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Planview Customer Success Center

Companies

A company is an external corporate entity that is typically either a consumer of products or services provided by your enterprise, or a vendor that sells services or technologies to your enterprise.

Company fields

Field name

Description

Name

Name of the entity record. Names should be descriptive and intuitive.

Description

Description of the entity.

Acronym

An abbreviated name for the entity. Acronyms are included in searches in the search bar.

Lifecycle State

The state of the entity with respect to enterprise management and planning.

Content Status

 State of the entity record. Content status is used to control contributions throughout the lifecycle of an entity. The statuses are as follows, in order:

  • Identified – entity record has been added, perhaps with very minimal information.
  • Planned – entity record has been prioritized for inventory, with a completion date.
  • In Process – entity record is being inventoried, with a completion date.
  • Completed – inventory is complete, but is yet to be reviewed.
  • Approved – inventory has been reviewed and verified.

 

Acquired by Companies

The company that purchased the current company.

Acquired Companies

The companies that the current company purchased.

Lifecycle Roadmap

Chart that displays the lifecycle states for the entity graphically in a time frame according to their date ranges (if set).

Links

URLs to online resources that provide additional information about the entity.

Tags

A custom flag that you can add to entity records to group them into a collection or report.