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Planview Customer Success Center

PPM Pro February 2024 Q&A

Question Answer
Is this the same for Power BI Odata? Yes, Instructions remain same for Power BI Odata as well. Replace DashboardID with PublishingID.
Hi will the new Odata feed allow us to export Request Entity Historty Logs? Audit log reports are still not supported in new reporting and conitune to work via legacy reporting.
We still get a link when a dashboard is published, how is this different? A link is used to open dashboards and sharing with stakeholders. The new OData leverages that link and uses the PublishingID (the long characters at the end following /) to get the dashboard exported via Odata.
With OData now in R2D2, are there any remaining functionalities requiring legacy reports & dashboards?  Example - resource management reporting We are continously bridging the gap between legacy and R2D2. Audit reports and resource management reporting continue to be dependent on legacy.
20 fields aren't showing up for me...still only 1 That might be possible because only one filed is configured as trend field under admin.
Will Odata continue to work in  Legacy reporting Yes, both legacy and R2D2 are supported.
Who does the new exchange rates for the currency? Exchange rates are used that are configured in the setup. There is no realtime rates mapping.
For the multicurrency report - is the currency set at a portfolio level? Currency is set when creating a report. This is different to how it works in project, where it is set for a project.
we dont see currencies on that page - how do we add them? Its only available in sandbox. If you are checking this in sandbox, then multicurrency needs to be enabled. Please reach out to support for enabling the same.
Can you customize AI assistant for your instance of PPM? The AI Assistant is specifically focused on providing easy access to the Customer success center content for PPM Pro help information. It is currently not possible to customize it for individual instances.
Is GenAI available in the Sandbox Environment It is in our roadmap for April. Please keep a look out on our release notes.
does it has integration with Teams and zoom? There are no integrations with Teams or Zoom meetings going forward. ProjectPlace has an integration with MS Teams that enables users to show ProjectPlace inside MS Teams and also post notifications about updates on cards in MS Teams channel conversations.
Do we have Timesheet feature available on PPM Pro Mobile App? Yes, we do have it available.
For the PPM Pro Over-allocation warning, is this done only on the resource workbench? Its available both in resource workbench and project staffing.
Can customers access pre-recorded sessions for example for PPM Pro on University of PV? At the moment our learning for PPM Pro is live, but we are always looking into on-demand opportunities, as well as options to provide the recordings of live sessions to learners in the class.
Are you looking to offer roadmap sessions to let us know what is planned further than 3-4 months? Specifically with PPM Pro. Yes, we would keep sharing our upcoming roadmap in release webinars and inner circle sessions.
How do I get reports of project status reports over time, eg weekly status reports over a quarter? Trend field report can be used for this. Add project status as trend fields to get data across a time frame. Please reach out to Customer Support for help in case there are any issues.
How would I fix the "one field configured as trend" under admin?  Sorry, I am not an expert PPM user yet. This should help: https://success.planview.com/Planvie...r_Trend_Fields