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Planview Customer Success Center

Web Hooks

A web hook provides a link to another system by specifying its URL. This enables project data to be passed to that system for processing when certain stages are reached during a project. The data can be passed:

•automatically, when a particular status movement occurs

•manually, by clicking a button available at the project edit screen; these buttons are defined for the project type and appear when certain statuses are reached within a project, enabling data to be passed to another system

 

Existing web hooks are listed and you can click:

•Add to create another one

for a listed web hook,   then:

Open to edit the entry

Send Test Message to check the details are set up correctly and the message is received

Delete to clear the web hook, providing it is not in use.

Adding and Editing Web Hooks