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Planview Customer Success Center

Enterprise One Q&As - March 2021 Release Webinar

Question Answer
Will we be able to integrate Planview ID to SAML (as we do today with PRM/CTM)? Yes - you will be able to register Planview ID with your IDP just as you can with E1 today.
I did not see February 2021 release on the FTP site. It still lists January 2021 release February 2021 was a SaaS release only due to some remaining ASP conversion work needing to be addressed for ORACLE on premises customers. March 2021 will also be a SaaS only release.
Will PV ID show only the products that a user has access to, or will it show all products regardless of having an active user id in those products? PVID will show users only products they have access to. The 'Products' tab and "add product" actions are only available to PVID admins so users only see products available to them.
We had to stop using SSO as we need to authenticate using email address. Could Planview ID enable this again for us? Planview ID is keying off of an email address to inform users and as their PVID id. This may be an opportunity to discuss the email address dependencies a bit more. Feel free to reach out to Paul and we can schedule a quick discussion.
If I as the admin set new defaults, will this be changed for all users or do they have to "reset to default" somewhere? Users who have changed their defaults will not see a change, but users using the defaults (i.e., they have not changed the preference) would see a change.
Can we set up a recurring announcements?  We do not have recurring announcements.
By adding the default preferences to the Admin area, does this remove those that can be set by Admin from the users themselves? This does not remove the preferences from the individual user admin pages.
Announcements on CTM as well? Or just PRM? At this point the announcements will only be available in PRM.
Can the announcements be generated by user type? for example project manager Not yet - but it's coming soon!
Hi Stan, can we schedule alerts so they automatically show up at the specified time, say, daily? You can set the day/time but we don't have the ability to set recurring announcements.
For the notification due they also get an email notification. The announcements are only displayed within Enterprise One - PRM and are not emailed.
A question to Scott. In admin default user preferences. Can that be set by User role?
If not, do you have any plans to add it later?
We have 3 core businesses in E1 and they have different needs.
The preferences are currently global, but we have wondered about setting these by user role.  Nothing is slated but I am curious about which preferences would likely be different.  Have you guys already worked that out?  Thanks!
Are there any future plans to expand the number of attributes available in Financial planning in the PRM tool? Nothing that is actively being planned at this time.
What was the reason for not posting February 2021 release on the FTP site? February 2021 and March 2021 are SAAS-ONLY RELEASES -  Install media for on-premises customers has been held from this release. Contact Customer Care for questions or concerns.
There is currently a user preference that we have always felt should be a system default.  That preference is under General called Effort Unit.  At our company we always use "Hours".   We would like if this can be added as a System Default. We do have Effort Unit available on the new page - so hopefully that will help.
Will there be a point in time where you must move to the new enhanced screens? This is something we are actively discussing but no timeframe has been set. Since this could have a major impact on customers, there will be considerable advance notice.
Is there an update to job stream functionality for March? Minor refactoring in the past but nothing new in March.
Also any plans to allow the ability to select a Projectplace templates when kicking off a workspace from Enterprise One? It is possible to connect templates in Enterprise One and Projectplace to streamline the creation of work.  The following article includes instructions on setting this up:   https://success.planview.com/Planvie...cted_Templates.
Any update on when images when can be added to configured screens? The ability to 'Add Image' as a component for an end user to upload one or more images to a configured screen for a given entity is currently in the backlog and actively working to get prioritized. No target date at this time.
Will it be possible to add pictures to a configured screen in the future?
Like an internal process map?
The ability to 'Add Image' as a component for an end user to upload one or more images to a configured screen for a given entity is currently in the backlog and actively working to get prioritized. No target date at this time.
Can you comment on the use of Enterprise One Enhancement Campaigns? Are there any user enhancement requests being prioritized for development? We are frequently reviewing the Enhancement campaigns for the 'trending' ideas. We are currently still working on the initial top ideas voted on during the Pairwise campaign.
What are the plans/timescales for updating CTM (legacy) screens, and removing BIRT reports? No timeline for the screens or widget layouts at this time. Still considering for the roadmap but has not been prioritized at this time. From end user standpoint, been focused on the grids which has taken priority over screen work. Will revisit later this year. The BIRT platform will continue to be supported.
Any plans to add a link between Outcomes in E1 and Leankit? No plans or backlog items to connect Enterprise One Outcomes to LeanKit. Keep in mind though that current connection points are between project or below project level entities. There can be some visibility up to Outcomes by way of the work being associated to those entities so in a way Outcomes are linked to LeanKit but only through the connected work.
When can we expect the Enhanced Screens migration functionality through Configuration migration center? We have had detailed discussions around this and have it in our backlog waiting to be prioritized. No target date at this time.