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Planview Customer Success Center

Markets

Markets describe how or where you sell your products. Examples of markets include segments, channels, and regions.

You can also use markets to define the capabilities that are supported in specific markets, or the strategies or demands that impact specific markets.

Market fields

Field name

Description

ReferenceID

The identifier, typically from an external system for integration, import/export, or reference purposes.

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.

Domain

Category for classifying the entity record.

Type

Classification of the entity record.

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.

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.