Planview Labs Program

The Power BI report viewer widget seamlessly integrates your PowerBI.com reports directly into Planview.Me, enabling data-driven decisions without platform switching. This powerful widget transforms how you access and visualize your organization's data.

Key benefits:

• View and interact with PowerBI.com reports within Planview.Me, while maintaining all of the reports' security permissions and interactive features.
• Access real-time metrics, financial summaries, and cross-functional data in one consolidated view.
• Utilize full PowerBI functionality including tooltips, dynamic visuals, and drill-down capabilities.

Join the Labs registration to be among the first to experience this integration. Phase I launches with PowerBI.com reports, with more reporting sources planned for future releases.

We're excited to introduce Team Planning and Management capabilities to enhance how you handle resource demand, capacity planning, and team assignments. Currently, resource management is primarily individual-focused, but this new feature will enable you to plan and visualize at the team level, optimizing how you manage groups, squads, and departments across your organization.

Key Benefits:

• Define teams with specific capacity parameters and cost metrics
• Assign entire teams to work items rather than just individuals
• Visualize and adjust team capacity with intuitive tools
• Lay the groundwork for enhanced team-level resource management
• Streamline planning processes across organizational units

Team Planning and Management provides a fundamental shift in how you approach resource allocation by enabling team-based planning. In this initial Labs release, you'll be able to define teams with capacity and cost attributes and assign these teams to work items—core capabilities that will evolve based on your feedback.

By joining this Labs program, you'll get early access to test these capabilities in your sandbox environment while directly influencing their ongoing development. This feature is in its early stages and will be continuously enhanced while in Labs, with your input shaping future iterations and functionality.

Your feedback during this formative period will be invaluable as we build toward a comprehensive team planning solution that addresses real-world resource management challenges across diverse organizational structures.

Prerequisites:

• You must be a Planview Administrator to request Labs access. 
• Access to Team Planning and Management requires Planview Admin and for Portfolios to use Planview Admin for authentication. Read more about Planview Admin and how to get it here.
• In order to configure Teams in Planview Admin you need to be an administrator.
• Portfolios August 2025 release
• Sandbox environments only at this time.

• Group work items by strategies
• View detailed work information directly from the strategy view
• Understand how work items contribute to different strategies

• See your work items in a tabular, spreadsheet-like view
• Access a more structured presentation of card attributes and data
• Maintain a detailed view of work items while complementing the flow-based Kanban visualization
• Choose the visualization that best suits your team’s preferences and needs

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.

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!

The SharePoint Integration feature is designed to support customers who manage project documents and other assets within SharePoint. With this feature, Project Administrators can link one or more SharePoint sites directly to their ProjectPlace workspaces.

Once connected, project members, based on their SharePoint permissions, can seamlessly view and interact with files and folders without leaving the ProjectPlace environment.

What’s Included in this Labs release:

• Easily configure up to five SharePoint sites within each workspace
• View files and folders from linked SharePoint sites, with full respect for existing SharePoint permission setting
• Easily filter search results to pinpoint the most relevant content by file type