Hello fellow community members,I have 2 questions.I want to add a folder under “Dataset Management”. I have Planview.me under planview admin. I am trying to enable it in sandbox, which is already enabled in prod. I would request anyone to assist or guide me in fixing the above 2 issuesAppreciate your response.

@prasadnknvYou create folders for datasets under Admin > Reporting > Reporting Content Management > Create FolderGuidance on setting up Planview.me is available here in the CSC.It can be enabled for the sandbox set as Primary.https://success.planview.com/Shared_capabilities/Planview.Me

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Planview Portfolio - (Adding dataset folder and Enabling Planview.me)

1 year ago
May 12, 2025 4:34 AM UTC
2 replies
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prasadnknv
Silver Active Participant

Hello fellow community members,

I have 2 questions.

I want to add a folder under “Dataset Management”.
I have Planview.me under planview admin. I am trying to enable it in sandbox, which is already enabled in prod.

I would request anyone to assist or guide me in fixing the above 2 issues

Appreciate your response.

Best answer by mlea

@prasadnknv

You create folders for datasets under Admin > Reporting > Reporting Content Management > Create Folder
Guidance on setting up Planview.me is available here in the CSC.It can be enabled for the sandbox set as Primary.

https://success.planview.com/Shared_capabilities/Planview.Me

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mlea
Planview Falcons
Answer
1 year ago
May 14, 2025 8:44 AM UTC

@prasadnknv

You create folders for datasets under Admin > Reporting > Reporting Content Management > Create Folder
Guidance on setting up Planview.me is available here in the CSC.It can be enabled for the sandbox set as Primary.

https://success.planview.com/Shared_capabilities/Planview.Me