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Planview Customer Success Center

Platform Admin Features

What Can I Do in Platform Admin?

The following table describes the Platform Admin features available to users and administrators.

Feature Description
One URL to access multiple Planview applications From the Overview tab of Platform Admin, users and administrators can launch any available Planview application, which provides a centralized location for accessing connected Planview applications. (Users and administrators can also still use the individual URLs to access Planview applications or environments.)
One account to sign in to multiple Planview applications Users and administrators need only one Planview ID account to sign in to all connected Planview application environments.
Simplified single sign-on (SSO) management Administrators only need to set up SSO once, making it easier to handle annual certificate rotations by needing to manage only one certificate.
Planview application management, including management of multiple sandboxes Administrators can manage multiple environments for each Planview product added to Platform Admin. For example, one product could have one production and multiple sandbox environments, while another product could have two production environments and three sandboxes.
Centralized Planview user and Planview ID management

Administrators can keep users in sync across all connected Planview applications using Planview ID, which allows administrators to view imported users for all connected Planview applications, view the current user counts for each application, audit users, manage the users' login types, and export the user list to a CSV file.

The flexibility to use SSO or password sign-ins Administrators can configure whether users sign in with a password or use SSO.
Planview connector management Administrators can enable connectors between Planview application environments, view active Planview connectors, and view the status of those connectors.
Third-party domain user management Administrators can create a single, unified password sign-in for external users or contractors across the connected Planview application environments.