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Step-by-step answers for PVology, written for what you are trying to do.
Platform & account
- Add your organization's and your customers' logosOrganization logo: Menu → Administration → Settings → Branding → Choose a logo file → Upload logo (owners and administrators). Customer logo: Menu → Customers → the customer → Edit details → Customer logo → Choose a logo file → Upload logo. PNG, JPG, SVG or WebP, up to 1 MB, at least 64 × 64 pixels.
- Automation approvals and retriesWhen an automation reaches an approval step, it pauses and the approver sees it in Decisions. Open it, read what happens if you approve, then choose Approve or Reject. Failed steps are retried after 1, 5 and 30 minutes; runs that still fail appear under Automations → Failed runs, where owners and administrators can choose Retry.
- Customer 360: one customer for every applicationOpen Menu → Customers and choose Register a customer. Register each customer once; choose it when you start a project and link it to its CRM company. The customer's page then shows every engagement you can open: projects, deals and contacts.
- Does PVology Assess give recommendations?Each result includes a short band summary with a suggested focus, and the Improve first list shows where to start. Detailed, tailored recommendations and action plans are not available yet.
- How PVology Academy and certification workChoose a ProjectOrbit or ValueLens course, study the sessions, submit the capstone, pass the certification exam and receive academy approval. Certifications are PVology credentials valid for three years, verifiable by anyone.
- How PVology AI decides what information to usePVology AI only uses information from the workspace you are in and that you are allowed to see, and each task receives only the facts it needs. Names are replaced with placeholders before anything is sent.
- How PVology AI protects your informationBefore anything is sent to an approved external AI service, PVology replaces organization, client, project and people names with placeholders and removes contact, bank and identity details. Requests containing passwords or keys are stopped.
- How PVology AI suggestions are reviewed before they are usedPVology AI never changes your records directly. Its suggestions are drafts marked PVology AI; a person accepts or rejects each one, and only accepted items are added, with a record of who accepted them.
- How PVology AI treats sample dataPVology AI works on sample projects like any other project but is told they are fictional sample data. Normal AI allowances still apply, and sample projects cannot add lessons to the Center of Experience.
- How PVology keeps your account and data securePVology protects sign-in with strong passwords, optional or required two-step sign-in, session controls and security emails, keeps each workspace's data separate, and records security activity you can review.
- How to add another PVology applicationOpen Menu → Billing → Applications, tick the applications you want under Add applications and choose Review and add. Check the price on Checkout and confirm.
- How to answer and complete an assessmentAnswer each question from 1 (Not at all) to 5 (Always). Choose Save progress to continue later, or Complete and see result when every question is answered.
- How to apply a promo codePromo codes are entered on the Checkout page only: type the code in the Promo code box and choose Apply. The summary then shows Applied: with the promotion and the discount.
- How to approve or reject a request to join your organizationOpen Administration → Members. Under Membership requests choose the role and Approve, or add an optional reason and Reject. Approving adds the person as a member; assign licences separately.
- How to archive and restore recordsArchive removes a record from the active list but keeps it, its history and its links. Use the Show filter (Active, Archived, All) to find archived records, then select them and choose Restore.
- How to assign a licence to a memberOpen Menu → Administration → Licenses, choose the Person and the License type under Assign a license and choose Assign. The member can use the plan's applications straight away.
- How to book, take and get the result of a certification examOpen your course → Exam details, book an exam time, and start when the window opens. The timer runs on PVology's server, answers save as you go, and the result is provisional until PVology Academy reviews it.
- How to build and share your own analytics dashboardIn Analytics choose My dashboards, enter a New dashboard name and choose Create dashboard. Use Add a widget: choose a metric, choose how to show it (Figure, Trend line over time or Bars by group) and Add widget. Choose Share with organization to share it read-only.
- How to cancel your subscriptionOpen Menu → Billing, choose Cancel subscription, tick that you understand when it ends and choose Cancel at period end. You keep access until the end of the paid period and your data is kept.
- How to change a member's role, deactivate or remove themIn Administration → Members, use the role list and Update to change a role, Deactivate to pause access while keeping the member, or Remove to take them out of the organization.
- How to change your name and profile detailsOpen Menu → Profile, update your full name, role, profession, industry, interests or improvement objective and choose Save profile. Your email address cannot be changed there.
- How to confirm your email addressOpen the confirmation email PVology sent when you registered and select the link. The link expires after 24 hours; you can request a new one on the Confirm your email page or from Sign in.
- How to connect PVology with your other systems (Integrations)Open Insights & tools → Integrations. Built in, with nothing else to sign up for: outgoing webhooks, incoming webhooks, the PVology API (read-only keys) and your calendar feed. Connectors for Microsoft 365, Google Workspace, ERP and accounting, an external CRM and business intelligence need your own account and are not connected yet.
- How to contact PVology SupportOpen Menu → Help & Support, describe your request under How can we help?, optionally attach a file, and choose Submit request. You get a case number at once and a confirmation email.
- How to control what PVology AI may use in your organizationOrganization owners and administrators open Administration → Security & AI to switch PVology AI on or off, set the highest information level it may use and choose which AI features are allowed, then choose Save policy.
- How to create a PVology accountGo to pvology.com, choose Get Started, fill in your name, email, password and account type, accept the Terms of Use and choose Create account. Then open the confirmation email to activate the account.
- How to create a read-only API key (for example for a BI dashboard)Open Integrations → API keys, enter a Name, choose when it Expires and the read-only Permissions (Read projects, Read customers, Read CRM deals), and choose Create key. Copy the key at once: it is shown only once.
- How to create an organizationOpen Menu → Organizations (or Administration when you are already in an organization), enter the Organization name and choose Create organization. You become its owner.
- How to downgrade your plan or reduce usersOpen Menu → Billing → Plan, users & AI, choose the smaller plan, fewer Full Members or another billing cycle, choose Preview change and then Schedule this change. It takes effect at your renewal date.
- How to download a project report as Word or PDFOpen the report and choose Download Word (.docx), or choose Print / save as PDF and save it from your browser's print dialog.
- How to explore PVology with sample dataOpen Menu → Preferences → Sample data and choose Add sample data for an application you have, or choose Explore sample data in an application that is still empty. Sample records are fictional and marked SAMPLE.
- How to export a dashboard to PDFOn any application dashboard choose Export PDF. A snapshot page opens with the workspace, Data as of time, every shown widget and the definitions. Choose Print or save as PDF and pick Save as PDF.
- How to export a schedule to Primavera P6, Microsoft Project or CSVOpen the project's Schedule tab, choose Export and pick Microsoft Project XML, Primavera P6 XER, Primavera P6 XML or CSV (spreadsheet). The file downloads straight away.
- How to export the project list and project registersOn the Projects home choose Export CSV for the project list. In any project register choose Export to Excel.
- How to export your dataOpen an application's main list and choose Export CSV to download its records. Projects schedules can also be exported to Primavera P6, Microsoft Project XML or CSV. A single export of your whole account is not available yet.
- How to export your dataOpen an application's main list and choose Export CSV to download its records. ProjectOrbit schedules can also be exported to Primavera P6, Microsoft Project XML or CSV. A single export of your whole account is not available yet.
- How to find your organization and request to join itOpen Organization → Find your organization, search by name, organization ID (PVORG-…) or website, and choose Request to join. The organization's owners and administrators approve or reject it.
- How to find your organization and request to join itOpen Organization → Find your organization, search by name, organization ID (PVORG-…) or website, and choose Request to join. The organization's owners and administrators approve or reject it.
- How to follow, answer or reopen a support requestOpen Menu → Help & Support and select the case under Your requests. You can reply, confirm with This solved my issue, choose I still need help, reopen a closed request with a reply, and rate the support.
- How to generate a report from a registerOpen any register (for example Risk or a project's Risks) and choose Generate report. Choose the records (current filtered view, all records you can see, or selected records), the title, columns and format (PDF, Word or Excel), then Generate report.
- How to get started with PVology AssessOpen Applications → Assess to run structured self-assessments. Choose an assessment under Start an assessment, answer the questions, and see a score out of 100 with where to improve first.
- How to import a Primavera P6 schedule (XER or XML)Open the project's Schedule tab, choose Import a schedule (or Update from a file), upload the P6 XER or P6 XML file, review the import check and confirm. Nothing changes until you confirm.
- How to invite a team member to your organizationSwitch to the organization, open Menu → Administration → Members, enter the email address, choose a role and choose Send invitation. The invitation is valid for 48 hours.
- How to leave an organizationSwitch Working in to the organization, open Organization and choose Leave organization at the bottom. Your personal PVology account stays. The only owner must make another member an owner first.
- How to move a licence to another memberIn Administration → Licenses, find the current holder under License holders, choose the new member in the Reassign list and choose Reassign. Choose Unassign to free the seat instead.
- How to move schedules between Microsoft Project and PVologyPVology reads and writes Microsoft Project XML. In Microsoft Project use File → Save As → XML, then import it on the project's Schedule tab; to go back, use Schedule → Export → Microsoft Project XML. Native .mpp files are not supported.
- How to pick up where you left off with Continue workingHome → Continue working lists up to six things you were working on: saved drafts first (Resume), then records in progress such as a project setup, value study, risk review, control test, strategy review, CRM opportunity or report draft (Continue). Only applications you can open here are shown.
- How to prepare, review, approve and issue a progress reportOpen Reports, choose the cadence (daily, weekly, every two weeks or monthly) or custom dates and choose Prepare report. Write the narrative, choose Mark ready for review, then an approver chooses Approve report and Issue through document control.
- How to reactivate a cancelled or ended subscriptionBefore the end date, open Menu → Billing and choose Keep my subscription under Scheduled changes. After it has ended, choose Reactivate on Billing → Overview and confirm on Checkout.
- How to read assessment resultsA completed assessment shows Result: N / 100, a short band summary, Improve first (your lowest-rated statements) and Strengths (your highest-rated ones).
- How to register documents, manage revisions and record distributionOpen Documents, use Register a document, then in the document submit each revision for review, approve and issue it. Start a new revision for changes and use Record a distribution to log who received it.
- How to remove an application from your subscriptionOpen Menu → Billing → Applications and choose Remove at renewal next to the application. Access ends on your renewal date and its records are kept.
- How to remove sample dataOpen Menu → Preferences → Sample data, choose Remove on a pack (or Remove all sample data) and confirm. Only PVology sample records are removed; your real data is not affected.
- How to renew a PVology certificationRenewal opens 180 days before expiry. Buy the Certification Renewal, then submit your continuing development (30 hours for Level 1, 45 for Level 2), the refresher and the integrity declaration from the credential page. PVology Academy approves it.
- How to request access to an application or an actionWhen an application or action is not available to you, open the explanation ("Why can't I?" or the page that says it is not available) and choose Request access or Ask your administrator. PVology tells your organization's owners and administrators what you need; you see the change as soon as they make it.
- How to reset a forgotten passwordOn Sign in choose Forgot password?, enter your email and choose Send reset link. Open the email within 1 hour and choose a new password.
- How to reset or hide sample dataOpen Menu → Preferences → Sample data and choose Reset on a pack to restore it to its original state, or Hide to keep it but stop showing it. Choose Show to bring hidden sample data back.
- How to save a wizard draft and resume laterGuided wizards save a draft on this device as you type ("Draft saved"). Choose Save draft or Save and exit at any time. When you open the wizard again, choose Resume draft. Drafts are only on your device and are never shared.
- How to see where you are signed in and sign out other devicesOpen Menu → Security. Active sessions lists every signed-in browser and device; choose Sign out other sessions to end all of them except this one.
- How to see your plan, users and what you payOpen Menu → Billing. Overview shows your plan and status, applications, AI level, users or usage, what you pay, the renewal date and any scheduled changes.
- How to see your PVology due work in Outlook, Google or Apple CalendarOpen Integrations → Calendar feed, choose Create my feed, copy the address (shown once) and subscribe to it in Outlook, Google Calendar or Apple Calendar. Anyone with the address can read your due work, so do not share it.
- How to select many records and act on them togetherIn a register, tick the records (or Select this page, then Select all N matching). A bar shows exactly how many are selected and offers actions such as Archive, Restore, Change status, Assign owner and Report on selected. The result page lists what succeeded, was skipped or failed, with reasons.
- How to send PVology events to another system, or receive records, with webhooksOutgoing: Integrations → Outgoing webhooks → Add an endpoint, enter an HTTPS address and the events to send, and copy the signing secret (shown once). Incoming: Integrations → Incoming webhooks, choose Create a CRM lead or Add an action to a project and Create incoming webhook; copy the address and secret (shown once).
- How to set your organization's policies (sharing, exports, automations, integrations)Owners and administrators open Administration → Policies, choose the rules for external sharing, exports, automations and integrations, and choose Save policies. Policies only narrow what people can already do; every change is recorded in Security events.
- How to set your time zone, date format and languageOpen Menu → Preferences, choose your Time zone, Date format, Time format and where PVology opens, then choose Save preferences. English is the only interface language for now.
- How to sign in to PVologyOpen Sign in, enter your email and password and choose Sign in. If two-step sign-in is on, enter the 6-digit code from your authenticator app.
- How to start an assessmentIn Assess, under Start an assessment, choose the Assessment, type an optional Title (for example Q4 review, Finance team) and choose Start.
- How to study a course, complete sessions and submit the capstoneOpen Menu → Academy, choose Start learning, read each session and pass its knowledge check (75% or more), then submit the capstone from the course page. Notes and bookmarks are saved per session.
- How to switch between your personal workspace and an organizationAt the top of every page, choose the workspace in Working in and select Switch. Everything you then see, create and buy belongs to that workspace.
- How to turn on two-step sign-inOpen Menu → Security, choose Set up two-factor authentication, confirm your password, scan the QR code with an authenticator app, enter the 6-digit code and save your recovery codes.
- How to update billing details and payment methodsOpen Menu → Billing → Billing details, update the name, billing email, address, country code, tax/VAT number or purchase order reference and choose Save billing details. Payment cards are added during Checkout; changing or removing a saved card is not available yet.
- How to upgrade your plan, add users or add AI PlusOpen Menu → Billing → Plan, users & AI, choose the new plan, number of Full Members or billing cycle and choose Preview change, then Review and pay. To add AI Plus, choose Add AI Plus. On the free plan, choose Choose a plan in Billing.
- How to use and customize an application dashboardEach application has a Dashboard (for example Risk → Dashboard). Choose a bar or list item to open the records behind it. Under Customize this dashboard you can hide, show and move widgets, or Restore the recommended layout. Your layout is saved for you in this workspace.
- How to use and customize PVology HomeHome shows what needs your attention, your applications, recent changes and records to continue. Choose Customize Home to reorder, hide sections or change density for the current workspace, or reset it to the default.
- How to use the Analytics Studio and its role dashboardsOpen Insights & tools → Analytics. Choose a role dashboard (for example Executive, PMO, Commercial, Value & Benefits, Governance & Assurance, Customer Success or Academy), set the Date range and filters and choose Apply. Each widget has What is this? and Open the records; Download CSV exports the figures.
- How to use the Center of ExperienceOpen Menu → Center of Experience to search approved lessons from comparable situations, add your own experience and review candidates. Experience is used by Ask PVology only after people approve it.
- How to use the Setup steps at the top of HomeThe strip at the top of Home shows Setup N of M and the next step. Choose Show steps to see the steps for your account, your workspace, your organization and billing, each with a button to the exact page. Steps tick themselves when done; you can Skip this or hide the strip and bring it back from the account menu (Setup and getting started).
- How to view and download an invoiceOpen Menu → Billing → Invoices and select the invoice number. On the invoice, choose Print or save as PDF to keep a copy.
- PDF, Word or Excel: which report format should I use?PDF is a fixed layout for distribution (choose Save as PDF in the print dialog). Word is an editable report with headings and tables. Excel is for analysis: a Data sheet with real dates and numbers, a filter and a frozen header, plus Report and Definitions sheets.
- PVology Assess: common questionsAssess needs the application in your plan and, in an organization, a licence. AI help and CSV export are not available in Assess yet. A sample assessment can be added and removed at any time.
- What Ask PVology can doAsk PVology answers questions from your workspace's knowledge library, approved experience and the PVology Guide, and shows the evidence it used. Inside applications, PVology AI can also prepare drafts that you review.
- What do Required, Recommended, Optional and Advanced mean?Required information is needed to create a valid record and says why. Recommended information is not required but enables more (for example reports, dashboards or links between applications) and says what it enables. Optional information is useful for some cases. Advanced is for specialised workflows.
- What does Applications at a glance on Home show?For each application you have, the number of records created or updated in the last 30 days in this workspace, out of all records. Applications with no records show Not set up yet with Continue setup. Sample records are not counted, applications you do not have are not shown, and there is no overall score.
- What happens when a notification link opens a record in another workspaceNotification and email links open the exact record and tab. If the record belongs to another workspace you belong to, PVology says so and offers Open in that workspace or Stay here. If you can no longer open it, the page explains why instead of showing an error.
- What is an automation?An automation starts when something happens in an application (for example a CRM deal is won), checks your conditions, then does its steps: notify people, add an action or ask for an approval. Organization owners and administrators create them in Automations; nothing runs until an automation is published.
- What the Next best action panel and "Why can't I?" tell youRecord pages show a Next best action panel: What happened, What it means and What to do next, with a button to the exact place. When you cannot use a button, it stays visible with "Why can't I?", which explains the reason, who can change it and the next step, such as Request access.
- Where do I find my organization ID?Switch Working in to the organization and open Organization: the Organization ID card shows the permanent ID (for example PVORG-000123) with Copy organization ID.
- Which assessments are available, and can I create my own?PVology Assess currently offers one assessment, the Value Management Maturity Check (six statements). Creating or editing your own assessment templates is not available yet.
- Why a support email link says the request is linked to another accountThe request belongs to a different PVology account or to an organization you are not working in. Sign in with the email address that received the message, or switch to that organization and open the link again.
- Why Ask PVology says there is not enough informationAsk PVology only answers from your knowledge library, approved experience and the PVology Guide. When nothing relevant is found it says so (Not enough information) instead of guessing.
- Why can't I join an organization with my company email?A company email address never adds you to an organization automatically. Request to join (an administrator approves it) or ask an administrator to invite you. Some organizations are hidden and join by invitation only.
- Why can't I open an application?Open Menu → Applications. It shows each application as active, available to add, not available to you yet (licence or permission needed) or requiring a plan, with the reason and what to do.
- Why can't I permanently delete a record or a user?PVology archives records instead of deleting them so history, audit, reports and links stay intact. People are deactivated rather than deleted, and their projects, reports, tickets and decisions stay with the organization. Permanent deletion is limited to PVology's Super Admin for content that is safe to remove.
- Why my promo code does not workCheckout shows the reason under the Promo code box, for example This code has expired. or This code applies to upgrades only. Each code has its own dates, plans, billing cycle, customer and usage rules.
- Why PVology AI is unavailable or has reached its limitPVology AI depends on your plan's monthly AI requests allowance, AI Plus for assistance inside applications, and your organization's AI policy. Billing → Overview shows AI requests this month.
- Why PVology reviews new organizations, and what the request statuses meanPVology reviews every new organization before it becomes active, to protect organization identity, data access and membership integrity. Your request shows Submitted, Under review, More information needed, Approved, Not approved or Existing organization in Organization → Your requests.
- Your certificate, card, badge and verification linkOpen Academy → My certifications → View to print or save your certificate and card, share your verification link or QR code, add it to LinkedIn, or show the badge beside your name. Anyone can verify it at pvology.com/academy/verify.
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