| Will Staffing be available for Work Portfolios in the future? |
What do you mean by Staffing particularly? We have the different ways to assign resources (recently covered in these lovely webinar Portfolios Webinar Learning Series, recording on this page: https://success.planview.com/Planvie...ips_and_Tricks ). And, we also currently have a customer inner circle for Team-Based Planning, defining requirements, designs, for future MVP: https://info.planview.com/Portfolio-...pi_en_reg.html |
| Staffing is the renamed Resource Management and Assignments. It was renamed Staffing in Oct 23, and made available for individual Work. Wondering if it will eventually become available for Work Portfolios! |
This is not yet on our roadmap, but we are constantly assessing needs. There may be an idea already submitted about this in our Enhancement campaign (though this is likely bigger than enhancement-sized), please browse and upvote/comment if an idea does already exist, or submit a new idea if not. This is the link to our Portfolios Continuous Enhancement Campaign (IdeaPlace site where customers can submit ideas): https://nam12.safelinks.protection.o...%3D&reserved=0 and here is info on the process overall: https://nam12.safelinks.protection.o...rtfolios%2FFun |
| Hello there! Happy new year. Any updates on new features related to Change Management? |
Happy New Year! The answer is maybe? Depending on what you are looking for, we have Logbook (formerly just Risks and Issues) shared service that we are striving to have early access for in Q1‚ it does not yet have any workflow, but will provide some useful change management capabilities when it comes to identifying and associating log types to work and eventually other levels. There is a customer inner circle for Logbook: https://info.planview.com/risk-and-i...en_en_reg.html If you had something else in mind, please feel free to reach out directly to: spackebush@planview.com |
| Does the new date outside task date check apply to Reserves and Authorizations too? |
It applies only to allocations. Reserves and Authorizations do not affect the overall project/work dates, so these are not considered today. |
| WIll Copilot also be available for on prem users? |
Unfortunately not, like all our new capabilities and shared services, it requires Planview Admin and the Cloud. |
| Does Copilot only look at the data in the selected column set or all data for the project |
Our intention at release time is that Copilot should be able to analyze any attributes for projects in the portfolio. |
| Will we be able to disable Copilot until we have approval to enable/use? As a government organization, we must control when AI is used (governance approval is required). |
Copilot will be something an organization will need to explicity choose to turn on, so you can adopt it when ready. |
| what quarter do you think action boards and roadmapping will be out for portfolios? |
For the Overviews/Action boards release – we're generally targeting Q2 of 2024 for that to be released. We will definitely be showing in the Coming Soon section of our release notes and customer release webinar slides once we have a firm date. |
| With the rollout of these new features/functionality I think it would be beneficial to us all to understand what comes with the OOB software vs what will cost extra. I did not know copilot was an additional fee until talking with our CSM, even after participating in all the inner circles. |
That's a good point. Copilot is a bit unique in that case and we'll make sure we're always more clear about that. |
| Any updates on getting Planview FedRAMP approved for us federal users? |
We are investigating potential for FedRAMP, but don't have any updates or commitments for pursuing FedRAMP at this time. |
| I am looking for additional training resources. Do you have someone I could contact |
We have a lot of resources on the Customer Success Center such as Tips & Tricks ( https://success.planview.com/Planvie...ips_and_Tricks ), and help content in general, as well as Planview University: https://success.planview.com/Planvie...rning_Services We also strive to have webinars, with a new learning series installment we'll be talking about towards the end of our session. If you don't find what you are looking for, please reach back out to your Customer Success Manager or Account Executive, and/or feel free to ping Sherrill: spackebush@planview.com |
| Please share the recording of the session after this meeting? I've just joined. |
The recording is sent out after each monthly webinar so you can look forward to that soon. |
| Will Planview.ME monthly updates be released continuously like ProjectPlace and AgilePlace's ? |
Yes, the Planview.Me release cadence will be continuous within the Platform/standalone offering. When it comes to Portfolios Overviews via Planview.Me there will be some features that tie directly to Portfolios specific widgets and features. |
| For the Roadmaps Widget in Planview.Me, would you configure to the roadmap you want to see? Or does it show a standard view? |
The administrator will have the option to select the roadmap visible to users in a given Planview.Me view. The selected roadmap will display the data for both Teams and Enterprise roadmapping based on the user permissions. |
| Is Planview Portfolios widget available in Planview.Me? |
As of now with the release of Planview.Me that Jonathan covered is not inclusive of Portfolios content - yet. As we move in to 2024 we will provide an early access opportunity for Portfolios Overviews with Portfolios specific widgets. Look for more information in coming monthly webinars! |
| How will we enable Planview.me? From Planview Admin? Can we choose who will have visibility of it until we are ready? We don't want all our Portfolios/ProjectPlace users to see it right away |
Planview.Me will be added to Planview Admin as a product similar to how Planview Roadmaps as an example. Administrators will control who has access to that product in addition to which (if any) Planview.Me views are shared with users. In addition the Sandbox vs Production paradigm is supported with Planview.Me as well so you can test/validate in Sandbox before engaging with Production data and users. |
| In ProjectPlace is it possible to filter to see just the cards that were updated during the last week for example? Or any plans to develop that functionality? |
It is currently not possible to use the filters to find cards based on the last date they were updated, only based on planned start or due date. As far as developement, there's nothing in the plan as of now, but I would suggest you check if there is an existing similar enhancement request in the Ideas portal that you can vote on, and if there is no existing suggestion you can also submit your own idea. https://projectplaceideas.spigit.com...n/Page/AppHome |
| Can you share the slide with available Labs again? |
We will be sharing the presentation as a pdf on the Webinars page and I think in a follow up email. But here is a direct link to the Labs page on the Customer Success Center: https://success.planview.com/Planvie...w_Labs_Program |
| Co-pilot will be additional charge, like Enterprise Roadmaps? |
Yes that's correct. You should be able to speak with your account executive for more information on that. |
| So planview licensing component for co-pilot? or does our company just have to have ms copilot licensing? |
There are a lot of copilot products entering the market - Planview Copilot is explicitly different than Microsoft Copilot, so we'll make sure we're clear moving into the future. This is specifically Planview Copilot, it will only apply to the solutions that Planview offers, and the licensing will be through Planview. |
| In AgilePlace - Can you only highlight a single card and its connections. With all the connections is gets busy on the screen. |
There are a few ways to achieve this. From the parent connection panel, if you right-click on the parent card you want to highlight you have the option to choose either "Highlight Child Cards" or "Show these lines only". For connections on the same board, you can again right-click on the parent card you want to highlight and choose the "Highlight Child Cards" option. Alternatively, you can use the Parent Cards filter option, which will include all parent cards on the board and connected across boards. |
| Where in Portfolios can we find the Planview.Me feature flag in order to enable it? |
The Planview.me release on January 8th is a standalone release outside of the portfolios product itself. As we move into Labs/early access and then a generally available state, it will be controlled via a global option using the standard portfolios configuration. But at this time, the January release will not need any Planview.Me configuration within Portfolios and will be controlled through Planview Admin. More information here: https://success.planview.com/Shared_...es/Planview.Me |
| Will Roadmaps be an additional charge? |
Yes. Planview Roadmaps for Enterprise, which includes the connection with Portfolios, is an additional license. |
| Did I hear correctly that Roadmaps is now available in Portfolios with December release? |
Planview Roadmaps for Enterprise is now available, which is an additional license. Planview Roadmaps for Enterprise includes the connection with Planview Portfolios. We are currently offering a free trial for the first three months of the year. Sign up form has closed, but if this is soemthing you are interested in trialing, you can email: dtrimino@planview.com. More information about the different Planview Roadmaps offerings found here: https://success.planview.com/Shared_...etting_Started |
| Will Staffing be available for Work Portfolios in the future? |
What do you mean by Staffing particularly? We have the different ways to assign resources (recently covered in these lovely webinar Portfolios Webinar Learning Series, recording on this page: https://success.planview.com/Planvie...ips_and_Tricks ). And, we also currently have a customer inner circle for Team-Based Planning, defining requirements, designs, for future MVP: https://info.planview.com/Portfolio-...pi_en_reg.html |
