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Planview Customer Success Center

Getting Started FAQs


How do I sign up for an AgilePlace account?

Click here to sign up for a free, 30-day trial of AgilePlace. 



How does AgilePlace’s trial work?




Planview AgilePlace’s trial provides full access to AgilePlace for Teams. During this time you get the full Planview AgilePlace experience free for 30 days -- with no obligation or credit card required. You can create as many boards and users as you need. At the end of the trial, you can choose which edition of Planview AgilePlace you want to continue using.



How do I continue using AgilePlace at the end of the trial?

At the end of your free 30-day trial, you can choose to continue using AgilePlace by subscribing to our paid plan.

To continue using AgilePlace, the Account Owner can purchase user licenses directly within the application at any time. Click the three gears icon in the home screen, and select Account Details.




Click Purchase a AgilePlace Account and select the number of user licenses you would like to purchase. The amount per month and the total per year will be displayed for the requested number of users. Once you have completed the purchase, your new user licenses will be available immediately. 



What if my trial has already expired?

The first time the Account Owner logs in to AgilePlace after the trial has expired, he or she will be directed to purchase an account edition or suspend their AgilePlace account.



How much does AgilePlace cost?

To see our pricing plans, please go here.



Can I import existing data into AgilePlace?

Yes. AgilePlace provides an import wizard to help you import data from other systems into AgilePlace. To access the import wizard, click on the  icon in the top navigation bar of the board you want to import data onto. Select Import/Export from the menu and follow the instructions. 



What organizations are already using AgilePlace?

AgilePlace is used by more than 50,000 teams around the world. To see a few of our customers and see how they use AgilePlace go here.



What involvement is required from my company's IT department?

AgilePlace requires little to no IT support. Our on-demand service is accessed via a standard web browser and does not require IT involvement to implement or maintain your account.



How do users access AgilePlace?

All AgilePlace editions are available as an on-demand service. New users receive an email with the URL to access their account, username, and temporary password. There is no additional hardware or software to buy, install, or maintain. 



Does AgilePlace offer training?

We offer a number of training options to help organizations get the most out of their Planview AgilePlace account.

For more information, see the Planview AgilePlace Training Center or email us at