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Planview Customer Success Center

ProjectPlace Training: Workspace Essentials

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Course Description

Workspace Essentials training for Planview  ProjectPlace is an immersive, interactive class that teaches everything you need to know to work efficiently in ProjectPlace and collaborate with your team on projects, documents and action items.

This course provides mastery of the core activities required to plan upcoming work, visually communicate important work progress, as well as uploading and maintaining documentation. This course a prerequisite to several courses in the ProjectPlace course catalog.

Planview Projectplace Workspace Essentials Training Class.pdf

Learning Objectives

At the end of this course students will learn how to:

  • Familiarize yourself with the general navigation and functionality
  • Communicate with other Workspace members
  • Keep track of work with Kanban boards and cards
  • Work with documents and folders
  • Collaborate with other Workspace members
  • Understand the different board roles and access levels

Learning Level


Initial class taken in a broad subject area, introduces concepts

Foundational product knowledge advised


This course is ideal for Workspace Members who are new to the ProjectPlace platform, and/or who will be responsible for managing work information through Kanban boards and cards.


1 Half-day Segments Virtual


  • Introduction to ProjectPlace
  • User Account
  • My Overview
  • Workspaces
  • Conversations
  • Work with the Plan
  • Work with Boards 
  • Work with Cards
  • Documents and Folders


  • Familiarity with Kanban concepts and principles


Private on-site or virtual training is also available


Contact us for more information!