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Planview Customer Success Center

April 2025

 

April 18, 2025

Set Activity to Done when all cards have been Closed

This is a setting that you can apply directly to a plan. With this setting activated, any activity is automatically set to done once all cards on it are closed.  Activities will be automatically marked as completed once all the associated cards are moved to the Done lane. Read more about this feature here.

April 10, 2025

Inner Circle date change - Card Mirroring for Task Management in ProjectPlace

With the upcoming Card Mirroring feature you can manage cross-team and cross project tasks. This allows teams to stay apprised of changes made to the tasks from various places.

Date - April 17

Time - 8:30 PM IST, 8 AM PST, 10 AM CT, 4 PM CET

Speakers -  Ananya Singh, Joemon Matthews, and Som Chakravarty

To register and for more information, click here.

April 3, 2025

Create workspaces from synced templates (Portfolios)

For customers leveraging the connector with Planview Portfolios: it is now possible to create a synced workspace based on a synced template directly in ProjectPlace. This was previously only possible to accomplish by doing the initial sync from Portfolios. Read more about this feature here.

Instant Team member additions

People who are invited to teams in ProjectPlace are now instantly added. Previously they had to accept an invitation.