Overview of Planview Admin

When implementing hybrid delivery using connected Portfolios-AgilePlace, Planview administrators and end users will benefit from activating Planview Admin to simplify and optimize their connected work experience.

Planview Admin is a product Planview administrators use to centralize the management of users and core Planview configurations. Administrators utilize the self-service design to manage product connections, user authentication and authorization, single sign-on (SSO) settings, and configure platform services.

For end users, Planview Admin provides a centralized portal to access all their connected products and enablement tools through a single location using a single login.

Benefits of Planview Admin

Planview administrators

End users

Centralized place to view and manage all Planview products and users
Self-service SSO management; no need to submit a support ticket
Visibility into all users across all products
Centralized user management
Authorize and authenticate users
Add product environments
Sandbox management
Set primary sandbox
Bulk manage users – import/export users

Coming soon:

Centralized top-down user management
APIs – programmatic user management
SCIM support – automated user management and provisioning
Hide sandbox from users
UX improvements across Planview Admin
Admin activity guides
Enablement tool access: Planview University, Customer Community, Customer Success Center

SSO
Sandbox access
Access to shared services such as Planview.Me, Roadmaps, and OKRs

Planview Admin Requirements

To use Planview Admin with Portfolios, you must have Portfolios Continuous Cloud release April 2022 or later.
To add a Planview product environment to Planview Admin, you must also be an administrator in that product environment, and you must use the same email address to sign in to both.

Activate Planview Admin

Planview Admin is a self-service tool that centralizes task management for Planview administrators and allows Planview end users to access all their Planview products from a single portal using single-sign on (SSO). Planview Admin enables Planview account administrators to manage products and connectors and perform user authorization and authentication from a centralized location, reducing the need to manage users separately within each product and submit Customer Care tickets for support.

Follow these steps to activate Planview Admin:

Submit a Customer Care request to activate Planview Admin.
Set up Planview Admin.
Add Planview product environments to Planview Admin.
Enable SSO for Planview users.