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Planview Customer Success Center

July 2025 Enablement Q&A

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Question Answer
What is the target for Top-Down user management in PV Admin for portfolios? Top-Down user management with Portfolios is currently targeted for September, but like any targeted roadmap item, subject to change.
Is there any Updates with the OData rollback that happened in April's Update? Have these issues been addressed and when will the OData update happen? Yes this will happen in September
When is ADM12 planned for release? This will be in July
What happened to the release of mass updates for Logbook due H1 originally? Bulk/mass updates are still in our backlog but due to tother competing priorities, we will be getting to it at a later point in time. There is no timeline identified for bulk updates yet.
Will Whiteboards folders be available in AgilePlace as well? Yes, Whiteboards folders are available in AgilePlace too
Could you please share the link to register for Ideaplace Labs?

Here is a link to all of our active Labs: https://success.planview.com/Custome...w_Labs_Program

 

For IdeaPlace this is direct link:https://info.planview.com/IdeaPlace-labs-nextgen_user-group_im_en_reg.html
Any update on the unique domain names for the multiple instances of Projectplace?

We are done with the development work and are now in the process of migrating customers to the new user model as well as new domain names. We are rolling out these changes in small batches and with a few customers each week.

Any customer scheduled for the migration will receive an intimation 2 weeks prior with all the requisite information.

 

 
Can the AgilePlace Labs programs be run in our Prod environment? You are showing up as anonymoun. If you send me your email, I will happily enable the Labs programs for you!
Question on Logbook, Portfolio Level Logs - when this is going to be available?

Logbook items are created against entities like work/strategy/workspace, portfolios is essentially a filtered list of these entities. To allow creation of logbook items for a portfolio is something we will need to investigate.
We do have plans to show logbook items created against each entity in a portfolio view.
I enroll every time for these webinars and select to enroll monthly however I never receive an email with a link to any webinars. live answered