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Planview Customer Success Center

Planview360

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Planview360 Benefits

Delivered by Planview's Professional Services and Customer Care teams, Planview360 is the wheel that keeps your Planview journey moving smoothly. By providing industry expertise, adoption support, and intelligent insights, we ensure the stability, momentum, and continuous progress you need to achieve your business outcomes.

Planview360 is our premium managed services plan designed to bring success to your Planview investment. With Planview Managed Services, you can drive stronger adoption and faster outcomes through persona-based best practices, prescriptive guidance, and next-best actions. You'll gain access to on-demand, industry-aligned experts who provide tailored guidance, enhanced support, and transformation-focused advisory. Additionally, we ensure platform and operational health so you can adopt new capabilities and realize value continuously.

With Planview360, you can expect significant results – including 20% higher adoption and faster activation of new capabilities, accelerated transformation milestones through quicker expert recommendations, and an average of 10% savings in people and efficiencies.

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Planview360 Offerings

Each offering scales across four tiers, as listed below – Bronze, Silver, Gold, and Platinum. Planview360 is designed to complement your Planview Professional Services, not replace them.

Offering

Services

 Bronze Silver Gold Platinum
Your Planview Team Customer Success Manager  

Up to 50 hrs/yr

Up to 100 hrs/yr

Up to 250 hrs/yr
  Planview360 Manager    

Up to 200 hrs/yr

Up to 500 hrs/yr
  Solution Architect    

Up to 20 hrs/yr

Up to 50 hrs/yr
  Managed Services (Admin as a Service)

Up to 10 hrs/week

Up to 20 hrs/week

Up to 40 hrs/week

Up to 120 hrs/week
Advisory & Technical Services

Continuous Cloud Testing

     X X
 

Data Importer

   X X X
 

Business Review, Value Alignment & Adoption Roadmap

  

Annual

Annual

Bi-Annual
 

On-demand access to Planview Industry & Domain Experts

     X X
 

Configuration & Optimization Health Checks

     Annual Bi-Annual
 

AI Adoption (if Anvi included)

   X X X
Training & Learning Services

Planview certifications

 

 X X X X
 

Enrollment Certificates (Public Training)

  

2 seats

5 seats

8 seats
 

Training Needs Assessment

    

Annual

 Quarterly
Professional Services

Discount on Professional Services

   5% 10% 15%
Enhanced Support

Planview Support Plan (Standard is Included with 360)

Standard

Standard

Premier (Recommended)

Enterprise (Recommended)
 

Transactional Support

24 x 5, Via Portal & Email

24 x 5, Via Portal & Email

24 x 5, Via Portal & Email

24 x 7 Critical Case Phone Support
 

Expedited Case Handling

Initial Support Response SLAs: Critical P1=2hrs, Major P2=4hrs, Moderate P3=8hrs, Minor P4=16hrs

Initial Support Response SLAs: Critical P1=2hrs, Major P2=4hrs, Moderate P3=8hrs, Minor P4=16hrs

Initial Support Response SLAs: Critical P1=1hr, Major P2=2hrs, Moderate P3=4hrs, Minor P4=8hrs

Initial Support Response SLAs: Critical P1=30min, Major P2=1hr, Moderate P3=2hrs, Minor P4=4hrs
 

Support Engineer for Reviews

    

Monthly

On-demand
 

Technical Account Manager

       X
 

Sandbox for Supported Products

     X X
 

Planview Roadmap Briefing

       X
 

Early Access to Beta Features

       X

 

Planview360 Roles 

Planview360 roles vary based on your subscription tier. Select a role below to learn about its responsibilities and key deliverables.

Managed Services Consultant

Customer Success Manager (CSM)

Planview Solution Architect

Planview360 Manager

Technical Account Manager (TAM)

(all packages)

Provide dependable day-to-day Planview administration that keeps the platform stable, users productive, and outcomes on track—through timely execution, best-practice configuration, and continuous optimization.

  • Executes day-to-day Admin Assurance and subscription activitie.
  • Implements configuration updates, enhancements, and system changes
  • Manages service requests and resolves functional issues
  • Supports reporting, dashboards, and operational improvements
  • Applies best practices to optimize system usage and adoption
  • Documents changes and ensures service continuity
  • Provides named and shared resource support aligned to subscription scope

(If applicable)

Drive customer adoption, value realization, and retention through proactive engagement, and measurable business outcomes.

Key Deliverables (examples):

  • Primary point of contact for customer success and adoption
  • Develop and execute success plans aligned to business goals
  • Lead regular business reviews and value discussions
  • Coordinate with Support, Professional Services, and Product teams to remove barriers
  • Develop and update customer’s Planview  capability adoption roadmap
  • Collaborate with Professional Services on implementation roadmap alignment
  • Drive renewals and expansion through proven ROI and satisfaction

 

(Gold and Platinum tier)

Provide platform architecture and transformation advisory - including reviews, joint implementation roadmap planning, and operational guidance - with prioritized access to Planview Expert Advisors who drive business outcomes through quarterly roadmap and governance reviews.

Key Deliverables (examples):

  • Brings industry, domain and solution best practice knowledge.
  • Design authority, reviews / approve every change that impacts current state architecture.
  • Drives the technical alignment and best practices working sessions with customers.
  • Advise on configuration standards and provide technical mentoring to customer admins.
  • Recommend optimization of configuration, data, automations, etc.

 

(Gold and Platinum tier)

Provides engagement management for Planview360 subscription services.

Ensures fast access to Planview product, technical, and process experts and subscription services deliver value.

Key Deliverables (examples):

  • Engagement Manager provides oversight as per the specific contract and is responsible across Subscription Services delivery and Ownership.
  • Manage staffing for the subscription service.
  • Maintain efficiency targets and usage.
  • Ensure subscription activities drive measurable adoption and value realization.

(If applicable)

The customer’s point of contact for technical support inquiries ensuring system stability, issue resolution, and proactive risk management for the Planview Platform.

Key Deliverables (examples):

  • Primary contact for technical support

  • Manage and prioritize support cases

  • Lead regular status updates on issue resolution

  • Coordinate cross-team issue resolution

  • Monitor systems for errors and performance

  • Recommend improvements and risk mitigations

  • Collaborate with PS and Products to advise on implementations and new releases