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Planview Customer Success Center

Overview

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The Licenses module, available for Admin users, provides a holistic view of your organization's licenses.

The module allows you to take advantage of AdaptiveWork's extensive module view features including managing the information seen using column sets as well as implement conditional formatting on the data.

For even more viability you can utilize the sort, search, and filter functionality.

The license module allows you to revoke licenses with ease as well as upgrade your existing licenses and purchase new AdaptiveWork and Add-on licenses.

The licensing information can be exported to an excel file and emailed to relevant stake holders or printed for your convenience.

 

Accessing the License Module

Admin users have access to the licensing module from the navigation panel provided that the module was added to the relevant profile.

The Licenses module can also be accessed from the People module.

Note: Availability depends on the profile's Action Availability.

  1. In the People module's grid view, click the Admin tab
  2. Click Licenses to open the licensing options
  3. Select View Existing Licenses...

    The License Module opens

 

Revoking Licenses

Revoking a license cuts off user access. The user is unable to login, yet it does not change any previous and existing assignments.

Note: You cannot revoke a license from users with admin/superuser/financial permissions. Remove these permissions from the user before revoking the license.

  1. Select the user(s) in the grid.
  2. From the Admin ribbon , click 202018197_licenses_btn.jpg and then 202061278_rvk_lisnce_btn.jpg

Grid View

The license module utilizes AdaptiveWork's grid view which is the standard data table display for viewing, managing and editing data.
Clicking the icon, located above the ribbon enables managing grid column sets which can then be further filtered and sorted.

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Searching and Filtering

The License module can be searched and filtered for data using the Contextual Search.

Each of the Grid columns can also be filtered and sorted. Conditional formatting can also be applied.

360007611513_mceclip0.png

 

PURCHASING LICENSES

You can upgrade your current subscriptions or buy additional subscriptions from the License module.

Click to access the online order form.

In the online purchase order form you can upgrade your licenses, purchase additional licenses, or purchase add-ons and integrations.

Automatic Subscription Renewal at the End of the Term

Subscriptions renew automatically. Contact us 30 days before renewal to let us know if you do not wish to renew your subscription automatically.

 

Mixing Editions

You can decide if your organization is better suited working with the Professional or Enterprise editions.

Whichever option you choose, all subscriptions are purchased at that Edition level.

 

Switching Plans

You can upgrade to the Enterprise Edition at any point during your subscription term.
Additional charges will be calculated based on the remaining subscription term.

 

Payment Options/Paying by Invoice

We accept Visa, MasterCard, American Express, and PayPal through our online payment system. You are also welcome to purchase the system by invoice. Simply select your payment preference during checkout. Please note that payment terms are payment in advance of service.

 

Paying for Longer Time Periods in Advance

The monthly rate is reduced the longer the time period you are willing to commit to. We offer subscription terms for 12, 24, and 36 months at a time.

Buying and Assigning Licenses

AdaptiveWork is available in two different edition types. You can upgrade your current subscriptions or buy additional subscriptions using the AdaptiveWork order form.

Click here for more about AdaptiveWork licenses

Available licenses are assigned to new users when the log into AdaptiveWork. When inviting a new user, you can select the license type.

invite_license.jpg

You can also assign licenses from the People module. Under the Admin tab, select Licenses > Assign License from Existing Licenses...

You can them assign licenses and see more details per user regarding their license.

360030913033_mceclip1.png

To see a related video, click here.

 

 

EXPORTING AND PRINTING DATA

The license information can be easily exported to an Excel file or printed.

To export the License module's data:
  1. Click Export
  2. Select whether to send the exported Excel by mail (via AdaptiveWork) or download the file to your computer
    Note:

    AdaptiveWork supports Excel 2007 and above.

 

To print the License module's data:
  1. Click Print
    The print preview window opens
  2. Review the data
  3. Click Print to complete the process