In preparation for your renewal, please use this handy checklist as a way to update and gather the information required.
- Coordinate with budget or finance teams for the upcoming renewal.
- Confirm your vendor renewal process. Are you renewing directly or going through a reseller?
- Confirm the internal primary contact or team responsible for negotiating Planview renewal contracts.
- Confirm if you need a purchase order and your organization's permanent billing contact email address.
- Confirm the final suite of licenses/products/services you wish to include in the renewal. Do you wish to renew other products at this time? Would a multiyear option better suit your organization?
- Provide your Planview renewal specialist with this information so they can prepare an order form. Remember, you'll need to sign the order form or quote.