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Planview Customer Success Center

Licenses

There are different license types that can be assigned to users in the organization. The license types control the user's access to the various AdaptiveWork modules.

           

NOTE

There are many options and controls for permissions in AdaptiveWork. For more information about permissions, see Intro to User Types, Roles, and Permissions.

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For more information about buying, assigning and managing licenses for users, click here.

           

License Type Descriptions

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.

None

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.

           

           

Access to Modules by License Type

The license types and the different modules or areas that they provide access to are outlined in the following table. In some cases, the access is provided only to the listed license types, which have special permissions.

         
  Full User Team Member Requestor None
Portfolios check_mark_dk_gray.png      
Programs check_mark_dk_gray.png      
Projects check_mark_dk_gray.png      
Milestones check_mark_dk_gray.png      
Tasks check_mark_dk_gray.png check_mark_dk_gray.png check_mark_dk_gray.png  
Rate Cards Financial Permission      
Financial Planning Financial Permission      
NLRs check_mark_dk_gray.png      
Meeting Notes check_mark_dk_gray.png      
Cases check_mark_dk_gray.png check_mark_dk_gray.png check_mark_dk_gray.png  
Requests check_mark_dk_gray.png check_mark_dk_gray.png check_mark_dk_gray.png  
Bugs check_mark_dk_gray.png check_mark_dk_gray.png check_mark_dk_gray.png  
Risks check_mark_dk_gray.png check_mark_dk_gray.png check_mark_dk_gray.png  
Issues check_mark_dk_gray.png check_mark_dk_gray.png check_mark_dk_gray.png  
My Work check_mark_dk_gray.png check_mark_dk_gray.png check_mark_dk_gray.png  
Resource Load check_mark_dk_gray.png check_mark_dk_gray.png    
Capacity Planner check_mark_dk_gray.png check_mark_dk_gray.png check_mark_dk_gray.png  
Timesheets check_mark_dk_gray.png check_mark_dk_gray.png    
Expense Sheets check_mark_dk_gray.png check_mark_dk_gray.png    
Approvals check_mark_dk_gray.png      
Social check_mark_dk_gray.png check_mark_dk_gray.png check_mark_dk_gray.png  
Discussion Groups check_mark_dk_gray.png check_mark_dk_gray.png check_mark_dk_gray.png  
User Groups

Full User – View only

Lite Admin

Admin

     
People check_mark_dk_gray.png Add only View only  
LIcenses Admin      
Job Titles

Full User – View only

Lite Admin

Admin

     
Skills

Full User – View only

Lite Admin

Admin

     
Customers check_mark_dk_gray.png      

Reports

check_mark_dk_gray.png      
Dashboards check_mark_dk_gray.png      
Templates check_mark_dk_gray.png      
File Templates check_mark_dk_gray.png check_mark_dk_gray.png check_mark_dk_gray.png  
Contributions check_mark_dk_gray.png check_mark_dk_gray.png    
Objectives check_mark_dk_gray.png      
Targets check_mark_dk_gray.png      
Action Items check_mark_dk_gray.png check_mark_dk_gray.png    
Decisions check_mark_dk_gray.png check_mark_dk_gray.png check_mark_dk_gray.png  
Widgets check_mark_dk_gray.png check_mark_dk_gray.png check_mark_dk_gray.png check_mark_dk_gray.png
Data check_mark_dk_gray.png check_mark_dk_gray.png    
Custom Objects check_mark_dk_gray.png check_mark_dk_gray.png    
Topics check_mark_dk_gray.png check_mark_dk_gray.png check_mark_dk_gray.png  
Alerts check_mark_dk_gray.png      
Emails check_mark_dk_gray.png check_mark_dk_gray.png check_mark_dk_gray.png check_mark_dk_gray.png
Recycle Bin check_mark_dk_gray.png check_mark_dk_gray.png check_mark_dk_gray.png  
Global Settings

Super User

Admin

     
System Settings Admin      
Profiles

Lite Admin

Admin

     
Layouts

Lite Admin

Admin

     
Configurations Admin      
Applications Admin      
InterAct Admin      
Extensions Admin      
Change History (Global) Admin      
Migrate & Deploy Admin