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Planview Customer Success Center

For Administrators Only

Workspace Types & Custom Fields

Workspace Types & Custom Fields (13:39)

Configuring your “Workspace Types” in Daptiv and their related custom fields.

Import Pojects

Import Projects (9:19)

Bulk-importing a list of new projects into Daptiv.

Manage Custom Views for Users

Manage Custom Views for Users (11:04)

Creating and distributing custom views for users in the enterprise.

Roles & Permissions

Roles & Permissions (15:34)

This short video explains how to configure and use the roles which control users’ access in Daptiv.

Create and Manage Users and External Resources

Create and Manage Users and External Resources (11:33)

The difference between a “user” and an “external resource” and how to configure both.

Configure Timesheet Approval Policies

Configure Timesheet Approval Policies (13:02)

Timesheet approval routing for Supervisors and Project Managers.

Hiding Fields

Hiding Fields (4:55)

This video demonstrates how to hide native fields (example: "Budget") from workspace profiles.

Calculation Fields

Calculation Fields (13:18)

This video demonstrates an example of how to create a custom calculation field.

Cross Reference Fields

Cross Reference Fields (10:57)

This video demonstrates an example of how to create a custom cross reference field.