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Planview Customer Success Center

PPM Pro Renewal Process

In preparation for your renewal, please use this handy checklist as a way to update and gather the information required.

CHECKLIST

  1. Coordinate with budget or finance teams for the upcoming renewal.
  2. Confirm your vendor renewal process. Are you renewing directly or going through a reseller?
  3. Confirm the internal primary contact or team responsible for negotiating Planview renewal contracts.
  4. Confirm if you need a purchase order and your organization's permanent billing contact email address.
  5. 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?
  6. 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.