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Planview AdaptiveWork
AdaptiveWork Release Notes
2024 Release Notes
2024.R12 (December 8, 2024)
2024.R11 (November 1, 2024)
2024.R10 (September 24, 2024)
2024.R09 (August 18, 2024)
2024.R08 (July 21, 2024)
2024.R07 (June 9, 2024)
2024.R06 (May 19, 2024)
2024.R05 (April 14, 2024)
2024.R04 (March 31, 2024)
2024.R03 (March 3, 2024)
2024.R02 (January 21, 2024)
2024.R01 (January 7, 2024)
2023 Release Notes
2023.R15 (December 10, 2023)
2023.R14 (November 19, 2023)
2023.R13 (October 29 2023)
2023.R12 (October 8, 2023)
2023.R11 (September 10, 2023)
2023.R10 (July 30, 2023)
2023.R09 (July 9, 2023)
2023.R08 (June 11, 2023)
2023.R07 (May 23, 2023)
2023.R06 (April 23, 2023)
2023.R04 (March 19, 2023)
2023.R03 (February 19, 2023)
2022 Release Notes
Fall 2022 Update 2 (November 20, 2022)
Fall 2022 (October 30, 2022)
Summer 2022 (September 11, 2022)
Spring 2022 (May 8, 2022)
Winter 2022 (January 30, 2022)
2021 Release Notes
Fall 2021 (October 3, 2021)
Summer 2021 (July 25, 2021)
Spring 2021 Update 4 (July 4, 2021)
Spring 2021 Update 3 (June 13, 2021)
Spring 2021 Update 2 (May 23, 2021)
Spring 2021 Update 1 (April 25, 2021)
Spring 2021 (April 4, 2021)
Winter 2021 Update 3 (March 7, 2021)
Winter 2021 Update 2 (February 14, 2021)
Winter 2021 Update 1 (January 24, 2021)
Winter 2021 (January 3, 2021)
Clarizen 2021 Fall Product Release Webinar
Clarizen 2021 Summer Product Release Webinar
2020 Release Notes
Fall 2020 Update 3 (December 6, 2020)
Fall 2020 Update 2 (November 15, 2020)
Fall 2020 Update 1 (October 25, 2020)
Fall 2020 (October 4, 2020)
Summer 2020 Update 3 (September 6, 2020)
Summer 2020 Update 2 (August 16, 2020)
Summer 2020 Update 1 (July 5, 2020)
Spring 2020 Update 4 (June 14, 2020)
Spring 2020 Update 3 (May 24, 2020)
Spring 2020 Update 2 (May 3, 2020)
Spring 2020 Update 1 (April 5, 2020)
Winter 2020 Update 3 (March 8, 2020)
Winter 2020 Update 2 (February 16, 2020)
Winter 2020 Update 1 (January 5, 2020)
2019 Release Notes
Fall 2019 Update 3 (December 15, 2019)
Fall 2019 Update 2 (November 24, 2019)
Fall 2019 Update 1 (October 15, 2019)
Summer 2019 Update 3 (September 15, 2019)
Summer 2019 Update 2 (August 18, 2019)
Summer 2019 Update 1 (July 7, 2019)
Spring 2019 Update 5 (June 16, 2019)
Spring 2019 Update 4 (June 2, 2019)
Spring 2019 Update 3 (May 12, 2019)
Spring 2019 Update 2 (April 21, 2019)
Spring 2019 Update 1 (March 31, 2019)
Winter 2019 Update 4 (March 10, 2019)
Winter 2019 Update 3 (February 17, 2019)
Winter 2019 Update 2 (January 27, 2019)
Winter 2019 Update 1 (January 6, 2019)
Release Notes Archive
2018 Release Notes
Fall 2018 Update 1 (October 14, 2018)
Fall 2018 Update 2 (November 4, 2018)
Fall 2018 Update 3 (November 25, 2018)
Spring 2018 Update 1 (April 29, 2018)
Spring 2018 Update 2 (May 20, 2018)
Spring 2018 Update 3 (June 10, 2018)
Summer 2018 Update 1 (July 1, 2018)
Summer 2018 Update 2 (July 22, 2018)
Summer 2018 Update 3 (August 12, 2018)
Summer 2018 Update 4 (September 2, 2018)
Winter 2018 Update 1 (January 7, 2018)
Winter 2018 Update 2 (January 28, 2018)
Winter 2018 Update 3 (February 18, 2018)
Winter 2018 Update 4 (March 11, 2018)
Winter 2018 Update 5 (April 8, 2018)
2017 Release Notes
Fall 2017 Update 1 (October 29, 2017)
Fall 2017 Update 2 (November 12, 2017)
Fall 2017 Update 3 (December 3, 2017)
Fall 2017 Update 4 (December 17, 2017)
Spring 2017 Update 2 (April 23, 2017)
Spring 2017 Update 3 (May 14, 2017)
Spring 2017 Update 4 (June 4, 2017)
Spring 2017 Update 5 (June 18, 2017)
Spring 2017 Update 6 (July 2, 2017)
Summer 2017 Update 1 (July 16, 2017)
Summer 2017 Update 2 (July 30, 2017)
Summer 2017 Update 3 (August 20, 2017)
Summer 2017 Update 4 (September 10, 2017)
Summer 2017 Update 5 (October 1, 2017)
Winter 2017 Update 1 (January 8, 2017)
Winter 2017 Update 2 (January 22, 2017)
Winter 2017 Update 3 (February 5, 2017)
Winter 2017 Update 4 (February 19, 2017)
Winter 2017 Update 5 (March 5, 2017)
2016 Release Notes
Fall 2016 Update 19 (September 4, 2016)
Fall 2016 Update 20 (September 18, 2016)
Fall 2016 Update 21 (October 5, 2016)
Fall 2016 Update 22 (October 30, 2016)
Fall 2016 Update 23 (November 13, 2016)
Fall 2016 Update 24 (November 27, 2016)
Spring 2016 Update 10 (April 17, 2016)
Spring 2016 Update 11 (May 8, 2016)
Spring 2016 Update 12 (May 22, 2016)
Spring 2016 Update 13 (June 5, 2016)
Spring 2016 Update 14
Spring 2016 Update 7 (March 13, 2016)
Spring 2016 Update 8 (March 20, 2016)
Spring 2016 Update 9 (April 3, 2016)
Summer 2016 Update 15 (July 3, 2016)
Summer 2016 Update 16 (July 17, 2016)
Summer 2016 Update 17 (July 31, 2016)
Summer 2016 Update 18 (August 14, 2016)
Winter 2016 Update 1 (December 20, 2015)
Winter 2016 Update 25 (December 11, 2016)
Winter 2016 Update 2 (December 27, 2015)
Winter 2016 Update 3 (January 17, 2016)
Winter 2016 Update 4 (January 24, 2016)
Winter 2016 Update 5 (February 8, 2016)
2015 Release Notes
FA'15 Update 2 (September 15)
Interactive Gantt View for Projects
License Management Module
Release at a glance
Sharing Reports, Dashboards and Projects
FA'15 Update 3 (October 11)
Enhancements to Resource Overload Display in the Team Panel
iHub Usability Improvements
JIRA Integration
Release at a Glance
FA'15 Update 4 (October 25)
Activity Feed Notifications on Clarizen Mobile App
Calendar View
Performance Improvements for Projects
Release at a Glance
Sorting Order in Charts
Fall 2015 Update 5 (November 8, 2015)
Calendar View
Gantt View Print Enhancements
Multiple Managers for a Work Item
Release at a Glance
Standard Colors for Work Item State Field in Charts
Fall 2015 Update 6 (November 22, 2015)
Color-coding Enhancements for the Gantt View
Color-coding Enhancements in the Calendar View
Release at a Glance
Usability Improvements for Dashboards with Two or Three Columns
View Permissions for a Project in the Enhanced Permissions Mode
WINTER 2015-2016 RELEASE: WHAT'S NEW
Data Warehouse Export
Document Publisher Support for PowerPoint with Macros
External Collaborator Solution
Interactive and Actionable Calendar View
Obsolete System Property
Quick Tasks and Action Items Import App
Real-Time Updates for Multiple Editors
Release at a Glance
Report Enhancements
The Activity Stream App
Watch the Winter '15 '16 Product Webinar
Notices
SameSite Cookie Behavior Changes in Google Chrome
Summary of AdaptiveWork Updates and Releases
How do I get notified when new features are released?
Summary of Clarizen One releases and updates
2024.R03 (March 3, 2024) - restricted
Getting Started with AdaptiveWork
Glossary of Terms
Improved Global Search Usability
Keyboard Shortcuts
Managing your Sandbox environment
Navigating in AdaptiveWork
Supported Browsers
Views
AdaptiveWork Home - Know and Customize Your Home Page
Calendar View
Customized Financial Planning Views
Customize the User Detail Layout
Display Empty Related Panels Panel
Enable the Financial Planning panel in Project View
Financial Planning view
Manage Views
Views – Editing Column Labels
Users and Resources
Users
Access the People module
Invite a single User
Invite multiple Users
Activate your account from an invitation
Personalize My Details
Manage your password
Delete or suspend a user
What are the User states?
Add Skills
User Placeholders
Access the User Placeholder module
Activate User placeholder(s)
Add a single User Placeholder
Add multiple User Placeholders
Delete user placeholder(s)
What are User placeholder states?
Job title
Add a Job Title and assign members
Delete Job Title(s)
Assets
Access the Asset module
Activate asset(s)
Add a single Asset
Add multiple Assets
Delete asset(s)
What are Asset states?
Asset Placeholders
Access the Asset Placeholder module
Activate asset placeholder(s)
Add a single Asset Placeholder
Add multiple Asset Placeholders
Delete asset placeholder(s)
What are Asset placeholder states?
Asset Type
Managing Asset Types
Groups
Learn about User Groups
Associate resources with Groups using a Rates Group
Create User Groups and add Members
Apply User Group Setting on Members
Delete Group(s)
Use Group Job Titles as Rate Holders for User and User placeholders
Use Resourcing Groups in Capacity planning
Non Labor resources
Access the Non-Labor Resources module
Add and categorize Non-Labor Resources
Licenses
Overview
Managing licenses
Revoking User licenses
Editions
Permissions
Intro to User Types, Roles, and Permissions
User Types
Cases Inherit from Work Items
Roles
Extended Permissions for External Users in User Groups
Financial Permissions for External Users
Multiple Managers for Projects and Work Items
Organization Permissions
Permission Access Levels
Permission Access Levels - from Project Template
Restricted Field Sets
Restricted Field Sets Overview
Assigning fields to Restricted Field Sets
Assigning Restricted Field Sets to Users
Creating Restricted Field Sets
Work Breakdown Structure (WBS)
Adding Dependencies
Advanced Export Work Plan
Baseline Work and Costs are Saved on the Resource Link
Export to and Import from Excel - Picklists
Importing and Exporting to MS Project
Importing and Updating Data Using MS Excel
Interactive Gantt
Lifecycle States
Milestones
My Work
Configuring My Work
My Work for Team Members
Submitting Time
Task Widgets and Grid
Portfolios
Programs
"Progress Update Request" Project Settings
Projects
Project Version Snapshots
Reporting Progress
Scheduling and Resource Conflicts
Scheduling Work Items
Shortcuts
Subscribing to iCal
Tasks
Templates
Accessing Templates Using the Templates Module
Creating New Templates
Overriding Templates
Templates Overview
Template Module Management and Usability
The Roadmap
Understanding Work Policy Logic
Working with Calendars
Work Items Overview
Work Item Module
Work Plan 2.0
Capacity Planning and Resource Management
Capacity Planning
Getting Started - Preparing Your Environment
Managing Resource Loads
Resource Management Best Practices
Why plan resources at the project level?
Managing User Capacity records
Adding, deleting and updating User Capacity Records
Basic User Capacity calculation based on User States
Enabling Enhanced Capacity Management
Viewing Current User Capacity
Project and Task Assignment
Apply Task Assignment from Projects Resource Planning
Assigning resources for a project by time period
Automate 'Apply Task Assignment' with Configurations
New Replace Resource Filters
Shift Project Assignments
Project resource planning overview
Enabling time-phased project resource planning
Enhancement: Set the “find window columns” shown to users when selecting Resources
Reviewing and leveling capacity of resources across projects
Requesting Resources (Staffing Requests)
Creating Staffing Requests from Tasks
Daily Staffing Notification Settings
Managing Requests and Optimizing Resource Utilization
New Email Notification for Approved and Assigned Staffing Requests
Updates to Create Staffing Requests from Tasks Feature
What is Capacity Planning? An Introduction
Capacity Planning - Skills View and Sharing Capabilities
Filter Resources by Skills
Financials
Overview
Financial Planning Overview
What are the Billing types supported in AW?
Level 1 - Aggregated Project Financials
Set manually Project Cost and Revenue
Use Organizational Rates
Time-phased financials
Access the Financial Planning panel
Editable Non-Labor Resource Fields
Edit financial data in details view
Financial Planning Best Practices
Manage columns
Setting Up Financial Planning
Set different Billing types in sub-projects
Shift Non-Labor Resources
Add Non-Labor on Milestones
Financial data
Labor Actual Costs in Financial Planning based on Approved Timesheets
Labor Budget by Project Assignment
Project Budget
Rollup Financial Fields for Work Items
Understand time-phased data fields
Rate and Rate Cards
Adding Cost and Billing Rates to Group Job Titles
Cost and Billing Rates: Date Effective Rates
Job Title History in Prices and Rates Window
Managing Job Title and Group Job Title Billing Rates on Rate Cards
Project Financials: Resource Costs and Price Rates
Rate Cards
Funding projects
Funding
Month locking and Update Forecast
Locking Monthly Data
Updating the Planned Forecast
Multi-currency
Enhanced Multi-Currency Support
More Multi-Currency Enhancements
Multi-Currency Enhancements
Timesheets
Timesheets Overview
Timesheet Module
Adding New Time Entries
Timesheet Approvals
Per Project Time Approval Settings
Self-Approval of Timesheets
Timesheet Approval Delegation
Viewing and Approving Timesheets for Resource Managers
Time Management - Best Practices
Actuals Recognition Date
AdaptiveWork Bot for Slack - Scheduling Options for Team Timesheet Reports
Missing Timesheet Days API
Pending Time
Restorable Timesheets
Setting Reportable Work Items
Stopwatch
Timesheet Reporting Enhancements
Using AdaptiveWork Bot for Timesheet Management
Strategic Planning
Add legacy roadmap widget to Projects
Goal Management: Planning and Tracking with Objectives, Targets and Contributions
Portfolio Roadmaps (with Milestones)
Program and Project Roadmaps
Renaming Objectives, Targets and Contributions
More on AW modules
Alerts
Alerts in the Masthead
Alerts Module
Alerts Overview
Alerts Summary
Alert Types
Suppress emails to Admins when new users are added
Working With Alerts
Cases
Cases Overview
Case Assignment and Life Cycle
Case Detail View
Case Modules
Case Types
Creating a Case
Customers
Adding New Customers
Customers Module
Customers Overview
Customer Contacts
Customer Detail View Navigator
Expense Sheets
Adding New Expenses
Creating New Expense Sheets
Expense Sheets Module Overview
Expense Sheets Overview
Expense Sheet Approvals
Linking Customers to Projects and Cases
Link Files to Work items
Meeting Notes, Action items and Decisions
Sharing Information
Social
About the Social Module
Confirmation Required when Updating Email
Customization for Social
Discussions
Discussion Groups
Notifying Users When They are Added to a Group
Social Overview
Working With Emails
Global Settings
Email Notifications
Enabling Global Setting 8.10
Role-Based Financial Permissions
Settings
'Manual' Progress Update Emails Setting for Projects
Blocking File Types
Change History
Changing color of the icons in the navigation bar
Configuring a Fiscal Calendar
Contextual Menu for Work Plan
Disable File Downloads in Profiles
Dynamic Property Cards for Customer and Custom Object Entities
Dynamic Property Card Layouts - Enhancements and General Availability
Extensions
Global Settings
Instance Cloning
InterAct Settings
Layouts
Packaging configurations and components for migration or backup
Process Monitor
Profiles
Recycle Bin
Settings Overview
Subject Email Line
System Settings
Welcome to Modern Theme
Whitelisting external IP addresses
Setting Up Financial Planning (Admins)
Configurations
Configurations Overview
Advanced Configuration Options
Associate specific Case sub-items (i.e. requests, issues, risks, and bugs) as related items in discussion groups
Business Rules
Calculate Project Financials - A New Action for Custom Actions and Scheduled Workflow Rules
Changes to Resource-related Relations/References in Configurations
Configuration Best Practices
Configuration Quotas
Custom Actions
Custom Fields
Custom Objects
Custom Objects - Icon Library
Custom Objects - New Get Object By External ID Function for Referencing Custom Objects by External ID
Custom Object Links Inherit Permissions from Related Items
Custom Pages
Custom Panels
Data Model
Data Objects
Dependent picklists
Excel Import for Data Objects
Field Types
Filtered Lookups for Custom Action Forms
Formula Editor
Matching Current User Fields in Filtered Lookup Filters
Migrate & Deploy
Multiple Rules for Lookup Filters, and field selection from Source, Target or User
New Logical Formula Function for Comparing Duration and Currency Fields with Zero (0) or Null Values
Overview Field - workflow & configuration support
Permanently deleting related items when object's state changes
Predefined Lookup Rules in Reference to Object Fields
Relabel, Edit Descriptions and Tooltips of Standard Fields
Relations Summary in Custom Field Data Type Description
Rich Text custom fields
Set or Update Time-phase Financial Data using Workflow Rules
Support for Followers on Custom Objects
Support for Variables in Outbound Call URLs for Workflow Rules and Custom Actions
Text Field Enhancements
Time Phase Custom Field Support
Time Phase Data Configuration Support
Reporting
Currency Fields in Exported Excel Reports are now Currency Fields
Currency Summary in View Mode (Multi-Currency)
Financial Planning Report Examples
Reporting Best Practices
Introduction
Period Project Report (PPR)
Project Highlight Report
Project Manager Reports
Reports, Functions, and Relation Tables
AdaptiveWork Functions
Common Functions
Catch Function
GetCustomActionUrl Function
GetCustomPanelUrl Function
GetDocumentFileName Function
GetFileURL Function
GetHiddenRuntimeParameter Function
GetHyperLink Function
GetModuleViewUrl Function
GetNextCounterValue Function
GetObjectUrl Function
GetObjectViewUrl Function
GetPreviousValue Function
GetReportUrl Function
GetRuntimeParameter Function
GetSessionId Function
GetSystemSetting Function
GetWidgetHyperLinkWithPassword Function
GetWidgetHyperLink Function
HyperLink Function
IsCustomActionAvailable Function
IsIPAddressInRange Function
NumberOfAvailableLicenses Function
ParseHyperLink Function
PermissionsRole Function
Convert Functions
JsonObjects Function
JsonObject Function
ToDate
ToNumber Function
ToString Function
Currency Functions
CurrencyExchange Function
Currency Function
GetBillingRate Function
GetCostRate Function
GetCurrencyType Function
Date Functions
DateAddCalendarFixedPeriod Function
DateAdd Function
DateDiff Function
DateSubtract Function
DateTimeValue Function
DateTime Function
DateValue Function
Date Function
Days Function
Day Function
GetAssignedWorkingTime Function
GetEndWorkday Function
GetEstimatedDueDate Function
GetStartOfFinancialPeriod Function
GetStartWorkday Function
GetSumOfTimesheetReportHoursForFixedPeriod Function
GetSumOfTimesheetReportHoursForGivenPeriod Function
GetTimeZone Function
GetWorkingTimeForFixedPeriod Function
GetWorkingTimeForGivenPeriod Function
Hours Function
IsResourceAvailableForFixedPeriod Function
IsResourceAvailableForGivenPeriod Function
Minutes Function
Months Function
Month Function
Now Function
OrganizationNow Function
Seconds Function
Today Function
ToOrganizationalDateTime Function
ToTimeZone Function
Weeks Function
Week Function
Years Function
Year Function
Financial Planning Functions
GetFinancialDataForFixedPeriod Function
GetFinancialDataForGivenPeriod Function
GetTotalFinancialSummaryForFixedPeriod
GetTotalFinancialSummaryForGivenPeriod Function
Logical Functions
Case Function
Contains Function
HasOverloadedResources Function
HasPotentialActualWork Function
HasRole Function
If Function
In Function
IsChanged Function
IsChangeType Function
IsEditable Function
IsEmptyOrZero
IsFinancial Function
IsFollower Function
IsFromTemplate Function
IsLeaf Function
IsManuallySet Function
IsMemberOfGroup Function
IsMemberOfProfile Function
IsMemberOf Function
IsNew Function
IsNull Function
IsTeamMember Function
IsTriggeredBy Function
Not Function
Math Functions
Abs Function
Ceil Function
Div Function
Exp Function
Floor Function
Max Function
Min Function
Mod Function
Pow Function
Round Function
Sqrt Function
Truncate Function
ObjectReference Functions
CurrentObject Function
CurrentUser Function
FindCustomer Function
FindObject Function
GetFirstUser Function
GetImage Function
GetLink Function
GetObjectByID Function
Pickup Functions
IsPickVal Function
Resource Utilization Functions
GetAssignedProjectCapacityForFixedPeriod Function
GetAssignedProjectCapacityForGivenPeriod Function
GetAssignedProjectWorkForFixedPeriod Function
GetAssignedProjectWorkForGivenPeriod Function
GetTaskAssignmentForFixedPeriod Function
GetTaskAssignmentForGivenPeriod Function
Text Functions
GetDomainName Function
HtmlEncode Function
HtmlToText Function
InStr Function
Left Function
Len Function
Lower Function
Mid Function
ReplaceString Function
Right Function
Trim Function
Upper Function
UrlEncode Function
AdaptiveWork Relations
AdaptiveWork Reports
Functions for Task Assignment
New Functions for Currency Type, Billing and Cost Rates
New Standard Fiscal Year Summary Fields for Budgeted Cost / Expected Revenue
Reports & Dashboards
Additional Resource Utilization Reports
Bubble and Scatter Charts - Overlap Detections
Creating and Using Reports
Creating a Dashboard
Crosstab Report Date Range Available in View Mode
Cumulative Time-Series Line Charts
Enhancement: Hiding Grand Totals in Crosstab Tables
Enhancements: Dashboard filters in shared widgets, revert option
Enhancements: Freeze Columns in Crosstabs, Disable Tables
Enhancements: Grouping in Tables, Leading Columns in Crosstabs and more
Enhancements for Bar and Horizontal Charts
Export Reports with Split Duration Fields and Converted Unit Type
Filters in Dashboards
Financial Resources Data in Reports
Formula-based Totals in Report Tables
Getting Started with Reports
Mixed Charts
Multi-Currency Support in Reports
Notice: Changes to Aggregating Capacity Time Phased Data In Reports
Reports and Dashboards Overview
Report Enhancements for Formula Columns
Show Login History in Reports
Standard Reports List
Support for sorting by reference to object fields in charts
System Performance Report
Time-phased Resource Utilization and Financial Reports
Use Financial Time Frames in Resource Utilization Reports
Using Capacity Time-Phased Data in Reports
Utilization Time-phased Fields
Timephase Financial Data in Reports & Dashboards
Using the Resource Utilization Report
Hybrid Work
Getting started with Hybrid Work
Boards
Avatar filters
Boards overview
Board filters
Board permissions and access
Creating boards
Custom Panels
Deleting and archiving boards
Configuring Board layout
Owner, Editor, and Viewer Access to Boards
Quick filters
System Boards
Whiteboards
Details Views
Details view overview
Configuring dynamic layouts for the Details view
Configuring default layouts for the Details view
Grid view
Grid view overview
Customize Grid settings
Relation fields support
Cards view
Cards view overview
Configuring cards
Specifying the order of card columns in boards
Swimlanes
Roadmap views
Roadmap views overview
Adding key dates to roadmaps
Configuring roadmaps
Creating new roadmap views
Working with portfolio and project roadmaps
Highlights
Highlights for projects – overview
Adding a highlight to a project board
Editing a highlight on a project board
Configuration
Configuring the Hybrid Solution
Creating Custom Actions
Field Types
Show default currency for financial fields
Integrations
Add-ins/Apps
Action Items and Tasks Import App
Data Loader
Document Publisher
Excel Add-in
Excel Add-In - Passing Custom URL and HTTP Headers
Portal Page
Slide Publisher
01. Slide Publisher Introduction
02. Installing Slide Publisher
03. SSO for Slide Publisher
04. Building the Presentation
05. Program and Customer-centric Presentations
06. Enhanced Support for Portfolios and Runtime Filters on Current Customers
07. Report Filter Enhancements and Support for Shortcuts
08. Meeting Notes, Action Items, and Decisions in Slide Publisher
09. Uploading, Publishing, and Scheduling
10. Enhanced Scheduling Options
zzz Archive Color Format in your Slide Publisher
Extensions
AdaptiveWork Bot for Microsoft Teams and Slack
Overview
Installing AdaptiveWork Bot
Working with AdaptiveWork Bot
Data Warehouse Export
An Overview
DWH Setup
Step 1 - Select Item Type and Links to Export
Step 2 - Configure Target Database Destination
Step 3 - Configure Cloud Storage
Step 4 - Schedule Export Setup
Gainsight Integration
AdaptiveWork Integration with Gainsight
iHub Integration Platform
iHub - Testing Functionality
iHub Audit Trail
iHub Synchronization Aging
iHub - Export Sync Log to Excel
Preventing iHub sync failures due to maximum char overflow
Synchronizing data at an item type level for iHub integrations
Integration Certificates for API Authentication
Jira Integration
Jira Integration - Research and Development Use Case Enhancements
Jira Integration - Unlinked Indication for Work Items
Jira Integration V2
Microsoft Teams Integration Solution
AdaptiveWork App for Microsoft Teams
Salesforce Integration
Widgets
Embedding AdaptiveWork Widgets in Confluence
Zapier
Ziflow
Digital Proofing with Ziflow
Ziflow - Open Proofs in AdaptiveWork
Ziflow Integration Enhancements
Ziflow Proofing Enhancements
File Management
Box Integration
Google Files
Create or Link Google Files using Configurations
SharePoint Integration
Create Folders in SharePoint and Link to AdaptiveWork Work Items
Define Default SharePoint Folder for Programs and Projects
SharePoint - Default Integration Path for Cases, Related Files in Discussions Inherit the Default Integration Path
SharePoint - Default Integration Path for Related Files
SharePoint Bi-directional folder sync.
SharePoint Online - Creating a New Folder from a Template Folder
SharePoint Online - Managing Content
SharePoint Online - Setting Up the Integration
SharePoint Site Collection Paths per Customer
SharePoint Support for Site Collections as Default Paths, Uploading Files via Customizations
Support for Multi-User Access to SharePoint via a Single Organization Account
SSO and User Provisioning
Active Directory User Sync v2
Authentication With Identity Providers (SSO)
Automatic Allocation of Requestor Licenses to New or Suspended Users via SSO Login
Cloud-Based User Provisioning with Microsoft Azure Active Directory
Cloud-Based User Provisioning with OKTA
Cloud-Based User Provisioning with OneLogin
User Provisioning with On-Premise Active Directory
AdaptiveWork Mobile
Mobile App - Reports
Mobile App Best Practices
Mobile Login
Mobile Module & Detailed Views
Mobile Overview
Mobile Social
Navigating the Mobile App
API
Add and Remove Calendar Exceptions via Web Service API
API Extraction of Deleted Time-phased Data
API Keys Support
API support for Project Assignment
Overview field support in API - Predictable external ID
REST API Guide Version 2
Support for Number of Customers in API
Upsert Feature in API
Web Service API Guide Version 2
Video Library
Video Tutorials
1.Foundation Overview
AdaptiveWork Orientation - Getting Started
Administration Part 1: Global and System Settings
Administration Part 2: User Management
Administration Part 3: View Management
Administration Part 4: Profile Management
AdaptiveWork Basics of Data Modeling
Basic Project Budgeting
Capacity Planning - Getting Set Up
Capacity Planning - Staffing Request
Creating a Project
Custom Objects
Data Loader - Advanced Topics
Data Loader - Introduction and Essentials
How to Create and Edit a Template
How to Use Slide Publisher
Import and Export Using Microsoft Project
Import and Export Workplan List View
Managing Resources Using the Capacity Planning Module
New Project From a Template
Project Mgmt 101: Part 1 Building Projects and Templates
Project Mgmt 101: Part 2 Planning, Staffing, and Activation
Project Mgmt 101: Part 3 Project Execution and Reporting Progress and Time
Project Mgmt 101: Part 4 Basic Case Management
Project Scheduling
Project Scheduling with Dependencies
Reporting Basics
Reports and Analysis: Intro to Data Model, Reports, and Dashboards
Resource Management
Slide Publisher Introduction and Installation
Slide Publisher Presentation Building and Formatting
Slide Publisher Program Portfolio and Customer Presentation
Slide Publisher Reports and Charts
Slide Publisher Uploading and Publishing
Time-Phased Reporting
Time Tracking
Understanding Project Roles
Views - Overview
Work Policy Tutorial
Virtual Training
Training Courses
Virtual Training FAQ's
What is covered in the Full Admin (Admin II) Training Course?
What is covered in the Lite Admin (Admin I) Training Course?
Best Practices
Change Management Video Tutorials
External Collaborator
IT Best Practices Introduction
IT Project Creation
IT Request Intake
Professional Services Introduction
Professional Services Project Creation
Tips and Tricks
File Management
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