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Planview Customer Success Center

Do you support a project review and approval process?

Yes, configurable notification and approval processes can be enabled to automate the evaluation and prioritization processes prior to promoting the request to a project.

Custom views can be created and published so that project requests can be analyzed real-time in a structured and consistent manner by role.

Project request views include requests by approval status, requests by department, requests by requester, requests by priority score, requests by functional group or any customer-specified attribute, etc.

These views can also be exported directly to PDF or Excel which can then be sent to non-licensed users as an email attachment.

Cognos reports can also be tailored around project request status and sent out to pre-defined e-mail addresses.