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Planview Customer Success Center

Planview Portfolios

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Overview

Organizations can improve their ability to manage their application portfolios by ensuring that work performed by the PMO (Project Management Office) is available to other members of the extended development team, and that the PMO has visibility to progress being made on its initiatives and projects.

 

 

Connector Setup Details

This section describes the basic steps needed to prepare your Portfolios instance for use with Viz. 

Minimal User Permissions & Viz User

We recommend that you create a new user within your external tool, to be used only for Viz. This is the user information you will enter when setting up your tool connection within Planview Viz. By creating a new user, you will ensure that the correct permissions are granted.

In general, your user account should have sufficient permissions to read artifacts in your tool. 

Your user should have a secure password or token. Please be aware that Viz will not allow you to save a tool connection utilizing a weak password/token, such as 'tasktop.'

Before connecting to the repository, you must enable query service for the connector to be able to use the web services. 

  • Navigate to Global options:

    Global Options

  • Enable Query Services

    Enable Query Services

List of minimal user permissions:

  • The connector needs to comment to the server using an admin user

  • The connector does not support SSO users

  • Role of the user must be PV admin

PV Admin Role

To create a new user/resource, navigate to Administration settings: 

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Connecting to the Planview Portfolios Repository

Standard Authentication

Required Fields:

  • URL
  • Username 
  • Password
  • Data Source Name:
    • This is the name of the database you are connecting to, and can be found while logging in to Planview (see screenshot below).
    • Note: This field is case sensitive.

Data Source Name

Planview Portfolios Tool Connection Screen

 

 

Strategy Structures

Configuration Details

This section describes the basic settings needed to flow the Strategy Structure.

Global Options

Please ensure that the following global options in Portfolios are enabled:

  • Enable Entity Last Updated on Auditing (GO 4220)
    • When enabled, this global option helps track the last modified date for Strategies. This information is used in the Retrieve Strategy & Collection Search endpoints. 
    • If this global option is not enabled, please contact customer care for assistance.
  • Enable Strategic Lifecycles
    • When enabled, this global option ensures that LifeCycle attributes for Strategies can be updated. 
      • Screenshot 2024-08-08 at 2.22.27 PM.png
        • global-options-20240719-055227.png

Feature Flags

Please ensure that the following feature flags in Portfolios are enabled:

  • EnableFireTriggersAndCheckConstraintsForSqlBulkCopy
    • This feature flag should be enabled by default. If not enabled, please contact customer care for assistance.

Multi Select Fields

Planview Viz requires the 'Capture Associated Number' option to be disabled for multi-select fields in Strategy artifacts within the Portfolios UI. This is because the Planview Portfolios APIs require values for these fields to support the quantifier value, which is not supported in Viz.

Which fields require this configuration?

All multi-select fields need to have 'Capture Associated Number' disabled to sync with Viz. 

Examples of multi-select fields where 'Capture Associated Number' is enabled include:

  • Business Capabilities

  • Providing Org / ART

What is the impact of disabling the “Capture Associated Number” option?

Disabling this option will remove the associated percentage required for each selected value in a Strategy artifact. If a user has existing fields with this option enabled, disabling it will not impact the selected values, only the percentage associated to them.

 How do I disable the “Capture Associated Number” toggle?

  1. In Portfolios, navigate to the Attribute list (Administration > Attributes and Column Sets > Manage Attributes).

  2. Find the appropriate attributes and select Definition.

    • image-20240904-112326.png

    • Note: Select the attribute where the Primary Structure is Strategic Hierarchy.

  3. Navigate to Associated Values and uncheck the Capture Associated Number option

    • image-20240904-112414.png

    • Note: The Forced Numeric Total should then be updated to Null.

  4. Click Save.

 

 

 

Supported Artifacts

Supported Work Items

Supported Artifact Type

Applicable Repository Versions

Unique URL?

All artifacts under the Primary Planning Level

Any supported repository version:

 Yes

Strategy Structure

All artifacts under Level 2

 Current On Demand (Cloud) Version Yes

Supported Containers

Containers that can be modeled as Flow Items

Applicable Repository Versions

Unique URL?

Primary Planning Levels

Any supported repository version:

Yes

Strategy Structure

Strategy at Level 2

 Current On Demand (Cloud) Version Yes

Containers used to define which artifacts are included in an Artifact Set

    

N/A (entire tool selected as container)

Any supported repository version:

N/A

 

 

Supported Field Types

Planview Viz supports configuring rule-based modeling (i.e., conditional modeling) using the field types shown below.

Note: If one field of a given type is supported, others that are also that type in theory should also work. However, sometimes there are instances in which this is not the case due to the repository. So, while we can claim support for fields at the type level, there is a chance that some specific fields of a given type will not function properly.

Standard Field Type

 Is this field type supported for the Strategy artifact?

How is field type referenced in the repository?

Sample Repository Fields Supported

Particular Repository Fields NOT Supported

1checkicon.png String

 1checkicon.png

Text

 

Strategy artifacts:

Text

Long Text

Revision

Key

Seq-ID

Description

Work ID

 

Strategy artifacts:

Strategy Seq. ID

Description

Benefits Anticipated

Key Objective

 

1checkicon.png Single Select

 1checkicon.png

Strategy artifacts:

Alternate Structure

Work Status

 

Strategy artifacts:

Status

Strategy Type

 

1checkicon.png Multi Select

 1checkicon.png

Strategy artifacts:

Alternate Structure

Strategy artifacts:

Releases

Outcome Breakdown

 

1checkicon.png Boolean

Only supported for Strategy artifacts

 1checkicon.png Boolean

Has Children

Enable Lifecycles

  

 

 

Functional Limitations

Category

Limitation

Applicable Repository Versions

Feature Unsupported

Strategy Structure

Any multi-select field with the "Capture Associated Number" option enabled is not eligible for updates. Refer to Configurations for Strategic Hierarchy Multi-Select Fields“ section for details.

As a workaround, ensure that the 'Capture Associated Number' option is disabled for multi-select fields in the Portfolios UI.

 Current On Demand (Cloud) Version

Third Party Functional Limitation

Strategy Structure

Strategy levels greater than 5 are not supported.

 Current On Demand (Cloud) Version
Good to Know

Work in Strategy Structures

Deleting work from the Strategy screen deletes the work artifact, not just the association.

 Current On Demand (Cloud) Version

Configuration Requirement

Multi Select Fields

Multi Select fields must be set to have a value.

Any supported repository version:

Third Party Functional Limitation

Projects

Because Planview Portfolios does not support the notion of ‘projects,' the following behaviors may be observed when using Viz:

  • Users must select an artifact type rather than a project when creating an artifact set.

Any supported repository version: