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Planview Customer Success Center

May 2025 Enablement Q&A

Question Answer
Is there any impact for organizations using SSO? Specifically, for subdmains / multi-tenant and user id login. There will be no impact to organizations SSO when we add subdomains or multi-tenant users.
When will planview.me be available for AdaptiveWork? YWith Planview Admin being a pre-requisite for Planview.Me, we still don't have a firm target for including AdaptiveWork content in Planview.Me - that said - we look forward to having the conversations this year!
Could there be a conflict in strategy id's vs work id? Work ID that is searchable is not the structure code, but rather the incremental ID that is editable. 
Both Work ID and Structure codes are unique so do not forsee any clashes. If there is then both Work item and Startegy item would be shown within their section in search.
For logbook attachments could we add a confidential flag and allow only specific users/groups to access/view these documents? Thats a very good idea, we will definitely check if this can be part of the initial version, if not may be an enhancement at a later point. Thank you for sharing!
When will the entity level PowerBI tiles be enabled? (v. pleased with the update as we've been asking for this!) Yes, this will be included in the May 2025 Release.
How will the WRK14 enhancement affect the existing WRK14 personas? It will not have any impact to existing WRK14 Personas
'@Som, when is the Set Activity to Done being released?  Did you say Monday?  Thanks This has been already enabled. You should be able to view the changes in Production.
Does OKR roll up objective allow to assign weightage to different krs and child objectives? No. For now, it will automatically calculate the progress as a simple average of the associated Key Results and the child objectives. That said, we will take this as feedback and consider it for future enhancements in our planning.
for OKRs is there a plan to bringing in the related work breakdown in the list as well? Yes, this is on our roadmap. Soon, we'll be displaying work items from both Portfolios and AgilePlace within their corresponding Key Results.
'@Som, in which case where can we see it?  Can't see it as per the info on CS.

https://success.planview.com/Planview_ProjectPlace/Execution_and_follow-up/Work_with_Cards#Setting_activity_to_Done_when_all_cards_have_been_Closed

In this page please see the "Set Activity to Done when all cards have been Closed" section.