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Planview Customer Success Center

About Document Apps

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With our document apps ProjectPlace for Mac and ProjectPlace for Windows, working with documents in ProjectPlace is almost as easy as if they were located on your computer.

Click the document title to open a document and select either the Edit or Read only options. The document opens in the appropriate program and if you selected the Edit option, you can get to work right away. When you are done, close the file and it automatically saves within ProjectPlace. It’s as simple as that!

The document apps also gives you easy access to ProjectPlace. Just click the ProjectPlace icon in the tool bar to launch ProjectPlace and automatically log in.

When you have the app in place, learn more on how to work with documents and folders. 

Download

  Download ProjectPlace for Windows

 Download ProjectPlace for Mac

If you use two-step verification or login with single sign-on via your company network, you must login using an app password.

Contact ProjectPlace support if you run into problems when installing or using the document apps.  

Install ProjectPlace for Windows

You must have a Windows computer with Windows 7 or higher to use ProjectPlace for Windows.

To install ProjectPlace for Windows: 

  1. Download the ProjectPlace for Windows installation file and open it.
  2. Click Install in the installation dialog box.
  3. Once the installation is successful, the ProjectPlace login window will appear.
  4. Log in to ProjectPlace with your email address and password.
  5. Depending on your settings, you may have to do one of the following to complete your login:
    • If you are using two-step verification, log in using your app password.
    • If you use single sign-on via your company network, select the SSO option.
  6. ProjectPlace for Windows is ready to use!

Install ProjectPlace for Mac

You must have a Mac computer with OS 10.9 or higher to use ProjectPlace for Mac.

To install ProjectPlace for Mac. 

  1. Download the ProjectPlace for Mac installation file.
  2. Double-click the installation file once it is downloaded.
  3. In the new window that opens, double-click the ProjectPlace icon.
  4. Log in to ProjectPlace with your email address and password.
  5. If you are using two step verification then you must login using an app password. This can be generated in the user settings in ProjectPlace service.
  6. If you use single sign-on via your company network, select the SSO option to complete the login. 
  7. ProjectPlace for Mac is ready to use!

Troubleshooting Tips

Performing a Clean Re-install of the Document App

If your ProjectPlace Document App is not running correctly, you can try reinstalling it.

To reinstall the ProjectPlace Windows Document App:

  1. Uninstall ProjectPlace for Windows.
  2. Press the Windows key + R.
  3. Paste the following text: %appdata% 
  4. Click OK.
  5. Locate the ProjectPlace folder on your computer.
  6. Delete the ProjectPlace folder.
  7. Restart your computer.
  8. Install the latest version of ProjectPlace for Windows from the ProjectPlace Download Center.

To reinstall the ProjectPlace Mac Document App:

  1. Uninstall ProjectPlace for Mac.
  2. Select the Go menu when in the Finder.
  3. Press and hold the alt key on your keyboard.
  4. Click the Library menu item.
  5. Open the Application Support folder.
  6. Locate the ProjectPlace folder.
  7. Delete the ProjectPlace folder.
  8. Restart your computer.
  9. Install the latest version of ProjectPlace for Mac from the ProjectPlace Download Center.

Issues Accessing Read or Edit Versions of Documents

If you don't get the Read or Edit option when opening a document, it is possible that you have not yet installed the ProjectPlace document add-on. If you have installed the add-on, you might not get the Read or Edit option because the add-on is not working or it is blocked. The instructions below should help you troubleshoot if the add-on is not working properly.

To get these options, the ProjectPlace document add-on has to be installed and running.

Ensure the Add-on is Working

  1. Right-click on the ProjectPlace icon pp-removebg-preview.png.
  2. If multiple options appear, the add-on is properly installed. 

Windows users: The ProjectPlace icon is located at the bottom, right corner of the display, though it might be hidden under the arrow. 

Mac Interface - ProjectPlace Icon.png

Mac users: The ProjectPlace icon is located at the top, right corner of the display and is always visible.

Verify If You Are Logged In

Right-click the ProjectPlace icon ProjectPlace Icon.png and select Log in. Here you can log into the add-on with the same email address and password you use when logging in from the browser.

If the login option doesn't appear, choose Preferences. This will allow you to check whether you are logged in with the correct email address.

If you log in with Single sign-on or if two-step verification is activated for your user account, you will need to use an app password to complete the log in process.

Add-on Installed But Not Working

For Windows Users:

  1. Launch the task manager, then press CTRL+ALT+DEL.
  2. Navigate to Processes.
  3. Locate ProjectPlace.exe.
  4. Right-click and select End Task.
  5. Close the Task Manager.
  6. Click the Windows start button
  7. Search ProjectPlace for Windows in your program list and click the ProjectPlace icon to launch.

For Mac Users:

  1. Click the ProjectPlace icon ProjectPlace Icon.png.
  2. Select Quit.
  3. From the OS X Finder, select the Applications folder.
  4. Double-click the ProjectPlace for Mac icon to launch.

If re-launching the add-on does not resolve the issue, try reinstalling the add-on.

Working with a Blocked ProjectPlace Add-On

A blocked add-on could be the result of a proxy, firewall, anti-virus software, or browser settings.

Proxy

If you are working on a company network that uses a proxy, add the Server Address and Port number to the ProjectPlace add-on. This information can be obtained from your company’s IT department.

The following instructions only apply to the ProjectPlace for Windows add-on.

Make sure https://projectplace-local.com is added as an exception in your Proxy server.   

           

NOTE

Proxy Auto-Configuration Scripts (PAC) is not supported.

           

  1. Right-click the ProjectPlace for Windows icon pp-removebg-preview.png from the taskbar. Click the Show hidden icons arrow, if the ProjectPlace icon is not visible.
  2. Click Preferences.
  3. Select the Network tab.
  4. Click the Use proxy checkbox and add the necessary information.

Changes to the Proxy password are indicated by a notification that there is no Internet connection. To resolve, click the notification and update the password.

The ProjectPlace for Windows add-on uses port 54402. The port used can be set manually by right-clicking the ProjectPlace for Windows icon in the taskbar. Select Preferences/Advanced and set a port number between 1024 – 66535.

Firewall

When using a firewall, ensure that traffic is permitted for:

 

If none of the above steps can get the ProjectPlace app working, try adding Google's DNS or your preferred public DNS service provider to your network settings. Steps are listed here.

If you need an MSI file to install ProjectPlace for Windows, please contact ProjectPlace Support.

Recovering a Document

If open a document in Edit mode and the changes you made have not been saved to ProjectPlace:

  1. Make sure you have the ProjectPlace add-on installed.
  2. Locate the document on your computer:
    1. Windows: C:\Users\<your Windows user name>\ProjectPlace\Downloads
    2. Mac: /Users/<your Mac user name>/ProjectPlace/Downloads
  3. Upload the document manually on ProjectPlace web as a version to the document.

You can also right-click the ProjectPlace App icon ProjectPlace Icon.png from the Windows Taskbar (or Mac Launchbar). Select Preferences and in the window that appears, click the Open folder button. If the document is not located in the ProjectPlace/Downloads folder, go to the Downloads or Recent Documents folder of the application the document was created in (e.g. Microsoft Word, Microsoft Excel, etc). If, however, the document is not saved in ProjectPlace or found on your local computer, it is likely that the document is not saved and in that case, cannot be recovered or restored.

Contact us

If you continue to have issues getting the add-on to work, Please contact ProjectPlace Support.

           

NOTE

ProjectPlace for Mac and ProjectPlace for Windows need to be manually updated whenever you want to install to the latest version.

           

 

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