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Planview Customer Success Center

Projectplace Enablement and Adoption

Getting started with Projectplace is easy. Setting up a user account only takes a couple of minutes, and users can start collaborating and working on tasks instantly. To make onboarding even smoother, we offer a variety of Enablement & Adoption resources for you and your team(s) to leverage. And, as always, your Customer Success Manager (CSM) is here to support you on your FLEX journey, too. Follow the path below to get started.

Projectplace makes everyone a PM. It has been so successful with managing IT projects, many other departments
have adopted it to do everything from recruiting and operational maintenance to personal “to-do” lists.

Brian Tharp,  IT PMO Manager at Mentor. 

Is your Projectplace account currently a trial account? Reach out to your Customer Success Manager to get your trial environment converted to production.

Tips to ensure a successful roll-out:

As the Projectplace owner/administrator, you have a key role in making sure your organization gets off to a great start. We encourage you to follow the steps in each phase below. Click the text of the step you'd like to complete to learn how to do it. Your CSM is there to support you along the way so if you have any questions, please contact them.

First things first, this is how to provision new users: 

There are three ways to create new users in Projectplace: 
1) Account Administrators can add new users to the account. Please note that you can invite up to 100 people at a time.
2) Anyone can invite a new user to a workspace.
3) Run the user integration from Portfolio and Resource Management in Planview Enterprise One to invite users to create an account in Projectplace. Learn more
All methods will generate an invitation email to the new user(s) requesting each new user to register, creating a new user account.

Your adoption journey 

We encourage you to follow the steps below. Click the text of the step you'd like to complete to learn how to do it. 

Phase 1
Estimated time: 1 hour

Phase 2
Estimated time: 30 minutes

Phase 3
Estimated time: 1-2 hours

Phase 4
Estimated time: 1-2 hours

Phase 5
Estimated time:  20 minutes

Get into the product

Enable native integrations

Multiple projects


Repeatable projects

Add partner organizations

First Login

MS Teams

Add 2+ workspaces with Plan and/orRoadmap


Create Workspace Templates

Add more Departments - invite stakeholders from other departments 

First Workspace

Slack

Add Documents


Create Card Templates
 

Invite your CSM

Microsoft Office for Web

     

Invite Collaborators
 

Zoom
     

Create Boards & Cards

 

     

Additional Projectplace resources:

To make sure you and your team(s) realize value from Projectplace quickly, we recommend you leverage these self-learning resources, and be sure to share them with your fellow team members. We especially want to call out our free enablement webinars- they're a great way to get started for every new user.

Also, be sure to opt-in to Planview customer email communications to receive more enablement resources. Click here and fill out the quick form!

Training & Success

Case studies & Use cases

Self-learning resources available to all users

Print screen PP welcome guide.JPG

Curious to learn how others are using Projectplace?  Get inspired by these case studies and use cases. Click each icon below to access:

Planview-Case-Study-Basware.thumbnail.jpg             Planview-Case-Study-Mentor.thumbnail.jpg 

Use cases thumbnail.JPG

 Planview's Internal Use Cases thumbnail.JPG     Planview Using Planview Video.JPG                                                                  

Professional Services Offerings

Interested in getting help from our Professional Services team? The table below outlines the different offerings and what is included in each.

Projectplace Services Packages

What’s Included?

Free User Enablement Webinars

Express Onboarding


Process Consulting/Tailored training

Connected solution: Enterprise One - Projectplace
Connected solution: PPM Pro - Projectplace 

 
1,5 - 2 hours
 

10 hours

4 hours

 

Account Administration Enablement


X

X

As agreed

X

Process Consulting

 
X

As agreed


X

Workspace Administration Enablement


X

X

As agreed

X

Member Enablement


X

X

As agreed
X

Time Tracking Enablement

 
X

As agreed

X

Workspace Template Creation (x3)

   
As agreed

X

Team (x3) Configuration

     
X

Configuration of PP Connector (PRM / PPMP)

     
X

To learn more about each of the Services Packages outlined above, check out the Data Sheets below.  

Projectplace Express Onboarding
Process Consulting/Tailored Training
Free User Enablement Webinars
Connected solution: Planview Enterprise One - Projectplace
Connected solution: PPM Pro - Projectplace