A sub-processor is a third-party vendor who processes data on behalf of Planview for various reasons. Planview engages different types of sub-processors to perform various tasks and functions. Sub-processing services comprised by this site relate directly to the provision of the principal service of the Master Services Agreement (MSA).

Planview sub-processors are disposed in EU and US. They are processing personal identifiable information (PII) to provide the contracted services of the MSA, to identify events and activities between computers and agents (such as browsers) or other identify patterns that may indicate malicious or fraudulent activity. Sub-processors also serve a service for security and operational information and event management processes; aggregates system, infrastructure, and application log data for use in security, operational monitoring activities performed by Planview staff, and for email SMTP relay.

  • Planview Vendor Assessment (Due Diligence)
    Planview has a solid process for evaluating sub-processors that will have access to customer data and PII. Sub-processors are examined by their security and privacy maturity, which includes international standards as ISO 27001 and SOC 2 reports, penetration tests and other compliance ratings if necessary, depending on their services provided and access rights given. Assessments are performed before engagement and then annually thereafter as long as they deliver services to Planview.
  • Planview Vendor Contracts (Third-Party Data Processing Agreements)
    Planview requires its sub-processors to adhere to equivalent obligations as those required from Planview’s customers (where Planview is a Data Processor), including security and privacy specific requirements that are not only legally but also contractually required for specific reasons.
  • Planview Security and Privacy Compliance
    For more information of Planview’s commitment to security and privacy compliance, please review our Planview Trust page for additional information.
  • CCPA
    Planview does not “sell” our customers’ personal information. Planview does not rent, disclose, release, transfer, make available or otherwise communicate PII to a third party for monetary or other valuable consideration. Planview does share aggregated and/or anonymized information regarding customer and users’ usage of our offered services with third parties for purposes described above, and to provide customers with more relevant content of our services. As Planview is a SaaS provider and processes customer and user data only as instructed for the purpose of delivering and performing our services as we’ve committed to in our customer contracts, we do not distribute or deploy customer data for any other commercial purpose.
  • Cookie Notice
    Planview’s products use cookies which are strictly necessary for the purpose of providing our services. For more information on the use of Cookies on Planview products, please visit our Cookie Notice.
  • Transfer Impact Assessment

    Following Court of Justice of the European Union’s decision on Schrems II and the European Data Protection Board’s Recommendations 01/2020 on measures that supplement transfer tools to ensure compliance with the EU level of protection of personal data, Planview has performed a Transfer Impact Assessment (TIA) to evaluate its data transfers and ensure they are lawful at its current state. Customers may use the Planview TIA as a basis when assessing the personal data transfers associated with the use of Planview’s SaaS Products and Services.

    Click here to download the TIA.

  • Planview Sub-Processors
    Please select your preferred service or services, and what region you operate within. You may also select more than one service or region.
    Please click here to review Planview’s most recent notification about our Data Privacy Framework certification and our Sub-processor website updates.
Foundation Services – Sub-Processors

The Foundation Services are core capabilities, optional as customer’s preferences that have been containerized so they can be shared by multiple Planview Products, providing customers with a familiar interface and set of capacities across our different Products. Currently, the Foundation Services include Planview Administration, Product Switcher, OKRs, Risks & Issues; Roadmaps; TeamTap; and, Whiteboards.

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Product – Sub-Processors

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*Portfolios and Enterprise Architecture US and UK: in the context of Planview’s data center migration project, all new customers will be onboarded in the AWS data center as of July 2023.

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Data Science – Sub-Processors

Artificial Intelligence (AI) and Machine Learning (ML) embedded within our products* AI/ML insights, including large language models (LLM), are a set of operational capabilities that enhance information and generate insights for you about your data in the Planview product. Currently, Planview Insights include Sentiment Analysis, Copilot and Cross-Customer Insights. For more detailed processing information, please review the Summary of Our Data Privacy and Security Practices for Artificial Intelligence (AI) and Machine Learning (ML) Insights.
*optional at Customer’s preferences

*optional at Customer’s preferences

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Professional Services

Professional Services are provided as both embedded services in our products and solutions, and as stand-alone services for a specific project. Professional Services are customized for each customer and tailored exclusively for a set goal. In providing our Professional Services to customers, Planview may require additional assistance from trusted partners via sub-contractors. For information of our Professional Services, please click here. For information of what sub-contractors are used for a specific project, please contact [email protected].