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Planview Customer Success Center

Configuration Menu

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The Configuration menu determines the normal rules and defaults that are to apply within the application. Certain of these settings can be overridden within the relevant views.

Input is through a series of views that are accessed from the separate Configuration icon  . Click the icon for a list with links to each view. Select each one in turn and then enter data as prompted.

 

NOTE:
Any changes you make here do not take effect until the next login.