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Planview Customer Success Center

Integrate with Planview Hub/Viz (Beta)

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

The implementation allows both fetching and updating information about cards in a board context.

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 Owner or Account Co-Owner 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
  6. Take a note of which subdomain you are on in the address bar as you do this, e.g. https://your-company.projectplace.com - you will need this subdomain as you set up the connector in either Hub or Viz.

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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://YOUR_SUBDOMAIN.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_e86762d80ad99da46e33a797a64700568.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://YOUR_SUBDOMAIN.projectplace.com/puc/1/
    - Choose API Token Authenticator and paste the token you created in ProjectPlace

    clipboard_ea53b59004a0d0000e8a9f93a1b69baf3.png
  6. Congratulations. You can now get ProjectPlace Boards/Card data into Viz.