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Planview Customer Success Center

Design and set up

Planview Roadmaps adoption pathway

1. Get started 2. Design and set up 3. Capability usage 4. Reports and outputs

Audience

Planview administrator

Objective

Set up Planview Roadmaps to begin using visualizing your strategy and work.


Set up Planview Roadmaps

 For more information on adding Planview Roadmaps to your product environment using Planview Admin, see Managing Products: Adding a Planview Product Environment.

Setting up Planview Roadmaps includes the following steps, all of which must be performed in Planview Admin by an administrator:
 

Step Role Description Resources

Add Roadmaps to the Planview product environment with Planview Admin

Planview administrator

Add Roadmaps to your existing product environment. Administrators can add one production environment and one sandbox environment.
 

Copy a product environment URL

Add users to the Roadmaps product

Planview administrator

Add users to Roadmaps. They are assigned a default product role and subscription type.  

The two Roadmaps product roles determine user access:  

User – can create roadmaps and share roadmaps with other Planview Roadmap users, and can view roadmaps that have been shared with them  
 

Admin – can access and manage all roadmaps, including sharing, transferring ownership, and deleting roadmaps 
 

 
Assign and edit Roadmap roles and subscription types Planview administrator Administrators can edit the product roles and subscription types for individual or multiple users in Planview Admin
 
 

 

           

NOTE

To assign the Enterprisesubscription type to users, Planview Roadmaps for Enterprise is required for use. To license the subscription type for your organization, contact your Customer Success Manager.