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Planview Customer Success Center

Account Details

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Select My Account to view existing details:

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This shows:

  • details of the account
  • Document Storage quota and current usage
  • for a trial version only:
    • Remove Transactional Data so you can remove demonstration data after completing the trial to start actual configuration and input
    • Shift Demo Data to make the data current by moving it forward a number of weeks
  • a list of Webinars that are scheduled.