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Planview Customer Success Center

Overview of Planview Admin

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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:

  1. Submit a Customer Care request to activate Planview Admin.

  2. Set up Planview Admin.

  3. Add Planview product environments to Planview Admin.

  4. Enable SSO for Planview users.