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Planview Customer Success Center

SharePoint

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Introduction

Organizations that rely on SharePoint to manage their project documentation can now integrate SharePoint sites directly into their ProjectPlace workspaces. This powerful enhancement streamlines collaboration by bringing SharePoint content into the heart of project execution, eliminating the need to switch between platforms.​

With this integration, Workspace Administrators can easily connect one or more SharePoint sites to their workspace. Team members can then access and interact with project-related files and folders, all while staying within the ProjectPlace environment and adhering to the permissions already set in SharePoint.​

SharePointsync.png

Enable SharePoint Integration

To enable SharePoint integration, the Workspace Admin should:​

  1. Navigate to the Administration section from the top toolbar​.

  2. Select Tools from the dropdown menu​.

  3. Check the SharePoint option to activate the integration​.

  4. Once enabled, a SharePoint tab will appear in the navigation toolbar for easy access.​

Configure SharePoint sites

To configure SharePoint sites:

  1. In the Tools section (next to the SharePoint option), click the Edit button.​

  2. A configuration window will open, allowing you to manage your SharePoint sites.​

  3. Log in using your organization’s SharePoint credentials.​

  4. Once logged in, you will see a list of up to 25 SharePoint sites.​

  5. To add a different site, use the search bar to find it by name.​

  6. From the Sync column, select the enable icon next to the sites you want to connect to the workspace. You can sync up to 5 sites per workspace. Click the Save button to save your site configurations​

  7. Under the Added by column, you can also view who configured the site.​

  8. Admins can choose a different site as needed at different times, but the site limit will always remain 5. If you wish to enable another site, you will need to disable the previously selected site(s) to stay within the limit.​

View and navigate through SharePoint files

To view and navigate through SharePoint files​:

  • Once the SharePoint sites are configured, you can view them under the SharePoint tab.​

  • You can navigate through the sites, folders, and individual documents from the list view.​

  • Click on the site or folder to view the corresponding files within the selected site and folder.​

  • Clicking on any individual files will redirect you to the corresponding SharePoint file, where you can access its full contents, make edits, and update the files as needed.​

Upload files

To upload files:

You can upload one or multiple files to SharePoint directly from within ProjectPlace.

  1. Click the Upload icon in the SharePoint view.

  2. Choose one of the following methods:

    • Click Choose File to browse and select documents from your computer.

    • Drag and drop files directly into the upload area.

  3. Click OK to confirm and upload the files.

Filter SharePoint files

To filter SharePoint files​:

  1. To filter your view, click the Filter icon in the SharePoint files view.

  2. Refine your results by:

    • Searching by name – enter keywords to quickly locate documents.

    • Filtering by file type – select from options such as Word, Excel, or PDF.

  3. Select the desired filter options and click Apply to update your view.