PlanView Portal is your new gateway to connect with the tools and information you rely on to keep your plans running smoothly. With customizable content, robust reporting, and user-friendly navigation, it can help simplify your day-to-day plan management and facilitate decision-making, as well as help us work better together. Browse through the brief guide, set your preferences, and you'll be ready to explore the potential of PlanView Portal.
We look forward to hearing your thoughts about this new digital experience.
Log in and find all of your tools on one easy-to-navigate page. Relevant content and robust reports are brought forward for quick access.
Review charts and snapshots of key plan-level information, including plan assets.
If your organizational style requires immediate access to notifications and upcoming events, choose to keep the Notifications + Events Calendar open above your plan management view. If not, you can access these tools at any time by clicking on the icon in the header.
If you manage multiple plans, you can easily switch between plans or (for certain views) select all plans from the Plan Selection Drawer.
It's easy to customize your view on the portal. Just go to the tools page under plan management and click Profile and Preferences. The screen will guide you through your choices. Set your preferences now.