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

  • May 12, 2025
  • 2 replies
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Hello fellow community members,

I have 2 questions.

  1. I want to add a folder under “Dataset Management”. 
  2. 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 

  1. You create folders for datasets under Admin > Reporting > Reporting Content Management > Create Folder
  2. 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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  • Planview Falcons
  • Answer
  • May 14, 2025

@prasadnknv 

  1. You create folders for datasets under Admin > Reporting > Reporting Content Management > Create Folder
  2. 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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  • Author
  • Silver Active Participant
  • May 26, 2025

@mlea Thank you for fixing this.