Skip to main content
Planview Customer Success Center

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!
 

ups.png

UPS Case Study

Unprecedented levels of growth bring with it new challenges. For UPS, the biggest challenge has been deciding where to invest, where to pull investments, and how to govern it all. The need for better, not bigger, governance reflected the larger need for a solution to achieving and maintaining alignment across global portfolios.

Read More →



Viessmann-logo-1024x223.png

Viessmann Case Study

In order to have a better overview of the product lines, be even more customer-centric, and, above all, establish comprehensive resource management, the Viessmann Group was looking for a central platform for portfolio and work management. There was a concrete need for action in communication, the prioritization of projects, and in the allocation of resources.

Read More →
 

           

           

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:

PPforHR.thumbnail.jpg

 

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.

Read More →

PPforHR.thumbnail.jpg

 

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.

Read More →

PPforHR.thumbnail.jpg

 

Project Teams Experience for the PMO

The Project Teams module of Portfolios 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

leankit-trustradius-01.png leankit-trustradius-02.png
leankit-trustradius-03.png csc-quote_Projectplace D.jpg