Knowledgebase
The Knowledgebase contains information and answers to common questions. For more detailed product documentation, visit the Daptiv Help page: Open Help
- Accelerators
- Agile Portfolio Status Dashboard (D)
- Agile Project Status Dashboard (R)
- Financial Dashboard (D)
- Multi-Currency Accelerator (R)
- NPD Accelerator Dashboard (D)
- NPD Project Status Dashboard (R)
- Power BI Portfolio Status Report (R)
- Program Workspace Dashboard (R)
- Project Workspace Dashboard (R)
- Resource Management Dashboard (D)
- Analytics
- Best practices
- Data Modules
- Design and queries
- "The queries for the set operation are incompatible" report error
- Can I report against Non-Project Work?
- Cap Auth ID not in reporting data model
- How can I order field differently than the default sort order, to match the PPM UI?
- In reports, there is no data past three years ago or after three years in the future
- PDF report output is breaking across horizontal pages
- Running Report in PDF duplicates data across multiple pages
- Status field in report shows as Open when monthly requirement for a Resource Type has been fulfilled
- Task Gantt Chart standard report only returns one month per page when run in pdf format
- Using relative time functionality with Data Modules
- Why do my reports not return values for user with a different language?
- Running and scheduling reports
- 'HTML report output not well formed' error when running a report
- 'sqlOpenResult' status='-28' Cognos report error
- Are burst reports possible?
- Can I save report prompt values in a Home view report viewer tile or a PPM dashboard ?
- Can you have multiple schedules on a report?
- Clicking on a report Gantt Chart causes the Gantt Chart to vanish
- Empty report output sent when report is delivered via email
- Not Found error when trying to access a drill-through report
- Orientation and paper size options ignored when running a report in PDF format, using Run Report With Options / Now
- PDF / Excel / CSV / XHTML reports cannot run embedded in a Home view report viewer tile
- RSV-CM-0004 error when clicking on a drill-through report link
- User credentials are asked for when running a report in Sandbox
- Why are commas missing in CSV formatted reports?
- Why are my scheduled reports are failing to send, even though the schedule is configured correctly?
- Why can't a user without the "Run Reports On All Workspaces" Enterprise permission view their own non-working time in a report?
- Why can I not run a report in all output formats?
- Why did the schedule creator not receive a failed report notification?
- Why does a report view still runs when its owner is an inactive user?
- Why I am unable to schedule reports?
- Changing Cognos Encoding Method: UTF-16LE to UTF-8
- Connecting to the Daptiv Reporting Data Model with OData
- Direction and justification are not displayed correctly in PDF
- Hiding the Daptiv Standard and Solution Reports folder
- How does renaming or deleting a custom field affect reports?
- Is it possible to audit report usage?
- Is it possible to create a folder which is hidden to all except report authors?
- Is there a way to change a report owner?
- OData
- Projects do not appear in reports with Project Start / End date group fields
- Project name change and project status history
- Project Status Updated By Full Name field in reports blank for some rows
- Running and scheduling reports_1
- Saving report deletes associated report views
- Where does the data item 'Work Entry Comments' pull data from?
- Why do I get an error when changing or editing report permissions?
- Why do I get a Firewall Security Rejection error when opening Analytics?
- Dynamic Applications
- Enterprise Administration
- Customer Views Administration
- SSO
- User Administration
- Assigned Resources error when removing user from Enterprise
- Cannot locate users in Enterprise
- Constraint Conflict error when removing user from enterprise
- How to remove Workspace 'Edit Profile' functionality for users
- How to transfer a Report Author license from one user to another
- Impact of Deactivating a User
- Insufficient Permission message when adding a user to the Resource Plan
- Insufficient permission message when clicking on Project link in Team Manager
- Logging Changes to User Accounts
- Password Policy updates and changes
- Users belonging to multiple enterprise
- User is missing from Enterprise Directory
- User Report Permissions
- Workspace Administration
- Login
- Notifications
- Project Setup and Management
- Can I Move Documents between Workspaces?
- Creation / Removal
- Archive
- Can't change the field text option from standard text to long text
- Can duplicate names of fields be restricted?
- Can I reset the next item number?
- Changing Workspace Type
- How can I create folders in workspaces?
- How do I change a regular workspace that has already been created into a child workspace?
- Is it possible to create a mandatory field of Assignee type in a Dynamic Application?
- Length of the Project Name field
- Modifying phases for a project type
- No workspace invitation notifications sent to members when workspace is imported
- Projects can only have one top-level or parent project
- Project managers with appropriate permission can't restore archived workspaces
- Recovering Deleted Tasks or Projects
- What are the expected behaviors for existing items if you create new project or application fields?
- What are the limitations for multi-select pick lists?
- What happens to existing entries for a project when I add, or remove a phase for a project type?
- What information is displayed in the Unread Items application and Dashboard pane?
- What is the character limit of the hyperlink field?
- Why am I not able to import a workspace with a country pre-defined pick list?
- Why am I Unable to edit, update, archive, or restore projects?
- Why are the default roles for a project creator not updating when changing the name of the project type?
- Why cannot I delete a project type?
- Why workspace creator and their members don't have the same notification at workspace creation time ?
- Import & Export
- Can I export Issues to PDF from within a project?
- Why am I getting Error when uploading .xlms, xlsm, .docm or .msg files types to Documents?
- Why cannot I view the documents that I am uploading to project workspaces?
- Why did I get an error when Mapping Yes/No picklist fields when importing tasks list file into Daptiv
- Why Updates Notes field is not exporting properly to Excel
- Project Management
- Can you associate projects to the strategy of the organization?
- Does Daptiv include baselines when projects are being imported?
- Does the system report actual figures for hours and cost, encumbered and invoiced?
- Do you provide milestone summaries?
- Do you provide work breakdown structure and definitions?
- Do you support execution-level and managerial decision-making?
- Do you support intake for proposed projects?
- ETC isn't calculating according to the formula provided in help link
- How do you track and manage performance of projects?
- Is it possible to set a date constrainst at the project level?
- Is your system adaptable to handle non-traditional project management methodologies?
- Project-level work
- Resource being assigned to projects with no project role
- Setting date constraints at the project level
- Why do I not have the ability to customize roles & additional permissions settings when adding an Enterprise Workgroup in a project?
- Why do Total Actual Work Hours on the project Profile Page not match what I see in a report that includes Total Actual Work Hours?
- Project Views
- Can I print the Gantt chart in color?
- Daptiv Error when trying to access workspaces
- How to enable users to see all projects in the enterprise
- Projects Missing/Not Showing Up in Projects Tab
- Viewing all projects on one Gantt Chart
- Why Archived workspaces are not displayed in Portfolio?
- Why cannot I see my projects in the project pane?
- Why do I not have the add task (+) button in the Task Board?
- Why do I see duplicate project numbers?
- Requests/Approvals
- Can I preselect a Project Manager in a Project Request?
- Can you configure fields to project request forms?
- Custom workspace fields in workspace requests
- Difference between reviewer and approver
- Do project requests support customized forms?
- Do you support a project review and approval process?
- How Do I Change the Position of Custom Fields in a Project Request?
- Hyperlink text is not a hyperlink in requests
- Is it possible to define Planned Start and Finish default values in Project Requests ?
- Is there an option to reassign pending project request approvals when an approver is not able to approve?
- Request Submitted With Invalid Document Type
- Retroactively approving old resource requests
- Reverting workspaces back to requests
- Users are unable to approve existing Project Requests
- What happens in Request tab when a project is created from Project tab?
- What is the impact of Adding/Removing Approvers from Project Request Types?
- Why am I getting an error when creating a Project Request?
- Why am I not able to see project requests in the admin area project list?
- Why am I receiving two approval notifications when my project request is approved?
- Why am I unable to generate projects from a request?
- Why cannot I see all of my project requests in the projects requests tab?
- Why do I get a "Page not found" error when submitting a web form?
- Why do workspaces I have generated without a request appear in the Requests tab with approval status "Not Required"?
- Templates
- Can I make edits to a Workspace Template?
- Can you create folders within the Templates tab?
- Do you provide a library for project, program, and portfolio level templates?
- Exporting a Daptiv template into MS Project
- Type of information used when generating projects from a request and template
- Why tasks are not copied in the new workspace when user creates a workspace from a template?
- Will deleting an old template effect current projects?
- Workgroups aren't showing up in the workspace after being created from a Template
- WebForms
- Workspace Menu
- Workspace Status/Health
- Are archived and completed projects calculated in Net Capacity?
- Auto Health vs manual modification of workspace status
- Can project phase be auto updated?
- Clicking on the Update Status button leads me to an error message
- How can a user edit/delete Project Status Update History entries?
- How do I prevent the Auto Health Settings from updating a completed workspace?
- If I change tha name of a project, why do I see both names when I use project status history in a report?
- Is it possible to edit Project Status Update History Entries?
- Parent Workspace Health
- Planned Finish vs. Scheduled Finish
- Why Disabling phases for a workspace type does not reset the phase values of projects from this workspace type?
- Why My project status fields are incorrect ?
- Why Schedule Percent Complete in Project Status Doesn't Reflect Accurately?
- Resource Management
- Tasks
- Timesheets and Time Tracking
- Can I add an archived project to my timesheet?
- Can I have custom views on Timesheets?
- Can I prevent users from entering time against projects they are assigned when tracking time at the project level?
- Can I see pending approvers for timesheets that I have already approved?
- Can timesheet entries automatically update tasks on project schedule?
- How are displayed Timesheets when Timesheet Period Settings 'Time Period' is set to monthly?
- How are timesheets created?
- How can an Inactive Users' Timesheets be viewed?
- How can I have projects be displayed in a user's timesheet when tracking time at the project level?
- Pending Approval By for timesheet blank after approval policy changed
- TTM
- What are the different types of comments available in Timesheets?
- Why are my scheduled hours different on the Resource Utilization window when I access it from my Timesheet compared to the Team Manager?
- Why did Timesheet owner receive two notifications when timesheet is approved?
- Why do I get Error "object reference not set to an instance of an object." at submission time?
- Why do some decimal values change when entered in the timesheet?
- Why is the Timesheets by Worskpace view not including total hours?
- Why is the timesheet status closed when approval status is pending?
- Why the workspace name column is fixed and no longer wraps in Timesheet?
- Utilities