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MarketplaceListingsCustom ActivityPlanview - Portfolios Activities
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Summary

Summary


Overview

Overview

This activities package uses the Planview Portfolios APIs to offer the following tasks for easy automation:

  1. Create and manage Enterprise One scope for API authentication.
  2. Create Rate Sets.
  3. Create Attribute Rate Cards.
  4. Create Resource Rate Cards.
  5. Create Attribute Rate Card Lookups.
  6. Create Resource Rate Card Lookups.
  7. Create Rates.
  8. Update Resource.
  9. 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)

Publisher

Planview Inc.

Visit publisher's page

Trusted Source

License & Privacy

License Agreement

Privacy Terms

Technical

Version

1.1.1

Updated

17 Jan 2023

Works 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.com

https://success.planview.com/Planview_Communities_and_Programs/Special_Programs/Customer_Care

Resources

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