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Planview Customer Success Center

Linking Customers to Projects and Cases

Linking Customers to Projects and Cases

AdaptiveWork enables you to associate (link) projects and cases with one or more customers so that customer-centric projects, such as service projects, build-to-order projects, build-to-customer and others are linked to their respective customer(s).

To associate projects and cases with customers, the Projects and Cases modules as well as several other other modules provide an 'Add Related' function to enable linking customers.