piplanning.io

Manage your organization, users, ALM connections, and PI sessions to configure how teams and ARTs use piplanning.io.

Admin & Configuration (RTE Cockpit)

The starting point to set up and configure a SAFe PI Session.

Start a new PI Session

#1 General

#2 Teams

#3 Team Boards

#4 ART PI Risk Board

#5 ART Backlog Board

#6 ART Planning Board

#7 Solution Planning Board

#9 Provide Collaboration Canvases

Duplicate PI Session

Archive a PI session

Configure the way your teams and ARTs use piplanning.io (Boards, Sticky Notes and more)

SAFe PI Sessions

You can import ART Backlog Board (Features or Enablers) or Team Board (Stories or Bugs) work items via CSV file. It's as easy as ABC...

CSV Import

Use the PI Session XLSX Download and the ALM CSV Import utilities to import Dependency and Risk Sticky Types or PI Objectives.

Import Dependencies, Risks and PI Objectives into your ALM tool

You can export the PI Session data using the XLSX Download utility

Export PI Session Data (PI Objectives, Risks, Dependencies) via XLSX Download

pull in data from a 3rd party software and export PI session data into an xlsx file

Import / Export

How to manage User authentication, onboarding and management. Topics include: SSO, bulk onboarding of Users etc.

Managing Users

Tips for admins on different user types, team management, and organizing teams into ARTs or Solution Trains within the piplanning.io.

Manage Teams

How to set up and manage Agile Release Trains (ARTs) in piplanning.io.

Manage ARTs

How to set up and manage Solution Trains (STs) in piplanning.io.

Manage Solution Trains

Add External Orgs to be used on separate Swimlanes on the ART Planning Board

Manage External Orgs

Learn how to navigate issues related to your company name in our system - its unique attributes & find out how to retrieve it if forgotten.

Company account settings & audit logs

PI Admin role

Use the new User data export utility to help perform audits of User activity and permissions

User Auditing and Governance

Organization, Users & Settings

Improve the security and convenience of User authentication by setting up SSO using either the SAML or OIDC protocols

Single Sign-On (SSO): Getting Started

Authenticate users using your identity provider

Setup Single-Sign On (SSO)

Integrating third-party Identity Providers (IDPs) with our platform.

OpenID Connect (OIDC) Authentication

SSO using Okta

Configure piplanning.io to utilize Okta Groups for User Management

Enable Okta Group Reading

Setting up Microsoft Entra ID (formerly Azure AD) with the piplanning.io via SSO. Topics: Entra Groups, OIDC connection and FAQ.

Microsoft Entra ID

configure OAuth consent and set up authentication credentials for integrating Google (G Suite / Workspace) with the piplanning app

Google (G Suite/Workspace) Integration

Map the Identity Provider (IdP) Groups to Teams within piplanning.io via OIDC

Map IdP Groups to piplanning.io Teams

Open ID Connect (OIDC)

Learn how to activate or deactivate SAML for enhanced security and streamlined user authentication in your piplanning app.

SAML Configuration

SAML

Create a custom design with text, images, and links

RTE Circle

Tutorials

Find answers and get help from Intercom Support and Community Experts

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