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Planview Customer Success Center

What is the impact of renaming a workgroup?

If a workgroup name is changed, will there be any impact to any other areas within the system (i.e. Resources, reports, projects, engagements, request etc)?


Internally, Changepoint refers to the workgroup using it's internal ID and not by name. So within Changepoint, nothing will change.

There is one exception: If there are filters anywhere (reports, or views) that explicitely use the workgroup name, then the behaviour will change. E.g. if a filter uses 'starts with NZ' and the workgroup name is changed from NZ_South to something not starting with NZ, then this filter will no longer return this workgroup.

If there are however filters of type 'workgroup equals to' where the workgroup name is selected from a dropdown list, they will continue to work and show the new workgroup name.