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Projectplace Use Cases and Best Practices

 

Find Inspiration with Use Cases and Best Practices

Wondering how your organization best can leverage Projectplace? You have come to the right place. Here you will find use cases, best practices and user testimonials that will show you that the possibilities with Projectplace are close to endless. If you want to discuss which use case(s) that will provide most value to your organization, reach out to your Customer Success Manager or Account Representative. 

Introducing Projectplace

This short video provides an introduction to Projectplace. You'll get an overview of the main tools your teams can use to plan, execute, and collaborate on projects within Projectplace.

Duration: 5 minutes

 

 

 

           

How Others Use Projectplace: Case Studies

There are many different ways to use Projectplace, and we're here to help you explore all the possibilities, no matter how you work. Check out these customer case studies to get inspired!

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Parkview Health Case Study

The combination of Planview PPM Pro™ and Planview Projectplace™ gives Parkview Health a consolidated event management platform, replacing manual efforts with automation and customized dashboards.

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Mentor Case Study

Insight into IT resource demand and capacity helps Mentor identify when resources are being over- or under-utilized. Now, IT has hard data to justify they are working on the right projects with the right resources.

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Fifth Third Bank Case Study

Fifth Third Bank chose Planview Projectplace™ as its single source of truth for all marketing work, improving visibility into work requests and resource capacity.

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Basware Case Study

In less than a year since its launch, Basware has used Planview Enterprise and Projectplace to successfully deliver 1,146 projects with 6,303 projects under way using the new management process.

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Leading Nationwide Medical Insurance Case Study

In order to transform from a support role to a corporate asset, this leading nationwide medical insurance company PMO focused on driving business value across the enterprise, instead of simply IT.

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Global Food Processing Case Study

Standardizing with Planview solutions while embracing various ways of working gives teams the flexibility to work how they want. Now, teams have the ability to collaborate using shared data to prioritize projects and resources as they meet changing business needs.

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How Others Use Projectplace: Use Cases

Feeling inspired? Check out these use case resources and guides to get more information about how to use Projectplace for your organization or team's specific needs:

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Projectplace Use Cases Deck

To inspire and enable your transformation journey, check out this Projectplace use cases deck from Shlok Vaidya, our Director of Customer Operations and Marketing.

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Planview Using Planview Video

Watch Planview's leadership discuss how they use Planview's solutions in different ways across the organization.

Watch Now →

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Planview Internal Use Cases Deck

Want to know even more about how Planview uses our solutions? Check out this deck to see how we embody the transformation right here at Planview.

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Projectplace for HR Management Use Case Guide

Projectplace enables HR professionals to efficiently manage hiring and onboarding processes, so you can get new employees up and running quickly.

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Projectplace for Product Delivery Use Case Guide

Projectplace enables product delivery teams to plan their delivery schedules, break work into sprints, and prioritize tasks to deliver high-value products quickly.

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Project Teams Experience for the PMO

The Project Teams module of Enterprise One enables efficient management of work items, while giving teams the right capabilities to collaborate and get work done.

Read More →

 

           

Your Adoption Journey - Best Practices

Below is our recommended path to adoption. It ensures a quick and easy start, and lets you improve and evolve over time. After completing the workspace and user setup step, it's up to you to decide which tool you want to get started with first- just click the text of the step you'd like to complete to learn how to do it.

Workspace and User Setup

Owners and/or Account Administrators

Estimated time: 1-2 hours

1. Log in and find your way around Projectplace 2. Create your first workspace* 3. Assign a workspace administrator 4. Review workspace settings 5. Create member groupsdefine access rights for member groups, and invite members 6. Enable integrations

Get Started with the Plan/Roadmap

Owners and/or Account Administrators

Estimated time: 1 hour

Get Started with Boards

All Workspace Members

Estimated time: 1 hour

Get Started with Documents

All Workspace Members

Estimated time: 1 hour

*How you visualize and follow up on work progress depends on which planning method (project or roadmap) you selected when you created your workspace.
  1. Add activities and milestones to the project plan or add work packages, initiatives, and activities to the roadmap
  2. Optional: Connect plan activities to boards or connect roadmap activities to boards
  1. Create boards
  2. Customize your boards
  3. Create cards
  4. Work with cards
  5. Optional: Create card templates for repeatable tasks
  1. Download the documents app
  2. Add folders and documents
  3. Create document templates
  4. Optional: Set up document review templates

           

           

How Others Use Projectplace: Read Trusted Reviews

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