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Planview Customer Success Center

Work with ProjectPlace Documents using Microsoft Office for Web

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Using the Microsoft Office for Web feature, you can edit Microsoft documents (i.e. Word, PowerPoint and Excel) in a web browser without having to install the software on your computer. Multiple users can simultaneously edit a document in a live co-authoring session, where you will be able to see changes users are making to a document in real-time.

In order for this feature to be available to all account users, it must be enabled for the account.

Enable the MS Office for Web Integration

Only Account administrators can change third-party software settings.

To enable the MS Office for Web integration for your account:

  1. Click the tool selector  in the top navigation bar and select Account Administration.
  2. On the Overview tab, click the More menu Settings Icon.png and select the Third party software data access option.

    third party document repo menu option.png

  3. In the window that appears, find the Third party software data access section and click the toggle to the on position.
  4. Select the Enable Microsoft Office for Web option.
  5. Click Save. The feature is now enabled for your account and will be available across all workspaces with documents.

    enable ms office for web 3 4 5.png

Edit Documents Using MS Office for Web

To edit a document in ProjectPlace using MS Office for Web:

edit documents using ms for web.png

  1. Select a Microsoft document in ProjectPlace (i.e. Word, PowerPoint or Excel) to open the details pane.
  2. Click Open.
  3. Select the Open using Microsoft Office for Web option.
  4. Click OK.
  5. When you are finished editing the document, simply close the browser tab. All your changes will be saved in ProjectPlace, and a new version of the document is created automatically.

Privacy and Customer Data Processing 

Microsoft Office for Web is a third-party integration with ProjectPlace. When working with third parties, we follow the highest standard of security to protect the confidentiality and privacy of our customers' data:

  • The integration with Microsoft Office for Web is encrypted.
  • The document is temporarily moved to Microsoft for the editing session.
  • Once the editing session is over, the document is solely retained in ProjectPlace. 

 

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