Summary
Summary
Overview
Overview
This activities package uses the Planview Portfolios APIs to offer the following tasks for easy automation:
- Create and manage Enterprise One scope for API authentication.
- Create Rate Sets.
- Create Attribute Rate Cards.
- Create Resource Rate Cards.
- Create Attribute Rate Card Lookups.
- Create Resource Rate Card Lookups.
- Create Rates.
- Update Resource.
- Update Resource Attributes.
Features
Features
The advantages of the Planview Portfolios activities are:
1. No UI based interaction needed. The activities use APIs to create and validate various artifacts related to Portfolios rates administration.
2. Much faster than traditional UI based automations.
3. Independent of Portfolios layouts or web browser related incompatibilities.
4. Compatible with background automation jobs - without user interaction.
Additional Information
Additional Information
Dependencies
Code Language
C#, Visual Basic
Runtime
Windows Legacy (.Net Framework 4.6.1)
Technical
Version
1.1.1Updated
17 Jan 2023Works with
Studio: 2019.10.4++
Certification
Silver Certified
Tags
Planview
Rates Administration
Planview Portfolios
Application
Planview
Support
Phone: +1 (512) 346-8460
Email: customercare@planview.com
Link: https://support.planview.comhttps://success.planview.com/Planview_Communities_and_Programs/Special_Programs/Customer_Care
Resources
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