Planview UX Research Lab

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UX research studies help us learn directly from you about your pain points, to develop features that best meet the needs of you and your teams. And, you get to check out the latest features being considered for our products — give feedback and help us shape the next iteration of the Planview platform.

Connect 2025 Attendees: Collect game points for each study you complete! Find dedicated laptops and headsets at the UX Research Lab booth in Connect Commons.

Survey types:

Survey — no more than 15 questions related to the product and topic being studied; nothing is recorded beyond your typed answers to each question and can be completed from any device with a web browser
Unmoderated — a recorded session in which you respond to a series of questions and/or actions related to the product and topic being studied (this may include clicking through a prototype or using a demo instance of the product); you will be asked to voice your comments and responses throughout the study, while your screen and voice are recorded for review by our researchers; requires desktop or laptop computer

Active Studies

Product/Capability	Description	Type & Details	Access & Availability
AdaptiveWork	How do you use the right panel on a work item details page?	Survey (text input, 1-5 minutes) or or	(coming soon)
AgilePlace	How easy is it for you to accomplish what you need to using AgilePlace?	Survey (text input, 1-5 minutes) or or	(coming soon)
Copilot (used by multiple products)	How easy is it for you to use the new workflows feature of Planview Copilot?	Survey (text input, 1-5 minutes) or or	(coming soon)
Customer Success Center (used by all products)	How easy is it to find the information you need from the Interactive Platform Map?	Unmoderated (audio/video recording, 5-10 minutes) and or	Record Feedback! 20 /20 free slots
Customer Success Center (used by all products)	How easy is it to find and understand the information you need to be successful with our products?	Unmoderated (audio/video recording, 5-10 minutes) and or	Record Feedback! 20 /20 free slots
Customer Success Center (used by all products)	How easy is it to find the information you typically need from the Customer Success Center?	Survey (text input, 1-5 minutes) or or	Record Feedback! 100/100 free slots
Hub	How easy is it for you to accomplish what you need to using Hub?	Survey (text input, 1-5 minutes) or or	Record Feedback! 100 /100 free slots
Hub	How easy is it for you to understand and navigate state transitions content using proposed designs?	Unmoderated (audio/video recording, 5-10 minutes) and or	Record Feedback! 10 /10 free slots
Hub	How easy is it for you to create field mappings within Collections using proposed designs?	Unmoderated (audio/video recording, 5-10 minutes) and or	Record Feedback! 10 /10 free slots
Hub	How easy is it for you to configure values within a field mapping using proposed designs?	Unmoderated (audio/video recording, 5-10 minutes) and or	Record Feedback! 10 /10 free slots
Logbook (used by multiple products)	How do you work with risks and issues in Planview products?	Survey (text input, 1-5 minutes) or or	(coming soon)
Planview Admin (used by multiple products)	How easy is it for you to log in to Planview products?	Survey (text input, 1-5 minutes) or or	Record Feedback! 100 /100 free slots
Planview Admin (used by multiple products)	How easy is it for you to add, edit, and deactivate users in PV Admin?	Unmoderated (audio/video recording, 5-10 minutes) and or	(coming soon)
Planview Design System (used by multiple products)	How easy is it for you to create dependencies using the grid, Gantt, and details panel design components?	Unmoderated (audio/video recording, 5-10 minutes) and or	Record Feedback! 10 /10 free slots
Planview Design System (used by multiple products)	How do you typically work with Gantt charts?	Survey (text input, 1-5 minutes) or or	Record Feedback! 100 /100 free slots
Planview.Me (used by multiple products)	What types of interactions would you prefer within the new Copilot-powered Insights widget in Planview.Me?	Survey (text input, 1-5 minutes) or or	(coming soon)
Planview.Me (used by multiple products)		Unmoderated (audio/video recording, 5-10 minutes) and or	(coming soon)
Portfolios	How easy is it for you to accomplish what you need to using Portfolios?	Survey (text input, 1-5 minutes) or or	(coming soon)
Portfolios	What trigger do you prefer/expect when accessing the details panel from a grid in the Plan screen?	Unmoderated (audio/video recording, 5-10 minutes) and or	Record Feedback! 10 /10 free slots
PPM Pro	How easy is it for you to accomplish what you need to using PPM Pro?	Survey (text input, 1-5 minutes) or or	Record Feedback! 50 /50 free slots
ProjectPlace	How easy is it for you to accomplish what you need to using ProjectPlace?	Survey (text input, 1-5 minutes) or or	(coming soon)
Roadmaps	How well are the current features of Planview Roadmaps meeting your needs?	Survey (text input, 1-5 minutes) or or	(coming soon)
Roadmaps + AgilePlace	How easy is it for you to turn roadmap plans into detailed work items? (AgilePlace)	Unmoderated (audio/video recording, 5-10 minutes) and or	(coming soon)
Roadmaps + Portfolios	How easy is it for you to turn roadmap plans into detailed work items? (Portfolios)	Unmoderated (audio/video recording, 5-10 minutes) and or	(coming soon)
Viz	How easy is it for you to accomplish what you need to using Viz?	Survey (text input, 1-5 minutes) or or	(coming soon)