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Planview Customer Success Center

Remote Advisory Service Overview

Remote Advisory Services (RAS)

The Planview Remote Advisory Service (RAS) is a customer-driven offering that bridges the gap between Customer Care support activities and traditional on-site Planview Consulting engagements.

By utilizing Planview Subject Matter Experts, you can get answers quickly without waiting for an on-site engagement or incurring the associated travel and living costs. With sessions being conducted via phone, web session, or email, RAS provides you with a cost-effective way to close product knowledge gaps, obtain security assessment reviews, answer your questions and bring more value to your organization.  

We provide Remote Advisory Services for all Planview Products.

Planview Support Portal User's Guide

  • Planview Support Portal - User's Guide - download here. RAS specific instructions are detailed at the end.
Changes to Remote Advisory Services (RAS) Submission Process

Effective November 18, 2024, the process for submitting Professional Services (PS) requests, including Remote Advisory Services (RAS), has changed.

The old CSC RAS page and associated forms have been deprecated.

All PS requests should be submitted through the Planview Customer Request Portal (Support Portal).

Key Points:
  • This change enhances security and streamline your interaction with our PS team.
  • The new system simplifies both the purchase and use of PS services.
  • Different login credentials than the current CSC portal will be required.
Request forms

The CSC RAS forms have been deprecated, please use the Planview Customer Request Portal (Support Portal) for all requests.