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Planview - Portfolios Activities

Planview - Portfolios Activities

by Planview Inc.

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0

Activity

Downloads

250

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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.

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Trusted Source

License & Privacy

License Agreement

Privacy Terms

Technical

Version

1.1.1

Updated

Jan 17, 2023

Works with

Studio: 19.10 - 22.10

Certification

Silver Certified

Application

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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