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Planview Customer Success Center

Setting up Connection Graph

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Requirements

To set up Connection Graph, an administrator requires the following:

  1. Your organization requires an active subscription to Planview Anvi (to access Connection Graph and its AI-powered insights).
  2. The Planview platform products whose data is displayed in Connection Graph must be enabled on Planview Admin.
  3. Minimum versions of the platform products supported by Connection Graph is December 2025 release (or later) of:
    • Planview Portfolios – for strategy, portfolio, and work relationship visualization
    • Planview AgilePlace – for board, card, and team relationship visualization
  4. Supported data sources. Connection Graph visualizes relationships between Planview Portfolios, AgilePlace, and OKRs. Organizations using only one of these products will see limited connectivity; full value is realized when using multiple products together.

To use Connection graph, end users require view access permissions to the data in the source product.