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Planview Customer Success Center

Planview.Me Labs

           

NOTES

  • Planview.Me Labs functionality and this content may change frequently.

           

Introduction to Planview.Me Labs

Welcome to Planview.Me Labs, a new experience that brings together your current Planview.Me views, agile work, roadmaps, OKRs, flow metrics, and more into one seamless, integrated hub designed around how your organization works.

This new experience eliminates the friction of navigating between multiple tools and browser tabs. Instead of drilling down from a widget into separate products, you'll now have a singular experience where capabilities are integrated directly into one cohesive environment.

Key Benefits:

  • Organize work your way – Structure and navigate based on what makes sense for your organization, not rigid product boundaries
  • Maintain context as you work – Drill down into details while preserving your workflow context, eliminating constant reorientation and browser tab overload
  • Navigate seamlessly – Move effortlessly between agile work, roadmaps, objectives, logs, flow metrics, and other capabilities without losing sight of the bigger picture

Getting started with Planview.Me Labs

Requirements

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

  1. Administrator access to Planview Admin. Certain Planview.Me Labs currently require administrator access, such as creating and managing workspaces and workspace types. 
  2. To use Planview.Me Labs, users require the following access permissions:
    • Planview.Me Labs assigned as a product
    • To view data, users require view access permissions to the data in the source capability
    • To edit data, users require edit access permissions to the data in the source capability

Setting up Planview.Me Labs

Setting up Planview.Me Labs includes the following steps:

  1. Configuring Planview.Me Labs in Planview Admin. For more information, see Configuring Planview.Me Labs in Planview Admin (administrators only).
  2. After Planview.Me Labs has been configured, users can manage workspaces and add capabilities to them. For more information, see Creating a workspace (users) .