Planview has a single focus on helping enterprises transform strategy to delivery in today’s fast-paced, highly-disruptive markets. Our solutions create an organizational focus on the strategic outcomes that matter and empower teams to deliver their best work, no matter how they work. Planview is uniquely positioned to help organizations navigate strategy to delivery transformation by providing the full spectrum of enterprise Portfolio Management and Work Management solutions.

  

Imagine adapting to the , realizing , , and making the .

Planview makes it possible.

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This activities package uses the Enterprise One 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.

Create automations with Planview Enterprise One APIs.

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Visual Basic

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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.

Create automations with Planview Portfolios APIs.

Version	Release Date	Download Link
1.1.1	January 17, 2023
Minor bug fix for Create Rate activity - adding the ability pass Secondary Lookup Structure.
1.1.1	September 21, 2020
Minor bug fix for Create Rate activity - adding the ability pass Secondary Lookup Structure.
1.1.0	September 16, 2020
In this release two new activities are added: Update Resource Update Resource Attributes

Planview - Portfolios Activities