Skip to main content
Language Selector

  1. Other Languages

    (machine translation)

Planview Customer Success Center

Integrate with Planview Hub/Viz (Beta)

  1. Last updated
  2. Save as PDF

ProjectPlace exposes boards and cards data through a "Universal Connector" so that it can be integrated into Planview Hub and Viz.

The implementation is thus far read-only and ProjectPlace data  cannot be modified through integrations in Planview Hub.

BETA

The Universal Connector for ProjectPlace - for integrations (Planview Hub) and flow metrics (Planview Viz) is to be considered a beta offering. Based on feedback and design decisions we may introduce breaking functionality and/or endpoint changes. Therefore, use it for exploratory purposes and for non-business critical implementations.

To get started:

1. Activate the Universal Connector for Hub/Viz in ProjectPlace

In order to get ProjectPlace Boards/Cards data into either Planview Hub or Viz - you must first follow these steps in ProjectPlace.

  1. As an Account Administrator go to Account administration > Settings > Integration settings
  2. Find the heading "Planview Universal Connector (PUC)"
  3. Click "Create code"
  4. Copy the code (you will see it only once)
  5. If you forget the code you will have to redo this operation from scratch

clipboard_e8a88db6c94612db112a3860988633651.png

 

2. Activate the Universal Connector in Hub

After having followed the above steps to activate the universal connector in ProjectPlace.

  1. Sign in to Hub 
  2. From the navigation bar - choose "Integrations"
  3. Click "Repositories" in the sub navigation
  4. Click "+ New Repository Connection"
    clipboard_eff746b5831aeb189b5d15acd40cdcd08.png
     
  5. From the list of available repository connections, pick "Planview Universal Connector" 
    clipboard_edb699c13cc1ece9ca22ec3f610e048df.png
     
  6. Name your new repository, and designate its URL to: "https://api.projectplace.com/puc/1/"
  7. In the Authorization section, choose "API Token Authenticator", and paste the token you copied from ProjectPlace.
  8. Congratulations - you can now get ProjectPlace boards and cards data into Planview Hub.

    clipboard_ea20c6d5df47dcf26dc6f56b678e32553.png

 

3. Activate the Universal Connector in Viz

  1. Sign in to Viz
  2. In the top navigation bar - choose Administration > Tool Connections.
  3. Click "+ New Tool Connection"
  4. In the sidebar that shows up -> pick "Planview Universal Connector"

    clipboard_e6aac9f9d1aa090873bcfd144a6e20dd4.png
  5. Fill in the form that pops up
    - with a descriptive name,
    - the correct URL (https://api.projectplace.com/puc/1/)
    - Choose API Token Authenticator and paste the token you created in ProjectPlace

    clipboard_e3ffb8a638ce47af090a381c58008e3fa.png
  6. Congratulations. You can now get ProjectPlace Boards/Card data into Viz.