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Planview Customer Success Center

Support for Number of Customers in API

What's New

You can now easily get the number of Customers linked to your Project using API and use the CustomerCount in workflows and validation rules.

How it Works

Example #1 - Validation Rule (on Project Customer Link)

Validation-Rule-on-Project-Customer-link.png

Validation-Rule-Message.png

Example #2 - Workflow Rule

Non-blocking action, with Red Notification

Workflow-Rule-on-Project.png

Workflow-Notification.png

Example #3 - Custom Action

Show the "Set a Rate Card" action only if there are customers linked.

Custom-Action-Evaluation-Criteria.png