Planview360 Managed Subscription Services

Surround yourself with success

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.

Infosheet

Planview360 enables our customers to continuously realize value through strategic alignment, value realization, administrative assurance, expert partnership and proactive optimization.

Planview360 Subscription Services - Six value areas: Accelerated Value Realization, Strategic Alignment, Operational Stability, Enhanced Adoption, Continuous Improvement, and Scalable Expertise surrounding the Planview Subscription Services core.

* Package deliverables vary based on level purchased

Your Partnership, Your Results

Choose the tier that drives your outcomes — evolving from a resource-centric model to a value-based delivery framework.

Bronze

Foundational Coverage

Ensure Planview runs reliably with foundational administrative coverage.

Silver

Proactive Guidance

Improve adoption and efficiency through proactive guidance and continuous improvement.

Gold

Measurable Value

Drive outcomes, governance, adoption, and measurable value realization.

Platinum

Strategic Partnership

Enable strategic architecture, governance, and transformation partnership — expert-led to maximize ROI.

🚀

Higher Adoption

Higher adoption and faster activation of new capabilities

⚡

Faster Transformation

Faster transformation milestones through expert recommendations

💰

Greater Efficiency

Achieve on average 10% savings in people and efficiencies

Planview360: What You Get in Each Tier

A detailed comparison of services across Bronze, Silver, Gold, and Platinum tiers.

	Bronze	Silver	Gold	Platinum
Your Planview Team
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
Customer Success Manager	-	Up to 50 hrs/yr	Up to 100 hrs/yr	Up to 250 hrs/yr
Solution Architect	-	-	Up to 20 hrs/yr	Up to 50 hrs/yr
Planview360 Manager	-	-	Up to 200 hrs/yr	Up to 500 hrs/yr
Advisory & Technical Services
Data Importer	-	Yes	Yes	Yes
Business Review, Value Alignment & Adoption Roadmap	-	Annual	Annual	Bi-Annual
On-demand access to Planview Industry & Domain Experts	-	-	Yes	Yes
Continuous Cloud Testing	-	-	Yes	Yes
Configuration & Optimization Health Checks	-	-	Annual	Bi-Annual
AI Adoption (if Anvi included)	-	Yes	Yes	Yes
Training & Learning Services
Planview Certifications	Yes	Yes	Yes	Yes
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	Standard	Premier (Recommended)	Enterprise (Recommended)
Transactional Support	24x5 Portal & Email	24x5 Portal & Email	24x5 Portal & Email	24x7 + Critical Phone
Support Engineer for Reviews	-	-	Monthly	On-demand
Sandbox for Supported Products	-	-	Yes	Yes
Technical Account Manager	-	-	-	Yes
Planview Roadmap Briefing	-	-	-	Yes
Early Access to Beta Features	-	-	-	Yes

Planview360: Roles

Meet the experts dedicated to your success.

👤

Customer Success Manager

Silver, Gold & Platinum

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

Key Deliverables

🏗️

Solution Architect

Gold & Platinum

Provide platform architecture and transformation advisory — including reviews, joint implementation roadmap planning, and operational guidance.

Key Deliverables

📋

Planview360 Manager

Gold & Platinum

Provides engagement management for Planview360 subscription services. Ensures fast access to Planview product, technical, and process experts.

Key Deliverables

🔧

Technical Account Manager

Platinum

Your point of contact for technical support inquiries — ensuring system stability, issue resolution, and proactive risk management.

Key Deliverables

Planview Subscription Services: Add-Ons

Extend your Planview360 package with targeted capabilities.

🚀

Planview Adopt

Accelerate user adoption with in-application, contextual digital adoption guidance, step-by-step walkthroughs, and embedded learning paths.

🔗

Connectivity

Integrate Planview with your third-party systems — CRM, ERP, ITSM, and more — for seamless data flow and unified decision-making.

📊

Data & Analytics

Drive decision-making through advanced analytics, custom dashboards, and data warehouse integration for deep operational insights.

⚡

Success Accelerator

Dedicated Customer Success Manager engagement — proactive guidance, adoption roadmapping, and regular business reviews.

🧭

Planview Advisor

Advanced portfolio analytics and scenario planning — unlocking strategic capabilities through expert advisory and AI-powered insights.

🔄

Evolve

Align your methodology and governance model with your business transformation — driving continuous improvement and operational maturity.

🛡️

Premier Support

Faster response times, monthly support engineer reviews, and sandbox environment access for testing and validation.

🏢

Enterprise Support

Technical Account Manager, L2 support engineers, 24/7 availability, roadmap briefings, and early access to beta features.

Keep Your Transformation Rolling

Whether you're just getting started or scaling across the enterprise, Planview360 subscription services wrap around your team to accelerate adoption, drive measurable outcomes, and future-proof your investment.

Explore Planview Services

Surround yourself with success

Your Partnership, Your Results

Foundational Coverage

Proactive Guidance

Measurable Value

Strategic Partnership

Higher Adoption

Faster Transformation

Greater Efficiency

Planview360: What You Get in Each Tier

Planview360: Roles

Customer Success Manager

Solution Architect

Planview360 Manager

Technical Account Manager

Planview Subscription Services: Add-Ons

Planview Adopt

Connectivity

Data &amp; Analytics

Success Accelerator

Planview Advisor

Evolve

Premier Support

Enterprise Support

Keep Your Transformation Rolling

Data & Analytics