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Planview Customer Success Center

Roles

Installing, configuring, and running a Planview connector 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 One – PRM. Add entries to Planview Enterprise One – PRM 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 One – PRM.
Planview Enterprise One – CTM Administrator Expert on the configuration and usage patterns for Planview Enterprise One – Capability and Technology Management. (Planview Enterprise One – PRM and Planview Enterprise One – CTM connector only) Answer questions about the Planview Enterprise One – CTM UI.
Projectplace Administrator Expert on the configuration and usage patterns for the Projectplace subscription. (Planview Enterprise One – PRM and Projectplace connector only) Create fields in Projectplace to work with the Planview Enterprise One – PRM connector.