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Planview Customer Success Center

Dependency Management

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What is Enhanced Dependency Management?

Enhanced Dependency Management allows you to establish clear relationships between work items that depend on each other, with rich contextual information to help teams coordinate effectively. Unlike parent-child relationships that represent work breakdown structure, dependency relationships show when one piece of work truly depends on another to progress.

Key Features

  1. Create both incoming and outgoing dependencies between cards on the same or different boards
  2. Visualize dependency and parent-child connection lines directly on boards
  3. Add context to dependencies with metadata such as Connection Timing (Finish-to-Finish, Start-to-Finish, etc.)
  4. Monitor dependency health with status indicators (Healthy, At Risk, Blocked)
  5. View dependencies from both connected cards
  6. Manage dependencies through a dedicated tab in card details with both card and list view options
  7. Control connection line visibility through View Settings
  8. Connect existing cards as dependencies directly through the Dependencies tab

Visualizing Connection Lines on Boards

AgilePlace now displays visual connection lines that show relationships between cards directly on your boards. These lines help you quickly identify dependencies and parent-child relationships at a glance.

Connection Line Types

  • Dependency connection lines show incoming and outgoing dependencies between work items
  • Parent-child connection lines illustrate hierarchical relationships in your work breakdown structure
  • Connection lines appear both within a single board and across multiple boards, giving you complete visibility into how work items relate

Controlling Connection Line Visibility

Use the View Settings control in the board toolbar to customize your visualization:

  1. Locate the View Settings button in your board toolbar
  2. Toggle Dependency connection lines on or off to show or hide dependency relationships
  3. Toggle Parent-child connection lines on or off to show or hide hierarchical relationships
  4. Adjust these settings based on your current focus and what relationships matter most for your work

This control gives you the flexibility to reduce visual complexity when needed or highlight specific relationship types during planning and coordination activities.

           

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Visualizing and Managing Card Relationships

The card detail view now includes dedicated interfaces for both parent/child relationships and dependency relationships.

Parent/Child Tab

The Parent/Child tab allows you to:

  • View parent relationship information
  • View and manage child cards
  • Add new parent/child relationships
  • Filter and sort hierarchical relationships

Dependencies Tab

The Dependencies tab provides a comprehensive view with multiple viewing options:

  • Clearly separated sections for incoming and outgoing dependencies
  • Switch between card view and list view to match your workflow preference
  • View key metadata for each dependency including connection timing and status
  • Visual indicators for dependency health status (Healthy, At Risk, Blocked)
  • Track whether dependencies are resolved or unresolved
  • Update dependency status and metadata
  • Access rich contextual information through dependency popovers

           

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Understanding Dependency Health Status

A dependency is a link between two cards: one piece of work needs another to reach a certain point before it can move forward.
From the card you are looking at:

  • Incoming - work you need from another card before you can proceed.
  • Outgoing - other cards that need you before they can proceed.

Each dependency displays a health indicator to help you quickly assess risk:

  • Healthy - The dependency is on track with no issues
  • At Risk - Potential issues may affect dependent work
  • Blocked - The dependency is currently preventing progress

Dependencies also show their resolution status to help you understand what's been addressed and what still requires attention. Hover over any dependency to view detailed information in the rich popover, including timing, health status, and resolution details.

Resolved or unresolved

This answers: Has the link’s rule been satisfied yet?
  • Unresolved - still waiting (for example the other card has not started or finished when required).
  • Resolved - the rule for that link is met.
You’ll see counts like Incoming (0/1):
  • The second number is how many incoming links you have.
  • The first number is how many are resolved.
  • (0/1) means one link, still waiting. (1/1) means that link is done waiting.

AgilePlace updates this from card progress. You don’t set it yourself.

Healthy, At risk, or Blocked

This answers: Is anything wrong with this link right now?
Status In plain terms
Healthy Waiting is normal; no schedule problem and the other card isn’t blocked.
At risk Dates or progress suggest trouble (late start, late finish, dates don’t line up).
Blocked The other card has a card block on it.

Blocked wins if both At risk and Blocked apply.
Healthy, At risk, and Blocked show only while at least one link in that direction is still waiting - not when there are no links there, or when all are resolved.

Hover the dependency indicator on a card to open a quick summary. Incoming and Outgoing show counts, may include Healthy, At risk, or Blocked when links are still wating. Select View All for the full Dependencies tab ank linked-card details.

           

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When is something At risk?

Think of At risk as “worth a closer look on the schedule.”
Common reasons:
  • Incoming at risk - the card you depend on may be behind, may have started later than planned, or its dates may not align with when you need to proceed on this link based on the dependency's timing.
  • Outgoing at risk - a card that depends on you may be behind, may have started later than planned, or may be scheduled to start before your work can meet this dependency’s timing.

AgilePlace uses planned dates (what you scheduled) and actual dates (what really happened). If a card you depend on starts late, incoming on your card may show At risk even when that card is not past its planned finish. Your own late start often shows on a dependent card’s incoming, not necessarily on your outgoing.
Fix dates or progress, and At risk often clears when the schedule looks right again.
 

Connecting Cards as Dependencies

You can create dependencies between work items (cards) using the Dependencies tab in the card details panel. The process allows you to connect both new and existing cards.

  1. Open a card to view its details.
  2. Navigate to the Dependencies tab.
  3. Select the Connect button.
  4. Choose either Existing cards or New cards:
    • For Existing cards, search for the card you want to connect
    • For New cards, fill out the new card details
  5. Select the Connection Type for either Incoming Dependency or Outgoing Dependency.
  6. Provide metadata about the dependency timing (Finish to Start is the default).
  7. Save the dependency.

           

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Quick Connect Existing Cards as Dependencies through the Right-Click Context Menu

Using the right-click context menu:

  1. Right-click on the card (or cmd/ctrl + click to select multiple cards) you want to connect as dependencies to another card.
  2. Select Connect Dependencies in the context menu.
  3. Select the card you want to connect as a dependency.
  4. Configure the Connection Type and Timing.
  5. Click Save to establish the connection.

This right-click method provides a quick and efficient way to establish dependencies directly from the board view without having to navigate through card details.