Tips and Tricks
AdaptiveWork Tips & Tricks videos |
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- Getting Started with AdaptiveWork
- AdaptiveWork Home - Know and Customize Your Home Page
- Calendar View
- Cases Inherit from Work Items
- Editions and Licenses
- Extended Permissions for External Users in User Groups
- Financial Permissions for External Users
- Glossary of Terms
- How to accept an AdaptiveWork invitation by email
- Improved Global Search Usability
- Intro to User Types, Roles, and Permissions
- Keyboard Shortcuts
- Logging In
- Manage your password
- Managing your Sandbox environment
- Multiple Managers for Projects and Work Items
- Navigating in AdaptiveWork
- Organization Permissions
- Permission Access Levels
- Permission Access Levels - from Project Template
- Personalizing My Details
- Role-Based Financial Permissions
- Roles
- Supported Browsers
- User Types
- Views
- Views – Editing Column Labels
- Working in AdaptiveWork
- Adding Dependencies
- Adding Related Items
- Advanced Export Work Plan
- Alerts
- Baseline Work and Costs are Saved on the Resource Link
- Billing Types for Forecasting Revenues
- Burn Down Chart
- Cases
- Cost and Billing Rates: Using Group Job Titles
- Cost and Billing Rates: Date Effective Rates
- Customers
- Display Empty Related Panels Panel
- Email Notifications
- Expense Sheets
- Export to and Import from Excel - Picklists
- Importing and Exporting to MS Project
- Importing and Updating Data Using MS Excel
- Interactive Calendar View
- Interactive Gantt
- Job Title History in Prices and Rates Window
- Lifecycle States
- Meeting Notes, Action items and Decisions
- Milestones
- My Work
- Portfolios
- Programs
- "Progress Update Request" Project Settings
- Projects
- Project Billing Types for Revenue Forecasting & Recognition
- Project Budget
- Project Financials: Resource Costs and Price Rates
- Project Version Snapshots
- Reporting Progress
- 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
- Currency Functions
- 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
- 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
- ObjectReference Functions
- Pickup Functions
- Resource Utilization Functions
- Text Functions
- Common Functions
- 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
- AdaptiveWork Functions
- Restricted Field Sets
- Scheduling and Resource Conflicts
- Scheduling Work Items
- Settings
- 'Manual' Progress Update Emails Setting for Projects
- Blocking File Types
- Change History
- Change History - Cases, Access to Project-Level Based on Profiles
- Change History - Only Profile-set Fields are Displayed
- Change History Available in Case Modules
- 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
- Sharing Information
- Shortcuts
- Social
- Strategic Planning
- Subscribing to iCal
- Tasks
- Templates
- The Roadmap
- Timesheets
- Actuals Recognition Date
- AdaptiveWork Bot for Slack - Scheduling Options for Team Timesheet Reports
- Adding New Time Entries
- Delegated Timesheet Approvers Set by Admins
- Missing Timesheet Days API
- Pending Time
- Resource Managers Can View and Approve Timesheets
- Restorable Timesheets
- Setting Reportable Work Items
- Set Timesheet Approvals for Projects
- Stopwatch
- Timesheets Overview
- Timesheet Approvals
- Timesheet Approval Updates
- Timesheet Module
- Timesheet Reporting Enhancements
- Time Management - Best Practices
- Using Clarizen Bot for Timesheet Management
- Understanding Work Policy Logic
- Working with Calendars
- Work Items Overview
- Work Item Module
- Work Plan 2.0
- Capacity Planning and Resource Management
- Apply Task Assignment from Projects Resource Planning
- Assigning resources for a project by time period
- Automate 'Apply Task Assignment' with Configurations
- Capacity Planning - Skills View and Sharing Capabilities
- Creating Staffing Requests from Tasks
- Daily Staffing Notification Settings
- Enabling time-phased project resource planning
- Enhancement: Set the “find window columns” shown to users when selecting Resources
- Filter Resources by Skills
- Getting Started - Preparing Your Environment
- Managing Requests and Optimizing Resource Utilization
- Managing Resource Loads
- New Email Notification for Approved and Assigned Staffing Requests
- New Replace Resource Filters
- Placeholder Resources
- Placeholder Resources: Managing Group Job Titles
- Project and Task Assignment
- Project resource planning overview
- Requesting Resources (Staffing Requests)
- Resource Management Best Practices
- Reviewing and leveling capacity of resources across projects
- Shift Project Assignments
- Updates to Create Staffing Requests from Tasks Feature
- Updating the Planned Forecast
- User Capacity for Inactive Users is Zero
- Using the Resource Utilization Report
- What is Capacity Planning? An Introduction
- Why plan resources at the project level?
- Financial Planning
- Add Labor and Non-Labor Resource Columns to the Financial Plan
- Advanced Configuration Options
- Currency Fields in Exported Excel Reports are now Currency Fields
- Currency Summary in View Mode (Multi-Currency)
- Customized Financial Planning Views
- Editable Non-Labor Resource Fields
- Enhanced Multi-Currency Support
- Financial Planning Best Practices
- Financial Planning in Project View
- Financial Planning Overview
- Financial Planning Report Examples
- Financial Planning View Enhancements
- Funding
- Labor Actual Costs in Financial Planning based on Approved Timesheets
- Labor Budget by Project Assignment
- Locking Monthly Data
- Managing Job Title and Group Job Title Billing Rates on Rate Cards
- More Multi-Currency Enhancements
- Multi-Currency Enhancements
- Non-Labor on Milestones
- Rate Cards
- Rollup Financial Fields for Work Items
- Setting Up Financial Planning (Admins)
- Shift Non-Labor Resources
- Timephase Financial Data in Reports & Dashboards
- Working with Financial Planning (Project Managers and Controllers)
- People Management and User Groups
- Configurations
- Configurations Overview
- 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
- Hybrid Work
- Integrations
- AdaptiveWork Bot for Microsoft Teams and Slack
- Add-ins
- Apps
- Action Items and Tasks Import App
- Data Warehouse Export
- Data Warehouse Exports Support Configurable Number of Decimals
- Data Warehouse Export Supports Azure Blob Storage
- Data Warehouse Export Supports Google Cloud Storage
- Data Warehouse Export Supports Multiple Daily Runs
- Define Criteria for Data Extraction
- Email Notification when Data Warehouse Export Starts
- Entity Fields Selection
- Home Portal Overview
- SFTP Server Connectivity
- Integrations
- Active Directory User Sync v2
- AdaptiveWork Integration with Gainsight
- Authentication With Identity Providers (SSO)
- Automatic Allocation of Requestor Licenses to New or Suspended Users via SSO Login
- Box Integration
- Client Certificate-Based API Authentication
- Cloud-Based User Provisioning with Microsoft Azure Active Directory
- Cloud-Based User Provisioning with OKTA
- Cloud-Based User Provisioning with OneLogin
- Create or Link Google Files using Configurations
- Gainsight Integration
- iHub - Testing Functionality
- iHub Audit Trail
- iHub Integration Platform
- iHub Synchronization Aging
- iHub - Export Sync Log to Excel
- Jira Integration - Research and Development Use Case Enhancements
- Jira Integration - Unlinked Indication for Work Items
- Jira Integration V2
- Preventing iHub sync failures due to maximum char overflow
- Salesforce Integration
- SAS Support for Azure Blob Storage
- 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
- Synchronizing data at an item type level for iHub integrations
- User Provisioning with On-Premise Active Directory
- Zapier
- Ziflow Proofing Enhancements
- AdaptiveWork Release Notes
- 2023 Release Notes
- 2022 Release Notes
- 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)
- 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)
- 2016 RELEASE NOTES
- 2017 RELEASE NOTES
- 2018 Release Notes
- FA'15 Update 2 (September 15)
- FA'15 Update 3 (October 11)
- FA'15 Update 4 (October 25)
- Fall 2015 Update 5 (November 8, 2015)
- Fall 2015 Update 6 (November 22, 2015)
- Notices
- Release Notes Archive
- 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)
- 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)
- 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)
- FA'15 Update 2 (September 15)
- FA'15 Update 3 (October 11)
- FA'15 Update 4 (October 25)
- Fall 2015 Update 5 (November 8, 2015)
- Fall 2015 Update 6 (November 22, 2015)
- Notices
- Summary of AdaptiveWork Updates and Releases
- 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
- 2016 RELEASE NOTES
- WINTER 2015-2016 RELEASE: WHAT'S NEW
- Reporting
- Reporting Best Practices
- 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
- Slide Publisher
- Building the Presentation
- Color Format in your Slide Publisher
- Enhanced Scheduling Options
- Enhanced Support for Portfolios and Runtime Filters on Current Customers
- Installing Slide Publisher
- Meeting Notes, Action Items, and Decisions in Slide Publisher
- Program and Customer-centric Presentations
- Report Filter Enhancements & Support for Shortcuts
- Slide Publisher Introduction
- SSO for Slide Publisher
- Uploading, Publishing, and Scheduling
- 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
- AdaptiveWork Mobile
- Best Practices
- Tips and Tricks
