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Planview Customer Success Center

June 2023

June 7, 2023

There are no feature updates in this week's deployment.

June 14, 2023

There are no feature updates in this week's deployment.

June 21, 2023

Turn Off the Notification Pop-up in the Service

In the service, when the user is notified of an event, a pop-up notification appears in the top right corner of the screen. This can be very helpful when you for instance might need to focus on your work or when you share your screen in meetings, etc. Therefore we have made an enhancement, making it possible to turn off the pop-up notifications.

  Notifications banner.png Popup notifications.png

June 29, 2023

Product Switcher

We have introduced a Product switcher, which allows the customers that use Planview Admin to quickly and seamlessly navigate to other Planview products that you have access to. The goal is to streamline the navigation across all the Planview platform without worrying about URLs or bookmarks. 


Updates to the Navigation Between the ProjectPlace Views

We have updated the navigation for the ProjectPlace views (e.g., Workspaces, Teams, etc.). You will now find the name of the view in the global navigation instead of the icon that was there before. When navigating to another view, click on the view name to open and display the view options.

View switcher.png

Planview Labs

Planview Labs is Planview’s innovation hub for new ideas, products, and capabilities across the Planview Platform. Planview Labs is an early access program for testing and providing feedback about new, potential capabilities that the Planview product teams are considering for the future.

Data Loss Prevention

Data Loss Prevention (DLP) is a new feature we are adding to the document management capability in ProjectPlace. It will allow our customers to tightly control how content is shared and downloaded within and outside their organizations. It will be a lightweight solution to create and deploy DLP policies within your organization and ensure that every risky and noteworthy event is prevented and documented.

With the labs’ release, we are giving an early bird view into the functionality and seeking feedback around:

  • Coverage of DLP, regarding what other product areas can be helpful.
  • Easy of usage.
  • The current shortcoming in terms of capabilities.

Register here if you are interested in trying the Data loss prevention capability out.

Sentiment Analysis on Cards in Boards

Sentiment Analysis on Cards in ProjectPlace

As a part of Planview’s Data Science and AI initiative, we have created the sentiment analysis on cards in a ProjectPlace Board.

There are many ways of quantitively judging the progress or status of a task/card. But there is a mine of qualitative information that your team members are capturing as comments on those tasks. Imagine if you could judge the health of a task by analyzing the general tone and language of those comments. That is exactly what sentiment analysis does for you. It is a great tool for project managers and team leaders who want to get a feel for the team and work. 

With the Labs’ release, we are giving an early bird view into the functionality and seek feedback on:

  • Accuracy: Does the score align with your opinion of the card status?
  • Recency: Is the scoring tracking with the most recent status?
  • Scoring: Is the scoring easy to understand? If not, what could help?

Register here if you are interested in trying the Sentiment analysis on cards out.