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Planview Customer Success Center

Dependency Management

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Overview

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. Creating and Defining Dependencies

You can now establish clear dependency relationships between work items (cards) that exist on the same or different boards.

  • Create both incoming and outgoing dependencies between cards
  • Add context to dependencies with metadata:
    • Connection Timing (Finish-to-Finish, Start-to-Finish, etc.)
  • View dependencies from both connected cards

2. Visualizing and Managing Card Relationships

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

  • Parent/Child Tab:
    • View parent relationship information
    • View and manage child cards
    • Add new parent/child relationships
    • Filter and sort hierarchical relationships
  • Dependencies Tab:
    • Clearly separated sections for incoming and outgoing dependencies
    • View key metadata for each dependency
    • Visual indicators for dependency status
    • Update dependency status

Getting Started

Creating a Dependency

  1. While in the Dependencies details tabs, select the "Connect" button
  2. Select "Existing cards" or "New cards", search for the existing card or fill out the new card details
  3. Select the Connection Type for either "Incoming Dependency" or "Outgoing Dependency"
  4. Provide metadata about the dependency timing (Finish to Start is the default)
  5. Save the dependency

Viewing Dependencies

  1. Open a card to view its details
  2. Navigate to the dedicated "Dependencies" tab
  3. Review incoming and outgoing dependencies
  4. Use filtering options to focus on specific dependency types or statuses

Features Coming in Future Releases

The following features are planned for upcoming releases (subject to change):

  • Dependency Visualization on Board Views:
    • Visual indicators on cards showing incoming or outgoing dependencies
    • Tooltips with basic dependency information on hover
    • Colored strings between cards that are visible on the same board
    • Different colors representing different dependency types or statuses
    • Toggle dependency visualization on/off as needed
  • Automatic Exception and Date Conflict Detection:
    • Analyzes Planned Start and Planned Finish dates between connected dependency pairs
    • Flags date conflicts when dependency timing is illogical
    • Visual warnings on connected cards when conflicts are detected
    • Simple explanation of date conflicts on mouseover
    • Warning indicators for cards with date conflicts in board views
    • Highlights for exceptions that could impact dependency delivery (blocked, missed dates, overload, inactivity, etc.)

Questions and Feedback

As an early access feature, we welcome your feedback on Enhanced Dependency Management. Please submit any questions, issues, or suggestions through the feedback form available in the Labs section of your AgilePlace account.