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Planview Customer Success Center

Editions and Licenses

AdaptiveWork Edition Types

AdaptiveWork is available in two different edition types. The table below highlights the main features available per edition type.

  Enterprise (1) Unlimited
Unlimited Number of Projects, Portfolios and Programs X X

Unlimited Number of Cases (Issues, Risks, and Requests)

Mobile Application (iPhone/Android) X X
Social Collaboration X X
API Access X X
Resource Management X X
Financial Planning X X
Budget Tracking X X
Time & Expense Management X X
Reports & Analytics X X
Basic Customization X X
Custom Fields 150 10000*
Rollup Summary Fields 15 80
Relation Summary 10 15
Business Rules 200 400
Custom Actions 100 500
Custom Objects 1 1**
Custom Pages / Panels 15 100
Scheduled Components (Reports, Dashboards, Workflows) 50 Up to 120 a day***
InterAct Email Collaboration X X
Number of Support Mailboxes 3 3
Number of Global Mailboxes 10 10
Number of Entity Specific Mailboxes Unlimited Unlimited
InterAct Rules 200 1000
Number of Emails for Support Mailboxes Per Day 2000 7000
Number of Emails to Global and Object Mailboxes Per Day 1000 5000
File Storage per Paid Seat 1000MB Unlimited
SSO & LDAP Integration Included Included
Support X X

(1) Legacy customers only. Edition no longer available.

* Up to 500 custom fields are allowed per super-class
**Additional objects can be added on demand
***Depending on the number of licenses

AdaptiveWork License Types

AdaptiveWork has different license types, which can be assigned to users in the organization.

Click here to learn how to buy, assign, and manage licenses for your users.

The license types are:

Full Users

Full users have access to the full work lifecycle, as well as access to create and view reports.

With ‘Enhanced Permissions’ enabled, organizations can also control access of Full Users, restricting them only to projects where they have a role, providing another layer of access permissions for large organizations with stricter confidentiality requirements.

Team Member

Team Members can see the specific tasks assigned to them, rather than the whole Project workplan. Team Members are centered around tasks, working day to day on completing tasks, collaborating with files & discussions, and reporting timesheets.

Time & Expense

The Time & Expense user type is only available under existing contracts and will be deprecated in the future to avoid overlap with Team Member users.

Requestor (formerly: Social)

Requestor users can sign into AdaptiveWork with a username and password.

They can work on cases and to-do tasks, as well as participate in discussions within the Groups they belong to. They can have joint workspaces where they can share files, notes, discussions and even see the AdaptiveWork widgets (Roadmap, Gantt).

Requestor users can also submit Custom Action items, i.e. submit forms that trigger workflows, such as submitting a helpdesk ticket, PTO, project, change request, etc.

Customers that need a joint, secure, workspace where they can share ideas, submit requests, and work jointly with other team members, rather than rely on emails and attachments residing in individual email inboxes or computers typically use this user type.

This license may also be used by members of other departments who are not project/task-centric but occasionally need to collaborate with licensed AdaptiveWork users and provide input into the shared knowledge base.

For more details on how to manage your licenses, click here.


AdaptiveWork lets you add users without a license (None in the license type picker). These users can be added as placeholders in the planning stages, before they get a permanent license.

These users cannot log in to AdaptiveWork, and cannot update work, however they can be added to Projects, and their planned hours will be calculated in the work plan. In addition, they can interact with AdaptiveWork via email.