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Planview Customer Success Center

What's New in the Planview Customer Success Center

We are continually enhancing the Planview Customer Success Center. Please come back here to see some of the changes we have recently made:

Customer Success Center

July 2017

We have added a quick way to access Customer Care product support for all our products with the Support link on the footer of every page. 

June 2017

We have launched the Planview Training Academy! The Training Academy is the best place to teach yourself about the most popular subject areas for all of our products. It combines curated blended media types including e-learning, product help articles, exercises, assessment, job aids, and other helpful resources to support self-paced learning. The gorgeous user interface streamlines the experience of learning about Planview products.

We have added a new section for webinars showcasing our customers' success using our products.

Planview Products Central has been completely updated, including information and videos about Planview Enterprise 14, Troux 14, Innotas, and Projectplace.  

Innotas

July 2017

We have added several new e-learning videos, as well as product help content for our ongoing monthly releases.

New videos include:

  • Timesheet Entry
  • Internal Rates and Effective Dating
  • Creating a Report

May 2017

We have added a summary of the new and improved feature in Innotas in the first half of 2017, including a series of videos.

April 2017

We have launched the Innotas Success Center! The Innotas Success Center contains all of the existing product help, as well as new training videos, and will soon include a new forum platform. When you are using Innotas, click the help icon from any screen to be directed to the related success center article.

Check out the new training videos! We have the following videos available now:

  • Application Overview
  • Navigating the Innotas Header
  • Navigating the Grid and Entity Details
  • Using Filters
  • Creating Filters

Review the Getting Started guide, or any other area of documentation

Visit the Release Information section for updates on the latest product releases. 

Planview Enterprise

July 2017

We have added a collection of Job Aids. Job Aids are downloadable handout templates that can be printed out or saved for reference on common tasks performed in Planview Enterprise. Use them as they are or modify them for your organization.

June 2017

We have updated our Technical Notes for version 14.

May 2017

We have released Planview Enterprise version 14 and have a summary of the new and improved features, including a series of videos in Planview Products Central.

We have updated all the product help pages for version 14.

We have added a new best practice:

January 2017 

RPM Analytics v2.3.1 has been released. This version includes fixes for issues and bugs. Refer to the RPM Analytics Version 2.3.1 Release Notes for full details of what is included.

A new RPM Solution for Planview Enterprise Integration for JIRA has been added, accessed from the RPM Solutions for Planview Enterprise page.

A new RPM Solution for Strategic Program and Outcome Management has been added, accessed from the RPM Solutions for Planview Enterprise page.

Our written training content, found under the "How-to" tabs for each Planview Enterprise Capability,  is updated with Planview Enterprise 13 content and screenshots. There are new labeled informational graphics under many topics. New to the collection is a section on the Configuration Migration Tool.

December 2016 

RPM Analytics v2.3.0 is released. This version includes support for Planview Enterprise 13 and the new RPM Dashboards for Planview Enterprise 13. Refer to the RPM Analytics Version 2.3 Release Notes for full details.

Interested in moving to Planview Enterprise 13? A new topic area has been launched that provides information to support customers in Migrating to a New Version of Planview Enterprise. It contains detailed information about the migration process and recommendations for ensuring an effective and smooth migration.

There is a new topic area are in the Customer Success Center that documents the recommended Operational Administration Processes for Planview Enterprise. The material is in the form of an interactive matrix showing the recommended frequency/cadence of the different types of administrative processes and jobs. Click on each box to view detailed information, including the recommended sequencing of jobs in job streams. This material is especially topical with a year end looming, when there is a whole batch of annual administrative changes that need to be made to the system.

The Customer Success Center is pleased to announce the first in a series of Concept videos!

E-learning also presents Strategy Roadmap e-learning, another financial planning video, and an updated video on sharing portfolio access.

November 2016 

Planview Enterprise 13 is here! Articles throughout the Customer Success Center have been updated for Planview Enterprise 13 features.  Check out the What's New page and the Planview Enterprise 13 Release Notes for a detailed breakdown of new features and changes, with links to the relevant help articles and videos.

You can also see what is new in all our products at the updated Planview Products Central.

RPM Analytics v2.2.6 has been released. This includes bug fixes and all customers are recommended to update to this version.

October 2016

We have changed the Planview Enterprise language selector icon  so it only appears when you are in the Planview Enterprise product help area, which is the only part of the site to which the language selector applies. Just as before, the product help content is localized and the content language changes when you use the language selector.

We changed the default search behavior to search within a product area by default. For example if you are already somewhere within the Planview Enterprise area of the site and search for something, it will now search only within Planview Enterprise. You can still expand your search to include all of Planview's product lines by clicking the "All results" link beneath the search box. This change should reduce a click for most users, and applies to all product lines.

E-learning is continuing our series on the Financial Planning Detail screen, and beginning to take a look at strategy!

And in case you didn't know, we've been busy creating localized versions of many of our free e-learning offerings:

German: 

Spanish: 

French:

September 2016

To start the month off with an e-learning bang, we've added the first of a series of modules on the Financial Planning Detail Screen, as well as some more general Administration modules.

We've moved the Planview Enterprise glossary link from just the Planview Enterprise product home page to its own icon in the header bar. It will appear anytime a user is on any page in the Planview Enterprise section of the site. This makes it easier to see the term definitions you need at any time. While we were at it, we also added an icon to link to this page (What's New ... ) so you can always stay up-to-date on all of the improvements to the Planview Customer Success Center. 

We have revamped the Planview Enterprise training open enrollment calendar page to make it easier to find information on upcoming training courses. We have also included new detailed course descriptions that include prerequisites, costs, audience, and other important course details.

RPM Analytics v2.2.4 was released on September 12, 2016. The release includes bug fixes, enhancements to some reports and enhancements to the RPM Framework. Refer to the RPM Analytics v2.2.4 Release Notes for full details. It is recommended that customers install this version (compatible with Planview Enterprise 11.1 onwards), as soon as possible to ensure they have latest bug fixes and report enhancements.

We have updated the materials that explain the purpose, business rules, options and use cases centered around the Planview Enterprise Progressing Engine. All material is consolidated into a topic area called Understanding the Progressing Engine. There is information on why the Progressing Engine is a key part of the work planning, resource management, time reporting and project execution and tracking processes. Additional information is provided on the detailed business rules and options available to control the progressing logic and example use cases, based on specific business outcomes, are described. You can find this information in the Execution and Tracking area, alternatively just search using the hashtag: #progressingengine

We added a new FAQ with a question many people have asked: How big can the grid of data in Planview Enterprise be? (Answer: 100,000 cells)

The RPM Analytics area now includes a new section that presents a number of Configuration Case Studies, illustrating the power of the RPM Analytics to create new reports, that answer new questions, through configuration and the creation of Report Personas.

August 2016

Customers have been asking for sample WBS templates they can reference when creating their own WBS templates. You spoke, we listened! We've loaded an initial set of Sample WBS Templates in MS/Excel format into our PMO Templates section in the Resource Center.  We'll be adding additional templates periodically.

RPM Analytics v2.2.1 was released on August 19, 2016. The release includes bug fixes, enhancements to some reports and enhancements to the RPM Framework. Refer to the RPM Analytics v2.2.1 Release Notes for full details. It is recommended that customers install this version (compatible with Planview Enterprise 11.1 onwards), as soon as possible to ensure they have latest bug fixes and report enhancements.

July 2016

We've released Planview Enterprise e-learning enablement paths for Planview Enterprise 12. We have updated the format to show durations and have less clicks

We have a new Project Execution FAQ that goes into detail about how Time Now and the critical path work

Our how-to collection has been updated to include content for Planview Enterprise 12

RPM Analytics:

June 2016

RPM Analytics v2.2 is now released. This version includes new and enhanced analytics and can be installed in Planview Enterprise 12 and in Planview Enterprise 11.1 onwards. Full details in the RPM Analytics v2.2 Release Notes. All RPM Analytics topics have been updated with information about the new reports, enhanced reports and reporting framework changes.

The answer is 12! With the release of Planview Enterprise 12, we have a wealth of new material in the success center related to the new release:

While tiles in Planview Enterprise are a powerful way to quickly gain insights and view reports, the number and types of tiles in your ribbon can impact the time to open and access the product. Our new best practice, Tile Performance Considerations, offers guidelines for performance-savvy tile use.

We've added a number of new e-learning videos:

May 2016

It's a Product Portfolio Management extravaganza this month as we introduce a variety of new best practices:

Cultural adoption is an often overlooked, but crucial part of any software implementation, and particularly enterprise software. Our new best practice, Cultural Adoption Fundamentals, offers ten fundamental tips for cultural adoption, based on years of research in organizational development and software implementation.

In Planview Enterprise, Work Types can be used to distinguish different categories of requests, and can determine how the work should be managed and which WBS template and lifecycle workflow to use. Our new best practice,  Work Type Recommendations, offers evaluation criteria for 5 common work types, in terms of suggested thresholds, processes, controls, and more.

April 2016

We have upgraded to a new Learning Management Systems (LMS) for playing our e-learning videos.  You'll notice that it is faster and easier to use.  You will see it when playing any of our e-learning courses.

We've created version specific e-learning enablement paths for Planview Enterprise versions 11.0, 11.1, 11.2, 11.3, 11.4, and 11.5

We've heavily refined our best practices in the Project and Work Management area, and added some new ones as well. A few worth noting are:

A new downloadable PMO document template has been added to our PMO Document Templates repository: Project Management Plan Template.

In the how-to collection of articles on Ad-hoc Analysis (formerly Insight Analytics), we've added information for report writers on using Planview OLAP cube data in Microsoft Excel pivot tables to create custom reports.

We've added a valuable e-book from Tech-Clarity to our White Papers section,  An Action Plan to Improve Your Product Portfolio. This informative guide offers insights to help you get started on the path to improving your product portfolios, including identifying the need, preparing for the journey, and what to look for in a solution and vendor partner.

March 2016

A new collection of articles called How to Schedule Work, Assign Resources, and Track Project Progress gives insight into how the different options for tracking progress in Planview Enterprise cause project schedules to change after the progressing engine runs each week.

We've also heavily revised and added new best practices in the Investment and Capacity Planning and the Resource Management sections. Select highlights of revisions and additions are:

We also revised the Report Status best practice to include handy links to the most vital analytics for project status reporting.

February 2016

We are creating new QuickStart guides that present a curated collection of information on our information categories across all our content types - the collection is growing daily.

We've added two exciting new best practices to help with aligning strategy and execution through agile governance models: Lean Governance and Program Management: Ensuring Value through Ongoing Strategic Planning and Establishing Governance and Planning Boards and Committees.

We've added a new best practice on Tracking Non-Project Work via Standard Activities and Annual Project Buckets, which offers guidance for the best ways to track non-project work (such as base operations, small efforts, unplanned work, and time off).

January 2016

We created a new catalog of our e-learning courses.

We have new Enablement Paths of e-learning courses by role or topic.

We have updated many of our Planview Enterprise best practice articles.

We have a new how-to article comparing the differences between two ways to fill resource requirements, depending on your role: Fill Resource Requirements: Two Options.

There is a new FAQ article on Planning portfolios, which covers some nuances of how they work.

How-to articles have all been tagged to make it easier to find what you are looking for.

Projectplace

April 2017

New features have been released, including Teams and Roadmaps. To learn more about Teams and Roadmaps, refer to the release notes for March and April

A new video Create and Manage Teams is available to show account administrators and team administrators how to manage teams. 

The support center has now been integrated into the Customer success center, including Frequently Asked Questions (FAQs) and the possibility to chat with a support representative or send in a support ticket. The support center is available in six different languages.

January/February 2017

A new video Work with Conversations helps you get started with effective online team communication that can reduce e-mailing. 

The learning paths found on the Get started page, now have an improved design that makes it easier for users to navigate them. 

December 2016

A number of learning paths has been added to the Get started page, that enables users to find their path to learning Projectplace. A learning path is a selection of customer success center pages and videos, that the user can step through and gain an understanding of Projectplace concepts and learn how to use the different Projectplace tools.

The new video Work with Boards gives a quick overview of how to get started working with cards on boards.

November 2016

A brand new video has been released that gives all tips and tricks to work efficiently in the Plan tool. Check out Work with the Plan.

Troux

May 2017

We have released Troux version 14 and have a summary of the new and improved features, including a series of videos in Planview Products Central.

We have updated all the product help pages for version 14.

April 2017

We overhauled the Datamart Generator guide to be more user-friendly.

We added an article about Using Custom Datasets with Microsoft Power BI

March 2017

We've released a new Data Management video series!

January/February 2017

Training Center Updates

New and Improved Documentation

  • Go to the Troux Portfolios guide to get help for all portfolios in the Troux Portfolios solution in one place! We have combined the separate help sections into one convenient guide.
  • We improved some of our most-used guides with helpful Getting Started links and overview videos, including the Using Navigate and Troux Portfolios guides.
  • Visit the Product Releases area for the latest release notes for Troux 12 Update 6, and Troux 13 Update 1, 2, and 3.

November 2016

Troux 13 is here! Pages throughout the Customer Success Center have been updated for Troux 13 features, including updates throughout to reflect the new look-and-feel of Troux applications, documentation on searching Portfolios, using the new table view in the Application Portfolio, security changes, Insight customization updates, and more. Check out the What's New? page and the Troux 13 Release Notes for a detailed breakdown of new features and changes, with links to the relevant help articles and videos.

You can also see what is new in all our products at the updated Planview Products Central.

In addition to the new Troux 13 content we have added the following content:

October 2016

We changed the default search behavior to search within a product area by default. For example if you are already somewhere within the Troux area of the site and search for something, it will now search only within Troux. You can still expand your search to include all of Planview's product lines by clicking the "All results" link beneath the search box. This change should reduce a click for most users, and applies to all product lines.

July/August 2016

Troux 12 Update 1, Update 2, and Update 3 have been released, with a number of bug fixes as well as support for WAFFLE AuthenticationHeader-Based Authentication, and CORS. Review the release notes for more details.

Visit the Free Videos section of our E-learning page for a fresh batch of e-learning, including:

  • APM Series. Learn how Troux enables the practice of Application Portfolio Management with this series of videos and interactive modules. 
  • Troux Insight Roles. The videos in this series provide users with an overview of the permissions for each of the four Troux Insight roles - Analyst, Restricted Analyst, Power Steward, and Restricted Steward.
  • Troux Power BI Integration. Explore the capabilities of the Troux integration with Microsoft's Power BI™.
  • Exporting and Importing Data. This series details the process of exporting data to an Excel spreadsheet, editing data in Excel, and importing updated data into the TrouxSource Repository.

June 2016

The answer is 12! With the release of Troux 12, we have a wealth of new material in the success center related to the new release:

We have updated and expanded our E-learning Catalog with a Free Videos page and easy-to-follow learning paths:

  • New learning paths group courses into series to easily view progress.

  • A new Free Videos section is now available with learning paths for both new users and power users or administrators, including:

April 2016

We have added a FAQ for using PowerBI with Troux

March 2016

The February 2016 Troux Customer roadmap webcast has been posted which shows great detail about upcoming product enhancements and cross product integrations.

January 2016

All Troux customers now have access to the Customer Success Center

Troux 9.5 product help now goes to the Customer Success Center

What's New in Troux 9.5

We have all Troux help now online

We have new developer help for Troux Navigate