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Planview Customer Success Center


Why can't I access Community?

  • Check that your email address is correctly entered in your resource record. Community access is based on this email address. If there is no email address, you will not be able to access Community.

  • If your email address is correct, check that there is not a duplicate entry. Email and request that they check this out for you.

  • If you are using a password manager, like OnePass, please disable autofill for the Community site. You can test with private/incognito mode if you are having a problem with Community and use a password manager.

What is the different between a "case" and a "portal' entry?

  • A "case" is analogous to a support ticket. It is formally entered into a queue and will be responded to in a timely manner. A "portal" entry is a question or comment entered by a member of the user community that can be answered by any member of the user community, or Planview personnel. A portal post is not entered into an official queue