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Planview Customer Success Center

Roles

Installing, configuring, and running the Planview Enterprise One – PRM and Projectplace 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 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.
Projectplace Administrator Expert on the configuration and usage patterns for the Projectplace subscription. Create fields in Projectplace to work with the Planview Enterprise One – PRM integration.