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Planview Customer Success Center

Platform Admin Screen Basics

What Can I Do on the Platform Admin Home Screen?

The Overview tab, which is the Platform Admin home screen for both users and administrators, shows product tiles for each available Planview application environment connected to Platform Admin, a link to change your Planview ID password, and a link to sign out of Platform Admin. Anyone with access to Platform Admin can click an available Planview product tile to launch that application environment in a new browser tab or window without needing to sign in separately to that environment.

           

NOTE

Users will only see application tiles for which they have access to. For example an organziation can have an enviornment for LeanKit, ProjectPlace, and PPM Pro but a user may only have access to LeanKit and ProjectPlace so they will only see those two tiles. This will be the same in the isntance of Production and Sandbox environments as well.

           

For administrators only, The home screen will also include the following additional tabs in the top bar of the screen:

  • Users: Lists all users from all Planview application environments added to your Platform Admin, including each user's name, email address, status within Planview Admin, whether they are an admin, and which products they have access to. You can edit a user's details, delete users, and export the user list to a CSV file. 
  • Products: Shows product tiles for each Planview application environment in Platform Admin, links to modify each environment, and links to add additional environments. 
  • Connections: Shows all active and inactive Planview application connectors in both production and sandbox environments and allows you to enable any inactive connector.
  • Settings: Allows you to enable or disable global options for Platform Admin, such as functionality for email invitations and SSO.

           

NOTE

Users on the planview Admin User list are different from the mapped users within each Application tile. Users within the Planview Admin User tab show the status within Planview Admin and not status within each application. To see status with each application, one must go within the Mapped Users tab withing each Product environment.

           

The following images show examples of the Overview tab for Platform Admin.

           

Graphical user interface, application, websiteDescription automatically generated

Example of the Platform Admin home screen for users

           

           

Graphical user interface, application, websiteDescription automatically generated

Example of the Platform Admin home screen for administrators

                      

Overview Tab Screen Elements

The following table describes the screen elements and the tasks you can perform on this tab.

Element Description
Products
  Planview product tiles

Allows you to access all available Planview application environments from one location without signing in again.

Click a product tile in the Products section for the application environment you want to open. Each tile represents an available Planview application environment, which can be a production or sandbox environment for an application. Your organization can have multiple tiles per Planview product.

If no tiles are visible, contact your administrator.

Profile
  User details

Shows your user details, such as your avatar (which uses your initials), your name, and your email address.

Contact your administrator to change your user name or email address.

Quick Links
  Change Password

Click to change your password.

  Customer Success Center Click to access Customer Success Center.
  Logout

Click to sign out of Platform Admin.