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After getting an insufficient response through Customer Case, I thought I’d ask here.   When someone tries the PV link and doesn’t have access, the error received says:

“To request access to Planview, Please log a Help Desk incident.  In the incident description, please include the following words:  Please task this incident to the Planview support team. Your request will be forwarded to your manager and the Planview Administrator for approval.”   

I am wondering if this is the message all customers have displayed when access hasn’t been created yet?  This message doesn’t really apply to our processes so would like to change it but were told it is not possible to change.  This doesn’t make sense.

Thanks .

What do you mean by not created yet?  That message is generic and I know that users in my environment get that message when they try to access Portfolios without an account.  For our environment I generally send the user and their manager an email when I create their account.  This also includes a quick reference guide to get them started.

Though it would be nice if we could customize this message with our own internal processes.  In our company they would need to talk with their manager would submit the correct paperwork.

Yes, it is when some tries to access planview without an account.  It sounds like the message is identical for all PV customers.  That is what I wanted to confirm.  Thanks!.

​@MGMullen - I too will confirm that is what our users see as well. I have asked Planview about this in the past also and voiced the concern with users trying to contact Planview directly, but there has not been a change in the message or an ability to change that message that I am aware of. We do something similar to ​@Thbutler where we send an email notification to our users when we setup their account, where we copy their managers so they are aware also.  We also ensure all our training to RMs we cover what to do if one of their users cannot access Planview and that is to email our Planview Admin so we can look into it. 

​@pamela.sargent We cover some of that in our training with PMs.  But occasionally we have folks slip through the cracks.  Usually for us this is with our contractor space.  We sometimes have a resource that vendor moves from a contract that requires time recording to a contract that doesn’t (either a fixed monthly amount or a buffer).  But the vendor fails to notify the user that they no longer need to time record.

Still it would be nice if we could customize this screen.  Same with a few of the Planview admin screens.

​@Thbutler - do you ever use Configurable Text?  If it is within the application then most of the time you can modify the message or what is displayed, except some error messages.  Unfortunately the message to get into the application is not part of that, definitely would be nice to control that narrative too. 

​@pamela.sargent I have used that in the past to tweak a couple of messages.  Most recently the complete checkbox on timesheets (which I am glad we can turn off now, that has caused many headaches).

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