Automate and Integrate Planview Administration — Safely and at Scale
FoliosFlow helps organisations automate recurring Planview administration tasks without relying on manual spreadsheets, fragile scripts, or large-scale integration projects.
It is designed for teams who need to manage users, resources, attributes, financial data, and structures safely and repeatedly — including through controlled API-driven execution — while maintaining full control over security, execution, and data residency.
FoliosFlow runs locally within your environment and is already used as part of day-to-day operations by enterprise Planview teams.
Watch how FoliosFlow streamlines your Planview data flows in 2.5 minutes
Why Organisations Use FoliosFlow
No Code. No Fuss. Configure controlled automation using files and SQL — without custom development or third-party tools.
Designed for Planview Experts. Built by Planview consultants to work with real-world schemas, permissions, and governance constraints.
Fast to Deploy. Runs locally on Windows with no infrastructure or platform dependency.
Extensible. Supports additional file formats and Planview-supported endpoints, including REST APIs, without changing your core operating model.
Proven Enterprise Use
UK FTSE 250 Insurance Group
A UK-listed FTSE 250 insurance organisation uses FoliosFlow to automate recurring Planview administration tasks for users, resources, rates and attributes — replacing manual spreadsheet-driven updates with a controlled, repeatable automation layer.
Rather than implementing large-scale integrations or custom development, the team runs FoliosFlow locally within their own environment — maintaining full control over security, data, and execution.
In one clearly defined use case alone, the organisation recorded:
• ~20 hours per month of recurring effort eliminated
• ~240 hours per year (≈ 30 PMO working days) of recovered capacity
• Zero manual data errors following deployment
• Avoidance of £30k–£50k+ traditional integration or development costs
The solution has now run successfully over multiple years and is used as part of day-to-day operations, not just as a pilot.
Commercial Overview
FoliosFlow is licensed annually on a per-organisation basis.
Typical enterprise deployments are priced around £10,000 per year, reflecting its use as a governed, customer-side execution utility operating within enterprise Planview environments.
A single licence may be used across development, test, and production environments, and supports unlimited automation scenarios.
Final pricing is confirmed based on scope, environment complexity, and intended usage.
No hosted execution layer
FoliosFlow runs entirely within the customer’s environment and does not introduce an additional hosted execution layer or third-party data processor.
All processing is performed locally, with outbound calls only to Planview’s supported APIs.
See How FoliosFlow Works — Without Installing Anything
Before requesting a trial or deployment, prospective customers can explore FoliosFlow’s capabilities through KnowledgeFlow, an interactive, read-only exploration environment.
KnowledgeFlow allows you to:
Browse real-world FoliosFlow use cases
Understand supported Planview services and workflows
See how file-driven automation and validation works in practice
Explore example configurations and execution patterns
This provides immediate visibility of FoliosFlow’s capabilities — without requiring a trial deployment or access to a live Planview system.
KnowledgeFlow is a secure, read-only exploration environment and never requires access to customer data or systems. All examples are simulated and never execute live writes.
KnowledgeFlow is commonly used to support internal security review, architectural sign-off, or commercial evaluation.
KnowledgeFlow is read-only and does not require access to customer data or systems.
Ideal for security, governance, and PMO review
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.jsoninput files. Use SQL to shape, filter, and transform data before sending it to Planview.Batch + Bulk Friendly: Control payload sizes with
batch_size=*(bulk) orbatch_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 ™ – Delta based update patterns for Planview
SmartSync™ describes a set of delta-based execution patterns used with FoliosFlow, where local inputs are explicitly compared with existing Planview data and updates are applied only where changes are required.
This approach helps reduce update volume, improve performance, and preserve audit clarity — while remaining fully aligned with the organisation’s Planview environment and security standards.
Demo in Action: 9.5 Minute Walkthrough
Watch a full Excel-based workflow demo showing how FoliosFlow can:
Create resources
Set attributes
Create user accounts
Dynamically deactivate leavers, archive their Resource and deactivate their User
Clean up test data
FoliosFlow acts like your own Planview API assistant — fast, flexible, and secure.
FoliosFlow Demonstration
Supported Services (Web Services & REST APIs)
FoliosFlow executes a wide range of Planview-supported Web Services and REST APIs, including:
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 Data Enablement Load or maintain data from legacy systems without introducing complex ETL infrastructure.
6. Compliance Logging All transactions and transformations are logged for traceability and audit readiness.
Frequently Asked Questions:
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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