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Planview Customer Success Center

March 2021 Release Notes


Following a client request we have updated the in-application API documentation to include "user_name" as a request parameter in the "Update a User" API. The field will be updated when it is included in the request.

Email Variables Update

We have added a new email variable to all email templates. This variable is recipientUsername and will display the username of the user that is receiving the email into the template. The variable can be added to both the subject line and the body. To add it, ${recipientUsername} should be used.

Idea Submission Confirmation to Owner.png

This update will mean that using the BCC function to record emails sent from the application will now be able to journal the email against the user receiving the record.