Summary
In upgraded Planhat (ws.planhat.com) there are now many more Page types, incorporating features from across the original platform (app.planhat.com)
The Canvas Page type is deprecated and replaced with Dashboard
Document provides new functionality
You can explore your data in Data Explorer without needing to create long-lived filters
You choose which fields show in Full-Page Profiles and Previews via Field Groups in Profile Templates
You use Inbox Pages to view incoming Conversations of your choice of type, and Email Manager for certain (e.g. outgoing) emails
Tasks and Notifications are separate Home features; you can also record to-dos in Document Pages
Health Profiles, Success Units and Conversation Types are all considered specialist fields and so are configured within field management in "Data"
The Bubble Room has become the Bubble Chart, which you can include in Dashboard and Presentation Pages
Chat support is available via "Help" (question mark icon in the top right of your Planhat tenant)
Service Accounts have been renamed Private Apps and are located in the "App Center"
Who is this article for?
Anyone upgrading from app.planhat.com to ws.planhat.com
Article contents
Introduction
If you're upgrading from the original Planhat platform (app.planhat.com) to the newer one (ws.planhat.com), you may be looking for certain Planhat features in upgraded Planhat and wondering where they have moved to. In this article, we take you through some of the key technical changes, so you can find what you're looking for, and understand how previously existing functionality has evolved.
On a wider perspective, a major change in upgraded Planhat compared to the original platform is that Planhat is now more customizable than ever before. Each Planhat User (you and your colleagues) can have a Home screen displaying content curated by your admin and yourself. You can also position different types of data (e.g. a Data Table and a Presentation) next to each other, grouped by themes or departments for instance, rather than needing to navigate to separate parts of the app to see them. For more on these general principles, you can read our introduction to upgraded Planhat here, and learn about organizing content in Planhat here.
📌 Important to note
This article focuses on some specific technical changes between original Planhat (app.planhat.com) and upgraded Planhat (ws.planhat.com), answering common questions such as "Where can I find the Bubble Room?" We link to articles for further details on the features mentioned. If you have technical questions not covered in this article (or others within the Help Center), please reach out to your CSM or our Support team.
If you want to "zoom out" and understand more about the principles and main advantages of ws.planhat.com, please refer to the links in the introduction above.
Pages
Summary
Original Planhat (app.planhat.com)
Canvas and Presentation Pages are in the Customer Intelligence Module
You can use Pages to create reports and slide decks with charts displaying live data
Upgraded Planhat (ws.planhat.com)
The Canvas Page type is deprecated and replaced with Dashboard ("grid mode")
Many other Page types are now available, incorporating functionality from other parts of Planhat (e.g. the Data Module and the Conversations Module)
A Page is now a fundamental building block in Planhat, which can be organized into Sections and Libraries
Pages have undergone quite the transformation in upgraded Planhat (ws.planhat.com): they are now supercharged! The scope of "Pages" has massively expanded - rather than having a relatively narrow range of use cases, the number of Page types has greatly increased, and "Pages" now incorporate many elements from across original Planhat (app.planhat.com). Pages are now used more frequently and throughout Planhat.
Original Planhat (app.planhat.com)
Upgraded Planhat (ws.planhat.com)
Upgraded Planhat is highly customizable, and you can choose to position different types of Pages next to each other (example shown below) because they are about one topic or for one team, rather than needing to jump between separate parts of the platform in original Planhat, making your daily work quicker and easier.
Let's go through each of the Page types in further detail, focusing specifically on the changes:
Document: New functionality! In upgraded Planhat, you can now create and view all your documents within Planhat
Presentation: This Page type exists in both original and upgraded Planhat. You can open Pages from original Planhat in upgraded Planhat. There are some slight style differences between the two platforms
Canvas: Deprecated in upgraded Planhat. Replaced with the new Dashboard type, which has the advantage of widgets snapping to a grid for easy alignment. You can convert old Canvas pages into Dashboards; for further details, see here
Dashboard: New in upgraded Planhat! This Page type is similar to Canvas in that's infinite scroll (as opposed to individual slides in Presentation). This is "grid mode" - widgets snap to a grid, making it even easier to design professional-looking Pages
Data Table: In upgraded Planhat, this Page type is very similar to the main view of the Data Module in original Planhat. Each Page is for one data model, and you can apply your choice of filter, so you can think of it as like a filter in original Planhat
Grouped List: This Page type in upgraded Planhat is an equivalent to the "Group By" feature in the Data Module of original Planhat. Like Data Table Pages, you make a Grouped List Page for one data model and set a filter for it, so it's like creating a filter in original Planhat
Board: This Page type in upgraded Planhat corresponds to the "Board View" option within the Data Module in original Planhat. Again, each Board Page is for one data model and configured how you desire, like a filter in original Planhat
Inbox: In upgraded Planhat, this Page type includes some functionality from the Conversations Module in original Planhat. Inbox Pages are how you can view incoming correspondence from multiple Companies at once. Like we've described for other Pages, you set a filter in each Inbox Page, so you can think of an Inbox Page as like a filter in the old Conversations Module
Workflow 360: This Page type can be used in upgraded Planhat to display a single Workflow (one that's running on a particular record, e.g. a Workflow for Company X). Being a Page opens up more use cases: you can share with that Company in a Portal, or for internal use you could have a View with relevant Workflow 360 Pages as the tabs
System Reports: All the tabs from the Revenue Module are now Page types in upgraded Planhat. ("Recurring Base" is now called "Revenue Base".) As with other Pages, you can set a filter as part of the Page, and you can position Pages alongside each other, meaning you can have multiple Pages showing the Revenue Base of different teammates, rather than needing to swap between one filter at a time in original Planhat
📚 Further reading
Filters and Data Explorer
Summary
Original Planhat (app.planhat.com)
You need to create long-lived filters to explore data in tabular form, which can result in lots and lots of filters listed, cluttering up your Planhat tenant
Upgraded Planhat (ws.planhat.com)
For quick data exploration (e.g. to answer a specific question), you can use the Data Explorer
It's easy to create one-off filters in Pages and elsewhere in Planhat
You can still have "Global Filters", to use across your tenant
In original Planhat (app.planhat.com), almost everything revolves around creating filters, especially in the Data Module. For example, you could create a filter on the Company model for Enterprise Companies, or a filter on the End User model for Decision Makers. If you want to quickly look something up in the Data Module, such as which of your colleague Bill's Companies are in the Onboarding Phase and have a low Health Score, you need to create a filter for that. Unless you delete each filter when you're finished with it, this can result in lots and lots of filters building up in your Planhat tenant, making it messy, and meaning it can be hard to find a specific existing filter.
In upgraded Planhat (ws.planhat.com), the Data Explorer has been introduced. This Home feature is a quick way you can interact with your data in table form, asking questions of it, without having to create a long-lived filter each time. In addition, it's really easy to apply "quick filters" in Pages etc., with dropdowns for selection. Finally, if you do want long-lived filters to use across your Planhat tenant, which is still useful in some circumstances, you manage these in "Global Filters" (within the "Data" Global Tool).
Original Planhat (app.planhat.com)
Upgraded Planhat (ws.planhat.com)
Click the images to view them enlarged
📚 Further reading
Profiles and Previews
Summary
Original Planhat (app.planhat.com)
A Company Profile (sometimes referred to as a "Customer 360") is a way to view the key data about a Company, all in one place. The layout can be customized
You can also view Profiles for End Users (customer contacts) and Users (you and your colleagues), although not customize their layout
Profiles are not available for other data models
Upgraded Planhat (ws.planhat.com)
The original Profiles are now "Full-Page Profiles"
"Previews" - a concise form of Profile - has now been added for all data models. You can configure different layouts of Previews
The Company Profile is an important part of both original Planhat (app.planhat.com) and upgraded Planhat (ws.planhat.com). A Company Profile is a display of all the key data for one specific Company at a time - like zooming in on a chosen Company. Some differences between the two Planhat platforms are:
"Profiles" in original Planhat are now "Full-Page Profiles" in upgraded Planhat, because the term "Profiles" now incorporates Previews - more on this below
While in original Planhat, you choose which fields to display on the left-hand panel via making fields "featured", in upgraded Planhat this is controlled via Field Groups. Field Groups also enable you to group fields into categories, which is more user-friendly than a big long list - we discuss this later in this article
Emails due to be sent, but not sent yet, are now shown in their own tab in the "Planned" (planned activities) section, rather than the "Activities" (logged activities) section. (See here for further details and screenshots)
Original Planhat (app.planhat.com)
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Upgraded Planhat (ws.planhat.com)
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Like with original Planhat, in upgraded Planhat you can design Custom Company Profile Templates, including Custom Profile Pages if you wish.
In both platforms, End Users (people who are your customers/prospects) and Users (you and your team) can also be viewed in (Full-Page) Profiles, but their layouts aren't customizable in the same way as for Companies.
The main difference between the two Planhat platforms when it comes to Profiles is the introduction of Previews in upgraded Planhat. Previews are:
A concise form of Profiles
A way you can click between records (e.g. different Companies) to view their key details without leaving the screen you are on - see example below, with a Preview on the right-hand side
Available for all data models - e.g. Opportunity, Asset and License etc., as well as Company and End User
Customizable in a similar way to Company Full-Page Profiles
... this is all super-useful additional functionality!
Click the image to view it enlarged
📚 Further reading
Featured fields and Field Groups
Summary
Original Planhat (app.planhat.com)
You can make a field "Featured" within the field management menu, means it's included in the black left-hand panel of Company Profiles
You can "drag and drop" fields to change their order
Upgraded Planhat (ws.planhat.com)
You design "Field Groups" as part of Profile Templates to specify which fields show in Full-Page Profiles and Previews. Each Field Group in a Profile Template can either be always visible, or available under a toggle
Field Groups enable you to group fields into categories, giving you more structure, so you can more quickly find what you're looking for
You'll have lots of fields on each data model. For example, on the Company model, fields can include Owner, Phase, Tier, ARR, and so on.
In original Planhat (app.planhat.com), you can choose which fields appear on the black left-hand panel of Company Profiles by making them "Featured", either when you create the field, or later on when editing a field in the field management settings. (Non-Featured fields appear in the "Data" tab instead.) You can adjust the order of fields by dragging and dropping them in the field management menu.
In upgraded Planhat (ws.planhat.com), you have the advantage that you can organize fields into categories - "Field Groups" - as well as choosing which to display in Full-Page Profiles and Previews. For example, on a Company Profile, you might have a "People Involved" Field Group, and a "Revenue" Field Group, and so on. This is much better than a long list of fields. For each Field Group, you can choose whether it is particularly important and should always show, or is hidden until it's expanded. Field Groups are part of Profile Templates. As you can make a variety of different Profile Templates to apply automatically in different circumstances (e.g. one specifically for Enterprise Companies, or Churned Companies, or Parent Companies, etc.), this means you can show different fields on different Company Profiles. As part of Profile Templates, you can configure the layout of Previews (available for all data models), including Field Groups, so that's another product enhancement.
Original Planhat (app.planhat.com)
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Upgraded Planhat (ws.planhat.com)
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📚 Further reading
Conversations (emails etc.)
Summary
Original Planhat (app.planhat.com)
Incoming and outgoing Conversations (e.g. emails and tickets) are located in the Conversations Module
Upgraded Planhat (ws.planhat.com)
You use Inbox Pages, each with your own configuration/filters, as inboxes. For example, you could have one for emails from your top 10 customers, and another for tickets from all your customers, and so on. These are similar to filters in the Conversations Module
There is a separate Email Manager tool within your Home, which is where you can manage outgoing and unassigned emails, as well as your drafts
"Conversations" in Planhat include a variety of different types - from standard types such as emails, tickets and chats (synced in from integrations); to custom types of logged activities, such as "Kick-Off Call" or "QBR".
You can see Conversations related to specific Companies or End Users in their Full-Page Profiles, but here we are going to focus on ways you can view and Conversations for multiple customers at once.
In original Planhat (app.planhat.com), you use the Conversations Module, which has some built-in folders (such as Inbox, Sent, Drafts and Unassigned), and you can also create custom filters, e.g. to see only tickets.
In upgraded Planhat (ws.planhat.com), this is now divided into two pieces of functionality:
Inbox Pages are where you view incoming emails, and other Conversation types such as tickets. Having this functionality in Pages brings additional flexibility, as you can create multiple different Inbox Pages and position them wherever you like, e.g. you could have an Inbox Page for SMB Companies alongside your SMB Strategy Document, SMB Data Table, and SMB Dashboard Report
Email Manager is a built-in Home feature specifically for emails, which makes it even easier to manage your tenant's emails, particularly outgoing emails
Original Planhat (app.planhat.com)
Upgraded Planhat (ws.planhat.com)
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📚 Further reading
Tasks and Notifications
Summary
Original Planhat (app.planhat.com)
The Actions Module contains both your Tasks and your Notifications
Upgraded Planhat (ws.planhat.com)
The "Calendar" Home feature is where you manage your Tasks
The "Notifications" Home feature is where you view your Notifications
You can configure custom Notification rules via your User Profile
You can also use Document Pages for to-dos that aren't associated with specific Companies
Similar to Conversations, you can view relevant Tasks on Profiles, but here we're going to focus on managing your Tasks as a whole.
In original Planhat (app.planhat.com), both your Tasks (to-dos related to specific Companies) and your Notifications are located within the Actions Module.
In upgraded Planhat (ws.planhat.com), these have been separated out and both are visible in your Home screen, making them even easier to access. They are now the "Calendar" and "Notifications" features within your Home. Notifications now have even more flexibility in how they can be customized; you can select and modify Notification Templates via your User Profile.
Now we have the new Document Page type, this is helpful for recording any to-dos that aren't directly related to Companies, such as "organize travel for team meet-up". You can even use checkboxes that you can mark as complete - we show an example in a screenshot below.
Original Planhat (app.planhat.com)
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Upgraded Planhat (ws.planhat.com)
📚 Further reading
Health Scores and Success Units
Summary
Original Planhat (app.planhat.com)
Health Profiles (which calculate Health Scores) are configured in the "Health Lab" in the Customer Intelligence Module
Success Units are configured in their own part of settings, accessed from your initial/photo in the bottom left of your tenant
Upgraded Planhat (ws.planhat.com)
Both Health Profiles and Success Units are considered specialist fields on the Company model
They can be configured via the "Data" Global Tool, where you manage other fields
Both Health Scores and Success Units give a "traffic light" (red/amber/green) indication of positive or negative signs associated with Companies based on rules you define, but Health Scores incorporate multiple factors, whereas Success Units each look at one factor.
The principles of Health Scores and Success Units are the same in both Planhat platforms. Other than some minor style updates, the main change is where you configure them.
In the original Planhat platform (app.planhat.com), you build Health Profiles (the rules that calculate Health Scores for each Company) in the "Health Lab" within the Customer Intelligence Module, and you configure Success Units within a specific settings section.
In upgraded Planhat (ws.planhat.com), you configure Health Profiles and Success Units via the field management of the Company data model, as they are considered specialist fields. You navigate to field management via the "Data" Global Tool (accessed in the top left of your Planhat tenant).
It's convenient having Health Scores and Success Units together in one place, alongside other Company fields.
Original Planhat (app.planhat.com)
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Upgraded Planhat (ws.planhat.com)
📚 Further reading
For more on configuring Health Scores and Success Units in upgraded Planhat, see here
Conversation Types
Summary
Original Planhat (app.planhat.com)
Conversation Types are configured in their own part of settings, accessed from your initial/photo in the bottom left of your tenant
Upgraded Planhat (ws.planhat.com)
Conversation Types are now considered a specialist field type on the Conversation model
They can be configured via the "Data" Global Tool, where you manage other fields
Custom Conversation Types can be applied to both "logged activities" (corresponding to the Conversation data model) and "planned activities" (corresponding to the Task data model). You can create Conversation Types for external activities (with customers) or internal activities (involving you and/or your colleagues); examples include "Sales Handover", "Kick-Off Call", "Training Session", and so on. They enable you to classify your activities, which is super useful for planning and for analysis. You can see these custom Conversation Types when viewing planned/logged activities in Profiles, and in Task steps in Project Workflows.
Custom Conversation Types in upgraded Planhat (ws.planhat.com) are very similar to what you're used to in the original Planhat platform (app.planhat.com). Like you just saw with Health Scores (Health Profiles) and Success Units, while Conversation Types are configured in their own settings section in the original Planhat platform, in upgraded Planhat they are considered a specialist type of field, and so you manage them via the "Data" Global Tool. You'll find "Conversation Types" in the "Fields" tab of the Conversation model, as shown in a screenshot below.
Original Planhat (app.planhat.com)
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Upgraded Planhat (ws.planhat.com)
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📚 Further reading
To read more about Conversation Types, see here. (Note that this was written for app.planhat.com, but the principles remain the same in upgraded Planhat. This article will be updated for upgraded Planhat in future)
Bubble Room / Bubble Chart
Summary
Original Planhat (app.planhat.com)
The Bubble Room is part of the Customer Intelligence Module
You can customize its axes and apply a filter, but you can only display one set of configuration at a time. You also can't view the Bubble Room alongside any other charts
Upgraded Planhat (ws.planhat.com)
The Bubble Room is now a chart widget - a "Bubble Chart" - that you can include in Dashboard and Presentation Pages
This means you can have multiple Bubble Charts, with different configuration, positioned next to each other. You can also position a Bubble Chart next to other charts. This is enables greater context
The "Bubble Room" in original Planhat (app.planhat.com) is located in the Customer Intelligence Module. It's a playful but deceptively clever and powerful way to visualize your data, segment your customers and drive bulk actions. The Bubble Room makes it easy to identify outliers. Each Company is represented by a "bubble", with its color reflecting Health Score and its size corresponding to revenue. You choose what you would like the axes to be, and you can apply a filter.
You'll be pleased to hear that this functionality is still available in upgraded Planhat (ws.planhat.com), but we've made it even better. Instead of a standalone "Bubble Room" taking up the whole screen, in upgraded Planhat it's now a "Bubble Chart" widget, which you can include in a Dashboard or Presentation Page.
This has the advantage that you can see the bubble display alongside other types of charts; or even create multiple Bubble Charts, with different configuration, next to each other. This more flexible setup enables you to view the data in greater context, gaining deeper insights all within the same screen, rather than needing to keep swapping between different views.
Original Planhat (app.planhat.com)
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Upgraded Planhat (ws.planhat.com)
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📚 Further reading
To read more about the Bubble Room, see here. (Note that this was written for app.planhat.com, but the principles of how the chart works remains the same in upgraded Planhat)
A new article about the Bubble Chart widget will be available in the future
Live chat with our Support team
Summary
Original Planhat (app.planhat.com)
You access chat via the speech bubble icon on the right-hand side
Upgraded Planhat (ws.planhat.com)
You access chat via "Help" (question mark icon in the top right)
Although we provide lots of self-service Enablement resources (such as this article you are reading right now!), our amazing Support team are available to help you if you need additional support.
In upgraded Planhat, you can talk to them via in-app live chat the same as with original Planhat, but the button to do this has changed. Whereas previously you clicked on a speech bubble icon near the bottom right of your tenant, now you click on the question mark icon in the top right of your tenant ("Help"), and select "Chat". We show these in the screenshots below.
Original Planhat (app.planhat.com)
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Upgraded Planhat (ws.planhat.com)
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📚 Further reading
To read more about live chat and our self-serve Enablement resources, see here
Service Accounts / Private Apps
Summary
Original Planhat (app.planhat.com)
Service Accounts are configured in their own part of settings, accessed from your initial/photo in the bottom left of your tenant
Upgraded Planhat (ws.planhat.com)
Service Accounts have been renamed Private Apps, and are located within the "App Center" Global Tool
You may be familiar with Service Accounts in the original Planhat platform (app.planhat.com). A Service Account is a special kind of account that's used by an application, rather than a person. You use Service Accounts to generate and manage API Access Tokens. Applications can then use the API Access Tokens to make authorized API calls to Planhat. You can define the permissions of each Service Account, which sets the scope of its API Access Token - exactly what actions it can be used to carry out.
If you're looking for Service Accounts in upgraded Planhat (ws.planhat.com), you'll be pleased to hear that they are still available - they have just changed name and moved location. Service Accounts are now "Private Apps", and you can find them in the "App Center" Global Tool, alongside Automations and Integrations.
Original Planhat (app.planhat.com)
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Upgraded Planhat (ws.planhat.com)
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📚 Further reading
To read more about Service Accounts / Private Apps, see here. (Note that this was written for app.planhat.com, but the principles remain the same in upgraded Planhat. This article will be updated for upgraded Planhat in future)