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Planview Customer Success Center

Q2 2023 Planview Portfolios, Enterprise Architecture and Team delivery Q&A

Question Answer
I like the "Action Boards" name! Thanks, we do too! This is our PM Erik's brainchild; more than a dashboard, you can take Action!
Notifications from AgilePlace and ProjectPlace also come into Action Boards? Eventually that is a goal, to have cross product widgets/components available within products and also at a higher level board outside of products. But we are first focused on Portfolios for our MLP (minimum lovable product, our PM Izzy's term :).
Will Action Board replace My Overview ribbon? Our goal is to make it so the ribbon is no longer needed; you can configure the components/widgets you want to see up front, and include tiles for specific reports/dashboards your users access frequently within the Action Board itself. Less frequently accessed reports/dashboards would be accessible from a menu. So this absolutely could replace the ribbon long term and we'll be looking to add an option to hide ribbons once we've made significant progress.
When will the new menus and navigation go to GA? Need a ton of lead time. As you can imagine, a LOT of QA/quality testing is going into this, so depending on how QA goes the earliest would be September but more likely October. We will be providing timing updates in each of our monthly release webinars and release notes, as well as enablement materials for you ASAP.
Is MLP a trademarked term? MLP (minimum lovable product) is not trademarked yet, but we adore this term :).
Will you be sharing the deck? Not the deck, but we will be sharing this recording within a week of this webinar so that you can reference it as needed. We like to have the recording because it explains timing and caveats, whereas having a floating deck does not and could be misinterpreted out of context.
Re: Share "Part" of your Plan With... Will this also be an option if ProjectPlace is integrated with PPM Pro or only Portfolios? Partial plan sync is for Portfolios and ProjectPlace only, PPM Pro is a separate mid-market solution that is not part of this feature.
Can the "bulk update" feature in EA be carried over to Portfolios? We need that badly ! Please do look through the enhancement campaign to see if there is an open idea already existing that is similar and you can add the functional details/user needs and upvote it. Or if an active idea does not exist, please submit new. https://e1.spigit.com/e1prmcontinuous/Page/Overview
What is the expected timeline for the Snapshot functionality please? It is aimed for the late July / August timeframe.
Are there negotiations for the timeline between sandbox & production deployment? At this time the expanded Continuous Cloud program will introduce an 'every 3 months' upgrade schedule where within that option customers can choose either 1 or 2 weeks between Sandbox and Production deployments. 1 week will still be the time between Sandbox and Production when choosing monthly upgrades.
Is there an option for monthly, but with a two week gap between SB and Prod? At this time the expanded Continuous Cloud program will introduce an 'every 3 months' upgrade schedule where within that option customers can choose either 1 or 2 weeks between Sandbox and Production deployments. 1 week will still be the time between Sandbox and Production when choosing monthly upgrades. Reason for sticking with the 1 week gap for monthly scheduling is the reality of running out of a single month and expanding the time where Sandbox and Production are out of sync version wise.
Would love in person conference again as it allows so much more opportunity for networking and focused time. :) Agree, please send your feedback to the Accelerate team!