April 2025 Enablement Q&A
| Question | Answer |
|---|---|
| agileplace updates? | Yes we have Agileplace updates and will be covering towards middle of webinar. |
| So with Username now being available in PV Admin will that sync from Portfolios automatically? | Couple quick things: Username will soon be available - coming in April. Usernames will initially be an opt in by Support case. Initially Username will be manually populated, or populated by File import as add/edit. but we are looking at creating a new control to set username to the Portfolos UserID, or even Network ID. Which should tentatively be fast following in May/June. |
| What is going to happen with this top-down user management when we have different administrators for each application?! We don't want to give them all administration roles in Admin, that could be really risky for our business. | Top-down user management will be opt-in functionality, so you can make sure it works with your process ahead of time. |
| We have a few users with limited adminstrative functionality that manage users. Will we be able to do something similar with top-down management in PV Admin (or will they need to have full admin agility in PV Admin)? | Currently the admin role in PV Admin is an all encompassing administrator role, however we are evaluating additional roles. If you have suggestions we always welcome feature requests here https://e1.spigit.com/pvadmincontinuous/Page/Home |
| will we be able to restrict in planview.me which attributes can be edited? We don't want people to be able to change the work status in the widget as it will suspend the lifecycle... | Permissions to edit and view are inherited from Portfolios - if the user doesnt have access to update the attribute the widget shouldn’t let them either. If you are seeing behavior that doesn't align with this please let us know. |
| Is there a projected timeline for the API for top down user management to be available? We are in great need of this type of capability to simplify our UAM process. | We have APIs and SCIM on our tentative roadmap for the second half of 2025, but like all other roadmap items the these are not commitments and subject to change. |
| Will all Request data be viewable within Portfolios - reports, colums sets, into other configured screens? | Request data will be available in all the areas it is today, the focus there is on moving those configured screens up to the current design capabilities. |
| Hi Erik, are there any plans to update the Change Request configured screens in the future? |
Right now we don't have that on the roadmap. My first recommendation would be to give Logbook a look, as we are seeing many customers moving toward that for a much more flexible Change, Risk, Issue experience, and even to more use cases like lessons learned, decision logs, etc. Logbook is the route to go as it's geared to relplace CRIs. We will not be enhancing CRIs further and will be focusing on Logbook, which provides a much better experiance and flexibility. |
| We are about to impliment an integration with HR Cloud for creating/updating Resources and Users in Portfolios. Will the new Top Down User Mgmt in Planview Admin require us to make changes to how GIS has designed our integration package? | Planview Admin will have it's own set of APIs for User management. In order to be truly top down, user management in the lower applications will be disabled, and changes will be needed. Top Down user management will be opt-in, so. you can schedule these changes on your timeline. |
| Is it possible to import time sheets submitted in Project Place into Portfolios? |
There is no option to import actuals tracked in ProjectPlace cards or timesheet, however, we do have an option where Portfolios timesheet is embedded in ProjectPlace, and allows users to enter time directly into Portfolios timesheet from within ProjectPlace. This CSC article explains it further:https://success.planview.com/Planvie...Flex_Timesheet To enable this experiance, please submit a support case, and team will enable. |
| When do you plan to add more REST API Endpoints in Portfolios? E.g. to Update Outcomes or Financial Planning Data of specific financial planning versions | We are planning this and no timeline at this point and we should have more information later this summer. |
| Hi Mauricio, is it possible to schedule oData datasorces refresh from Job Stream Mangement? | Yes, as long as they are included in a powerbi report. the Job type is called PowerBI OData Refresh. |
| Hi Mauricio, is it possible to refresh only specific oData data sources via the URL? | Yes it is. you can always call a specific dataset from the browser as odata is tool agnostic. |
| Let's try this again, hahaha. I will need to look further into Logbook then. We currently use CRI's and the change request workflow to route from PMs to Managers for review, approval, etc. And once the project financials are updated with any $ changes, the change request is Closed. I didn't see that type of functionality in the last Logbook webinar but maybe I missed it. |
Correct, Logbook is still to add workflows, so if today Lifecycles for changes are required then probably good to wait until Logbook Workflows are available. It's good to be aware of some pre-requisites that will enable you to use Logbook. Here's the CSC documentation that you can refer : https://success.planview.com/Shared_capabilities/Planview_Logbook |
| How can we sign up for the SharePoint Integration in Document Labs? | It will be posted on our customer success center at success.planview.com |
| Not sure I fully understand the ProjectPlace enhancement to mark activity completed in ProjectPlace when last card is completed. Will that work if managing plan from Portfolios? Or only if managing plan from ProjectPlace. | When Plan is managed in Portfolios, this will still work, however, it will notupdate the Portfolios Status field, instead will be reflected in ‚ Activity Status‚ attribute in Portfolios. When Plan is managed in ProjectPlace, the activity status is managed there, and when closedupdates the Portfolio Status attribute. I hope that makes sense, please feel free to add additional questions to clarify if needed. |
| Hi Som, can you mirror multiple cards at once? If I'd want to mirror all cards from one project to another? | Yes, we are considering that, and this would be a great point to discuss in the Inner Circle. |
| Any plans for the SharePoint integrations to be incorporated into Portfolios? | Yes, it's on our roadmap, and we plan to integrate SharePoint into Portfolios in an coming future. |
| Hi, i don't find the inner circle linked to the card mirroring in project place, can you give me the registration link please? |
Here you go! https://info.planview.com/projectplace-card-mirroring-_user-group_cwm_en_reg.html |
| Hi, i don't find the inner circle linked to the card mirroring in project place, can you give me the registration link please? | All inner circles can be found in the Active Inner Circles section of the below page. We suggest bookmarking or subscribing to this pageas it is updated with new inner circles on a regular basis: https://success.planview.com/Planview_Communities_and_Programs/Planview_Customer_Community/Inner_Circle_Program |
| Is it possible to configure a second job for progressive engine to move Schedule Finish date? Right now we only have a progressive engine configured for Schedule Start date? | Progression engine actualizes recorded timesheets and moves TimeNow which in turn updates Scheduled startto align with TIme Now. There is no option to change Scheduled Finish. |
| Mauricio, is it possible to get available functions and parameters available for use in Odata added to the CSC? I'm realizing some functions aren't available so a list would be great. |
We recently updated the CSC articles. you should find the available functions on this article (under IQueryable Attributes section) |
| Thank you Sindhu! Link has been saved to my Favorites. | Here's the link to the Logbook inner circle, you can choose to register here: https://info.planview.com/risk-and-issues-as-planview-shared-service-inner-circle-_webinar_gen_en_reg.html |
| Will/can we receive a summary list of these upcoming improvements, for the purpose of sharing the my team later today? | Both recording and presentation will be uploaded to CSC next week Thursday. |
| Hi Mauricio, you answered to the question "...is it possible to refresh only specific oData data sources via the URL?" with yes. I asume that there is a misunderstanding. I asume it was meant: "How can I refresh the data only for a specific dataset without calling RefreshAll.". Is this possible to get actual data for a specific datasource (no cached data). | Unfortunately, refreshall will refresh the cache for the service so it's for all the datasets. |
| Can we add Planview.me to the CTM section under portfolios? was there any additonal charges for planview.me to map to existing module? | Planview.Me doesnt have additional charges. We are still collecting use cases for CTM widget content and no target for right now. |
| Mauricio: But is there a possibility to refresh only specific datasets (get fresh data for only one datasource)? | Yes, but it will be from the cache. if you need fresh data you will need to refreshall first... please email me if you need more details as the webinar is about to end mparra@planview.com |
| How does Planview keep track of which labs we are on? | We have CSC pages for active labs and Inner Circles: https://success.planview.com/Planvie...w_Labs_Program |
| How does Planview keep track of which Inner Circles we are on? |
We have CSC pages for active Inner Circles: https://success.planview.com/Planvie...Circle_Program |