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Planview Customer Success Center

Enterprise Products Q&As - November 2022 Release Webinar

Enterprise Products (Portfolios, Enterprise Architecture, AgilePlace, ProjectPlace, and IdeaPlace/TeamTap) Q&A from the October 2022 Release Webinar:

Question Answer
Is there some guidance or support in moving a current strategy hierarchy to changed hierarchy for OKRs? OKRs are tied to the existing strategy hierarchy
What does DLP stand for? Data Loss Prevention
ProjectPlace - When will be able to have the freedom to change the order of KPI's within a Category? This is something we have discussed but not been able to prioritize to our backlog
Is "PI" ProjectIdea? PI stands for Program Increment. We work with an iterative, incremental planning where one Program Increment for Planview represent work that we will work on the next 3-month.
Does the lifecycle email notifications apply to all lifecycle notifications (Request, Work, Strategy) or only Work lifecycles? Yes, Lifecycle email notifications have been updated for all entities.
What is "UTF-8"? UTF-8/Multi-byte is support for non-latin characters (i.e. Japanese, Chinese, etc.) in Planview Portfolios. For more information please visit CSC article: https://success.planview.com/Planvie...nguage_Support 
When will the filter and highlighting functions within Work & Assignments be released? Our goal is sometime in the upcoming 3 months. We'll have more detail in the next webinar as it completes the QE process.
The new Inner Circles, the one with Portfolio Investment Prioritization, is this product agnostic and more process /theory or product driven and specific to Portfolios "Portfolio Investment Prioritization" is aiming to focus primarily on use cases in Portfolios and/or Advisor but will also include broader discussions on process, theory, best practices, etc.
When an idea ages out, will we have a notification to the submitter? Yes, notification will be sent to submitter.
In which formats will the new Templates for Whiteboards within PlanView? e.g where can those be managed and stored within Planview? The templates live within ProjectPlace and are managed by us. You base a new whiteboard on these templates and then be handled in the same way as whiteboards that have been created from scratch.  
What is weblink for the idea generation where we can upvote and rate ideas? The main community page is: https://e1.spigit.com/main/Page/AppHome
What is weblink for the idea generation where we can upvote and rate ideas? This link takes you to the community for accessing Portfolios and EA (CTM), soon AgilePlace!
Is the notification for the coming webinar on November 17th regarding Agile already available to sign-in in Planview? Yes, and you can register here: https://info.planview.com/flexibilit...ad_en_reg.html
Is there some guidance or support in moving a current strategy hierarchy to changed hierarchy for OKRs? OKRs are tied to the existing strategy hierarchy
What does DLP stand for? Data Loss Prevention
ProjectPlace - When will be able to have the freedom to change the order of KPI's within a Category? This is something we have discussed but not been able to prioritize to our backlog
Is "PI" ProjectIdea? PI stands for Program Increment. We work with an iterative, incremental planning where one Program Increment for Planview represent work that we will work on the next 3-month.
Does the lifecycle email notifications apply to all lifecycle notifications (Request, Work, Strategy) or only Work lifecycles? Yes, Lifecycle email notifications have been updated for all entities.
What is "UTF-8"? UTF-8/Multi-byte is support for non-latin characters (i.e. Japanese, Chinese, etc.) in Planview Portfolios. For more information please visit CSC article: https://success.planview.com/Planvie...nguage_Support 
When will the filter and highlighting functions within Work & Assignments be released? Our goal is sometime in the upcoming 3 months. We'll have more detail in the next webinar as it completes the QE process.
The new Inner Circles, the one with Portfolio Investment Prioritization, is this product agnostic and more process /theory or product driven and specific to Portfolios "Portfolio Investment Prioritization" is aiming to focus primarily on use cases in Portfolios and/or Advisor but will also include broader discussions on process, theory, best practices, etc.
When an idea ages out, will we have a notification to the submitter? Yes, notification will be sent to submitter.
In which formats will the new Templates for Whiteboards within PlanView? e.g where can those be managed and stored within Planview? The templates live within ProjectPlace and are managed by us. You base a new whiteboard on these templates and then be handled in the same way as whiteboards that have been created from scratch.  
What is weblink for the idea generation where we can upvote and rate ideas? The main community page is: https://e1.spigit.com/main/Page/AppHome
What is weblink for the idea generation where we can upvote and rate ideas? This link takes you to the community for accessing Portfolios and EA (CTM), soon AgilePlace!
Is the notification for the coming webinar on November 17th regarding Agile already available to sign-in in Planview? Yes, and you can register here: https://info.planview.com/flexibilit...ad_en_reg.html