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How Do You Enable New Capabilities in Planview? Share Your Approach!

  • November 20, 2024
  • 2 replies
  • 76 views
Joe Liu
Planview Falcons
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Hello Planview Community!

I’d love to hear from you about how you approach to enabling new capabilities in Planview solutions. Whether it’s configuring Agile Costing, implementing Investment and Capacity Planning (ICP), adopting Product Funding, or using AgilePlace for PI Planning, etc. I’m curious to learn about:

  • Where do you start? (e.g., University of Planview, Planview CSC, Planview Community, Engaging Planview Professional Services, Engaging Customer Success, etc.)
  • What resources do you find most helpful? (e.g., quick reference guides, short videos, webinars, training sessions, etc.)

Your insights can help shape the way we all share knowledge and resources within the community, so feel free to comment below and let us know:

  • What worked well for you?
  • What challenges did you face?
  • What do you wish you had more resources for?

Looking forward to hearing your stories and strategies!

Joe Liu | Director, Project to Product & Agile Transformation Services @ Planview
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    2 replies

    rupsi.burman
    Planview Falcons
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    • rupsi.burman
    • Planview Falcons
    • November 20, 2024

    Hi! Joe,

    I usually start with University of Planview, Planview CS and Training. If I can’t find what I am looking for then I email the CS Manager. Either they help or direct me to someone who can.

    Our City (government) did a “self-implementation” because of my prior experience with PlanView. Was easy enough till I got to Capacity Planning. The videos in the library are great actually. In my case though, the video did not fully answer my questions so during our monthly call with the CSM we went over the issue and together we were able to get the data to flow into the Capacity Utilization Report.

    I like the short videos and I did use them to configure the application all by myself. 

    A challenge I am currently facing is not being able to perform certain functions, like make myself the ‘primary’ in Projects, even though I am super-admin in AdaptiveWork. I am sure we will figure out. 

    AdaptiveWork is a good software and easy to configure. Of course as of now I do not have any validation rules set up for the City.

    Thank you

    Burman R.

      Joe Liu
      Planview Falcons
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      • Joe Liu
      • Author
      • Planview Falcons
      • November 25, 2024

      Thanks so much ​@rupsi.burman, awesome insight!

      Joe Liu | Director, Project to Product & Agile Transformation Services @ Planview
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