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Planview Customer Success Center

Getting started with Planview.Me

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Requirements

To set up Planview.Me, you require the following:

  • The Planview platform products whose data is displayed in the widgets must be enabled on Planview Admin. For a list of the product dependencies, see Planview.Me widget library.
  • Administrator access to Planview Admin.
  • Administrator access to Planview Portfolios.

To use Planview.Me, users require the following:

  • To view data, users require view access permissions to the data in the source product.
  • To edit data, users require edit access permissions to the data in the source product

Setting up Planview.Me 

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).

Working with Planview.Me 

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