# 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](<https://documentation.sailpoint.com/saas/help/sources/index.html#source-and-connector-definitions>).

> [!NOTE]
>
> To view the latest features, enhancements, and fixes for all SaaS connectors, refer to the [SaaS Release Notes](<https://community.sailpoint.com/release-notes/saas>) 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.

  - [Planview AgilePlace User List API](<https://success.planview.com/Planview_AgilePlace/AgilePlace_API/01_v2/user/list>)
  - [Planview AgilePlace Board List API](<https://success.planview.com/Planview_AgilePlace/AgilePlace_API/01_v2/board/list>)