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Planview Customer Success Center

About ProjectPlace Integrations

✅ Planview Portfolios

ProjectPlace and Planview Portfolios can be very tightly intervowen. By integrating Planview ProjectPlace with Planview Portfolios, you connect strategic planning with day-to-day execution. Portfolio managers gain real-time visibility into progress, while delivery teams continue working in the collaborative, flexible environment they know. The result is better alignment between strategy and execution, less manual reporting, faster decision-making, and a single source of truth across the entire delivery lifecycle.. Learn more.

✅ Microsoft Office for Web

With the ProjectPlace for MS Office for Web integration, you can edit Microsoft documents 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. Learn more.

✅ Sharepoint

ProjectPlace has a bespoke integration supporting customers that leverage Sharepoint. With it, you can interact directly with SharePoint document repositories, from the comfort of your ProjectPlace home.

✅ MS Teams

ProjectPlace has an official MS Teams app - accessible directly from within MS Teams. It allows you to set up fully functional views directly into ProjectPlace from any chat, channel or team. 

✅ Zapier

To integrate with a variety of online services, use the ProjectPlace for Zapier integration. ProjectPlace's footprint in Zapier is considerable and can be used to great effect, especially to automate workflows as a power user. Zapier is not intended for enterprise integrations, but more for personal work-flows, or team-level conveniences. 

✅ Document Management Services

Link your Box, Dropbox, Google Drive, SharePoint and OneDrive files to your ProjectPlace activities, milestones, cards, and conversations. This enables you to keep everything together in ProjectPlace - your team, your work, your documents and your conversations. Learn more.

✅ APIs

ProjectPlace's APIs are extremely comprehensive. If you know what you're doing, you can accomplish wonders. Read more about our APIs here.

✅ PowerBI/OData

Nearly all of the information contained within ProjectPlace can be extracted to PowerBi or other OData compatible business intelligence tools. Read more here

✅ MS Power Automate

ProjectPlace does support a limited integration towards Power Automate - which can be used in supporting Microsoft products such as MS Teams to for example generate card notifications to channels. Our integration with Power Automate is not actively maintained however and there aren't any plans currently to increase ProjectPlace's surface into the Power Automate ecosystem.

❌ MS Outlook / Slack

(As of October, 2025)

We no longer offer integrations for MS Outlook or Slack.

 


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