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Planview Customer Success Center

Planview Labs Program

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Planview Labs is Planview’s innovation hub for new ideas, products, and capabilities across the Planview Platform. Planview Labs is an early access program for testing and providing feedback about new, potential capabilities that the Planview product teams are considering for the future. Benefits of joining the Planview Labs program include:

  • Helping to shape the future of Planview products. The critical feedback you provide about potential new products and capabilities will inform product teams about valuable use cases and opportunities.
  • Realizing value early by getting access to new capabilities before they are generally available.
  • Direct line to the product teams. Gain insider knowledge about what we’re building and how it will help your organization and teams.

 

Active Labs Programs

Program name Product Description Registration
Visual Lane Policies AgilePlace Help your teams work better with Visual Lane Policies - a simple way to improve data quality and hygiene without slowing anyone down. Join our Labs program to be one of the first teams using this practical new feature that makes process compliance feel natural, not forced.

What You'll Get:
  • Early access to Visual Lane Policies on your boards
  • Regular check-ins with our product team to share what works and what doesn’t
  • Quick help when you need it
  • First look at new capabilities as we develop them

We’ll start welcoming Labs participants in early January. You’ll get clear setup steps and practical tips to make Visual Lane Policies work for your team. We’ll stay in touch to ensure it’s helping you and to learn from your experience.

*This Labs feature will be part of your existing license when it’s released to everyone.		 Click to register
NextGen IdeaPlace IdeaPlace We are excited to introduce the launch of our new IdeaPlace product. NextGen IdeaPlace is a new shared capability for Intake and Innovation Management with a modernized infrastructure and improved user experience.

Sign up to become part of our Labs program and get early access to our NextGen IdeaPlace, you'll be the first to experience our new product and provide feedback directly to our product team.

We’ll begin onboarding customers to the Labs environment soon. You will receive a registration email along with instructions to complete the setup and start using the platform.

*It may require additional licenses once we launch our General Availability (GA) version of IdeaPlace		 Click to register
Logbook AgilePlace

As an organization runs multiple initiatives, projects, and campaigns, it is critical to identify and mitigate risks and issues along the way to stay on target. There are often other types of information as well that are important to capture such as changes, decisions, assumptions, lessons learned etc.

With Logbook you will be able to capture the information necessary for your organization.  

Prerequisites

  • Access to Logbook requires Planview Admin which is available at no extra charge.  In order to set up Logbook in Planview Admin you need to be an administrator . Read more about Planview Admin and how to get it here.

Sign up now if you are interested in early access to Logbook. You will get the opportunity to share your feedback with product management. 

Click to register 

Updates
We are continuously doing our best to enable all customers, however due to a big interest from customers there will be delays with the enablement. 

Before you register, please make sure you meet the prerequisites.
OKRs Grid View OKRs

We're excited to introduce a new OKR grid view, enhancing how you visualize and manage your objectives and key results. Currently displayed as cards, OKRs will additionally appear in a grid or list format, offering a clearer, more structured overview of your objectives. This new view will allow you to easily see the hierarchy of OKRs, making it simpler to track progress and align your efforts with strategic priorities.

By joining this Labs program, you'll be able to share your feedback early with product management. Your feedback will be crucial in refining this feature, and will help us shape the next steps!

 Click to register
Planview Copilot AgilePlace

Planview Copilot is the generative AI assistant for connected work that empowers every employee from the team room to the board room with access, connection, and unprecedented visibility into your organization's unique data intelligence. Easily converse with and question your data using natural language to glean insights, derive recommendations, and facilitate work-oriented actions.

Learn more about Planview Copilot:

  • Use Copilot to interpret data across multiple initiatives, value streams, products, or projects to identify priorities, risks, and potential delivery delays.
  • Reduce the time spent on manual data searching, gathering, and analyzing reports.
  • Gain access to the AgilePlace Customer Success Center content in product.
  • Democratize expertise and insights. Empower every employee to become an expert!

*Disclaimer: Planview Copilot in AgilePlace will be free 90-day trial during the Labs program. This will be a paid add-on after the trial.		 Click to register