Administrator Setup - 1.Basic Configuration
Connecting PV Admin to your AdaptiveWork instance is a one-time set-up and shall be done by the AdaptiveWork Administrator, following the steps below:
1. Administrator to submit a support ticket in SFDC to request the creation of the organization in PV Admin, while providing the following details:
- Org Name
- Region
- Admin Email address
- First & Last Name
2. You (Admin) receive an email "Invitation to create your Planview account" from no-reply@id.planview.com.
3. Click the 'Create Planview account' link in the email
4. A Planview account is created in PV Admin and can be accessed with the following URL structure: https://[orgname].id.planview.com
5. You (Admin) can now Sign into the PV Admin account
6. PV Admin opens in the Overview tab
7. Navigate to the Products tab > in the Add Another Planview Product section > Select Planview AdaptiveWork tile
8. In the Add AdaptiveWork to Planview Admin pop > enter URL of your US/EU Production/Sandbox instance as listed:
9. You are redirected to the AdaptiveWork login page > enter username and password:
10. With successful login, the AdaptiveWork tile is successfully added to the Products page in PV Admin (visible under the Our Products section)
