| So after an overlay of a sandbox we run a job stream that resets passwords. Will a user logging in still be prompted to reset password? |
This will depend on the job stream -- by default the database copy will prompt users to reset their password if a database copy is performed from a SSO source database to a non-SSO target database. |
| For the Work & Assignments simplification enhancement - would you be able to restrict things like a resource being able to choose Reserve when doing a self nomnination to an epic? This is an issue we are seeing. People are choosing reserve instead of allocate |
WAA simplification is based on roles and you can toggle on/off various views, controls and tabs. If you have a need for something not there, please let us know! |
| About database copy: in the case where source has SSO and target has not, you mention a password reset link sent by mail, is this sent at the moment of copy? Or is it as usual something each user must request from the login page? |
Users will use the "forgot password" link sent via email after attempting to login on the login page. |
| regarding the DB copy change, what if we have multiple sandboxes which are not on SSO, can we no longer copy from one non-SSO sandbox to another? |
You can continue to copy from a non-SSO environemnt to another non-SSO environment. The changes addressed here were specific to SSO settings and how they are copied. |
| For removing the "run schedule" button, does this prevent the user role from editing the schedule, or does it just prevent running the scheduling engine? |
Great question and it is just for running the scheduling engine. |
| Can the new Ideas/Enhancement request link (URL) from IdeaPlace be shared please? Thanks! |
Enhancement Campaign: https://e1.spigit.com/e1prmcontinuou...ewIdeas#/login |
| Can the new Ideas/Enhancement request link (URL) from IdeaPlace be shared please? Thanks! |
This CSC topic explains the process: |
| Can the new Ideas/Enhancement request link (URL) from IdeaPlace be shared please? Thanks! |
https://success.planview.com/Planvie...?mt-draft=true |
| For bulk editing, is Erik using Ctrl+Click to select multiple fields and is he then right mouse clicking to edit? |
For that example I did the Shift+Click but Ctrl+Click will also work, so you don't have to select a straight set of rows--you can pick and choose rows. And then yes, you right-click on one of the selected rows to find the "Edit Selected Items" action |
| Is there a way to restrict by role who can update the target end for an epic? We are seeing resources change that date when they are doing their time nominations & it is causing a lot of issues. |
Similar to the other answer, if an attribute can be controlled by user feature it will be found in the Administration screen. Some time/date attributes might be set automatically if a task is completed, for example, so I'm not sure if this applies here specifically. But either way, if there are permissions they'll be in the Admin area. |
| Follow-up for you, Sherrill - out of curiosity, what is the intended use case for limiting the usage of run schedule when the user is still allowed to alter the schedule? |
The main goal is limiting access to running the progression engine, which has downstream impacts (and can also be resource intensive). |
| Does the ability exist to limit who can update Schedule Start & Finiish dates. For example, give permissiong to the Work ID owner in E1 but not the greater project team reporting time. |
The Schedule Start/Finish can be permissioned by View Feature in the Administration > Attributes and Column Sets > Manage Attributes screen, when you click the three dots on the left for an attribute row and choose "Display Settings" |
| With regards to ODATA feeds in Agile Place - in particular OKRs. Is the ODATA feed/structures also available for OKRs in Planview Portfolios? |
At this time we're surfacing AgilePlace OKR specific data in that AgilePlace ODATA feed but we are in design phase for surfacing OKR data across Portfolios and AgilePlace as a prioritized roadmap item for us in 2023. |
| Is the full description displayed when hovering over the Description field in the dialog box where all card automations are diaplayed? |
Yes, hovering over a card automation will display the full description! |
| Is Agile Place integration available with Teams today? |
What I just demoed is not yet available but will be soon (end of Feb). We do support the ability to embed AgilePlace in Teams today though. Here is more information on that: https://success.planview.com/Planvie...ce_in_MS_Teams |
| Can you add card automations to a board template? |
Great question. Not yet but we will be adding support for that after GA |
| Will roadmaps be available in projectplace? |
Yes! Eventually, we will replace the current Roadmap in ProjectPlace with this shared service roadmap. The timeline around this is yet to be finalised. |
| The workspace custom fields will not be available for the PM Odata set? |
They will be available for the PM data set. |
| Is there any way to use Planview Roadmaps before onboarding to Planview Admin? |
Planview Roadmaps will be a standalone capability and requires Planview Admin as a way to manage user access. If you'd like to "test drive" roadmaps before GA, I can enable it for your AgilePlace environment - but note that labs will be ending soon and roadmaps will be deleted at the end of labs. If you are interested, please email me: dtrimino@planview.com |
| It looks like Planview Admin onboarding will take more time in my organization |
Planview Roadmaps will be a standalone capability and requires Planview Admin as a way to manage user access. If you'd like to "test drive" roadmaps before GA, I can enable it for your AgilePlace environment - but note that labs will be ending soon and roadmaps will be deleted at the end of labs. If you are interested, please email me: dtrimino@planview.com |
| For Workspace custom fields, would be nice if you had the option to enable system wide as an admin, but then each space admin could turn on/off based on their needs so that they don't have unused fields cluttering the view. Use case could be waterfall vs agile type of project. |
Great feedback! Thanks and we will take that into consideration. |
| It would also be nice to specify whether the workspace custom fields are enabled system wide, or just for specific templates. |
The custom fields will be available system wide. Once you set the custom field in account adminstration it will be available for all workspaces. |
| Is there an app to view/submit timesheets? |
Not yet! But definitely an idea we keep hearing about. |
| Hey, Som! I was more meaning that it would be nice to have the ability to NOT have the fields be system wide - you would have the option to be system wide OR template specific :-) |
Got it! We will take that feedback to our future iterations of Custom Feilds. Thanks. |
| @Mauricio - is there a report option that provides resource utilization data based on a work portfolio? So look at a set of projects to gather the list of resource names and review everything those resources are working on. |
We have covered this use case in the new resource dashboard. Let us know if you are interested in test-driving it? |
| For Mauricio: Will the dashboard automatically available in PV Portfolios? Or do we need to ask someone to have them? Thanks |
The Action Items and Agile Teams Dashboards are shipped with the monthly release of Portfolios. The Work Portfolio Dashboard (and in the future the Resource Dashboard) are available for Admins to set up from the CSC |
| In Projectplace, are they still working on the ability to sort by "ready for work" (all predecessor cards are complete) on the My Overview My Work section of Grouping/Sorting? |
Yes, that work is in progress and will be available very soon. |
| Has Cust Success Ctr been updated w/release webinar & schedule? |
Yes, this page lists the schedule and the webinar links: https://success.planview.com/Planvie...oduct_Releases |
| We don't want our users to be forced to reset passwords in sandboxes |
This only occurs in the case where the source has SSO and the target does not. In those cases, the reset password is the only way to overcome that the target cannot use the SSO settings for those users |
| Im not sure if this was covered in the beginning. I know WIP has been disabled in AgilePlace. Do we have an approximate date of its return? |
Only User WIP has been deprecated. Setting WIP limits on lanes has not been impacted. |
| Regarding the Sandbox after a DB copy....for our org we set all p/w's and email addresses to the PVA....this is done by Planview via a new case. |
Part of this new process aims to avoid requiring Planview to manually reset customer passwords manually. In this case, users control their password reset process. |
| @Mauricio - we do not have PowerBI subscription or store data in MS cloud, can we still test drive your solution? |
Yes you can test-drive the solution or use powerbi without having a subscription to powerbi.com |
| The resource dashboards are backed by ODATA what about the other Fasttrack analytics like action items and portfolio performance. |
Action Items Dashboard, Project Collaboration Dashboard and Agile Team Delivery Dashboards use Tabular Models and Work Portfolio and Resource Dashboards use OData |
