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Planview Customer Success Center

Managing Products

How Do I Manage My Planview Application Environments?

Administrators can use the Products tab of Planview Platform Administration (Platform Admin) to manage the Planview application environments that have been added to Platform Admin, including the following tasks:

           

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Example of the Products tab with a product tile action menu selected

           

Why Should I Map Users for an Application Environment?

When Platform Admin synchronizes users, it uses matching email addresses to map the users listed in the Users tab to the users synchronized from each application environment. However, if a user has different email addresses that they use to sign in to each environment, they will not be able to sign in to all environments using single sign-on (SSO). Therefore, an administrator should align those email addresses by manually mapping any unmapped users before enabling SSO.

           

Adding a Planview Application Environment

Administrators can add application tiles for supported Planview applications into Platform Admin. You can add both production and sandbox environments, and you can add multiple tiles for each Planview application. When you add a application tile, Platform Admin will automatically import the user list for the linked application environment.

           

NOTES

  • To add a Planview application environment to Platform Admin, you must also be an administrator in that Planview application environment.
  • The email address you used to sign in to Platform Admin must match the email address you use to sign in as an administrator in the Planview application environment you are adding.

           

  1. Log in to Planview Admin at https://id.planview.com
  2. You will see the admin console, shown below.
  3. Click the Products tab.
  4. In the Add Another Planview Product section, click Add Product on the Application tile you want to add.

               

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    The Products tab with no product tiles added

               

  5. On the Add Product Instance to Planview ID screen, enter the URL for the Planview application environment you are adding.           
  6. Click Add.

  7. On the screen that appears, enter the password that matches the email address you used to register with Platform Admin to confirm that you are an administrator.

  8. Click Save.

    Platform Admin automatically imports the users for the application environment and adds the tile for the application environment in the Our Products section.

               

    NOTE

    • Importing users can take up to an hour to complete.

    • For Enterprise One, Make sure to be logged out before adding an environment. and during step 7 to select which environment you are trying to add when entering your password

               

  9. Audit the user list for the application environment you added to find any unmapped users, then map those users or move them to the ignored list. You can now also activate Planview ID for the environment.

           

           

Activating and Deactivating Planview ID for an Application Environment

To activate Planview ID for an application environment:

  1. Click the Products tab.
  2. On the product tile for the application environment you want, click Manage Product or action menu.png > Manage Product.

               

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    The Activate Planview ID button

               

Planview ID is now activated for that application environment.

To deactivate Planview ID for an application environment:

  1. Click the Products tab.
  2. On the product tile for the application environment you want, click Manage Product or action menu.png > Manage Product.

               

    Graphical user interface, application, websiteDescription automatically generated

    The Products tab with Planview ID activated

               

  3. In the top right corner of the screen, next to Planview ID activated, click action menu.png > Deactivate Planview ID.

Planview ID is now deactivated for that application environment.

           

           

Synchronizing Users

When a Planview application environment is added to Platform Admin, the user list is automatically imported within an hour.  PV Admin will automatically sync between applications and PV Admin every hour but can also manually run a user sync. Administrators can also view the logged details of the most recent user synchronization.

To synchronize users between Platform Admin and a Planview application environment:

  1. Click the Products tab.
  2. On the product tile you want, click > Sync Users.

               

    TIP

    • You can also click Sync Users on the Mapped Users tab
    • You can manually click Sync Users every five minutes

               

To view logged details of the last user synchronization:

  1. Click the Products tab.
  2. On the product tile you want, click Manage Product or action menu.png > Manage Product.

               

    Graphical user interface, application, websiteDescription automatically generated

    Example of a screen for managing a product

               

  3. Click Details.
  4. Click Show Last Sync Details.

The screen shows the time and date of the last user synchronization, the number of records synchronized, and any messages or errors logged during the synchronization.

           

           

Viewing User Mappings

When viewing mapped or unmapped users, you can sort the user list by clicking a column header. You can also filter on names and email addresses by typing one or more characters in the Search box.

To view mapped and unmapped users:

  1. Click the Products tab.

  2. On the product tile you want, click Manage Product or action menu.png > Manage Product

    The screen that appears shows the mapped users for the application environment. You can remove the mapping for any user in this list.

               

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    Example of the Mapped Users list

               

  3. To see a list of unmapped users, click Unmapped Users. You can create a mapping for any user in this list or move any user you do not want to map to the ignore list.

           

           

Mapping a User

To add a mapping for an unmapped user:

  1. Click the Products tab.
  2. On the product tile you want, click Manage Product or action menu.png > Manage Product.

               

    Graphical user interface, application, websiteDescription automatically generated

    Example of a screen for managing a product

               

  3. Click Unmapped Users.
  4. For the user you want to map, click action menu.png > Map To.
  5. Perform one of the following steps:
    • To map the user to an email address not currently used in Platform Admin, click New Planview ID. Click Map. On the Map User screen, enter the name and email address for the user you want to map to.
    • To map the user to an existing email address used in Platform Admin, select the user you want from the list below the search box.
  6. Click Map.

           

           

Unmapping a User

To remove a user's mapping:

  1. Click the Products tab.
  2. On the product tile you want, click Manage Product or action menu.png > Manage Product.

               

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    Example of a screen for managing a product

               

  3. On the Mapped Users tab, for the user you want to unmap, click action menu.png > Remove Mapping.

           

           

Ignoring an Unmapped User

If you know that you do not want to map an unmapped user but want to remove that user from the unmapped user list, you can mark the user as ignored.

To mark a user that you do not want to map:

  1. Click the Products tab.
  2. On the product tile you want, click Manage Product or action menu.png > Manage Product.

               

    Graphical user interface, application, websiteDescription automatically generated

    Example of a screen for managing a product

               

  3. Click Unmapped Users.
  4. For the user you do not want to map, click action menu.png > Ignore.

The user is moved to the ignored users list. You can later move the user back to the unmapped users list.

           

           

Removing a User from the Ignored List

To remove a user from the ignored users list:

  1. Click the Products tab.
  2. On the product tile you want, click Manage Product or action menu.png > Manage Product.

               

    Graphical user interface, application, websiteDescription automatically generated

    Example of a screen for managing a product

               

  3. Click Unmapped Users.
  4. Click Show ignored users.
  5. For the user you want to move to the unmapped users list, click action menu.png > Unignore.

           

           

Editing a Product Tile Description

The product description is displayed in a product tile below the product logo on both the Overview tab and the Products tab.

To edit a product tile description:

  1. Click the Products tab.
  2. On the product tile you want, click action menu.png > Edit Product Description.
  3. In the Product Description box, enter the name or description you want to appear in the product tile.
  4. Click Save.

           

           

Removing an Application Environment from Platform Admin

  1. Click the Products tab.
  2. On the product tile for the application environment you want to remove, click action menu.png > Delete.

           

           

Products Tab Screen Elements

           

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Example of the Products tab with a product tile action menu selected

           

The following table describes the screen elements on this tab.

Element Description
Our Products

This section shows product tiles for each Planview application environment that has been added to Platform Admin. Each product tile shows details about the application environment, such as the description, database, and whether the environment is a production or sandbox environment. A product tile also includes the Manage Product and action menu.png (action menu) options to manage the environment and its users.

  Manage Product

Click to view and manage the users for the selected application environment, including synchronizing users and manually mapping users, and activating or deactivating Planview ID for the environment.

  action menu.png

Click the action menu (action menu.png) on a product tile for the following options:

Add Another Planview Product This section shows tiles for the available Planview products for which you can add application environments. You can have more than one environment for each Planview product.
  Add Product Click to add an application environment for a Planview product.
  Learn More Click for more information about the Planview product.

           

           

Manage Product Screen Elements

The following table describes the screen elements and the tasks that administrators can perform on the manage product screen for a product tile, which you access by clicking Manage Product or action menu.png > Manage Product on a product tile.

Element Description
Planview ID activated

Indicates that Planview ID is enabled for this application environment.

Click action menu.png > Deactivate Planview ID to deactivate Planview ID for this environment.

Activate Planview ID

Indicates that Planview ID is not enabled for this application environment.

Click action menu.png > Activate Planview ID to enable Planview ID for this environment.

Mapped Users

Lists the name and email address for users with access to this application environment that are successfully mapped, the date on which each user was added to Platform Admin, and the following options or information:

  • Search: Click the Search box, then type one or more characters to filter on names and email addresses.
  • Last sync: Shows the time and date of the last user synchronization between Platform Admin and the application environment, as well as the number of user records processed.
  • Sync Users: Synchronizes the Platform Admin list of users with access to the application environment and the user list in the application environment itself.
  • action menu.png > Remove Mapping: Deletes the mapping for a user.
Unmapped Users

Lists the name and email address for users for this application environment that are not mapped, the user name for each user's account, and the following options or information:

  • Search: Click the Search box, then type one or more characters to filter on names and email addresses.
  • Show ignored users: Show all previously hidden users.
  • action menu.png > Map To: Opens the Map User screen, where you can map the user to a new or existing email address.
  • action menu.png > Ignore:  Moves the user to the Show ignored users list.
Details Includes the Show Last Sync Details option, which shows the log of the last synchronization run when enabled.