November 2024 Enablement Q&A
| Question | Answer |
|---|---|
| Can we have multiple widgets of the Recent Items so we can break out Work vs Resources or Portfolios vs AgilePlace? Something we can't do with the current Recently Viewed in Portfolios widget. | Yes, you will be able to add as many instances of the widget as you want. |
| Does the timesheet approval widget allow the ability to add Remarks if Disapproving? | Yes, It will have the ability to add remarks. |
| Where can I find more information about Planview.Me please? How to access, navigation etc? | https://success.planview.com/Shared_...es/Planview.Me This link has information around setup and usage. Feel free to reach out for more information to myself yarchilla@planview.com |
| This may be a silly question, but if we don't get email notifications now for lifecycle actions, how do we turn this on? | To turn on email notifications for lifecycle actions: 1. Follow Step 1 in the article on setting up notifications and email notifications to enable email notifications globally. 2. Follow Step 2 to access the Notifications Settings screen and select the "Send by Default" option for the relevant lifecycle notification(s) under the Email Configuration column. This will configure those lifecycle notifications to be sent by email by default. Source: Notifications, Email Notifications, and Announcements System Options URL: https://success.planview.com/Planvie...System_Options Source: Defining a Lifecycle Action URL: https://success.planview.com/Planvie...gs/Defining_a_ If this is too much info or doesn't clear up the issue, please email Sherrill at spackebush@planview.com. |
| Enhanced Lifecycle Email Notification coming in December 2024: Is it only for the work lifecycle notifications? Or also Strategy, Request, etc.? | This enhancement is for all Work (not any other entity) lifecycle email notifications because it applies to Work ID and Name. Please do submit an enhancement idea to the campaign for other entity lifecycle email notification needs: https://e1.spigit.com/e1prmcontinuous/Page/Overview |
| I see that the session is being recorded, please advise how the recorded session may be accessed. | The meeting recording will be posted to the Customer Webinars pages: https://success.planview.com/Planvie...tomer_Webinars |
| For Planview.Me - does this require additional licenses or is this something all Portfolios users can access and see if we turn it on? | This does not require additional licenses. It is available for all Portfolio users. |
| Do we have a widget to display the resource allocations on the given resource portfolio and have ability to export it to excel? | The My Assingments widget displays information around all allocations and reserves assigned to the user. We have not started working on exporting of widget content but this is something we are looking into. Please feel free to reach out with your use case yarchilla@planview.com |
| You mentioned adding Work ID to lifecycle notification emails – is there an expected timeline? What about Strategy Sequence ID (if lifecycle is related to a Strategy)? Currently the emails show only the Strategy Name. | This enhancement is for all Work (not any other entity) lifecycle email notifications because it applies to Work ID and Name and is targeted for the December release. Please do submit an enhancement idea to the campaign for other entity lifecycle email notification needs: https://e1.spigit.com/e1prmcontinuous/Page/Overview |
| Is there a plan to show log types in portfolio views for Portfolios? Since we've moved CRI and Status over to logbook users no longer can build and sort a portfolio based on that information. | In Portfolio view there is a column that can be added for Logbook Count, which will display number of Logs for that project, the count is also a link so clicking it will take the user to Logbook view for that work item. |
| Is there an expiration on the PP Oauth2 credentials? | They expire once they are revoked. So not expiring on a specific time. |
| Will the execution of the job stream to refresh the Report Execution data interfere with any other job streams that may run at the same time? Know sometimes we have this issue with 2 job streams trying to run at the same time causes one to fail. | With the parallelization of OData jobs this shouldnt be an issue. however the schedule can be adjusted by an admin. |
| Are you aware the report usage counter does not appear to be correct? | Yes, this was fixed on this version. |
| Does slide 37 apply for the OData Backend Modernization, only apply to Portfolios? | This applies for Portfolios Only. |
| Will the format changes to ODATA mean changes to existing connections for all reports? | No, this does not impact any reporting workflows through common BI tools. This could have an impact only if OData is used for other edge use cases beyond reporting. |
| Will the Downloads from ColumnSets be effected in EA? | No, that won't be affected and still work as it does today. |
| What options are currently available for reporting on Logbook data? | In labs we have the OData service and Templates. We are working on enabling Logbook in the WRK14 in Portfolios and also on a version of the Day-1 Work Portfolio Dashboard with Logbook. |
| Is Copilot availabile for ICP capability within Portfolios? | It is not available for ICP right now. In Portfolios, it can be used in the Work Portfolio area, and is able to access Work data and some resource assignment data. |
| For AgilePlace we are missing the posibbility to filter the cards which are connected to OKRs and not connected to OKRs. Now we need to open each card to see if it is connected or not. Is that something you have on your backlog that will come soon? |
Yes, that is on the backlog as we look at ways to make OKRs more integrated in AP and Portfolios experience. |
| Is Planview Copilot still in early access? I can't find how to enable it on our Portfolios environments. | Copilot is still manually onboarded given it will have an additional cost related to it. If you're interested in a free trial period to test it out, I'd recommend emailing myself and your CSM/AE group and we can provide more details and schedule a call to discuss. |
| What's the status with EA stand alone deployment ? Is there document on this yet? | More information on this will come soon, the target is now set for Q1 2025. We'll soon publish more information on the CSC. |
| Are there any free Admin classes in University of Planview? | We don't have a specific admin based course at this time, but you can see all of the available Planview Portfolios courses here: https://university.planview.com/learn/catalog/view/36. We also have paid public training courses, including Administration, here: https://university.planview.com/page...aining-classes |
| Will the Feb release for portfolios have more changes (Jan and Feb changes), or everything was just pushed? | It's still too early to commit to how much and what will be included in February, but it will contain anything we have moved to GA between Dec. and then. |
| Can Logbook data also be used in any custom reporting? Stored in a table accessible via custom reporting in Portfolios? Custom reporting that does not use OData? | Yes it will be supported for custom SSRS reporting and PowerBI Reporting through OData. For GA we will have a version of WRK14 that will include Logbook Changes, Risks and Issues. |
| Are there any plans to apply secututy on a individual Odata set? We have several users who wish to connect to OData sets, but we have no way to limit what they can access. | Yes, this is available now. You can add a user parameter to the dataset and then apply logic on the dataset to add row level security and permissions based on grants. for additional help you can reach out to Global Reporting Services team. |