Planview Labs Program

The Power BI report viewer widget seamlessly integrates your PowerBI.com reports directly into Planview.Me, enabling data-driven decisions without platform switching. This powerful widget transforms how you access and visualize your organization's data.

Key benefits:

• View and interact with PowerBI.com reports within Planview.Me, while maintaining all of the reports' security permissions and interactive features.
• Access real-time metrics, financial summaries, and cross-functional data in one consolidated view.
• Utilize full PowerBI functionality including tooltips, dynamic visuals, and drill-down capabilities.

Join the Labs registration to be among the first to experience this integration. Phase I launches with PowerBI.com reports, with more reporting sources planned for future releases.

We’re excited to announce the Labs release of an upcoming AgilePlace feature: Planview Platform User Management!

With this new capability, user accounts are created and managed in Planview Admin and provisioned to the products connected to it. It’s designed to streamline the user management process.

Sign up here to join the Labs program and be among the first to explore this new feature. You’ll also get the chance to share feedback directly with our product team.

We’re introducing Enhanced Dependency Management in AgilePlace, a new capability that improves how you track, create, and manage work relationships across your organization.

Unlike parent-child relationships that show work breakdown structure, dependency relationships show when one piece of work truly depends on another to progress. This distinction helps teams better understand what work must be completed before other work can start (or finish).

Ready to improve how you manage work dependencies? Sign up now to be among the first to try this new capability!

We're excited to introduce Team Planning and Management capabilities to enhance how you handle resource demand, capacity planning, and team assignments. Currently, resource management is primarily individual-focused, but this new feature will enable you to plan and visualize at the team level, optimizing how you manage groups, squads, and departments across your organization.

Key Benefits:

• Define teams with specific capacity parameters and cost metrics
• Assign entire teams to work items rather than just individuals
• Visualize and adjust team capacity with intuitive tools
• Lay the groundwork for enhanced team-level resource management
• Streamline planning processes across organizational units

Team Planning and Management provides a fundamental shift in how you approach resource allocation by enabling team-based planning. In this initial Labs release, you'll be able to define teams with capacity and cost attributes and assign these teams to work items—core capabilities that will evolve based on your feedback.

By joining this Labs program, you'll get early access to test these capabilities in your sandbox environment while directly influencing their ongoing development. This feature is in its early stages and will be continuously enhanced while in Labs, with your input shaping future iterations and functionality.

Your feedback during this formative period will be invaluable as we build toward a comprehensive team planning solution that addresses real-world resource management challenges across diverse organizational structures.

Prerequisites:

• You must be a Planview Administrator to request Labs access. 
• Access to Team Planning and Management requires Planview Admin and for Portfolios to use Planview Admin for authentication. Read more about Planview Admin and how to get it here.
• In order to configure Teams in Planview Admin you need to be an administrator.
• Portfolios August 2025 release
• Sandbox environments only at this time.

• 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 labs feature requires Planview Roadmaps for Enterprise. If you are not a Planview Roadmaps for Enterprise customer, we are still offering a trial which you can sign up here:  https://info.planview.com/planview-roadmaps-trial-eval_access-request_plt_en_reg.html

*Note: This feature is currently only available in sandbox environments for testing purposes.

• 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

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!

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