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Planview Customer Success Center

Admin

Project Category Permissions

You have long had the ability to set up entity categories so you can have different details and sections per type of entity. Now, for projects, you can grant permissions on specific categories of projects - for example, you can limit project access to certain categories of projects. See Project Permissions Examples Cookbook

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Permissions Explorer

Use this tool to identify what permissions profiles are granting access to an entity, and what permissions a specific user has. See Using the Permissions Explorer for more information.

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Resource Utilization Color Control

You can change gradient colors for Home/Resources and PPA heatmaps. See Configuring Global Resource Settings for more information.

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Sandboxes!

Get one! So you can:

  • Try out changes to your entities and processes
  • Use for training
  • Test drive beta features

Talk to your Account Manager for more information.

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