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Integrating SailPoint with Planview AgilePlace

Planview AgilePlace is a cloud-based agile project and work management platform. It helps teams plan, track, and deliver work using visual boards, cards, and workflows. By providing a central hub for teams and project managers Planview AgilePlace facilitates collaboration, visibility, and delivery across the organization. This document provides instructions to configure a new direct connection to a Planview AgilePlace source. For a reference to the terminology specific to SailPoint products, refer to Source and Connector Definitions.

Note

To view the latest features, enhancements, and fixes for all SaaS connectors, refer to the SaaS Release Notes page.

Supported Features

The Planview AgilePlace connector supports the following:

Account Management

  • Aggregate Accounts

Entitlement Management

  • Aggregate Boards

Important

Quick Compliance connectors have the following manual aggregation limits within a 24-hour period:

  • Organization Admins: Limited to 3 manual account or entitlement aggregations per day per source. This limit is cumulative across all admins in the organization.
  • Regular Users: Limited to 1 manual account or entitlement aggregation per day per source.

These limits ensure that individual compliance statuses are kept up to date while maintaining continuous compliance monitoring. If you need to run additional aggregations beyond these limits, contact SailPoint Support.

Prerequisites

Ensure the following prerequisites are met before proceeding with the configuration:

  • You have an active Planview AgilePlace account with account administrator privileges.
  • Only users with administrator rights can access the user list API and retrieve organization-wide user data, which is mandatory for account aggregation.

Required Permissions

  • Planview AgilePlace uses Basic authentication (username and password) for all API requests.
  • Ensure that the service account credentials you configure have sufficient permissions to access users, boards, and board role assignments needed for account and entitlement aggregation.
  • For more information about the Planview AgilePlace API, refer to the following resources: !!! note The linked document is not maintained by SailPoint and is subject to change without notice.