-down or expand/collapse functionality within dashboard reports, allowing users to click on a grouped summary row and view the underlying items directly within the same dashboard (similar to how it works in the report view), without redirecting to another page.Expected Outcome:Users can seamlessly expand grouped data within d

I’ve had a PowerBI report running in our sandbox, pulling our Logbook data.  It works, and then it doesn’t work.  We are implementing Logbook in production this week, so I have pulled up our report that is pointing to our sandbox, made a copy, and am trying to point the copy to production.  After numerous attempts at trying to make that work, I realized the sandbox connection isn’t working any longer. If I use “Basic” credentials, I can get the Portfolios OData data, but the logbook data throws this error: “Expression.Error: The 'Authorization' header is only supported when connecting anonymously. These headers can be used with all authentication types: Accept, Accept-Charset, Accept-Encoding, Accept-Language, Cache-Control, Content-Type, If-Modified-Since, Prefer, Range, Referer” If I change the Data Source Settings to use anonymous, and then refresh, I still get the Authorization error, plus I have the error on the Portfolios data “We couldn’t authenticate with the credentials provid

Currently, certain UI elements - such as custom action buttons - do not appear or update until the user manually refreshes the page after performing an action (e.g. uploading a file). While the existing behavior is intentional to avoid disrupting multi-tasking workflows and prevent loss of unsaved data, it can create confusion for users who expect the interface to reflect changes immediately.Use Case:A user uploads a file on a project page and then navigates to the Actions menu expecting to see the 'UAT Plan - Send for Approval' button. The button does not appear until the page is manually refreshed, which feels unintuitive.Proposed Enhancement:Introduce selective/partial page refresh functionality, where only the relevant section of the page (e.g. the Actions menu) updates dynamically in response to a user action, without triggering a full page reload. This would preserve the user's current workflow and unsaved data while ensuring the UI stays in sync.

I know Planview suggests using Standard Activities for managing resources’ leave, however this does not prevent the resource from being allocated to work items during that time. Has anyone found another solution to manage leave?

 We’re excited to announce that Anvi Chat in ProjectPlace now supports action-oriented use cases.What’s new:Create and update cards (single or multiple) directly through chat Move cards between activities within the same board Move cards across columns within a boardThese enhancements enable teams to take action faster and manage work more efficiently - right from within Anvi Chat.Simply go into ProjectPlace and ask Anvi a few questions like the following:Can you assign myself as co-assignee to all cards in the "Marketing communication" activity? Create a card for "Finalize project plan", add a description, assign it to me, and set the due date to this Friday. Move all cards from the activity “Marketing communication” to “Campaign Execution” on this board. Important: If you're interested in joining the Labs program, please use the registration link—we’d love to have you onboard and hear your feedback.Feel free to message me or email me at ananya.singh@planview.com if you have any quest

I'm excited to share the latest release in NextGen IdeaPlace (Labs 2.0). This update introduces key enhancements around governance, workflow flexibility, and evaluation quality — enabling faster, more structured innovation at scale.What's New:Branching (Parallel Review Phases) — Dynamic routing of ideas into parallel evaluation paths based on engagement signals, accelerating high-potential ideas while maintaining structured review for others. Advanced Roles & Permissions — More granular, event-level access control to strengthen governance, improve clarity of responsibilities, and reduce operational friction. Custom Role Creation — Event Admins can now define tailored roles aligned with specific workflows, increasing flexibility and scalability across event types. Expert-Driven Evaluation — Assign expert groups during review phases to enhance decision quality and ensure more consistent, domain-informed evaluations. Categories — Improved idea organization and management within events

Is there an integration between IdeaPlace and Teams or Sharepoint.

We utilize Demand Managers to input Requirements into Projects.  Those requirements are “Assigned To” a Resource Manager / Supervisor.  Is there a way to prevent that Supervisor from “Over Allocating” to that requirement?  We see this when a Supervisor needs to “fill time” for one of their employees, and the often do this by Allocating that employee more that the project requirement needs.