Planview PPM Pro

Common Integration Patterns

• Associating Planning Items to Requirements
• Associating Planning Items to Implementation Artifacts

Minimal User Permissions & Hub User

We recommend that you create a new user within your external tool, to be used only for your Hub integration. This is the user information you will enter when setting up your repository connection within Planview Hub. By creating a new user, you will ensure that the correct permissions are granted, and allow for traceability of the modifications that are made by the synchronization. 

In general, your user account should have sufficient permissions to create, read, and update artifacts in your repository. However, depending on the use case, your user may need different permissions. For example, if you are only interested in flowing data out of your repository, your user may not need to have full CRUD access, as the 'create' and 'update' permissions may not be needed.

Your user should have a secure password or token. Please be aware that Hub will not allow you to save a repository connection utilizing a weak password/token, such as 'tasktop.'

Learn how to create a custom user in Planview PPM Pro here. The User Type for Hub integrations should be ‘WS API User.’

Connecting to the Planview PPM Pro Repository

Standard Authentication

Required Fields:

• URL

  • Example Format: https://example.ppmpro.com

• Username

• Password

  • Note: To improve performance, we recommend using an authentication token in the password field (though password will still work). Learn how to generate an authentication token here.

Optional Fields:

• Throttling Settings: This field indicates the number of API calls that can be made per minute. See details here.
  • Note: This field should only be set under the guidance of customer care as the ideal value is highly dependent on each customer's unique environment. 
• Connection Security: If checked, insecure connections to this repository will be allowed. See details here.

SSO Authentication

Additionally, Planview PPM Pro supports the following SSO implementations:

• Script (HTTP cookies)
• X.509 Certificate

Learn more about how to set up your repository in Planview Hub here.

Repository Query

To improve the performance of your integrations, we recommend using a repository query when configuring your Planview PPM Pro collections.

Learn more about creating repository queries here.

Rich Text

Supported rich text elements are: 

• All standard HTML elements (headings, bold, italics, underline, tables, lists, etc)

Person Reconciliation

For person reconciliation, the following fields are available:

Learn more about how to configure person reconciliation in Planview Hub here.

Full Scan

Due to third party API limitations, updates to the following fields may not trigger change detection or cause a synchronization immediately. To ensure these updates synchronize, a high fidelity full scan must occur or another qualifying change must be made to the artifact:

• Comments
• Associated Tasks
• Actual Hours

Learn more about how to configure change detection and full scan intervals in Planview Hub here. 

Special Features Supported

Supported Work Items

Learn about the difference between containers and work items in Planview Hub here. 

Supported Containers

Learn more about containment in Planview Hub here.