| When will the financial history audititing be available, it was referenced in the Jan 2024 quarterly meeting? |
If you reach out to your CSM or account team we can talk with you more on this. Right now this is being approached on a customer-by-customer basis |
| Is there documenation or roadmap of future capabilities that will be dependent on subscription to Anvi? With the changes of connected work and insight widget being tied to Anvi would love awareness of what else we could be looking at, or using, that will switch to having this as a requirement. |
The Insight widget is the only one that we released that transitioned over to part of the Anvi subscription. We will work make sure it's clear when new features have this requirement (and document it as such) |
| Regarding Plan view admin APIs could you pls share the documentation |
Once it is available, we can share the documentation. Your request has been noted and we will make sure someone reaches out to you next week. |
| Re: Planview Admin - we have not heard recently the status of the Platform User Management. We were part of the lab but have not received information for some time. Is there an update on the status of this initiative? |
Platform user management is still currently in deveopment but unfortunately, it is still several months out. Once we have a very clear timeline when it will be available I will add it back to the webinar. |
| Will moving Reports from the default view of ICP shorten load times? |
It does split the loading of those tile reports from the loading of the ICP screen itself. So depending on where you typically take a performance hit (big Planning profile vs. big reports), you may see some impact there. |
| Per Planview.Me, is there a widget to approve Timesheets based on Work portfolio for the project managers? |
There is a timesheet approval widget that allows you to approve by resource portfolio https://success.planview.com/Shared_capabilities/Planview.Me/Planview.Me_widget_library/Timesheet_Approvals_widget |
| Or is there a way to link to a custom table tile in Work portfolio |
Not at the moment, only from the Overviews/Home |
| Per Planview.Me, is there a widget or way to display all resources with missing timesheets under the project manager/resource portfolio? |
Yes, please see https://success.planview.com/Shared_capabilities/Planview.Me/Planview.Me_widget_library/Timesheet_Approvals_widget |
| Can we enable admins the ability set who can do reservers, allocations etc. in Portfolios. |
With the role based settings you will be able to achieve this finally. By role you can fully disable for example Reserves in both Task Info and Action menu. |
| Will you have the ability to make the Schedule and Assignments the default view? |
Not with this intial pass, but we can certinly look at that as a follow up. Would that be for new Users or all users. Today defaults typically work for first time user access and there after is based on user cache. |
| Is there any plans to increase the configuration in the Financials like in the Plan? Role based show/hide accounts for example. |
We haven't started looking at financials in that way. |
| Can we have an improved plan in portfolios ? |
Yes that is the goal, and we are working on it, we will see updates start rolling out as we work on it incrementally this year. |
| The biggest ask would be able to hide Portfolio Financial accounts based on role/feature. Right now it's only edit. |
Would you be able to send over an email with this request? Then we can tie it to you and your group (espeterson@planview.com) |
| Can you share documentation on how we set up Connected Work Graph please. I've read the CSC material and I'm still not entirely sure what to do! |
Let's connect and we talk through the general setup. For the most part it comes down to having the data connected in a way that supports showing linkages (predecessors, successors, dependencies, etc.) |
| Are there any plans to implement predecessor relationship in ProjectPlace plan? |
We currently support Finisht-Start. Supporting additioanl types is under consideration. |
| I do not see a Labs signup option on CSC for the refreshed plan in ProjectPlace. Where would we signup for that? |
We can follow up on this, but feel free to submit a case and request Labs access, it will be routed to Ananya and Anushka, our PMs for ProjectPlace. |
| How do we join Labs for the new Plan. I can't see it on the Labs page in CSC. |
Hi Claire, For ProjectPlace Plan labs, we will follow up and respond on this. But it is acceptable to raise a case and request Labs access, it will be routed to our Pms Ananya and Anushka who will enable. I think the Labs form was not published yet. |
| Is there going to be a limit to global custom fields? It would be great to have more than 30 for invidiual boards too. |
We have added to the ability to increase that 30 custom field limit. It is customer by customer, so please email me if you would like this increased |
| Per Planview.Me, is there a widget or way to display all resources with missing timesheets under the project manager? This is different from timesheet approval. |
You can get this via the Resource Status widget, by adding Overdue Timesheet attribute into the grid. https://success.planview.com/Shared_capabilities/Planview.Me/Planview.Me_widget_library/Resource_status_widget |
| You answer the milestone question with the next slide. when will the milestone name release be ready in roadmaps? When will that be live? |
That is live! |
