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Planview Customer Success Center

Projectplace Enablement and Adoption

Ensuring 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. Good thing 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.

Introducing Projectplace



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


Provisioning New Users

The best way to get started is to provision new users, which grants your team members the proper access they need to do their jobs quickly and easily in Projectplace. There are three ways to create new users in Projectplace: 

  1. Account administrators can add new users to the account. You can invite up to 100 people at a time.
  2. Anyone can invite a new user to a workspace.
  3. You can run the user integration from Planview Enterprise One™ – Portfolio and Resource Management to invite users to create an account in Projectplace.

All methods will generate and send an invitation email to the new users requesting that they register in Projectplace, which will then create new user accounts.

Your Adoption Journey

Next, you should follow the path outlined below, leveraging all the available resources to help enable your teams. Click the text of the step you'd like to complete to learn how to do it. Your CSM is here to support you along the way, so please contact them if you have any questions.

Phase 1: Get into the Product

Phase 2: Enable Native Integrations

Phase 3: Multiple Projects

Phase 4: Repeatable Projects

Phase 5: Add Partner Organizations

Estimated time: 1 hour Estimated time: 30 minutes Estimated time: 1-2 hours Estimated time: 1-2 hours Estimated Time: 20 minutes
First Login MS Teams Add 2+ workspaces with Plan and/or Roadmap 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        

Integrating Planview Enterprise One and PPM Pro

All work in Projectplace can be integrated with your Planview Enterprise One and/or Planview PPM Pro™ instance to provide visibility and alignment.  Check out these integration demos to learn more, and don't forget to reach out to your CSM to get the integration set up:  

How You Can Use Projectplace: Training and Success

To make sure you and your teams realize value from Projectplace quickly, we recommend you take advantage of these self-learning resources. Be sure to share them with your fellow team members, and don't forget to opt-in to Planview customer email communications to receive more enablement resources. Click here and fill out the quick form!

We especially want to call out our free enablement webinars — they're a great way to get started for every new user.

These self-learning resources are available to all users:

How Others Use Projectplace: Case Studies and Use Cases

Curious to learn how others are using Projectplace? Click these case studies and use cases and get inspired!

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Planview's Internal Use Cases thumbnail.JPG

Professional Services Offerings

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

  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 As agreed

Process Consulting

  As agreed

Workspace Administration Enablement

As agreed

Member Enablement

As agreed

Time Tracking Enablement

  As agreed

Workspace Template Creation (x3)

    As agreed

Team (x3) Configuration


Configuration of PP Connector (PRM / PPMP)