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Planview Integration Guide

Integrate Planview portfolio and work-management products with enterprise systems through product-specific REST APIs, selected event notifications, exports, and secure workflows.

Planview integration options at a glance

Planview products provide product-specific REST or REST-style APIs for projects, tasks, portfolios, resources, work items, and planning data. Selected products may also provide webhook-style notifications, imports, exports, asynchronous processing, or attachment capabilities, but coverage varies by product and tenant. Authentication can include OAuth 2.0, API tokens, personal access tokens, or other product-specific credentials. Martini can consume the applicable Planview API, receive supported event notifications, schedule incremental synchronization, map and transform objects, and expose controlled REST APIs for downstream systems. Direct database access to Planview SaaS data is not confirmed, so documented APIs, exports, reports, and integration services should be preferred.

Integration pointSupported by Planview?Common use casesHow Martini supports it
REST APIsYesPlanview products expose product-specific REST or REST-style APIs for projects, tasks, portfolios, users, resources, work items, reference data, and planning attributes.Martini can consume the applicable Planview API from workflows, map responses, apply business rules, and write results to enterprise targets.
Webhooks / outbound callbacksLimitedSelected Planview products may provide notifications for work-item updates, status changes, project events, or other product-specific changes.Martini can receive webhook-style requests where the selected product supports them and can supplement incomplete event coverage with scheduled polling and reconciliation.
Bulk / async / batch APIsLimitedSome products or integration services may provide import, export, synchronization, asynchronous jobs, or batch-friendly processing.Martini can orchestrate job submission and polling or process exported data, but the available capability must be confirmed for the target product.
File / attachment APIsLimitedSelected Planview products may expose documents, attachments, project content, or file-related metadata.Martini can transfer and transform supported file metadata or content, subject to the product API, permissions, size limits, and content restrictions.
AuthenticationLimitedAuthentication varies by product and may include OAuth 2.0, API tokens, personal access tokens, Basic Authentication for selected legacy APIs, scopes, and tenant permissions.Martini can store credentials in environment configuration or secrets and use product-specific authentication settings without embedding credentials in workflow logic.
Scheduled synchronizationYesPolling is an appropriate fallback when webhook coverage is unavailable or incomplete, using modified timestamps, versions, change markers, or product filters.Martini can schedule incremental workflows with checkpoints, pagination, bounded concurrency, retries, and periodic reconciliation.
Database accessNoDirect database access to standard Planview SaaS data is not confirmed and should not be assumed for customer integrations.Martini can consume documented APIs or exports and write normalized results to an approved database, while avoiding unsupported direct JDBC access to Planview SaaS.

How Planview exposes data and business events

Planview REST APIs

Planview products expose product-specific REST or REST-style APIs for reading and updating portfolios, programs, projects, tasks, resources, ideas, requests, and other product-specific objects. Endpoint structure, pagination, authentication, and object availability vary across Planview Portfolios, AdaptiveWork, AgilePlace, ProjectPlace, Roadmaps, and other products.

Martini implementation pattern

Martini implementation pattern: Martini authenticates to the selected Planview API, invokes collection or resource endpoints, handles pagination and transient responses, maps the product schema into a canonical model, applies business rules, and writes the result to one or more target systems.

Implementation sequence

Identify the Planview product, tenant, API version, and enabled modules
Configure the product-specific endpoint and authentication in Martini environment settings
Retrieve the required Planview collection or resource
Follow pagination and capture the synchronization checkpoint
Map Planview fields to the canonical and target models
Apply validation, routing, and idempotency rules and write the result

Planview webhook-style notifications

Selected Planview products may provide outbound event or notification capabilities for specific changes such as work-item updates, status changes, or project events. Coverage is product-specific and should not be assumed for every object or event.

Martini implementation pattern

Martini implementation pattern: Martini exposes a receiving workflow endpoint, validates the notification, optionally retrieves the current Planview resource to avoid relying on a partial payload, then propagates the change and uses scheduled reconciliation for missed or unsupported events.

Implementation sequence

Confirm the selected product supports the required event and delivery configuration
Receive the Planview notification in a Martini webhook workflow
Validate the event, tenant context, and available identifier
Retrieve the current Planview object when the notification is incomplete
Map and propagate the change to downstream systems
Record the event result and reconcile missed or duplicated notifications

Planview bulk and asynchronous processing

Bulk, import, export, synchronization, and asynchronous job capabilities may exist in selected Planview products or integration services, but they are not uniform across the product family.

Martini implementation pattern

Martini implementation pattern: where documented, Martini submits or retrieves a bulk or asynchronous operation, polls its status, processes result pages or files, and routes partial failures without assuming that every Planview API supports batch requests.

Implementation sequence

Confirm that the selected Planview product provides a suitable bulk or asynchronous method
Submit the import, export, or asynchronous operation
Store the operation identifier and poll its status
Retrieve result pages, files, or rejected-item details
Transform and write successful results to the target system
Record partial failures and retry only eligible transient operations

Planview scheduled synchronization

Scheduled REST polling is the principal fallback when event coverage is unavailable or incomplete. Incremental synchronization can use modified timestamps, version values, change tokens, or product-specific filters when exposed.

Martini implementation pattern

Martini implementation pattern: a scheduler starts a workflow, the workflow reads its last successful checkpoint, retrieves changed Planview objects with pagination, applies bounded concurrency and backoff, updates targets idempotently, and commits the checkpoint only after successful processing.

Implementation sequence

Start the Martini workflow on a defined schedule
Read the last successful timestamp, cursor, or product-specific checkpoint
Retrieve changed Planview objects with pagination
Transform and validate each object before writing it
Retry transient failures and route permanent failures for review
Commit the checkpoint after the synchronization window completes

Common Planview integration patterns

Pattern 1: Synchronize Planview projects and tasks

When to use this pattern

Use this pattern when portfolio or project planning data must remain aligned with delivery, service-management, or scheduling applications. It supports incremental synchronization of projects, tasks, owners, dates, milestones, and statuses while accounting for product-specific schemas.

Integration direction
Planview
Martini
Jira
Example Mapping
Planview FieldCanonical FieldTarget Field
Project identifierproject.externalIdJira project key
Task nameworkItem.titleIssue summary
StatusworkItem.statusIssue status
Planned finishworkItem.dueDateDue date
Martini implementation pattern

A scheduled Martini workflow retrieves Planview objects modified since the last checkpoint, follows pagination, maps project and task hierarchies, translates statuses and dates, and applies ownership and conflict rules. Stable cross-system identifiers make create-or-update operations idempotent; transient API failures are retried and rejected items are routed for reconciliation.

Martini capabilities used
  • workflows
  • scheduled triggers
  • API consumption
  • data mapping
  • business rules
  • checkpointing
  • error handling

Pattern 2: Send portfolio intake to Planview

When to use this pattern

Use this pattern when a portal, Salesforce process, or service workflow captures an idea, request, demand, or strategic initiative that must enter Planview for evaluation and approval.

Integration direction
Salesforce
Martini
Planview
Example Mapping
Planview FieldCanonical FieldTarget Field
Opportunity IDintake.sourceIdExternal reference
Opportunity nameintake.titleIdea or request name
Expected valueintake.valueBusiness value
Requested dateintake.requestedDateTarget date
Martini implementation pattern

Martini exposes or consumes a controlled REST endpoint, validates required fields and allowed values, enriches the request with source and ownership data, and creates the appropriate Planview idea, request, demand, or equivalent object. The workflow returns the Planview identifier and safely handles duplicate submissions and validation failures.

Martini capabilities used
  • APIs
  • workflows
  • validation
  • data mapping
  • business rules
  • deduplication
  • error handling

Pattern 3: Synchronize Planview resources and capacity

When to use this pattern

Use this pattern when resource, team, role, or capacity information must be aligned with Workday, workforce planning, financial, or reporting systems. The exact capacity attributes depend on the selected Planview product.

Integration direction
Workday
Martini
Planview
Example Mapping
Planview FieldCanonical FieldTarget Field
Worker identifierresource.externalIdResource ID
Organizationresource.organizationTeam or department
Roleresource.rolePlanview role
Effective dateresource.effectiveFromAllocation start
Martini implementation pattern

Martini retrieves approved workforce data, normalizes identifiers and effective dates, filters inactive or unauthorized users, and maps only the resource fields exposed by Planview. The workflow records mapping outcomes, avoids duplicate assignments, and writes rejected changes to an operational queue or error process.

Martini capabilities used
  • API consumption
  • scheduled workflows
  • data normalization
  • mapping
  • validation
  • queue or error handling

Pattern 4: Propagate Planview status events

When to use this pattern

Use this pattern when the selected Planview product can emit notifications for the required project or work-item changes and downstream systems need near-real-time status updates. Scheduled reconciliation remains important because event coverage may be limited.

Integration direction
Planview
Martini
ServiceNow
Example Mapping
Planview FieldCanonical FieldTarget Field
Planview object IDevent.sourceIdServiceNow record reference
Event typeevent.typeUpdate operation
StatusworkItem.statusState
Modified timestampevent.occurredAtUpdated time
Martini implementation pattern

Martini receives the selected Planview notification, validates and deduplicates it, retrieves the current object when necessary, and updates ServiceNow or another downstream application. A scheduled reconciliation workflow detects missed events, while retry and dead-letter handling protects against transient failures and malformed payloads.

Martini capabilities used
  • webhook receiving
  • workflows
  • API consumption
  • data mapping
  • deduplication
  • reconciliation
  • error handling

Applications commonly integrated with Planview

Planview products can participate in enterprise architectures that connect portfolio planning, delivery management, service operations, finance, workforce data, and analytics. The exact integration method and supported object model must be confirmed for the selected Planview product and tenant.

Application Scenario Direction Martini Pattern
Salesforce Convert opportunities, customer requests, or strategic initiatives into Planview ideas, demands, or projects and return planning status to Salesforce. Salesforce → Martini → Planview Martini receives Salesforce data through an API workflow, validates required fields, maps the request to the selected Planview product schema, creates or updates the Planview object, and returns the Planview identifier and status.
ServiceNow Synchronize strategic initiatives, project status, demand, and service-management work across planning and operational workflows. Planview → Martini → ServiceNow Martini consumes Planview REST data or selected event notifications, maps projects, requests, and statuses into ServiceNow payloads, applies ownership and lifecycle rules, and retries transient failures with reconciliation.
Jira Align portfolio planning with delivery-level epics, stories, and work items. Planview → Martini → Jira A Martini workflow synchronizes Planview projects or work items with Jira issues, preserves cross-system identifiers, translates status and date values, and uses scheduled reconciliation where event coverage is incomplete.
Microsoft Project Exchange project schedules, tasks, milestones, and planning information between portfolio management and project scheduling processes. Planview → Martini → Microsoft Project Martini retrieves or receives Planview project data, transforms schedules and task hierarchies into the target format, applies conflict rules, and writes updates through the confirmed Microsoft Project integration interface.
Workday Align people, organizational units, roles, and workforce information with Planview resource planning. Workday → Martini → Planview Martini consumes approved Workday data, normalizes worker and organization identifiers, filters inactive users, maps resource attributes, and updates Planview only for permitted resource fields.
NetSuite Connect project costs, budgets, and financial-planning data with portfolio management. Planview → Martini → NetSuite Martini extracts eligible Planview financial or project attributes, maps them to NetSuite records, validates accounting dimensions, and routes rejected or incomplete transactions to an operational error process.
SAP S/4HANA Synchronize project financials, cost centers, organizational data, and investment information. Planview → Martini → SAP S/4HANA A Martini workflow retrieves Planview planning data, applies canonical financial mappings and validation rules, sends approved payloads to SAP, and records identifiers for safe retries and reconciliation.
Microsoft Power BI Deliver portfolio, project, resource, and status data for reporting and analytics. Planview → Martini → Microsoft Power BI Martini performs scheduled incremental extraction from the selected Planview API or export, normalizes the data into reporting structures, and writes it to an approved analytics destination used by Power BI.

How to build a Planview integration in Martini

Objective

Select the exact Planview product, tenant, region, modules, API version, object model, and event capabilities before designing the workflow.

Instructions in Martini

  • Confirm whether the target is Planview Portfolios, AdaptiveWork, AgilePlace, ProjectPlace, Roadmaps, or another product
  • Confirm API enablement, base URL, permissions, pagination, and available objects
  • Document product-specific fields, custom fields, statuses, and lifecycle rules

Objective

Establish secure, least-privilege access to the selected Planview API or event interface.

Instructions in Martini

  • Choose the documented OAuth 2.0, API token, personal access token, or other product-specific method
  • Store credentials, tokens, scopes, and endpoints in Martini secrets or environment configuration
  • Use a dedicated integration identity and verify portfolio, project, resource, and object permissions

Objective

Select an event-driven, API-led, or scheduled trigger based on the confirmed Planview capabilities.

Instructions in Martini

  • Use a webhook workflow only for confirmed product events
  • Use a scheduler for polling, incremental synchronization, and reconciliation
  • Define checkpoints using timestamps, cursors, versions, or product-specific change markers

Objective

Receive or retrieve Planview data reliably and efficiently before transformation.

Instructions in Martini

  • Handle pagination for collections such as projects, tasks, users, and resources
  • Retrieve the current object when an event payload is incomplete
  • Apply bounded concurrency, rate-limit backoff, and request correlation data

Objective

Convert the Planview product schema into a canonical model and target-specific payloads.

Instructions in Martini

  • Map stable identifiers, names, statuses, dates, owners, relationships, and custom fields
  • Normalize time zones, planning dates, effective dates, enumerations, and durations
  • Use reusable mappings and isolate tenant-specific custom-field logic

Objective

Enforce validation, routing, permissions, deduplication, and lifecycle rules before writing data.

Instructions in Martini

  • Validate required fields and allowed values
  • Use stable external identifiers and create-or-update logic
  • Route inactive users, invalid statuses, conflicts, and rejected records for review

Common Planview data objects used in integrations

ObjectTypical UseCommon target systemsMartini handling
PortfoliosGroup investments, projects, products, or strategic work for planning, prioritization, and reporting.Power BI, SAP S/4HANA, ServiceNow, data warehousesMartini retrieves or receives portfolio data, maps stable identifiers and planning attributes, and synchronizes approved changes or reporting extracts.
ProgramsManage collections of related projects or initiatives as a coordinated body of work.ServiceNow, Jira, Power BI, financial systemsMartini maps program hierarchies, ownership, status, dates, and relationships while applying product-specific permission and lifecycle rules.
ProjectsRepresent planned work with schedules, status, ownership, costs, dependencies, and milestones.Jira, Microsoft Project, ServiceNow, NetSuiteMartini supports create, update, and incremental synchronization patterns with pagination, external-ID mapping, idempotency, and reconciliation.
TasksRepresent executable work within projects or plans, including status, dates, assignments, and dependencies.Jira, Microsoft Project, ServiceNow, reporting databasesMartini translates task hierarchies and fields, validates dates and statuses, and prevents duplicates during retries.
ResourcesRepresent people, teams, roles, or capacity allocations used for planning and execution.Workday, SAP S/4HANA, Power BI, workforce systemsMartini normalizes identifiers and effective dates, filters inactive users, and synchronizes only attributes exposed and permitted by the selected product.
Ideas or RequestsCapture proposed initiatives for evaluation, prioritization, approval, and conversion into planned work.Salesforce, ServiceNow, portals, approval systemsMartini validates intake payloads, maps requests to the product-specific object, creates the item through the API, and returns its Planview identifier.

Authentication and security considerations

Product-specific authentication

Planview authentication varies by product and tenant. OAuth 2.0, API tokens, personal access tokens, and selected legacy credential methods may be available.

Least-privilege access

Use a dedicated integration identity with only the scopes, roles, workspace permissions, portfolio permissions, and object access required by the workflows.

Credential protection

Store client secrets, tokens, endpoints, and environment-specific configuration in Martini secrets or secure environment configuration rather than workflow logic.

Tenant isolation

Confirm the tenant, account, workspace, region, API version, and administrator consent requirements before enabling synchronization.

Operational considerations for Planview integrations

Pagination and rate limits

Implement product-specific pagination and confirm request limits. Use bounded concurrency, backoff for HTTP 429 and transient 5xx responses, and bulk or export facilities when documented.

Incremental synchronization

Use modified timestamps, versions, cursors, change tokens, or product-specific filters. Commit checkpoints only after successful processing and account for updates occurring during a synchronization window.

Idempotency and duplicates

Preserve Planview and target identifiers, use stable external references, and make create-or-update operations safe after timeouts or duplicate event delivery.

Schema and lifecycle changes

Product schemas, custom fields, statuses, portfolio structures, and API versions may evolve independently. Test mappings against representative tenant data and avoid hard-coding display names when stable identifiers exist.

Dates and attachments

Normalize time zones, planned dates, durations, and fiscal periods explicitly. Verify attachment permissions, content limits, binary access, and logging requirements before transferring documents.

Monitoring and reconciliation

Distinguish authentication, permission, validation, rate-limit, conflict, and server errors. Monitor successful and partial runs, route rejected records for review, and run reconciliation because event coverage may be incomplete.

Why use Martini instead of scripts or point-to-point integrations?

Orchestration instead of isolated scripts

Planview products have different APIs, object models, authentication methods, and event capabilities. Martini centralizes product-specific calls, transformations, business rules, checkpoints, and error handling in maintainable workflows.

Reusable integration assets

Martini can expose controlled APIs, consume Planview APIs, receive supported notifications, and reuse mappings and workflow logic across target systems without creating separate point-to-point scripts for every relationship.

Operational control

Scheduled synchronization, retry handling, validation, deduplication, reconciliation, secure configuration, and monitoring provide a more controlled operating model for enterprise Planview integrations.

Flexible target integration

Martini can map Planview data to applications, databases, files, and messaging processes while keeping target-specific rules separate from the Planview access layer.

Frequently asked questions

How can Planview be integrated with enterprise systems?

Planview can be integrated through the product-specific REST or REST-style APIs exposed by Planview products. Depending on the selected product, integrations may also use webhook-style notifications, imports, exports, asynchronous processing, attachment interfaces, or scheduled polling. Authentication and object availability vary by product and tenant.

Can Martini integrate with Planview?

Yes. Martini can integrate with Planview by consuming its documented product APIs, receiving supported webhook-style notifications, running scheduled synchronization workflows, mapping Planview objects, and exposing controlled REST APIs for downstream applications. The exact design must target a specific Planview product.

Do I need a connector to integrate Planview with Martini?

No dedicated Planview connector is required. Martini can use Planview's confirmed native integration mechanisms, including product-specific REST APIs, supported event notifications, exports, and authentication methods, through workflows and APIs.

Is there any extra Lonti cost to integrate Planview with Martini?

Lonti does not charge an additional per-connector or per-vendor fee to integrate Planview. Integrations are subject to the provisioned capacity of the Martini environment. Separate costs may apply from Planview, cloud infrastructure, or other third-party systems depending on subscription, usage, and deployment model.

Which Planview APIs or integration methods should be used?

REST or REST-style APIs are the primary confirmed method. Webhook-style notifications, bulk or asynchronous operations, imports, exports, and attachment interfaces may be available for selected products. GraphQL and current product-independent SOAP APIs were not confirmed and should not be assumed.

Can Martini receive Planview webhooks or events?

Martini can receive webhook requests, but Planview event availability is product-specific. Selected products may notify about work-item, status, or project changes, while other objects may require scheduled REST polling. Reconciliation should supplement event processing where coverage is incomplete.

How does synchronization between Planview and another system work?

Martini workflows can retrieve Planview collections incrementally using modified timestamps, versions, cursors, or other product-specific markers. They can paginate through results, map objects to a canonical model, apply business rules, update the target, and commit a checkpoint only after successful processing.

How does Martini handle Planview mapping, errors, retries, and duplicates?

Martini can transform Planview fields, normalize dates and statuses, validate custom fields, and apply routing and lifecycle rules. Workflows can retry transient rate-limit or server failures with backoff, avoid retries for permanent validation or permission errors, and use stable identifiers and mapping stores to make retries idempotent and prevent duplicates.

Related Martini documentation

APIs

Workflows

Data

Security

Operations

Planview integration with Martini

Design a maintainable Planview integration around the exact Planview product, its documented APIs, tenant permissions, and supported event or export capabilities. Martini can orchestrate synchronization, transformation, validation, and operational handling across your enterprise systems.

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