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Planview Customer Success Center

Get Started with ProjectPlace

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Do you need a helping hand to get started with ProjectPlace? This video gives you the basics.

Video: Getting Started

Free Enablement Webinars 

Get started with ProjectPlace by registering for our free enablement webinars (in English).

Workspace administrators (Runs every month)
Learn how to set up and manage your workspaces, setting you and your team up for success. 

Workspace members (Runs every month)
Learn how you can work efficiently in ProjectPlace and collaborate with your team on projects, cards, documents and more. We recommend those that attend the Workspace administrators webinar also attend this one.

Account administrators (Runs every quarter)
Learn everything you need to know to efficiently administer your organization’s ProjectPlace account.

Find Your Path to Get Started in ProjectPlace

Create a ProjectPlace account if you haven't got one already, and then select below what you want to learn more about. 

 

I am new to ProjectPlace
ProjectPlace basics for all new users.
Pages: 7
I want to learn how to use the different tools
Learn the basics of the different workspace tools (Conversations, Plan, Boards, and Documents) and connecting other productivity tools to ProjectPlace.
Pages: 9
I am going to create a new workspace
Create a workspace and invite members.
Pages: 7
I am the administrator of a ProjectPlace workspace
Manage members and groups, setup access rights, publish information to stakeholders, and use templates to simplify creation of new workspaces.
Pages: 6
I want to use ProjectPlace to plan and execute work
Plan your work in a Gantt time plan in the Plan tool, get it done using Kanban boards in the Boards tool, and follow up on work progress.
Pages: 7
I want to use ProjectPlace for documentation
Set up a document structure, work efficiently with documents, collaborate with others on documentation, and follow up on changes.
Pages: 7
I am the owner of a ProjectPlace account
Set up and manage your account.
Pages: 9
I want to understand the benefits of ProjectPlace
Get things done more efficiently. Use ProjectPlace for communication and collaboration, document management, and to plan, execute, and follow up on work.
Pages: 8

Need More Help?

Whenever you get stuck, don't hesitate to contact our support!  

If your organization needs help to get started with ProjectPlace, we would recommend you to check out our other training and consulting services.

Don’t miss out on learning more about modern project management and how to effectively get things done in our events, webinars, whitepapers, ebooks and more!

Create a ProjectPlace User Account

To get started with ProjectPlace you will get an invitation by e-mail from someone in your organization. When you have received the invitation you simply click the link in the e-mail and follow the instructions for creating a user account. If you haven´t received any invitation email please ask the person in your organization to re-invite you. 

Note: You will need to be invited to specific workspaces by a workspace administrator before having access to a workspace.

 

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