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Planview Customer Success Center

Getting started with Planview.Me

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What is Planview.Me?

Planview.Me is a visually immersive, actionable, and personalized user experience. With Planview.Me, you can customize your Planview experience to highlight the data and details you need to get work done. Planview.Me enables you to quickly and easily make business decisions and take the necessary actions to accelerate the outcomes that matter the most to your business.

 

What value does Planview.Me provide to my organization?

Planview.Me provides easy one-click access to the insights you need to get work done. It allows anyone within the organization to engage and interact with the Planview platform from a single landing experience, including standalone views, workspaces with capabilities, Anvi Home, and other available Planview experiences. This delivers an action-oriented experience tailored to your data, role, and insight needs.

Planview.Me improves decision-making by offering a unified view of strategy, planning, and delivery while increasing productivity through personalized access to key insights and actions. By surfacing real-time risks and blockers, it helps speed up issue resolution and boosts platform engagement through a single, streamlined experience that brings multiple tools together. Planview.Me empowers users to create their own view or work within a workspace where they can highlight priorities, identify issues, and mitigate risks in one place.

What can you do with Planview.Me?

Planview.Me helps you work smarter and faster by delivering a streamlined, action-oriented experience. With Planview.Me, you can:

  • Improve efficiency by reducing clicks and minimizing training, making it easier to address outstanding tasks.
  • Gain platform visibility into all work, no matter where it’s managed, through a single, centralized experience.
  • Proactively address risks with AI-powered early warnings that surface potential issues before they escalate.
  • Access holistic insights and intelligence, then take action using real-time data available in just a few clicks, all in one place.
  • Configure your experience to focus on what matters most to your role, whether you are using a standalone view or working in a workspace.
  • Organize related work in workspaces and access capabilities such as boards, roadmaps, OKRs, whiteboards, and Connection Graph.
  • Use workspace-aware widgets to understand information in the context of the current workspace and, where supported, its child workspaces.
  • Use Anvi Home to configure maintain your prompt library and agents, and use AI-powered intelligence throughout to identify trends, understand risks, and support better decisions.

Best practices for getting started with Planview.Me 

           

NOTE

Before users can access and use Planview.Me, there is some setup that must be performed. For more information, see Setting up Planview.Me (administrators).

For information about accessing and using Planview.Me, see Working with Planview.Me.

           

Start in your sandbox environment 

  • Activate Planview.Me risk-free in your sandbox today.
  • Experiment with different layouts and configurations. 
  • Focus on one or two personas at a time when getting started. 
  • Build confidence through hands-on experience. 

Leverage persona-focused templates for overviews

  • Jumpstart your user’s experience with ready-to-use templates designed for specific roles, including Project Manager, Product Manager, and Portfolio Manager roles. 
  • Save time and follow industry best practices with Planview's expert-designed templates. 
  • Customize templates to fit your organizations needs. 

Discover the dynamic widget library

  • Explore our ever-expanding collection of powerful widgets in the Planview.Me widget library. 
  • Mix and match widgets to create your ideal view.  
  • Learn about advanced configuration options for a richer experience. 
  • Stay current with newly released widgets and features via our release notes. 

FAQs

Is Planview.Me just a Planview Platform dashboard? 

No. While Planview.Me may look like a dashboard at first glance, it’s much more. The Planview.Me experience combines the power of a dashboard with the ability to take action, investigate, respond, and react. Your users can fulfill key actions such as approving an assignment, adjusting a roadmap, or editing card details. 

Will there be a cost for Planview.Me? 

No, you will get access to Planview.Me at no additional cost.

How can our organization enable Planview.Me? 

Planview.Me will be available in the product switcher in the Planview products you use today. Customers must be onboarded to Planview Admin and users must have the Planview.Me product assigned. Optionally, views and workspaces for Planview.Me can be created, configured and shared with users in Planview Admin. 

Have questions? Please reach out to your Customer Success Manager, or Planview Customer Care.