The Planview Privacy Statement

For service delivery

Users of our services sign up for access to the different systems that Planview is hosting. A few fields of user information are mandatory and must be stated for the service to work at all. Full name, email and country of residence is required. Name is needed for the ability to identify users, email is needed for authentication, and country is needed for financial reasons (VAT) and trade compliance.

Over and above that, a user may add any other information and PII relating to themselves (or others) as they find relevant. Planview will not have any implication with whatever information a user provides to the service and system.

PII is stored during the time period the user is utilizing the service. A user is always able to adjust or delete its PII. Users are permanently deleted from an account by the account administrator, which the customer is solely responsible for.

Planview will have access to information about user data that a user provides to the service himself, and also IP-address. Such information is necessary for the administration of the services, in case there’s a need for support or troubleshooting. We use a data portal for Data Subjects Access Requests (DSAR portal) where you can exercise your rights as a registered.

Planview may also collect information during your work in our services, or when you visit our website, through the use of automatic data collection tools such as cookies (described below) and other commonly used information-gathering tools.

For marketing purposes

In order to serve you with relevant information regarding our services, and to respond to any requests you may have, we collect information about you when signing up for a user account, a webinar or seminar, or when downloading content such as eBooks or whitepapers from our website. We may also receive information about you when collected by our partners or collect it from public sources such as LinkedIn. This information may comprise all or some of these PII’s; your name, contact information (phone and fax numbers, street address, and email address), company name, work title and payment data.

We retain this information as you wish to receive information from us. We will ensure that the information we have is accurate and updated by regular control mechanisms. You may – at any time – require us to delete, rectify, restrict or object to any PII we hold about you. We use a data portal for Data Subjects Access Requests (DSAR portal) where you can exercise your rights as a registered.

For service delivery

For our services, we need information about you to be able to identify you. These uses may include providing you with service and support, communicating with you and responding to your requests, and sending you information in relation to new products and services. We are collecting metadata related to you for improving your user experience of our services, and for us to be able to provide you with a better, more user-friendly product. We believe you benefit in your work with our services thereby.

For marketing purposes

For marketing, we use the information we collect about you to communicate with you about our products and services. We are collecting metadata related to you for improving your user experience of our services, and for us to be able to provide you with a better, more user-friendly product.

Data sharing

Planview shares information for business purposes only on a need-to-know basis and only with its own employees and affiliates; the customer from which Planview received the information; Planview agents, consultants, sub-processors, and third-party service-provider companies, that have agreed to take measures to safeguard your information and other entities authorized to have access to such information under applicable law or regulation.

If data transfer is required, Planview ensures that such transfer complies with the applicable privacy and data protection regulation, including adopting the necessary technical and organizational measures to guarantee an adequate level of protection to the transferred information. Except as described in this Privacy Statement, Planview will not share the personal information you provide to Planview with non-Planview third parties without your permission except as required by law.

Links to non-Planview websites

The website may provide links to unaffiliated, third-party websites for your convenience and information. If you access these links, you will leave the Planview website. Planview has no control over these websites and is not responsible or liable for the policies and practices followed by third parties. The PII you choose to provide, or that is collected by these third parties, is not covered by this Privacy Statement. If you link to or otherwise visit any other websites managed by third parties, we encourage you to review the privacy policies posted at those sites before submitting your personal information.

Use of analytics tools and cookies on our websites

Planview uses web analytics services and similar technologies to analyze how users use the Planview websites. We also use your interactions on the website and the information you provide us with through registration forms to provide you services that better suit your preferences. This information is also used to assess our business performance, and our marketing effectiveness.

Our website may use both session cookies and persistent cookies to store information that allows us to improve our customer service to you and provide you with the ability to navigate the website more easily. To make our website easier to use, we combine information collected via cookies with personally identifiable information.

For detailed information regarding the cookies that we issue and to manage your cookie preferences, please visit our Privacy Preference Center.

Use of analytics tools and cookies on Planview software services

Planview’s software services only use Cookies when strictly necessary cookies, hence, these limited number of Cookies cannot be switched off. For more information on the use of Cookies on each of our software services, including the list of Cookies used and its purposes of use, please consult the Cookie Banners, or the Privacy Settings available on our software services.

Use of social media widgets

We use social media widgets as dynamic information sharing tools on our website to engage in dialogue, share information and media, and collaborate with our visitors. Your activity on these social media sites is governed by the security and privacy policies of those third-party sites.

We use a variety of appropriate physical, technical and administrative measures to safeguard and protect the information we receive and collect, including encryption techniques.

PII collected for the use of our services are stored within EU for EMEA customers, in the US for North and South American customers, and in Australia for Pacific customers.

We have specific internal authorized restrictions for our employee’s access to customer data and instructions in place for our different business areas.

We process information only in ways compatible with the purpose for which it was collected. As a user, password shall be used to help protect your accounts and PII. It is your responsibility to keep your password confidential.

We perform privacy and security assessments of all our vendors and suppliers that processes personal data on behalf of us.

For service delivery

We encourage all customers to enter into a DPA with us, that shall ensure both parties having an adequate level of protection for PII during the processing activities, and to make sure international transfers within Planview systems on behalf of customers and under their instructions, are sufficient. The instructions of how we may process PII, including the use of specific third parties and transfers is stated in our DPA’s. Planview is subject to the investigatory and enforcement powers of the Federal Trade Commission (FTC). Planview is also required to cooperate with EU Data Protection Agencies with regards to privacy matters of any kind.

Any transfer of PII to a third party (regardless of physical location) or between our systems located in different countries, must first be reviewed to ensure compliance with the requirements imposed by the privacy regulations we are subject to. In particular, these transfers are often linked with robust contractual agreements between the parties to ensure its lawfulness, and that the necessary technical and organizational measures are in place to protect the transferred information.

PII collected on Planview sites and through our services may be processed in the US or any other country in which Planview or its subsidiaries or service providers maintain facilities. These activities are also subjected to the necessary measures to protect the transferred information. For detailed information of our sub processors, location and where such processing activities takes place, please contact Planview privacy – [email protected]

For marketing and sales purpose

In accordance with Planview’s general data transfer procedures and applicable safeguards, we only share information in the context of marketing and sales for business purposes, on a need-to-know basis and exclusively with:

• Our own employees and affiliates.
• The customer from which Planview received the information.
• Planview agents, consultants, subcontractors, and third-party service-provider companies, that have agreed to take measures to safeguard your information.
• Other entities authorized to have access to such information under applicable law or regulation.

PII collected on Planview sites and through our services may be stored and processed in the US or any other country in which Planview or its subsidiaries or service providers maintain facilities. These activities are also subjected to robust contractual agreements, and the necessary technical and organizational measures to protect the transferred information. For detailed information of our sub processors, location and where such processing activities takes place, please contact Planview privacy – [email protected]

We work to ensure any new and/or modified systems that collect, process, or use PII are built only after giving adequate consideration to privacy issues and their impact, including completion of one or more data protection impact assessment(s) (DPIA).

Data minimization, pseudonymization, and anonymization for both services and marketing and sales operations will be used, if possible.

Access: You have the right to be informed about what PII we hold on you, where we received it from, and for what purpose we want to use it.

Recipients: You have the right to know the recipients or categories of recipients that we transfer your PII to.

Retention: You have the right to know the period for which your PII will be stored.

Our legal basis for processing – the legitimate interest: You have the right to know why we consider having a legitimate interest of processing your PII. Your also have the right to object to this and restrict us from processing your data further by unsubscribing to direct marketing.

Contact: If you want to exercise your rights as a registered, please contact us at the Data Subjects Access Requests DSAR portal. For other privacy matters, please contact our Data Privacy Officer at Planview privacy – [email protected], or Planview Klarabergsgatan 60, 111 21 Stockholm SWEDEN.

Complain: If you want to file a complaint to the supervisory authority, you should contact 1) the authority in your own country if you are an EU citizen, or 2) the Swedish Integritetsskyddsmyndigheten (IMY) www.imy.se if you are a non-EU citizen. You also have the possibility, under certain conditions, to invoke binding arbitration*.

*Binding arbitration is a means of resolving a dispute that is private, less formal, less costly and less time-consuming than traditional litigation. We agree to submit a dispute to an impartial arbitrator authorized to resolve the controversy by rendering a final and binding award.