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Planview Customer Success Center

Planview Labs Program

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Planview Labs is Planview’s innovation hub for new ideas, products, and capabilities across the Planview Platform. Planview Labs is an early access program for testing and providing feedback about new, potential capabilities that the Planview product teams are considering for the future. Benefits of joining the Planview Labs program include:

  • Helping to shape the future of Planview products. The critical feedback you provide about potential new products and capabilities will inform product teams about valuable use cases and opportunities.
  • Realizing value early by getting access to new capabilities before they are generally available.
  • Direct line to the product teams. Gain insider knowledge about what we’re building and how it will help your organization and teams.

 

Active Labs Programs

Program name Product Description Registration
Strategy and Work Association Support Portfolios We're excited to introduce strategy and work association support for Planview Portfolios, enabling comprehensive visualization of how work across portfolios aligns with strategic imperatives. Currently, work items are viewed independently, but this new feature will allow you to visualize strategic relationships and organize roadmap items by them, while maintaining visibility into detailed work information such as status, dates, and progress.

The new functionality will enable you to:
  • Group work items by strategies
  • View detailed work information directly from the strategy view
  • Understand how work items contribute to different strategies

By joining this Labs program, you'll get early access to test this feature in your sandbox environment. Your feedback will be invaluable in helping us refine and enhance this capability before its full release. This is your opportunity to influence how strategy visualization evolves in Planview Portfolios!

*Note: This feature is currently only available in sandbox environments for testing purposes.		 Click to register
List View AgilePlace We’re excited to introduce the AgilePlace List View, enhancing how you visualize and manage your work items. Currently displayed in a Kanban board layout, your cards will additionally appear in a structured list format, offering a more detailed, data-centric overview of your work.

Key Benefits:
  • See your work items in a tabular, spreadsheet-like view
  • Access a more structured presentation of card attributes and data
  • Maintain a detailed view of work items while complementing the flow-based Kanban visualization
  • Choose the visualization that best suits your team’s preferences and needs

The List View provides an alternative way to interact with your cards while preserving all the functionality you rely on. This new view makes it simpler to track detailed attributes while giving teams that prefer a more structured format a view tailored to their workflow. By joining this Labs program, you’ll be able to share your feedback early with product management. Your feedback will be crucial in refining this feature and will help us shape the next steps!
 		 Click to register
NextGen IdeaPlace IdeaPlace We are excited to introduce the launch of our new IdeaPlace product. NextGen IdeaPlace is a new shared capability for Intake and Innovation Management with a modernized infrastructure and improved user experience.

Sign up to become part of our Labs program and get early access to our NextGen IdeaPlace, you'll be the first to experience our new product and provide feedback directly to our product team.

We’ll begin onboarding customers to the Labs environment soon. You will receive a registration email along with instructions to complete the setup and start using the platform.

*It may require additional licenses once we launch our General Availability (GA) version of IdeaPlace		 Click to register
Logbook AgilePlace

As an organization runs multiple initiatives, projects, and campaigns, it is critical to identify and mitigate risks and issues along the way to stay on target. There are often other types of information as well that are important to capture such as changes, decisions, assumptions, lessons learned etc.

With Logbook you will be able to capture the information necessary for your organization.  

Prerequisites

  • Access to Logbook requires Planview Admin which is available at no extra charge.  In order to set up Logbook in Planview Admin you need to be an administrator . Read more about Planview Admin and how to get it here.

Sign up now if you are interested in early access to Logbook. You will get the opportunity to share your feedback with product management. 

Click to register 

Updates
We are continuously doing our best to enable all customers, however due to a big interest from customers there will be delays with the enablement. 

Before you register, please make sure you meet the prerequisites.
Planview Copilot AgilePlace

Planview Copilot is the generative AI assistant for connected work that empowers every employee from the team room to the board room with access, connection, and unprecedented visibility into your organization's unique data intelligence. Easily converse with and question your data using natural language to glean insights, derive recommendations, and facilitate work-oriented actions.

Learn more about Planview Copilot:

  • Use Copilot to interpret data across multiple initiatives, value streams, products, or projects to identify priorities, risks, and potential delivery delays.
  • Reduce the time spent on manual data searching, gathering, and analyzing reports.
  • Gain access to the AgilePlace Customer Success Center content in product.
  • Democratize expertise and insights. Empower every employee to become an expert!

*Disclaimer: Planview Copilot in AgilePlace will be free 90-day trial during the Labs program. This will be a paid add-on after the trial.		 Click to register
SharePoint Integration ProjectPlace

The SharePoint Integration feature is designed to support customers who manage project documents and other assets within SharePoint. With this feature, Project Administrators can link one or more SharePoint sites directly to their ProjectPlace workspaces.

Once connected, project members, based on their SharePoint permissions, can seamlessly view and interact with files and folders without leaving the ProjectPlace environment.

What’s Included in this Labs release:

  • Easily configure up to five SharePoint sites within each workspace
  • View files and folders from linked SharePoint sites, with full respect for existing SharePoint permission setting
  • Easily filter search results to pinpoint the most relevant content by file type
 Click to register