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Planview Customer Success Center

Divide the cost between workspaces or departments

Do you work in an organization that has a lot of different departments or workspaces? We understand that a cost like the one using ProjectPlace needs to be divided and charged for in separate departments or workspaces. Therefore we have made it possible for the account administrator to divide costs for different departments and workspaces.

There is only one invoice for the whole organization, but in ProjectPlace the account administrator can find information about how much each department or workspace should be charged.

Divide cost between departments

To be able to see how much each department should pay, all members of the workspace must have a department set. If the members haven't done this themselves, the account administrator can set or change this for them.

To see cost divided on departments: 

  1. Click on the tool selector MyOverview.jpg in the top navigation bar, and select Account administration and then People
  2. Use the filter button in the upper left corner to filter the user list on each department. If needed, you can export the filtered view to Excel by clicking on the cogwheel in the upper right corner and selecting Export.

(For now, we have a bug in ProjectPlace that makes the view empty in Excel. You can workaround this by removing the filter in Excel and creating a new filter for the Department column.)

See how to add departments and change departments for users.

Divide cost between workspaces

To see cost divided on workspaces:

  1. Click on the tool selector MyOverview.jpg in the top navigation bar, and select Account administration
  2. Choose Workspaces.
  3. You can see how many users each workspace should be charged for on the Detail pane.

 


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