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Connect Rippling to Planview to automate enterprise project and portfolio management access and keep resource data current across your project organization.
The Rippling–Planview integration automates user lifecycle management in Planview's enterprise project and portfolio management platform based on Rippling employment data. Project managers, PMO staff, and resource owners are provisioned into Planview on hire with appropriate access and deprovisioned at termination — protecting portfolio and investment data from unauthorized access.
Planview is used by enterprise and large mid-market organizations for portfolio management, project execution, and resource capacity planning at scale. Connecting it to Rippling ensures access to portfolio-level financial and resource data is governed by HR events rather than manual admin processes.
Enterprise PMOs using Planview often manage platform access through periodic access reviews rather than event-driven deprovisioning. Former project managers retaining access to portfolio financial data and resource plans is a common audit finding. Automated deprovisioning from Rippling eliminates this gap.
thePeopleStack configures SAML SSO and provisioning between Rippling and Planview, with role mapping based on PMO job titles and department structures. We test deprovisioning against a sample termination before go-live.
Planview integrations for thePeopleStack's Rippling clients are built around US enterprise project management workflows.
Canadian and cross-border operations: for Canadian PMO staff, Planview provisioning follows the same Rippling-driven lifecycle as US team members.
Planview is an enterprise project and portfolio management platform used by large organizations to manage project portfolios, allocate resources, track investments, and execute strategic initiatives across business units.
Yes. Planview supports SAML SSO, and Rippling can serve as the identity provider to tie platform access to active employment status.
PMO directors, project managers, resource managers, and portfolio stakeholders are the typical Planview users. Rippling's department and job title fields scope access to these roles.
When a PMO team member is terminated in Rippling, their Planview access is revoked immediately, protecting portfolio financials, investment prioritization data, and resource allocation views from departed employees.
Configuration takes 2–4 hours depending on the Planview access model and the number of user roles to map from Rippling.
