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Planview Customer Success Center

Accessing Advisor from an AdaptiveWork Portfolio

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Users with an active Advisor license can access Advisor directly from a Portfolio in AdaptiveWork (AW). This feature is available through a drop-down menu in both the Portfolio list view and the Portfolio details view. The menu behavior and available actions depend on the connection status between AW and Advisor, the user’s license, and whether the portfolio is already linked.

Prerequisites

  • Advisor Integration must be connected at the organization level.

  • User must have an Advisor license assigned in their user profile.

Behavior When Advisor Is Not Connected

  • The Advisor drop-down menu is hidden for all users.

  • No Advisor-related actions are available in any portfolio view.

Behavior When Advisor Is Connected

  • The Advisor drop-down menu is visible only to users who have an Advisor license.

  • Users without a license will not see the menu in:

    • Portfolio list view

    • Portfolio details view