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Planview Customer Success Center

Remote Advisory Service Overview

Important Update: 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), will change.

The current CSC RAS page will be updated and associated forms will be deprecated.

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

Planview Support Portal User's Guide
  • Planview Support Portal - User's Guide - download here. RAS specific instructions are detailed at the end.
Key Points:
  • This change will enhance security and streamline your interaction with our PS team.
  • The new system will simplify both the purchase and use of PS services.
  • Different login credentials than the current CSC portal will be required.
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.

Request forms

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