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Planview Customer Success Center

February 2025

February 25, 2025

Multi-Select Documents for Review 

The multi-select document feature enables the selection of multiple documents at once for review. This helps streamline the review process, saving time by eliminating the need to send each document individually. For more information, see this article.

February 20, 2025

Enhancements to OData datasets

We have added some more datasets and done some slight modifications to existing ones.

Five new datasets for workspaces centric reports (a.k.a /pm endpoints):

  • CardComments - informing about comments on cards
  • Boards - listing boards in workspaces
  • BoardColumns - listing columns in boards
  • CardDependencies - delineating dependencies between cards
  • ActivityDependencies - delineating dependencies between activities

New dataset for account centric reports (a.k.a /am endpoints):

  • AccountDepartments - simply lists departments,
  • CostCode has been added to the AccountPeople dataset


For more information see the dataset documentation.

February 18, 2025

Copilot AI Integration with Rich Text Editor in Board Description

You can now take advantage of our Copilot feature in the Editor to enhance your board description.

With AI-powered tools, we offer several options to improve your board descriptions, including grammar correction, translation into multiple languages, adjusting tone to be either professional or casual, and modifying content length. For more information, see this article.