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Planview Customer Success Center

September 2024 Enablement Q&A

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Question Answer
Can you provide chapters in the recording of such sessions? Would be great if you see the record and can jump to the topics you're interested in. Thanks for the feedback – we'll look into this – not sure what is possible, but we'll see.
Will new "Link Tile" be able to access a file on an organization's network drive? Link Tile can save any URL including link to a file!
Link between Planview.ME and Co-Pilot is optional or mandatory? Optional, as there is some cost to use Planview Copilot (though exciting and worth it depending on your needs!)
"Mark as Complete" global option on timesheets - an individual resource checks the checkbox to mark their assigned task as completed and it really makes the entire task completed even if there's other resources allocated to it? Yes, this is how the Complete checkbox works as of now. The global option was brought in to enable our customers to hide this checkbox, as many of our customers do not need/want timesheet submitters to use this checkbox.
Is the Logbook here is Audit logs? Logbook is a new shared capability that empowers users to capture different types of Logs, including risks, issues, decisions, etc., that you can configure. It will have its own auditing capability. You can find out more and participate in Labs here: https://info.planview.com/planview-l...ad_en_reg.html

Also and separately, Portfolios is working on an uplift to Audit/Change History. We have a quarterly product update/roadmap webinar on September 18th, please join us! https://info.planview.com/PV-Port-EA...rm_en_reg.html
Is there progress / delivery date for the identifier when integrating "ProjectPlace to Portfolios' as well as the integration from AgilePlace? to intercept the work creation? Yes, there is progress. I just got notified it got though our QE team without any issues, and we will be releasing that in September, it is released separately form Portfolios release, and I will have it in release notes as well. It was not called out here as I was waiting for QE confirmation which came in too late.

For others wondering about this question, we are providing a new read-only text attribute, which will indicate source of creation, (eg. Portfolios, AgilePlace, ProjectPlace). Thanks for bringing this up!
Resizing of the Cards applies to the whole Board, right? Any chance it can be by Lane? It applies to the whole board right now. Having it apply to certain lanes is an interesting idea that we can consider for the future!
What version of Planview Portfolios must you have to turn on the Archived Workspace for Odata? Archived workspace data for Odata is only for ProjectPlace not Portfolios.
any plans to make available for Portfolio? As of now we are not considering opening up the Portfolios odata feed to read the archived data store.
Are there e-learning courses for PVA's? Not at this time but check back in early 2025!
Hello! I thought in last month's webinar the CSC and UoP was going to be added to Planview Admin (easy for SSO users). When will this be released (or did I get that wrong)? This is still in development but planned to be available before the end of the year.
Does 'Project to Product' replace 'Accelerate'? No - we will still have a 2025 Accelerate conference!