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Planview Customer Success Center

January 2025

January 30, 2025

Rich Text Editor in Card

We have introduced a rich text editor in the card details pane, enabling users to format text, add bullet points, apply styling, and much more. This feature helps users structure information effectively, enhancing readability and organization, and making it easier to communicate detailed information within cards. For more information see this article.

January 23, 2025

Reset Two-step Verification in Account Administration

Account administrators can now reset two-step verification for account members. This bypasses the need for contacting support if people lose access to their two-factor authentication mechanisms. See instructions here.

January 16, 2025

Soft Launch of Logbook for ProjectPlace

Planview Logbook is a shared capability within the Planview Platform that provides the ability to efficiently create and manage various types of logs, such as changes, risks, issues, lessons learned, assumptions, decisions and much more. It is a centralized repository that offers customizable configurations and ensures a seamless user experience across all Planview Platform products. For more information see Introduction to Logbook.

January 9, 2025

Change Owner of an Organizational Account

It is now possible for the owner of an organization to transfer ownership themselves. Read more here.

January 2, 2025

Enhanced Security of "Robots"

When creating and managing integration settings for the organization, it will no longer be possible to see robot credentials (secrets) more than once. The same goes for the people with whom a robot is shared. However, it is always possible to renew secrets which will show them again (once).