Synerg-X Consulting

Introducing

FoliosFlow

 The Ultimate Planview Data Utility Tool

FoliosFlow is a lightweight yet powerful utility designed to simplify data exchange with Planview Portfolios. Inspired by the versatility of a Swiss Army knife, it helps admins, consultants, PMOs and analysts automate repetitive tasks, manage users and resources, and streamline integrations — all without needing to write custom code or call in developers.

Watch how FoliosFlow streamlines your Planview data flows in 2.5 minutes

What makes FoliosFlow different?

  • No Code. No Fuss. Easily configure flows using simple text files and SQL queries.

  • Designed for Planview Experts. Built by Planview consultants for Planview users.

  • Fast to Deploy. Run locally on Windows — no need for installation or complex setup.

  • Extensible. Easily plug in new formats or endpoints — including REST APIs.

Key Capabilities

  • Smart Parameterization: Set up your database, credentials, logging, and flow logic in a parameters_file.txt. Secure credential storage includes 1Password, CyberArk, or Windows Credential Manager.

  • Secure Auth Built-in: FoliosFlow handles OAuth tokens and securely connects to Planview Web Services with no extra steps.

  • Flexible Input: Accepts .csv, .xlsx, and .json input files. Use SQL to shape, filter, and transform data before sending it to Planview.

  • Batch + Bulk Friendly: Control payload sizes with batch_size=* (bulk) or batch_size=n (partial), depending on your use case.

  • Powerful Logging: Verbose, timestamped logs plus optional email alerts (with attachments) ensure traceability.

  • REST + SOAP Ready: Works with Planview’s SOAP web services and REST APIs.


Credential Storage Options

FoliosFlow supports multiple secure methods for password and token storage:
• Plaintext (for development only – not recommended for production)
• Windows Credential Manager (secure, local, built-in encryption)
•1Password Vault (integrated with team-managed secure vaults)
• CyberArk (enterprise-grade access and compliance)

SmartSync ™ – Intelligent Delta Engine for Planview


FoliosFlow now includes SmartSync ™, a built-in delta engine that compares local and Planview data before running updates. This ensures only changed records are written — reducing update volume, improving performance, and preserving audit clarity. SmartSync ™ works seamlessly across YAML and CSV workflows, letting teams automate large-scale data refreshes efficiently and with confidence.

Whether you’re syncing project attributes, financial data, or structure hierarchies, SmartSync ™ brings intelligent change detection to enterprise automation — fully aligned with your organisation’s Planview environment and security standards.

Try foliosflow for free

Demo in Action: 9.5 Minute Walkthrough

Watch a full Excel-based workflow demo showing how FoliosFlow can:

  1. Create resources

  2. Set attributes

  3. Create user accounts

  4. Dynamically deactivate leavers, archive their Resource and deactivate their User

  5. Clean up test data

FoliosFlow acts like your own Planview API assistant — fast, flexible, and secure.

FoliosFlow Demonstration

Supported Services (Web Services & REST APIs)

Web Services
IActionItemService - Manages action item operations within Planview Portfolios
IActualExpenditureService2 - Handle actual expenditure data: create, update, read, delete
IAllocationService3 - Handle create, update, upsert, read, and delete of Planview Portfolios allocations
IAttributeService2 - Allows custom defined attributes to be set, deleted, or read from various entity types for both fields and structures
IAuthorizationService - Manage Authorizations in Planview Portfolios
IEntityAssociationService2 - Associate primary structures as attributes of entities
IExchangeRateService - Controls exchange rate data, including setup and deletion
IExternalKeyUriMapService - Map between Planview system keys and external system keys
IFinancialLoadService - Loads financial data into Work portfolios in Planview Portfolios
IFinancialPlanService2 - Manage financial plan data in Planview Portfolios
ILaborRateCardCellService2 - Manage labor rate card cell data: create, update, read, delete
ILaborRateCardProfileService2 - Manage labor rate card profile data: create, update, read, delete
ILaborRateCardService2 - Manage labor rate card data: create, update, read, delete
ILaborRateCardSetService2 - Manage labor rate card set data: create, update, read, delete
ILoginService - Provides an interface to acquire an encrypted login certificate string for Planview Portfolios
IOutcomeService - Facilitates updates and queries for Planview's outcome data
IPlannedExpenditureService2 - Handle planned expenditure data: create, update, read, delete
IProjectService3 - Manage projects: create, update, read, delete
IQueryService - Run read-only SQL queries against the database
IResourceRequirementProfileService - Manages update and read of resource requirement profile profile data.
IResourceRequirementService - Manages create, update, upsert, read, and delete resource requirement data
IReserveService2 - Manage reserve data: create, update, read, delete
IResourceService - Manage resource data: create, update, read, delete
IStandardActivityAssignmentService - Handles assignments for standard Planview activities
IStructureService2 - Manage structure data for non-primary structures
ITaskService3 - Manage tasks: create, update, read, delete
ITimeReportedService - Manages the reporting of time-related data in Planview
IUserService - Manage users: create, update, read, delete, deactivate, activate
IWorkStatus2 - Manage work statuses (WBS 20)

REST APIs
OAUTH Endpoint - The OAuth endpoint supports the authentication/authorization APIs for the Portfolios REST APIs
Project Endpoint - The Project endpoint supports REST APIs related to projects for the Planview Portfolios product
Work Endpoint - The Work endpoint supports REST APIs related to work items for Planview Portfolios

What You Can Do With FoliosFlow

Bulk Imports/Updates Quickly upload users, resources, attributes, and tasks from Excel, CSV, or JSON files.

Smart Archiving Automatically detect and archive inactive users or resources to save costs and maintain data hygiene.

(Delta Detection) Automatically identifies and updates only the records that have changed — no snapshots, no redundant writes.

Ad Hoc or Scheduled Runs Run scripts on demand or set them to run on your own schedule—independent of Jobstream.

Secure Credential Handling Use 1Password, CyberArk, Windows Credential Manager, or plaintext (for dev/testing) to safely manage secrets.

Query + Execute Build multi-line SQL-style queries to extract or update Planview data dynamically.

Flexible Output & Logging Get automatic log files, split outputs by success/failure, and configure email notifications with attachments.

Popular Use Cases

1. Rapid Onboarding Create users and assign them to roles and resources directly from Excel.

2. Monthly Updates Monthly Updates Apply changes safely using SmartSync ™ : compute deltas on the fly by joining Planview reads with local rules to update only what changed.

3. Archiving & Cleanup Deactivate users and reassign or archive their data using custom business logic.

4. Ad Hoc Data Extracts Generate on-the-fly reports using queries and export results as structured files.

5. Legacy System Integration Import or sync data from older systems without complex ETL tools.

6. Compliance Logging All transactions and transformations are logged for traceability and audit readiness.

Frequently Asked Questions:

  • FoliosFlow is a lightweight automation tool for Planview Portfolios. It simplifies bulk updates, improves data quality, and connects Planview data with other tools such as Excel, Power Automate, and CyberArk.

  • Yes. FoliosFlow works via Planview’s Web Services and requires a valid Planview licence. To use the Query Service, you’ll need a Planview administrator licence.

  • FoliosFlow interacts with Planview’s published Web Services and REST APIs. It does not bypass Planview security — all actions respect your existing permissions and access controls as well as enforcing standard Planview data validation rules.

  • FoliosFlow is licensed annually per customer environment — not per user or per use case.
    This means you buy once and can use FoliosFlow across multiple Planview automation scenarios, from data loading to reporting to integrations, without additional licence fees.

    Enterprise licences also include optional consultancy days to accelerate onboarding and ensure you get the most value from the tool.

  • No. It’s designed for consultants, PMOs, and admins. You don’t need to write code — most jobs run from structured CSV or YAML input files.

  • Credentials are stored securely in your environment using Windows Credential Manager, 1Password, or CyberArk (via SentinelFlow).

    They are only retrieved at runtime and used to authenticate directly with your Planview endpoint (on-premises or SaaS).

    All connections are secured via HTTPS. Credentials are never stored in the cloud by FoliosFlow, never shared with third parties, and never leave your environment for any purpose other than authenticating with Planview.

  • Yes. Through our companion tool, SentinelFlow, FoliosFlow can retrieve and use CyberArk-managed credentials at runtime. This avoids manual password handling and supports security-first environments.

  • FoliosFlow can read from CSV, XLSX, and JSON files. These can be used to load or update Planview data in bulk. Queries can also be combined with local files (using JoinQueryWithLocal) to merge external data with Planview information.

  • Yes. FoliosFlow runs as a standard Windows executable and can be scheduled with Windows Task Scheduler or any enterprise job scheduler. There is no dependency on a cloud service or Planview’s JobStreams.

  • FoliosFlow runs on Windows as a standalone executable. No server install is required.

    If preferred, it can also be run on a local Windows server to support wider team use.

  • FoliosFlow is classified as EAR99 under the U.S. Export Administration Regulations. In simple terms, this means they it does not fall under any specific export restrictions and can be supplied freely to customers in most countries, including the U.S. and Europe.

    No export license is required for normal commercial use — only organisations on officially restricted or embargoed lists are affected. This classification confirms that FoliosFlow can be deployed globally with minimal compliance overhead, while still meeting recognised international standards for security and data protection.


Summary

FoliosFlow brings automation, flexibility, and precision to your Planview environment. Whether you're managing projects, resources, users, or structures, it reduces manual effort and gives you complete control over your data pipelines.

Ready to Take Control of Your Planview Data?

Get started with a trial or book a quick walkthrough to see how FoliosFlow can streamline your operations.

Click here to get a trial copy or just to have a chat about FoliosFlow