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Planview Customer Success Center

Announcement: PPM Pro Inner Circles

We’re excited to announce the formation of three PPM Pro inner circles. Inner circles are a way for our interested customers to collaborate with PPM Pro Product Management and each other, provide feedback on PPM Pro product capabilities, and guide new feature development.

The three inner circles are:

  • Onboarding and Adoption: The onboarding and adoption inner circle is designed to assess and streamline the interaction between a new customer and sales, account management, services, and support, with the focus being on delivering value earlier in the implementation process. For existing customers, it is focused specifically on facilitating adoption for new and infrequent users.
  • User Experience Workflows: The members of this inner circle will be key partners in defining the core enhancements and workflows that will leverage the power of PPM Pro to deliver a tailored, simple experience across various user needs ranging from resource management to portfolio creation.
  • Reporting and Artifacts: The reporting and artifacts inner circle is focused on showcasing the value of the work you do everyday in PPM Pro. What can we do within our product to make it easy for you to quickly show your stakeholders, sponsors, and executive team what work is in-flight, its status, what resource commitments are in play, and what’s required to help realize your company’s goals? 

The inner circles will be having kickoff meetings in mid to late May, so now is the time for you to sign up by simply sending an email to with your name, company, title, and the inner circle or circles in which you are interested.

We look forward to working with everyone who is interested in these areas!


The PPM Pro Product Management Team