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Planview Customer Success Center

Integration Roles

Installing, configuring, and running the Planview Enterprise and Projectplace integration, Planview Enterprise and Troux integration, or Planview Enterprise and JIRA integration requires individuals who can fulfill the roles in the following table. Some individuals may be able to fulfill more than one role.

Role Description Should Be Able To …
Planview Solution Architect Expert on the configuration and usage patterns for the installation of Planview Enterprise. Add entries to Planview Enterprise alternate structures and answer questions such as: “Is incoming demand modeled as Requests or Projects?” and “Is there a user for every resource?”
System Administrator Expert on system software installation and configuration. Get full access to the system that runs the web server software for the installation of Planview Enterprise.

JIRA Administrator

Expert on the configuration and usage patterns for JIRA.

(Planview Enterprise and JIRA integration only) Create custom fields in JIRA and answer questions such as: “Under which project(s) in JIRA should the integration create epics and user stories?”

Projectplace Administrator Expert on the configuration and usage patterns for the Projectplace subscription. (Planview Enterprise and Projectplace integration only) Create fields in Projectplace to work with the Planview integration.
Troux Administrator Expert on the configuration and usage patterns for Troux. (Planview Enterprise and Troux integration only) Answer questions about the Troux UI.