Planview Portfolios Python API Docs | dltHub

Planview Portfolios REST API can be accessed via Azure Data Factory for data extraction, requiring an OAuth access token for authentication. The OData feed provides project IDs, and actual data retrieval uses the Copy activity. The REST API base URL is https://{your_account}.pvcloud.com/{your_server}/public-api/v1 and All requests to the Planview Portfolios public REST API require an OAuth2 access token (Bearer) obtained via the OAuth token endpoint..

dlt is an open-source Python library that handles authentication, pagination, and schema evolution automatically. dlthub provides AI context files that enable code assistants to generate production-ready pipelines. Install with uv pip install "dlt[workspace]" and start loading Planview Portfolios data in under 10 minutes.

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What data can I load from Planview Portfolios?

Here are some of the endpoints you can load from Planview Portfolios:

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How do I authenticate with the Planview Portfolios API?

Obtain a client_id and client_secret from an OAuth client in Planview and POST multipart/form-data (grant_type=client_credentials, client_id, client_secret) to the oauth/token endpoint; include the returned access token in the Authorization header as: Bearer {access_token}.

1. Get your credentials

1. In Planview Portal go to Main menu > Administration > Users and Roles > OAuth clients. 2) Create a new OAuth client; note the client_id and client_secret. 3) Use these credentials to call the token endpoint with multipart/form-data (grant_type=client_credentials).

2. Add them to .dlt/secrets.toml

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[sources.planview_portfolios_source]
client_id = "your_client_id_here"
client_secret = "your_client_secret_here"

dlt reads this automatically at runtime — never hardcode tokens in your pipeline script. For production environments, see setting up credentials with dlt for environment variable and vault-based options.

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How do I set up and run the pipeline?

Set up a virtual environment and install dlt:

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uv venv && source .venv/bin/activate
uv pip install "dlt[workspace]"

1. Install the dlt AI Workbench:

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dlt ai init --agent <your-agent> # <agent>: claude | cursor | codex

This installs project rules, a secrets management skill, appropriate ignore files, and configures the dlt MCP server for your agent. Learn more →

2. Install the rest-api-pipeline toolkit:

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dlt ai toolkit rest-api-pipeline install

This loads the skills and context about dlt the agent uses to build the pipeline iteratively, efficiently, and safely. The agent uses MCP tools to inspect credentials — it never needs to read your secrets.toml directly. Learn more →

3. Start LLM-assisted coding:

Use /find-source to load data from the Planview Portfolios API into DuckDB.

The rest-api-pipeline toolkit takes over from here — it reads relevant API documentation, presents you with options for which endpoints to load, and follows a structured workflow to scaffold, debug, and validate the pipeline step by step.

4. Run the pipeline:

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python planview_portfolios_pipeline.py

If everything is configured correctly, you'll see output like this:

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Pipeline planview_portfolios_pipeline load step completed in 0.26 seconds
1 load package(s) were loaded to destination duckdb and into dataset planview_portfolios_data
The duckdb destination used duckdb:/planview_portfolios.duckdb location to store data
Load package 1749667187.541553 is LOADED and contains no failed jobs

Inspect your pipeline and data:

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dlt pipeline planview_portfolios_pipeline show

This opens the Pipeline Dashboard where you can verify pipeline state, load metrics, schema (tables, columns, types), and query the loaded data directly.

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Python pipeline example

This example loads work and odataservice from the Planview Portfolios API into DuckDB. It mirrors the endpoint and data selector configuration from the table above:

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import dlt
from dlt.sources.rest_api import RESTAPIConfig, rest_api_resources

@dlt.source
def planview_portfolios_source(access_token=dlt.secrets.value):
    config: RESTAPIConfig = {
        "client": {
            "base_url": "https://{your_account}.pvcloud.com/{your_server}/public-api/v1",
            "auth": {
                "type": "bearer",
                "token": access_token,
            },
        },
        "resources": [
            {"name": "work_for_project", "endpoint": {"path": "work?filter=project.Id%20.eq%20{projectId}", "data_selector": "Data"}},
            {"name": "odataservice_workdimension", "endpoint": {"path": "odataservice/odataservice.svc/WorkDimension"}}
        ],
    }
    yield from rest_api_resources(config)


def get_data() -> None:
    pipeline = dlt.pipeline(
        pipeline_name="planview_portfolios_pipeline",
        destination="duckdb",
        dataset_name="planview_portfolios_data",
    )
    load_info = pipeline.run(planview_portfolios_source())
    print(load_info)

To add more endpoints, append entries from the resource table to the "resources" list using the same name, path, and data_selector pattern.

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How do I query the loaded data?

Once the pipeline runs, dlt creates one table per resource. You can query with Python or SQL.

Python (pandas DataFrame):

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import dlt

data = dlt.pipeline("planview_portfolios_pipeline").dataset()
sessions_df = data.work_for_project.df()
print(sessions_df.head())

SQL (DuckDB example):

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SELECT * FROM planview_portfolios_data.work_for_project LIMIT 10;

In a marimo or Jupyter notebook:

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import dlt

data = dlt.pipeline("planview_portfolios_pipeline").dataset()
data.work_for_project.df().head()

See how to explore your data in marimo Notebooks and how to query your data in Python with dataset.

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What destinations can I load Planview Portfolios data to?

dlt supports loading into any of these destinations — only the destination parameter changes:

Change the destination in dlt.pipeline(destination="snowflake") and add credentials in .dlt/secrets.toml. See the full destinations list.

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Next steps

Continue your data engineering journey with the other toolkits of the dltHub AI Workbench:

• data-exploration — Build custom notebooks, charts, and dashboards for deeper analysis with marimo notebooks.
• dlthub-runtime — Deploy, schedule, and monitor your pipeline in production.

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dlt ai toolkit data-exploration install
dlt ai toolkit dlthub-runtime install

• How to deploy a pipeline
• How to explore your data in marimo Notebooks
• How to query your data in Python with dataset
• Join the dlt community on Slack