| Hello! Will this slide deck be available after the webinar? |
Yes! The recording, presentation pdf, and Q&A will be added to the Customer webinars page within the Prior Webinars | 2023 section. It will take a few days to about a week for us to polish and post, but please look for them there: https://success.planview.com/Planvie...tomer_Webinars |
| Is there a connector for Sailpoint? |
I don’t believe that Planview Hub has a Sailpoint connector available. You can find more information on what connectors are available on Hub on our website: https://www.planview.com/products-so.../#integrations |
| So if an Admin created the team in AgilePlace is there a way to assign an owner or truly if someone other than an admin does not create it they will never be able to update even if it's truly their team? |
We plan to introduce a “Team Admin” capability in a future iteration. This will allow Account Admins or Team Organizers to assign a Team Admin (or multiple admins). That Team Admin would then be able to manage and edit the team |
| Are there any updates regarding the integration of risks and issues between Planview/Portfolio and ProjectpLace ? |
We are currently in development with the Risks and Issues (Logs) shared service, striving to have Labs for ProjectPlace and Portfolios in Q1. Are you a member of that inner circle? If not (or for others who might be interested), this is the link to register for that inner circle: https://info.planview.com/risk-and-i...en_en_reg.html |
| do we know when Hub will look at the team functionality from AP to update integration capabilities? |
No timeline yet. But it is currently in Hub’s backlog |
| Can we assign teams to a card |
We will introduce this capability in a future iteration |
| AgilePlace question, once the "teams" definition is available, will the team association be downloadable in the extract user list? |
It will be possible to extract/download team information. Most likely will be a separate extract |
| When do you expect materials in University of Planview to be updated to reflect new UI/UX Portfolios updates? |
No specific timeline but as soon as possible |
| Does AgilePlace have a mobile app comparable to the Projectplace app? |
AgilePlace doesn’t have a mobile app but it is fully optimized for mobile web use |
| do we know when we will try to expand teams functionality across the platform? is that something on the 2024 roadmap? |
We have an inner circle for Team-Based Planning focused initially on Portfolios but also capturing AgilePlace, ProjectPlace, and other solution needs. Our goal is to provide a solid capability that can be evolved across our products. No target date yet, but we are capturing great requirements and designs with the inner circle so that when we do pick it up, dev can hit the ground running. If you haven’t yet joined (or for others who are interested), this is the inner circle registration page: https://info.planview.com/Portfolio-...pi_en_reg.html |
| Import Boards & Documents - in ProjectPlace will it also be possible to import the link to the Knowledge Base in Documents |
Knowledge center documents will not be imported. Knowledge Base will only be available in a workspace if it has been based on a workspace template where KB is enabled. |
| Sorry I joined late. How is the license setup for Planview Roadmap? Will this be sperate from the portfolio or will this get covered under the same license? |
It will be an additional add on from portfolio license. |
| will the existing access to Roadmaps (not enterprise) remain or will that functionality go away? |
It will remain. |
| For AgilePlace, is there a board template that shows both Epics as well as Stories and Tasks? |
There isn’t a system template that includes Epics, stories and tasks on the same board. It would be very easy to create this template yourself though. Here is documentation on how to do that: https://success.planview.com/Planvie...oard_Templates |
| How will the configurable OKR attributes flow through to OData feeds? |
We are working on that now. We should have that available by the end of the year. |
| Can you put the link to join the Roadmap to the chat? It was on the slide |
Sure! The Planview Roadmaps inner circle registration link is: https://info.planview.com/roadmappin...rm_en_reg.html |
| Will there be built in reporting available for OKRs in AgilePlace that allows the user to show the activities attachde to key results and will that data show in the Odata reports too? |
You will be able to use the OKR odata service to see activity card names, but if you want more data on the card activity you can use the AgilePlace odata. Also, we are considering ootb OKR dashboards to help you get started. |
| Is OKR ODATA avilable now? Where do I start? |
This is a good place to start https://success.planview.com/Shared_...ata_with_OData |
| I have been hearing about an uplift of the Odata capability for months. Is there a timeline or more information yet? Sorry I joined late if already covered. Does this depend upon migration to AWS? |
We included OData improvements in the October release. this is not dependent on the AWS Migration |
| Given enterprise roamdap is $$ add on, what additional features are you offering above the other roadmaps? |
There will be a deep dive on this in the Inner Circle next week. You can sign up here: https://info.planview.com/roadmappin...rm_en_reg.html. If you cannot make it, a followup recording will be sent. |
| Will the recording of today's session be sent out, including release notes? Thank you for the presentations today |
The recording, presentation pdf, and Q&A will be added to the Customer webinars pag within the Prior Webinars | 2023 section. It will take a few days to about a week for us to polish and post, but please look for them there: https://success.planview.com/Planvie...tomer_Webinars I believe marketing also sends an email with link? Release notes will be available on the Customer Success Center on Thursdsay for Portfolios and EA, and please see this main release notes page to dip into all solutions: https://success.planview.com/Release_Information |
| We won't be able to use Roadmaps without Planview Admin, correct? Will we have the same expectation of Admin to continue using AgilePlace? |
Planview Roadmaps will need Planview Admin. Use of AgilePlace does not require Planview Admin, but we recommend customers onboard to Planview Admin to leverage future shared capabilities. |
| You mentioned customer success center, can you be a little more specific as to where these recordings be posted? Thanks! |
Please look for them here, in prior webinars section: https://success.planview.com/Planvie...tomer_Webinars |
| More out of the box reporting please - not every orgnaisation has a budget to provide access to Tableau or Power BI to every user to consume the data. |
Heard you loud and clear! |
| Hello! Will this slide deck be available after the webinar? |
Yes! The recording, presentation pdf, and Q&A will be added to the Customer webinars page within the Prior Webinars | 2023 section. It will take a few days to about a week for us to polish and post, but please look for them there: https://success.planview.com/Planvie...tomer_Webinars |
| Is there a connector for Sailpoint? |
I don’t believe that Planview Hub has a Sailpoint connector available. You can find more information on what connectors are available on Hub on our website: https://www.planview.com/products-so.../#integrations |
| So if an Admin created the team in AgilePlace is there a way to assign an owner or truly if someone other than an admin does not create it they will never be able to update even if it's truly their team? |
We plan to introduce a “Team Admin” capability in a future iteration. This will allow Account Admins or Team Organizers to assign a Team Admin (or multiple admins). That Team Admin would then be able to manage and edit the team |
| Are there any updates regarding the integration of risks and issues between Planview/Portfolio and ProjectpLace ? |
We are currently in development with the Risks and Issues (Logs) shared service, striving to have Labs for ProjectPlace and Portfolios in Q1. Are you a member of that inner circle? If not (or for others who might be interested), this is the link to register for that inner circle: https://info.planview.com/risk-and-i...en_en_reg.html |
| do we know when Hub will look at the team functionality from AP to update integration capabilities? |
No timeline yet. But it is currently in Hub’s backlog |
| Can we assign teams to a card |
We will introduce this capability in a future iteration |
| AgilePlace question, once the "teams" definition is available, will the team association be downloadable in the extract user list? |
It will be possible to extract/download team information. Most likely will be a separate extract |
| When do you expect materials in University of Planview to be updated to reflect new UI/UX Portfolios updates? |
No specific timeline but as soon as possible |
| Does AgilePlace have a mobile app comparable to the Projectplace app? |
AgilePlace doesn’t have a mobile app but it is fully optimized for mobile web use |
| do we know when we will try to expand teams functionality across the platform? is that something on the 2024 roadmap? |
We have an inner circle for Team-Based Planning focused initially on Portfolios but also capturing AgilePlace, ProjectPlace, and other solution needs. Our goal is to provide a solid capability that can be evolved across our products. No target date yet, but we are capturing great requirements and designs with the inner circle so that when we do pick it up, dev can hit the ground running. If you haven’t yet joined (or for others who are interested), this is the inner circle registration page: https://info.planview.com/Portfolio-...pi_en_reg.html |
| Import Boards & Documents - in ProjectPlace will it also be possible to import the link to the Knowledge Base in Documents |
Knowledge center documents will not be imported. Knowledge Base will only be available in a workspace if it has been based on a workspace template where KB is enabled. |
| Sorry I joined late. How is the license setup for Planview Roadmap? Will this be sperate from the portfolio or will this get covered under the same license? |
It will be an additional add on from portfolio license. |
| will the existing access to Roadmaps (not enterprise) remain or will that functionality go away? |
It will remain. |
| For AgilePlace, is there a board template that shows both Epics as well as Stories and Tasks? |
There isn’t a system template that includes Epics, stories and tasks on the same board. It would be very easy to create this template yourself though. Here is documentation on how to do that: https://success.planview.com/Planvie...oard_Templates |
| How will the configurable OKR attributes flow through to OData feeds? |
We are working on that now. We should have that available by the end of the year. |
| Can you put the link to join the Roadmap to the chat? It was on the slide |
Sure! The Planview Roadmaps inner circle registration link is: https://info.planview.com/roadmappin...rm_en_reg.html |
| Will there be built in reporting available for OKRs in AgilePlace that allows the user to show the activities attachde to key results and will that data show in the Odata reports too? |
You will be able to use the OKR odata service to see activity card names, but if you want more data on the card activity you can use the AgilePlace odata. Also, we are considering ootb OKR dashboards to help you get started. |
| Is OKR ODATA avilable now? Where do I start? |
This is a good place to start https://success.planview.com/Shared_...ata_with_OData |
| I have been hearing about an uplift of the Odata capability for months. Is there a timeline or more information yet? Sorry I joined late if already covered. Does this depend upon migration to AWS? |
We included OData improvements in the October release. this is not dependent on the AWS Migration |
| Given enterprise roamdap is $$ add on, what additional features are you offering above the other roadmaps? |
There will be a deep dive on this in the Inner Circle next week. You can sign up here: https://info.planview.com/roadmappin...rm_en_reg.html. If you cannot make it, a followup recording will be sent. |
| Will the recording of today's session be sent out, including release notes? Thank you for the presentations today |
The recording, presentation pdf, and Q&A will be added to the Customer webinars pag within the Prior Webinars | 2023 section. It will take a few days to about a week for us to polish and post, but please look for them there: https://success.planview.com/Planvie...tomer_Webinars I believe marketing also sends an email with link? Release notes will be available on the Customer Success Center on Thursdsay for Portfolios and EA, and please see this main release notes page to dip into all solutions: https://success.planview.com/Release_Information |
| We won't be able to use Roadmaps without Planview Admin, correct? Will we have the same expectation of Admin to continue using AgilePlace? |
Planview Roadmaps will need Planview Admin. Use of AgilePlace does not require Planview Admin, but we recommend customers onboard to Planview Admin to leverage future shared capabilities. |
| You mentioned customer success center, can you be a little more specific as to where these recordings be posted? Thanks! |
Please look for them here, in prior webinars section: https://success.planview.com/Planvie...tomer_Webinars |
| More out of the box reporting please - not every orgnaisation has a budget to provide access to Tableau or Power BI to every user to consume the data. |
Heard you loud and clear! |
| Hello! Will this slide deck be available after the webinar? |
Yes! The recording, presentation pdf, and Q&A will be added to the Customer webinars page within the Prior Webinars | 2023 section. It will take a few days to about a week for us to polish and post, but please look for them there: https://success.planview.com/Planvie...tomer_Webinars |
| Is there a connector for Sailpoint? |
I don’t believe that Planview Hub has a Sailpoint connector available. You can find more information on what connectors are available on Hub on our website: https://www.planview.com/products-so.../#integrations |
| So if an Admin created the team in AgilePlace is there a way to assign an owner or truly if someone other than an admin does not create it they will never be able to update even if it's truly their team? |
We plan to introduce a “Team Admin” capability in a future iteration. This will allow Account Admins or Team Organizers to assign a Team Admin (or multiple admins). That Team Admin would then be able to manage and edit the team |
| Are there any updates regarding the integration of risks and issues between Planview/Portfolio and ProjectpLace ? |
We are currently in development with the Risks and Issues (Logs) shared service, striving to have Labs for ProjectPlace and Portfolios in Q1. Are you a member of that inner circle? If not (or for others who might be interested), this is the link to register for that inner circle: https://info.planview.com/risk-and-i...en_en_reg.html |
| do we know when Hub will look at the team functionality from AP to update integration capabilities? |
No timeline yet. But it is currently in Hub’s backlog |
| Can we assign teams to a card |
We will introduce this capability in a future iteration |
| AgilePlace question, once the "teams" definition is available, will the team association be downloadable in the extract user list? |
It will be possible to extract/download team information. Most likely will be a separate extract |
| When do you expect materials in University of Planview to be updated to reflect new UI/UX Portfolios updates? |
No specific timeline but as soon as possible |
| Does AgilePlace have a mobile app comparable to the Projectplace app? |
AgilePlace doesn’t have a mobile app but it is fully optimized for mobile web use |
| do we know when we will try to expand teams functionality across the platform? is that something on the 2024 roadmap? |
We have an inner circle for Team-Based Planning focused initially on Portfolios but also capturing AgilePlace, ProjectPlace, and other solution needs. Our goal is to provide a solid capability that can be evolved across our products. No target date yet, but we are capturing great requirements and designs with the inner circle so that when we do pick it up, dev can hit the ground running. If you haven’t yet joined (or for others who are interested), this is the inner circle registration page: https://info.planview.com/Portfolio-...pi_en_reg.html |
| Import Boards & Documents - in ProjectPlace will it also be possible to import the link to the Knowledge Base in Documents |
Knowledge center documents will not be imported. Knowledge Base will only be available in a workspace if it has been based on a workspace template where KB is enabled. |
| Sorry I joined late. How is the license setup for Planview Roadmap? Will this be sperate from the portfolio or will this get covered under the same license? |
It will be an additional add on from portfolio license. |
| will the existing access to Roadmaps (not enterprise) remain or will that functionality go away? |
It will remain. |
| For AgilePlace, is there a board template that shows both Epics as well as Stories and Tasks? |
There isn’t a system template that includes Epics, stories and tasks on the same board. It would be very easy to create this template yourself though. Here is documentation on how to do that: https://success.planview.com/Planvie...oard_Templates |
| How will the configurable OKR attributes flow through to OData feeds? |
We are working on that now. We should have that available by the end of the year. |
| Can you put the link to join the Roadmap to the chat? It was on the slide |
Sure! The Planview Roadmaps inner circle registration link is: https://info.planview.com/roadmappin...rm_en_reg.html |
| Will there be built in reporting available for OKRs in AgilePlace that allows the user to show the activities attachde to key results and will that data show in the Odata reports too? |
You will be able to use the OKR odata service to see activity card names, but if you want more data on the card activity you can use the AgilePlace odata. Also, we are considering ootb OKR dashboards to help you get started. |
| Is OKR ODATA avilable now? Where do I start? |
This is a good place to start https://success.planview.com/Shared_...ata_with_OData |
| I have been hearing about an uplift of the Odata capability for months. Is there a timeline or more information yet? Sorry I joined late if already covered. Does this depend upon migration to AWS? |
We included OData improvements in the October release. this is not dependent on the AWS Migration |
| Given enterprise roamdap is $$ add on, what additional features are you offering above the other roadmaps? |
There will be a deep dive on this in the Inner Circle next week. You can sign up here: https://info.planview.com/roadmappin...rm_en_reg.html. If you cannot make it, a followup recording will be sent. |
