Managing Products

Adding a Planview Product Environment

Administrators can add product environments for supported Planview products into Planview Admin. You can add both production and sandbox environments, and you can add multiple tiles for each Planview product. When you add a product tile, Planview Admin will automatically import the user list for the linked product environment.

1. Log in to Planview Admin at https://id.planview.com
2. You will see the admin console, shown below.
3. Click the Products menu.
4. In the Add Another Planview Product section, click Add product on the product tile you want to add.
5. On the Add Product Instance to Planview Admin screen, enter the URL for the Planview product environment you are adding.
6. Click Add.
7. On the screen that appears, enter the credentials that give you admin access to the product and follow the instructions to register it with Planview Admin.
8. Click Save.

   Planview Admin automatically imports the users for the product environment and adds the tile for the product environment in the Our Products section.

              

   NOTE

   • Importing users can take up to an hour to complete.
   • For Portfolios environments:
     • Make sure you are logged out of all Portfolios sessions before adding an environment.
     • During step 7, select which environment you are trying to add when entering your password.

              

9. Audit the user list for the product environment you added to find any unmapped users, then map those users or move them to the ignored list. You can now also activate Planview ID for the environment.

Once you have added a product environment to Planview Admin, you can copy its URL and link to it directly for ease of navigation.

To copy a product environment URL:

1. On the Products page, click  on a product tile.
2. Click Get link to product.
3. In the confirmation screen, click Copy URL.

The URL is added to your clipboard. The copied URL can be pasted into a browser and bookmarked.

Setting a Primary Sandbox

If your organization has multiple sandbox environments for a product, you can set one of them as the primary sandbox. 

To set a primary sandbox:

1. On the Products page, click  on a sandbox product tile.
2. Click Set as primary sandbox.
3. In the confirmation popup, click Set as primary.

The sandbox environment is now your primary sandbox.

Enabling and Disabling Planview Admin Authentication

Configuring a product in Planview Admin is a two-step process. The first step, Adding a Planview Product, registers the Product with Planview Admin. This step creates the link between Planview Admin and the Product and Syncs (imports) users to Planview Admin. This link allows data to be used across the Planview platform by other applications such as OKRs, Roadmaps, Planview.Me, and Logbook. Users continue to use their existing product-level authentication. 

Once you have completed that step, you will enable Planview admin authentication for the product. Once enabled, the product will begin to use Planview Admin for authentication. The product will become visible to users with access in the Overview tab and Product Switcher,

To enable Planview Admin authentication for a product environment:

1. Click the Products menu.
2. On the product tile for the product environment you want, click Manage product or  > Manage product.
3. In the top right corner of the screen, click Enable Planview Admin authentication.

Planview Admin authentication is now enabled for that product environment. The product's tile will have a green dot, indicating that Planview Admin authentication is enabled.

To disable Planview Admin authentication for a product environment:

1. Click the Products menu.
2. On the product tile for the product environment you want, click Manage product or  > Manage product.
3. In the top right corner of the screen, next to Planview Admin authentication enabled, click  > Disable Planview Admin authentication.

Planview Admin authentication is now disabled for that product environment. The product's tile will have a gray dot, indicating that Planview Admin authentication is disabled.

Synchronizing Users

When a Planview product environment is added to Planview Admin, the user list is automatically imported within an hour of initially Connecting. Planview Admin will automatically sync between products and Planview Admin every hour at the 45 minute mark and it can take up to 20 minutes for the sync to complete but administrators can also manually run a user sync. Administrators can also view the logged details of the most recent user synchronization.

To synchronize users between Planview Admin and a Planview product environment:

1. Click the Products menu.
2. On the product tile you want, click > Sync users.

              

   TIPS

   • You can also click Sync Users on the Mapped Users tab.
   • You can manually click Sync Users every five minutes.

              

To view logged details of the last user synchronization:

1. Click the Products menu.
2. On the product tile you want, click Manage product or  > Manage product.
3. Click Details.

The Last sync details screen shows the time and date of the last user synchronization, the number of records synchronized, and any messages or errors logged during the synchronization.

Viewing User Mappings

When viewing mapped or unmapped users, you can sort the user list by clicking a column header. You can also filter on names and email addresses by typing one or more characters in the Search box.

To view mapped and unmapped users:

1. Click the Products menu.

2. On the product tile you want, click Manage product or  > Manage product

   The screen that appears shows the mapped users for the product environment. You can remove the mapping for any user in this list.

3. To see a list of unmapped users, click Unmapped Users. You can create a mapping for any user in this list or move any user you do not want to map to the ignore list.

Mapping a User

To add a mapping for an unmapped user:

1. Click the Products menu.
2. On the product tile you want, click Manage product or  > Manage product.
3. Click Unmapped Users.
4. For the user you want to map, click  > Map To.
5. Perform one of the following steps:
   • To map the user to an email address not currently used in Planview Admin, click New Planview ID. Click Map. On the Map User screen, enter the name and email address for the user you want to map to.
   • To map the user to an existing email address used in Admin, select the user you want from the list below the search box.
6. Click Map.

Managing Subscriptions for a User

You can assign subscriptions to users for products with different subscription levels, such as Planview Roadmaps. The number of available and used subscriptions is visible in the upper-right corner.

To assign a subscription to a single user:

1. Click the Products menu.

2. On the product tile you want, click Manage product or  > Manage product

   The screen that appears shows the mapped users for the product environment.

3. For the user you want to assign, click on their row, under the Subscription type header

4. Select a subscription type.

The user will be updated with the subscription type you selected. The count of available and used subscriptions will update accordingly.

To assign subscriptions to multiple users:

1. Click the Products menu.

2. On the product tile you want, click Manage product or  > Manage product

   The screen that appears shows the mapped users for the product environment.

3. For each user you want to assign, click on the checkbox on the left of their row.

4. Click Bulk actions > Edit subscription type.

5. Select a subscription type from the dropdown menu.

6. Click Save.

The users you selected will be updated with the selected subscription type.

Managing Product Roles

You can manage product roles for some applications, such as Planview Roadmaps.

To reassign a product role for a single user:

1. Click the Products menu.

2. On the product tile you want, click Manage product or  > Manage product

   The screen that appears shows the mapped users for the product environment.

3. For the user you want to assign, click on their row, under the Product role header

4. Select a product role.

The user will be updated with the product role you selected.

To change the product role of multiple users:

1. Click the Products menu.

2. On the product tile you want, click Manage product or  > Manage product

   The screen that appears shows the mapped users for the product environment.

3. For each user you want to assign, click on the checkbox on the left of their row.

4. Click Bulk actions > Edit role.

5. Select a product role from the dropdown menu.

6. Click Save.

The users you selected will be assigned the new product role.

Unmapping a User

To remove a user's mapping:

1. Click the Products menu.
2. On the product tile you want, click Manage product or  > Manage product.
3. On the Mapped Users tab, for the user you want to unmap, click  > Remove Mapping.

Ignoring an Unmapped User

If you know that you do not want to map an unmapped user but want to remove that user from the unmapped user list, you can mark the user as ignored.

To mark a user that you do not want to map:

1. Click the Products menu.
2. On the product tile you want, click Manage product or  > Manage product.
3. Click Unmapped Users.
4. For the user you do not want to map, click  > Ignore.

The user is moved to the ignored users list. You can later move the user back to the unmapped users list.

Removing a User from the Ignored List

To remove a user from the ignored users list:

1. Click the Products menu.
2. On the product tile you want, click Manage product or  > Manage product.
3. Click Unmapped Users.
4. Click Show ignored users.
5. For the user you want to move to the unmapped users list, click  > Unignore.

Editing a Product Tile Description

The product description is displayed in a product tile below the product logo on both the Overview screen and the Products screen.

To edit a product tile description:

1. Click the Products menu.
2. On the product tile you want, click > Edit product description.
3. In the Edit Product Description box, enter the name or description you want to appear in the product tile.
4. Click Save.

Removing a Product Environment from Planview Admin

1. Click the Products menu.
2. On the product tile for the product environment you want to remove, click > Delete.
3. In the Delete Product Instance? screen, click Delete to confirm.

Products Screen Elements

The following table describes the screen elements on this screen.

Element		Description
Our Products		This section shows product tiles for each Planview product environment that has been added to Planview Admin. Each product tile shows details about the product environment, such as the description, URL, and whether the environment is a production or sandbox environment. A product tile also includes the Manage product and (action menu) options to manage the environment and its users.
	Manage product	Click to view and manage the users for the selected application environment, including synchronizing users and manually mapping users, and activating or deactivating Planview ID for the environment.
		Click the action menu () on a product tile for the following options: Manage product: View and manage the users for the application environment, including synchronizing users and manually mapping users, and activating or deactivating Planview ID for the environment. Sync users: Synchronize the users for the selected environment. Get link to product: Provides a user-friendly quick link to the product environment. Edit product description: Edit the product tile description for the environment. Delete: Remove the selected environment from Planview Admin.
Add Another Planview Product		This section shows tiles for the available Planview products for which you can add product environments. You can have more than one environment for each Planview product.
	Add product	Click to add an product environment for a Planview product.
	Learn more	Click for more information about the Planview product.

Manage Product Screen Elements

The following table describes the screen elements and the tasks that administrators can perform on the manage product screen for a product tile, which you access by clicking Manage product or  > Manage product on a product tile.