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Planview PPM Pro helps businesses get out of managing projects in complex spreadsheets or tools so they can gain visibility into all work and resources. It provides the ability to collect, prioritize, and execute projects so that PMOs can focus their resources on the work that delivers the most value.
What you can do with Planview PPM Pro and Profit.co Integration?
Integrate Planview PPM Pro with Profit.co’s key result to automate your OKR check-ins.
Configure Planview PPM Pro in Profit.co
Note: Only Super Users can be able to configure the Profit.co <> Planview PPM Pro Integrations.
Navigate to Settings → Integrations from the left navigation panel.
On the Connectors page, Select the Business Level tab and click on the Planview PPM Pro Manage button.
Then click the Connect to Planview PPM Pro button.
Enter the Connection Name and required details and click on Connect button to successfully configure the Planview PPM Pro Integration connection.
Now Create a key result Using the Form in Profit.co where you want to integrate the Planview PPM Pro in a key result.
Note: Planview PPM Pro supports Increase KPI, Decrease KPI, or Control KPI type.
Choose the required Key Result type and KPI. Select Automate Check-in and choose Planview PPM Pro from the Connection dropdown.
On the Connect to Planview PPM Pro tab, Choose your Connection Name, Project or Task, and the required Project or Task. After choosing you will find the Current Value. Then, click Add.
Note: You can also set the current value as the start value by clicking the Set as start value checkbox.
Once the Key Result is successfully created, click on the Check-in button and complete the Check-in to update the status value in the key result.
If you check-in you’ll be redirected to the review page. Finally, you can Update it to make progress to your key result.
Note: The automatic check-in will happen every day at 09.00 AM based on the user region.