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February 2026 Planview Portfolios, Enterprise Architecture and Team delivery

(Thu, Jan 29, 3:00 PM)

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The latest & greatest from the community

Getting Started

New to the Community? Here's everything you need to know!

Forum|Forum|2 years ago

6520

News

The 2025 State of Strategy Execution Benchmark Report is HERE!

Hi Community!We're thrilled to announce that Planview's 2025 State of Strategy Execution Benchmark Report is officially LIVE! 📊This isn't just another

Forum|Forum|2 months ago

190

News

[Video] AdaptiveWork Copilot Becomes AdaptiveWork Anvi

Your AI assistant is getting a major upgrade with more intelligence, better insights, and the same easy conversational interface. What's happeningSee

Forum|Forum|2 months ago

300

News

[Video] Transform Software Investment into Real Business Value with Planview Adopt

The adoption gap is costing you more than you think.Your team invested in Planview to accelerate outcomes and drive strategic delivery. But if users

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160

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Help others
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Ask the community

Add additional lifecycle roles to the My Active Lifecycle Steps Tile

We have a group that would like to have a version of the My Active Lifecycle Steps tile that includes a column for Project Manager and one for Business Sponsor in addition to the current column that shows the person/role responsible for the step. Is

Archana DPlanview Falcons

Learn and Share

Advisor Inner Circle: AI Use Cases

Advisor Inner Circle: AI Use CasesNews

We’re inviting Advisor power users to join an exclusive Advisor Inner Circle focused on shaping the future of AI in Advisor.This collaborative forum is designed to bring together customers who want to: Brainstorm innovative AI use cases tailored to r

Ask the community

Help with exact code for adding a text field to a customised tile in Portfolios

Hi AllRecently taken over Planview for my area and having a little bit of an odd issue.So we are trying to add some new columns to one of the Work Portfolio tiles and one is giving me some grief.Been able to add an alternate structure and a long text

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

How are you handling Ad-Hoc System Implementation?

Greetings Everyone,I work for a State IT Agency, and I’ve been charged with creating an Ad-Hoc System Implementation schedule. This is in addition to the monthly Portfolio releases. I’m looking to answer question such as:What does your request Triage

Archana DPlanview Falcons

Getting started in the community

Refer your peers to unlock Connect’26 Discount

Inviting others to the Planview Customer Community is easy and rewarding. Your referral link can be shared wherever it fits naturally: emails, LinkedIn posts or DMs, Slack or Teams messages. Watch the short video below to see exactly where to find yo

HaydnSilver Active Participant

Ask the community

OData page limit of 50,000 rows

Hi everyone,I’m reaching out to ask whether anyone has experienced changes to system settings that caused OData queries to be limited to 50,000 rows.I recently ran into this issue in my environment—unexpectedly hitting a 50,000 row limit—despite prev

Natalia GligorPlanview Falcons

Feedback and Ideas

Shift Project Assignments - Idea for product enhancement

Product Enhancement Request – Shift Project Assignments (Shift Dates Action)Current BehaviorWhen using Shift Project Assignments, the system shifts assignments based on a dynamic window calculated as:Today – Shift Value (X days)Only assignment entrie

Ask the community

Translations for custom field names

Managing dual languages using login environment language is supported only for standard fields.Unfortunately this functionality is not available for custom fields.For international companies that use multiple languages such as French/English, how do

MGMullenPlatinum Innovator

Ask the community

Portfolios License Archiving Process

We are evaluating the most cost effective way to manage our licenses so are currently defining an archive process based mostly on lack of use. I’d also like to downgrade a Portfolio-R/W license to a View Only license if I could tell if the user has

Ask the community

Add additional lifecycle roles to the My Active Lifecycle Steps Tile

We have a group that would like to have a version of the My Active Lifecycle Steps tile that includes a column for Project Manager and one for Business Sponsor in addition to the current column that shows the person/role responsible for the step. Is

Ask the community

Help with exact code for adding a text field to a customised tile in Portfolios

Hi AllRecently taken over Planview for my area and having a little bit of an odd issue.So we are trying to add some new columns to one of the Work Portfolio tiles and one is giving me some grief.Been able to add an alternate structure and a long text

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

HaydnSilver Active Participant

Ask the community

OData page limit of 50,000 rows

Hi everyone,I’m reaching out to ask whether anyone has experienced changes to system settings that caused OData queries to be limited to 50,000 rows.I recently ran into this issue in my environment—unexpectedly hitting a 50,000 row limit—despite prev

Ask the community

Translations for custom field names

Managing dual languages using login environment language is supported only for standard fields.Unfortunately this functionality is not available for custom fields.For international companies that use multiple languages such as French/English, how do

MGMullenPlatinum Innovator

Ask the community

Portfolios License Archiving Process

We are evaluating the most cost effective way to manage our licenses so are currently defining an archive process based mostly on lack of use. I’d also like to downgrade a Portfolio-R/W license to a View Only license if I could tell if the user has

ShaneDodgeSilver Innovator

Ask the Community

Conditional Field Flow using a variable

I am creating a conditional field flow where I would like to prevent an update to the state field if the due date is After to ‘Today’. Is there a way to pass a variable like ‘Today’? The filter works fine with a date value but need the date value t

wenlonBronze Innovator

Learn and Share

Planview PPM Pro Dashboards - stakeholders

Are stakeholders only allowed to view Published dashboards? We have several stakeholders and a user is trying to send them a url to a dashboard they created but they are unable to see it. They have stakeholder licenses and correct permissions. If

mserafinowskiPlatinum Top Contributor

Ask the community

Allocation Details - Requestor, Approver and Creator - Issue

Dear Community, Has anyone else noticed anything strange when it comes to allocation details? Last year, one of our users reported that their name appeared in an allocation they couldn’t have created, they had no access to the resource or the project

Nadeem_AhmedPlanview Falcons

Feedback and Ideas

Preserve AdaptiveWork Task and Milestone IDs during MS Project round-trip import/export

Customers require a true round-trip integration between Planview AdaptiveWork and Microsoft Project where a Work Plan can be exported, edited externally, and imported back while preserving internal AdaptiveWork identifiers and structure.Currently, wh

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