| 1. Get started | 2. Design and set up | 3. Capability usage | 4. Reports and outputs |
|
Audience |
Planview administrator |
|
Objective |
Successfully install, configure, and test the Portfolios-AgilePlace connector. |
Note: for the steps to configure Planview Admin to support the implementation of connected Planview products, see Overview of Planview Admin.
| Step | Role | Description | Resources |
|
Planview administrator Portfolio manager Project manager Team member |
Understand the Portfolios-AgilePlace connector workflow |
Webinar: Maximizing Value: Joining the dots between Project Planning and Delivery: Portfolios + Connected AgilePlace | |
| Planview administrator | Overview of how Portfolios work and strategy entities sync to boards and cards in AgilePlace | ||
| Understand how attributes are mapped in connected Portfolios-AgilePlace |
Planview administrator | Understand how the connector maps attributes and fields in connected Portfolio-AgilePlace | |
| Request the Portfolios-AgilePlace connector | Planview administrator | How to request installation of the connector == |
|
| Planview administrator | Add connector-related alternate structures and fields as options on Portfolios configured screens | ||
| Connect a Portfolios work item or strategy with AgilePlace | Planview administrator | Sync work and strategy items in Portfolios to boards and cards in AgilePlace | |
|
Validate and test the Portfolios-AgilePlace connector |
Planview administrator | Confirm the connector is working and connect your first project |
Planview AgilePlace board templates allow administrators to define pre-built boards, which anyone can use to create boards based on standard processes defined by the organization. Board templates can include a standard board layout with predefined settings. Cards and card types can also be added to the structure of a board template, which are useful for standardizing how information about shared tasks is visualized across different teams. Users will have the option to include those cards when using the template, or create their own cards.