Advisor

We are excited to introduce the new design for the Planview Advisor! This significant update not only enhances the interface but also brings forth a more intuitive and efficient user experience. Here are some of the standout features of the new design:Key Highlights Simplified Navigation: We’ve revamped the navigation to be more intuitive, making it easier and quicker for you to access the functions and information you need. Enhanced Performance: With optimized performance, the new design ensures faster load times and smoother interactions, allowing you to accomplish tasks more efficiently. Advanced Analytics: Improved analytics capabilities give you deeper insights, aiding better decision-making across your projects.  Maximizing the Benefits Explore and Get Acquainted: We encourage you to take a thorough tour of the new interface to familiarize yourself with the enhanced features and layout. Utilize the Help Center: Our updated help center offers detailed guides and tutorials to

Hello Planview Team,We’ve reached another exciting milestone worth celebrating! What’s New?Planview Advisor is now officially part of our Planview Admin authentication ecosystem.Spotlight on Our First CustomerA big congratulations to Stryker, who is leading the way as our first customer using unified authentication with Advisor. They now enjoy seamless access across:Advisor Portfolios Planview.Me ProjectPlace

We're excited to share the latest improvements that have been rolled out across different areas of Planview Advisor.Input Form Updates Fixed bug in choice comparison button Improved font support for Excel exports Cheatsheet Enhancements Better clarity on editable columns Added warning for System UDF color domain changes Fixed issues with preset folder organization Improved PowerPoint exports for brick charts Cleaned up Bar Chart grouping options Resolved various chart rendering issues including variance bars, deltas, and target lines User Management Updates Improved messaging for license limitations Fixed the input removal button in Workspace Management Enhanced portfolio contents table display Security Updated security components Important Note: These updates are implemented on a per-customer basis, so you may not see all changes in your instance yet. If you'd like any of these updates applied to your instance, please contact your Customer Success Manager or Engagement

Hello Everyone,We want to share some helpful information about the Workspaces Management feature that's available to administrators.Key Features:Access management pages for all available workspaces Switch between workspaces easily Edit and publish changes from different workspacesHow to Access Workspaces Management:Navigate to the Admin tab Look under Projects and Users Click on Workspaces ManagementWhat You'll See:A list of all available workspaces Current workspace in dark text Other workspaces in lighter textSwitching Workspaces:Select a different workspace from the list Click the Make Current Workspace button at the top You're ready to edit or publish changes in the new workspace.Want to Learn More? Check out our detailed documentation on Workspaces for additional information about managing individual workspaces.Have questions? Drop them in the comments below!

Hi Advisor users,You can now add custom fields on the System User-Defined Fields Setup page. Choose from Text, Number, Date, and Dropdown field types, configuring formats and options as needed.Enhance your data further by adding Attributes (Text, Number, or Date) to any field, each with a unique Identifier for formulas and reporting.Creating a Custom Field: Navigate to System User-Defined Fields Setup > Add Field > Name & Type > OK > Configure (+) > Save Changes > Restart System.Adding an Attribute: In Attributes, click Add Attribute > Name & Type > OK > Assign Identifier > Save Changes > Restart System.Removing an Item: Click the Trash icon > OK > Save Changes > Restart System.Read more about it hereStart tailoring your Planview Advisor today. Share your questions and suggestions below.