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Planview Customer Success Center

Organizations

An organization represents the structure of a department and its related entities, which can include people and systems.

You can use organizations to maintain your organizational structure and all of the relationships to your IT infrastructure. People can be assigned to organizations as a member or a manager. You can define, for example, the organizational structure that is required to support a go-to-market strategy as well as customer and vendor organizations.

 Organization fields

Field names

Description

Name

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

Detail

Additional information about the entity.

Organization Domain

Category for classifying the entity record.

Acronym

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

Color

Color of the icons for the organization and systems owned by the organization that appear in various diagrams.

Links

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