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Planview Customer Success Center

Getting started with Planview Logbook

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Setting up Planview Logbook

  1. Requirements – You require at least one of the following Planview product environments that has been enabled in Planview Admin:
    • Planview Portfolios May 2024 or later
    • Planview ProjectPlace
  2. Configure Logbook in Planview Admin by creating log types, custom attributes, and configuring the default Logbook view. For more information, see Configuring Logbook settings.
  3. Enable Logbook in the Planview product environments.

Enabling Logbook for entities in Planview Portfolios

  1. In Planview Portfolios, enable the Enable Logbook for Work and Enable Logbook for Strategy global options (Administration > Global Options > Planview Shared Capabilities section) as required. For more information, see Shared Capabilities Global Options
  2. Enable the work entity view tab (Administration> Menus and View Settings > Entity View Tabs). For more information, see Adding Tabs to Entity View Screens.

Enabling Logbook for workspaces in Planview ProjectPlace

Enable the Logbook option in ProjectPlace (Administration > Tools). For more information, see Manage Workspace Settings – Activate/Deactivate Tools.

           

NOTES

  • You must be a workspace owner or administrator for the workspaces that you want to enable Logbook for. 
  • Logbook is not available to external users in the account, even if they are workspace administrators

           

Working with Planview Logbook

For information about creating and working with Logbook, see Working with Planview Logbook.