Planview Projectplace integration

About Planview Projectplace integration

The Viva Goals Planview Projectplace integration lets you link OKRs to your project boards for automatic real-time updates.

Let's take this example: you have an objective to create an amazing user experience. You can directly link this objective with the project you're running in Planview, so whenever you make an update and move a card in your project board, your OKR status is updated automatically.

How to set up Planview Projectplace integration

Create a connection

  1. From the sidebar, select Admin > Integrations.

    Screenshot of the integrations page in Viva Goals.

  2. In the integrations section, go to the Planview Projectplace and select Manage.

    Screenshot shows where you chose to manage Planview Projectplace in Viva Goals.

  3. Select New Connection. In the dialog that ape pars, sign in to your Planview Projectplace account.

    Screenshot shows where you opt to create a new Planview Projectplace connection.

  4. Name your connection and select Next to complete setup.

    Screenshot shows where you configure a new Planview Projectplace connection in Viva goals.

Edit an existing connection

You can edit an existing connection’s name and the connection’s shared state that you created from the Projectplace integration view:

Select the Edit icon right next to the connection. In the dialog that appears, you can make changes to the connection name and enable or disable the Share connection with all users checkbox.

How to use Planview Projectplace integration

After your integration is set up, you can connect your new or existing OKRs with a board in Planview Projectplace measure the progress of your OKRs:

  1. When you add or edit an objective or key result, choose to measure progress by Percent Completed.

  2. Select Planview Projectplace from the list of integrations available. If there are multiple connections listed, choose the connection you want to use.

    Screenshot shows where you select Planview Projectplace as your data source.

  3. Next, map the OKR to the project, board, assignee, due date, and activity of your choice.

    Screenshot shows where you configure a new Planview Projectplace connection to OKRs in Viva goals.

  4. Select Next to finish and save your OKR. You’ll now see a Planview Projectplace icon next to the OKR‘s progress indicator, which means Viva Goals will automatically measure the progress based on the number of cards moved to the Done list (Completed state).

  5. The OKR syncs automatically every hour. You can also select Sync Now to refresh it manually.

How to disable Planview Projectplace integration

You can disable the integration at any time from the Change dropdown in the Projectplace integration view.

Screenshot shows how to disable Planview Projectplace in Viva Goals.