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. As AdaptiveWork users are uniquely identified by their Username, it is important to enable the corresponding setting in PV Admin first.
Navigate to Settings tab > Organization profile > check Enable usernames under Configuration Options:
8. Navigate to the Products tab > in the Add Another Planview Product section > Select Planview AdaptiveWork tile
9. In the Add AdaptiveWork to Planview Admin pop > enter URL of your US/EU Production/Sandbox instance as listed:
10. You are redirected to the AdaptiveWork login page > enter username and password:
11. With successful login, the AdaptiveWork tile is successfully added to the Products page in PV Admin (visible under the Our Products section)
