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Planview Customer Success Center

Integrate ProjectPlace and Planview Portfolios

 

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Planview Portfolios - ProjectPlace Connector workflow

The Planview Portfolios - ProjectPlace Connector synchronizes information between Planview Portfolios and ProjectPlace. This creates a collaborative work environment that supports both structured and non-structured work, as well as cross-organization collaboration. Highlights of the Connector include:

  • A real-time, event-based connection between Planview Portfolios and ProjectPlace.
  • Connecting Planview Portfolios templates and projects with ProjectPlace templates and workspaces for streamlined work creation. 
  • A bidirectional connection between ProjectPlace card and Planview Portfolios action item field attributes. 

Planview recommends seeking assistance and guidance from Planview Consulting to support the deployment of the connector. To learn more, see the Planview Enterprise and ProjectPlace Connector documentation.


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