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Planview Customer Success Center

Intake Management Process

Intake Management: Step #1

Intake Management: Step #1 (10:08)

Request Type Configuration

Intake Management: Step #2

Intake Management: Step #2 (5:12)

Create Request

Intake Management: Step #3

Intake Management: Step #3 (20:44)

Review Request

Intake Management: Step #4

Intake Management: Step #4 (10:40)

Approve Request and Generate Workspace