Planview has a single focus on helping enterprises transform strategy to delivery in today’s fast-paced, highly-disruptive markets. Our solutions create an organizational focus on the strategic outcomes that matter and empower teams to deliver their best work, no matter how they work. Planview is uniquely positioned to help organizations navigate strategy to delivery transformation by providing the full spectrum of enterprise Portfolio Management and Work Management solutions.

Imagine adapting to the changing world of work, realizing agile at scale, creating a culture of innovation, and making the product shift.

Break Through the Status Quo: Embrace the Changing World of Work

Scaling Agile Across the Enterprise

Enterprise innovation management

The Product Model: Making the Shift from Projects to Product Delivery

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I created a new Attribute Rate Card "test" with a new rate card lookup and a first Rate entry with the Robot. That works fine.

But afterward I tried to create a new rate for an existing Rate Loockup under an existing rate card e.g. "SW" and that does not work. 

I alway get the Error Message that the Rate Card with this name could not be found!  I reached out that the message is not correct. The problem is that the rate card search find several cards.

E.g.: when I try to update the Rate Card for"SW" it will find the rate card  "SW", the rate card "Swimming" or other cards with the "SW" inside the card name.  Therefore the Rate creation and lookup creation only works if the used Rate Card name ist not included in Other rate card names.

How can I create new lookups or rates under such rate cards? And how is it possible to change existing Rates instead of creating a new one?

Changing existing Rates is necessary because when I crate a new rate for the new year I need to set an end date for the rate set that exists before.

There is also a problem when "\" or "&" is included in the Rate Card name.

8079d710-8eef-4fe3-9bc3-91aa44673061.zip

This solution will enable you to create Rate Sets, Rate Cards, Lookups and Rates in the Planview Enterprise One system.

Create Rate Sets, Rate Cards, Lookups and Rates

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Visual Basic

Initial release which focuses on the creation of rate sets, rate cards, lookups and rates.

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b57bddaa-636b-4a8f-90ea-b75d74fe42a6.zip

3bbbdead-7dca-4a37-9120-188461aef41a.zip

5166997f-9a60-4281-b515-c0409953b2c2.zip

This solution will enable you to create Rate Sets, Rate Cards, Lookups and Rates in the Planview Portfolios system.

Version	Release Date	Download Link
1.0.1	Jan 17, 2023
Initial release which focuses on the creation of rate sets, rate cards, lookups and rates. 1.0.1 - Minor bug fix
1.0.1	Oct 13, 2020
Initial release which focuses on the creation of rate sets, rate cards, lookups and rates. 1.0.1 - Minor bug fix
1.0.0	Sep 9, 2020
Initial release which focuses on the creation of rate sets, rate cards, lookups and rates.