January 2022

Last updated

Feb 21, 2022
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Planview ProjectPlace

ProjectPlace Fundamentals
- About Roles, Groups, and Permissions
- Find Your Way Around ProjectPlace
- Get Started with ProjectPlace
- Keep Track of Your Work
- Manage Your User Account and Settings
  - Email Notification Categories
- Planview ProjectPlace Improvement Ideas
- ProjectPlace Glossary
- Use ProjectPlace on iOS and Android
- Using Search
- Work with ProjectPlace Teams
Communication
- Communicate with Other Workspace Members
- Download conversations
- Work with Conversations
- Work with Meetings
Planning
- Work with Dependencies
- Customize the List View for Plans
- Export and print the plan
- Import a plan
- Plan and Schedule Work
- Snapshot of the Plan
- Work with the Plan
- Work with Whiteboards
Execution and follow-up
- About Work Execution and Follow-up in ProjectPlace
- Customize a Board to Fit Your Way of Working
- Download a Board
- Follow-up on Work Progress
- Hide and Delete Boards
- Introduction to Logbook
- Print a Board
- Report Time
- Restrict Access to Boards
- Copy a Board in the Same or Another Workspace
- Work with Boards
- Work with Cards
- Work with Issues and Risks
Document Management
- About Document Apps
  - Share files from Google Drive or Google Workspaces
  - Work with ProjectPlace Documents using Microsoft Office for Web
- About Document Management in ProjectPlace
- About the Public Documents Folder
- Create and Use Document Templates
- Customize the List View for Documents
- Data Loss Prevention
- Export and Download Documents
- Keep Track of Document Changes
- Manage Permissions to Document Folders
- Manage Document Versions
- Document Reviews
- Share Documents
- Work with Documents and Folders
- Work With Documents Without the Document App
- Work with Document Tags
Workspace setup and administration
- Change the Workspace Head Administrator
- Creating and Managing Workspaces
- Edit the Workspace Description
- Export a List of Workspace Members
- Keep track of changes
- Manage Custom Fields
- Manage Workspace Settings
- Restore or delete items from the recycle bin
- Work with Members and Groups
Templates
- About Workspace Templates
  - Workspace template - ProjectPlace XLPM
- Add a Knowledge Base to a Workspace Template
- Administrate Workspace Templates
- Create and Edit Workspace Templates
- Share Workspace Templates
- Work with Card Templates
- Work with Document Review Templates
- Work with Document Templates
Project portfolios
- About Portfolios in ProjectPlace
- Administrate Portfolios
- Connect a Project Workspace to a Portfolio
- Create Custom Categories for KPIs
- Create Custom KPIs for the Account
- Download Project Status Report
- Update Project Status to Portfolios
- Work with Portfolios
Workload Management
- About Workload Management in ProjectPlace
- Assess Your Workload
- Give access to Workload tool
- Set Your Capacity
- Transfer Cards Between Workspace Members (Resource Substitution)
- Work with the Workload Tool
Account Administration
- About Account Administration in ProjectPlace
- Account Administration Overview
- Divide the cost between workspaces or departments
- Enable and Manage Workspace Requests
- Export account users
- Export account workspaces
- Export time reports for the account
- Manage Account Rules
- Manage Account Settings
- Manage Business Units
- Manage Global Document Templates
- Manage storage in the account
- Manage teams in the account
- Manage Users in the Account
- Manage Workspaces in the Account
- Manage Robots in the Account
- Use SSO with ProjectPlace
Integrations
- About ProjectPlace Integrations
- Integrate ProjectPlace and Planview Portfolios
  - Portfolios/ProjectPlace Integration: Version 2
- Integrate Projectplace with Other Online Services
- Use ProjectPlace APIs
- Use ProjectPlace with DocuSign
- Use ProjectPlace with Microsoft Teams
- Use ProjectPlace with Slack (Deprecated)
- Work with the Microsoft Outlook Add-In
ProjectPlace Product Releases
- Changes to ProjectPlace's User Model
- Deprecation of SMS for two-step verification
- Recent Updates
- Top 25 FAQs You Should Know
ProjectPlace FAQ (Deutsch)
- Warum erhalte ich eine Fehlermeldung wenn ich auf einen Projectplace Link klicke?
- Was kann ich machen wenn ich die Lese - oder Bearbeiten-Option nicht erhalte?
- Was kann ich tun wenn das Projectplace Add-on blockiert wird?
- Was kann ich tun wenn mein Dokument nicht gespeichert wurde?
- Wie kann ich Administratoren ändern?
- Wie kann ich den Hauptadministrator in meinem Arbeitsbereich ändern?
- Wie kann ich den Namen meines Arbeitsbereiches ändern?
- Wie kann ich einen Ordner zu Projectplace hochladen?
- Wie kann ich eine komplette Neuinstallation der Dokument-App durchführen?
- Wie kann ich ein Board entfernen?
- Wie kann ich meinen Arbeitsbereich beenden?
- Wie kann ich meine E-Mail Adresse ändern?
- Wie kann ich mein Kennwort zurücksetzen?
- Wie kann ich Zugriffsrechte zu Boards verwalten?
- Wie kann ich Zugriffsrechte zu Ordnern verwalten?
- Wie kann ich zwei Nutzerkonten zusammenlegen?
- Wie lösche ich mein Nutzerkonto?
ProjectPlace FAQ (Norsk)
- Hva gjør jeg dersom dokumentet mitt ikke er lagret?
- Hva gjør jeg hvis Projectplace add-on er blokkert?
- Hvordan avslutter jeg et arbeidsområde?
- Hvordan avslutter jeg min brukerkonto?
- Hvordan begrenser jeg tilgang til en mappe?
- Hvordan begrenser jeg tilgang til tavler?
- Hvordan endrer jeg administratorer?
- Hvordan endrer jeg hovedadministrator i mitt arbeidsområde?
- Hvordan endrer jeg min e-postadresse?
- Hvordan endrer jeg mitt passord?
- Hvordan endrer jeg navn på mitt arbeidsområde?
- Hvordan kan jeg reinstallere dokumenthåndterings-programmet?
- Hvordan kan jeg slette en tavle?
- Hvordan kan jeg slå sammen to brukerkontoer?
- Hvordan laster jeg opp en mappe til Projectplace?
- Hvorfor får jeg en feilmelding når jeg klikker på en linke fra Projectplace?
- Hvorfor får jeg ikke valget Lese eller Redigere?
ProjectPlace FAQ (Svenska)
- Hur avslutar jag en arbetsyta?
- Hur avslutar jag mitt användarkonto?
- Hur begränsar jag behörigheten till mappar?
- Hur gör jag för att begränsa behörigheten till tavlor?
- Hur kan jag installera om dokumenthanteringsprogrammet?
- Hur laddar jag upp en mapp?
- Hur slår jag ihop två användarkonton?
- Hur tar jag bort en tavla?
- Hur ändrar jag administratörer?
- Hur ändrar jag huvudadministratören i min arbetsyta?
- Hur ändrar jag min e-postadress?
- Hur ändrar jag mitt lösenord?
- Hur ändrar jag namnet på min arbetsyta?
- Vad gör jag om jag inte får upp alternativet Läsa eller Redigera?
- Vad gör jag om mitt dokument inte har sparats?
- Vad gör jag om Projectplace desktop-appen är blockerad?
- Varför får jag ett felmeddelande när jag klickar på en länk?
ProjectPlace Support
- ProjectPlace Web to Case
- Top 25 FAQs You Should Know
System Requirements and Supported Browsers
ProjectPlace Enablement Webinars
ProjectPlace video library
Reporting
- Export Reported Time to Excel
- Reports and Charts for Following up on Work Progress
- Visualize Your ProjectPlace Data Using Power BI
  - ProjectPlace OData sets for Power BI – table descriptions

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January 5, 2022

There are no feature updates in this week's deployment.

January 12, 2022

There are no feature updates in this week's deployment.

January 19, 2022

There are no feature updates in this week's deployment.

January 28, 2022

New Activity Panel timeline view available for Boards

We have added the ability to expand the Activity panel at the top of the Board to display activities connected to the board in a timeline view. Teams working on the board can now see when work is planned to be performed and completed.

Note: The ability to expand the panel is currently limited to Boards that have fewer than 200 Activities connected.

For more information, visit Work with Boards.

New Personal Settings for Boards

We are introducing new Personal Settings options for boards:

Display Activities Panel. Shows the Activity panel and is enabled by default. The Activity panel shows Activities connected to the board.
Display Done Activities. If the Activity panel is shown, this setting will include activities set to "Done".
Display Column Legends. Use this setting to show or hide the 'Not Started,' 'Started,' and 'Finished' legend located above the columns on the board.

These settings apply only to the user and the individual board.

For more information, visit Customize a Board to Fit Your Way of Working.

Ability for Account Administrator to add email to an internal user's account

We have added the ability for an Account Administrator to add a new email address to a user account, which might be required if the user's email address has changed and they cannot log in using their old address to change it themselves.

The new email address must match one of the enforced email domains added to the account. When a new email address is added, no verification is required from the user, but a notification is sent to both the user's old primary email address and the newly added email address.

For more information, visit Manage Users in the Account

Ability to update KPI Status on mobile apps

Workspace managers on iOS and Android mobile apps will now be able to edit the KPI Status from the Status tab of a workspace on the mobile interfaces.

List with Overdue Cards for Workspace Reports on mobile apps

In the Cards Progress widget under the workspace Reports tab, a link to a list of the Overdue cards is now available. This is available on iOS and Android mobile app.

Projectplace is available on App Store and on Google play.