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Planview Customer Success Center

November 2025 Enablement Q&A

Question Answer
Where is Planview Release and Verify? Is that an additional product or Shared Capability? Release and Verify is one of the latest products that joined the planview platform. This product was previously known as Plutora. here is some additional info if you're interested: https://www.planview.com/products-solutions/solutions/release-management/
We've seen Timesheet Approval widgets are not available on Work overviews. Any plans for this to be made available? Or did we just miss it in our environments? We can certainly look into this and consider opening to other Overview tabs, at the moment its available at standalone and My Overview level.
will you be able to do capacity planning without having financials in ICP as pending items? For the capacity planning side (Shift & Balance), because those only show data related to known capacity  you would need either effort or financials set on those correspondingfinancial plans. But, we see the "Pending items" feature as a great way to rank and prioritize items before they have financials.
I am 99% sure we are using the financial planning screen to be deprecated, when will it be deprecated? The target is February 2026.
what Planview resources are available to us to transition from the financial planning screen? The Financial Planning screen is not changing – the deprecation is specific to the "Organizational Financial Planning" tab in the Resource Portfolio screen. Please let me know if you're referring to Organizational Financial Planning and we can connect after the webinar
Is connected work something you have to purchase We're still finalizing the packing of the Connected Work Graph but it is likely there will be an association with our Anvi offering to leverage the graph. We should have more on this soon.
I believe we are just using the standard financial planning screen (which looks like the one shown during the demo) which is why I was concerned You should be alright  then! there are no changes coming to the standard Financial Planning screen (but you're very correct, they do look a lot alike)
For user management, are there any plans to add authorizations in Portfolio's We do plan to allow roles associated to user types.
Will we get to see Platform User Management Labs experience for Portfolios and ProjectPlace before GA? Potentially ProjectPlace, but we are do not have a labs planned Portfolios.
There is no where in the Labs area to sign up for the Platform User Management. It's the second item in the labs list, currently listed as an AgilePlace Product since the labs connection is with AgilePlace.
Does the audit log include Plan data/task changes? The audit log information for Planview Admin only follows authentiation activties and changes to features in planview admin such as users, product additions and configurations, and SSO changes
How can we start using PLANVIEW adopt? Talk to your AE or CSM and get a demo if you want to see it in action and then dicsuss pricing!
any update on the logbook widget for Planview.me? At the moment this is targeted for Q1 2026