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Planview Customer Success Center

ProjectPlace Glossary

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Account refers to the customer's instance of ProjectPlace.



Account administrator

Account administrators have the capability to manage users in the ProjectPlace account. Account administrators can view all users in the account, view which users are active, add new users, and decide which users can create new workspaces.



Account Member

All users belonging to the account.



Account Overview

The Account administration overview helps account administrators understand how the account is being utilized. It also provides different data visualizations to help maintain the account and use resources more effectively.



Account Owner

The head administrator for the account. Only account owners can add other account administrators.




Activities are used in the Plan tool to group and visualize the work that needs to be done within a specified time frame to reach your goals. Activities can be broken down into sub-activities and connected to a board's cards.



Activity Status

When all work is done, click Set activity to done. Cards connected to an activity that is marked Done will no longer be visible on any board, and can only be viewed on the activity in the Plan tool.



Archive Workspace

You can remove a workspace from the workspace list and save the workspace content and history by archiving completed workspaces. The workspace and all information within it is still accessible in the archive.




The person a card is assigned to. Multiple workspace members can be added to the assignee section on a card. When a workspace member is assigned to a card, it is displayed in My Overview.



Attach files from ProjectPlace, your local computer, and other cloud document services such as Box, Google Drive, Dropbox, and OneDrive.



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Blocked Card

You can mark a card as blocked to signal to others that work might be obstructed. When marking a card as blocked, you must specify a reason why the card is being marked as blocked.




A board is used to plan the tasks/work/cards and visualize progress. The default columns on a board are Planned, Working on, and Done, but columns can be added or renamed to support your way of working.



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The lowest level of work to be done can be represented by a card that team members take responsibility for. A card contains information about the task to perform, who is assigned to it, and the current status.



Card Dependency

Cards can be linked to each other using dependencies. A card can either be made to be dependent on another card, or have its own dependents.



Card Status

The status of a card is represented by one of several status columns where the card currently resides. Each card is moved from left to right as work progresses.



Card Templates

Card templates make it quick and easy to create frequently recurring cards which have requirements for standard information.



Chart View

A graphical representation of the progress of the work on a particular board.



When you want to break up the work on a card into smaller segments or create a list of reminders of those tasks, create a checklist.



Child Activity

Any activity created under a parent activity.




Use the Comments section of the detail pane for Cards, Documents, Milestones, and Activities to keep communication around work to be done in context and transparent.


Connect Activity

When it is time to start working on an activity, connect that activity to a kanban board where a team will get the work done.




Anyone who has created or commented on an item.


Cost Code

Cost codes are free text fields available for workspace and users to add them to cost centers in an organization.      


Cumulative Flow

The cumulative flow chart gives an aggregated view of how many cards are planned, ongoing, and done for a selected period of time, or the total number of story points estimated for these cards.



Custom Fields

Custom fields allow Workspace administrators to create additional data fields for items in the workspace, such as Cards and Documents. This enables administrators to fine-tune ProjectPlace tools to fit their needs.



Customize view

Administrators can show, hide, and rearrange columns in the list view of the Plan tool. Any changes made to the list view will be seen by all users in the workspace.           



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Departments are created as per the Organization's structure and are used to group member based on which department they belong to.




If you have an activity or milestone that needs to be completed before another activity can start, you can create a dependency between them.




An area where you can add details about a Workspace, Activity, Milestone, Card, Document, etc. Markdown is used to format the text in a description.



Document Templates

Document templates are very useful in projects where many documents of the same type are created. They are created by project administrators and can be used by any project team member to create new documents from.



Document Version

Version management is activated by default for all documents. Every update to a document will then generate a new version of the document, indicated by an increase in the document’s version number.



Due Date

The deadline for completing a card or a document review.




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External Member

All users who are members of a workspace in an account but not the internal account itself.




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Use filters to view a limited set of information in a particular view based on your filter choices. Filters are available for most tools, and filter criteria corresponds to specific tools.




Follow a card to get notifications about its progress.




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Gantt chart

The visual timeline view in the left side of the plan tool. A time plan is a graphical representation of the WBS list where you can see progress of all activities and their associated cards.




In workspaces, members can also be organized into groups that can be used to facilitate communication and restrict access to certain tools.


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Head Administrator

The workspace head administrator can transfer the responsibility for the workspace to another administrator. Additionally, the account administrator can change the head administrator for workspaces in the account.




Every action taken on an activity, milestone, or card. In the detail view, select the Show history option in the comments section to view the history of an item.



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Idle License

A user who has not logged into ProjectPlace for last 90 days.



Idle workspace

A workspace that has not been edited in any way in the last 90 days.




Inbox is where all incoming workspace requests are collected to be approved or rejected by request administrators



Instant Meeting

A zoom meeting that can be started on demand from the main navigation.



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Knowledge Base

The Knowledge Base gives additional value to workspaces created from a Workspace Template. The Knowledge Base can be used to share information and document templates to workspaces directly within ProjectPlace.



KPI Category

A grouping of KPIs to differentiate aspects of a workspace, i.e Budget and Economy, Deviations, General, or Progress.



KPI Status

A color-coded box that indicates the number of workspaces with one of the following status options: Green (work is being accomplished according to plan), amber (slight deviation or risk for deviation away from the plan), or red (major deviation from the plan.) A gray color indicates that a status has not been established.           


KPI Types

The reporting parameter a particular KPI represents, such as Date, Monetary, Numeric, Status, etc.




Workspace administrators report their project status to portfolios using a set of Key performance indicators (KPIs) that can be tailored to an organization's specific needs.




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Labels are used to differentiate different types of work. Group cards, activities and documents by their label in order to focus on one type of work at a time.




The number of seats or users that are available for an organization.



Lock Activity

Use this option to lock an activity's date in the Plan tool, so that no one can accidentally move it in the Gantt chart.



Lock Document

Use this option to lock a document, so that no one else can edit the file at the same time. When using the document app, each document will automatically be locked when you edit it, preventing others from overwriting your changes.



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People who are a part of a workspace and work together to complete tasks.



The important target dates, such as delivery dates, in the plan.



Milestone Status

Denotes whether the milestone is completed or not. Use the Set milestone as Done option to visually indicate that a milestone has been completed. 



My Assignments

When you log in to ProjectPlace, you will land on the My overview page. Here, you will find work assigned to you in the My Work tab and items (such as cards and documents) you are following in the Following tab.



My Overview

The screen that displays all work assigned to you, and all items (such as cards and documents) you are following.



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The alert that is displayed when events occur in your workspaces. Click a notification to navigate to the corresponding area in ProjectPlace (for example, if a card is due today, you can click the notification to navigate to that card.)



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Online Meetings

Use online meetings in ProjectPlace to collaborate and share your screen with colleagues, partners and customers. It doesn’t matter if they are ProjectPlace users or not, where in the world they are, or what operating system they use.




The the users' parent account that they belong to.



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Parent Activity

The activity at the top level of the WBS hierarchy is called a parent activity.



Permanent Lock

To preserve a specific version of a document, you can lock it permanently.




.If you need to restrict access to some items in a workspace, it is a good idea to do this before inviting any members. For workspace members, permissions are set using member groups. The groups can be used to restrict access to document, plan, roadmap and boards.




The Plan tool is used to break down your project into executable sections of work, and schedule them according to your organization's goals. The Plan tool has two key components: a hierarchical list of activities and milestones, and a time plan, a graphical representation of the list where you can see progress of all activities with their associated cards.




Points are used to estimate the relative size of work on a card using the planning poker estimation with points. Estimation helps the team break down work tasks into suitable sizes.




Portfolios are groups of projects working towards the same goal and objectives. As each project updates their status, the portfolio gives an overview of how work is progressing.



Portfolio Owner

A member who is responsible for a portfolio. Usually the member who creates the portfolio becomes the default owner.




A public message posted in a workspace or a team overview within the conversation tool.



Primary Assignee

The person who is responsible for the task. The name and picture of the primary assignee is displayed in the card's detail pane.



Public Documents

The public documents folder in ProjectPlace can be accessed from the Documents tool. Once the public documents folder has been published to a workspace public site, external stakeholders can use the public documents folder to access read-only documents.



Publish Request

After creating a request form, publish the form to make it available to anyone with the link. Requests forms must be published by the account administrator or a request administrator.



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Recycle Bin

Documents, folders, issues, and meetings that you have deleted are stored in the recycle bin. Items that are removed by mistake can be restored from the recycle bin.




Requests are used to capture ideas for new workspaces and tasks to be executed in ProjectPlace. Administrators view requests and choose to approve or reject them. If a request is approved, a project/activity/card is created in ProjectPlace.



Request form

Request administrators can create customized request forms that they can publish to capture new ideas. Requests forms must be published by the account administrator or the request administrators.



Request Status

An indication of the request administrator's decision regarding a request. Requests can be Pending (waiting to review request for an Approve or Reject decision), Approved (the request has been approved and a workspace has been created, or Rejected (the request has been rejected.)




Use Document Reviews to gather feedback on documents in a structured way. You can invite anyone to review a document, even if the reviewer is not a ProjectPlace user.



Review Workflow

Review workflows allow you to add multiple steps in the review process. You can establish required steps and add participants to each step. Once initiated, the review moves from one step to the next when all participants have completed the review.




Account administrators can use the Automation tab to manage automatic rules for people and workspaces. Rules are created from templates​, and account administrators can create multiple rules which may be active at the same time.           


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Search for documents, document tags, folders, boards, cards, milestones, and activities in all workspaces you are a member of (the title, description, and comments are included in the search).




ProjectPlace's share functionality is used to share a direct link to a document, card, or an activity with other workspace members.




Members who are interested in the overall progress and status of the portfolio. As a portfolio stakeholder, you can access all status information and discussions within the portfolio.




The amount of storage space for documents and other artifacts that are available for the account.



Swim Lane

The horizontal lanes on a board (such as label, assignee, due date, or activity) by which cards are grouped.



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A key word that classifies or groups documents according to topic or subject. Tagging items in ProjectPlace allows users to quickly find them via search or filters.




Groups of people that have a shared goal or objective. Teams can be competency-based (such as IT, marketing, sales, or design) or cross-functional groups of people who don't necessarily work in the same department or organization, but need to work together to complete a project.



Time Report

Time spent on activities and cards can be reported by each workspace member. Time can be reported in hours and minutes.




All the different views within a workspace which can be accessed from the top navigation.



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The Work Breakdown Structure is a hierarchical list within the Plan tool. It is used for planning projects by breaking them down into activities, sub-activities, and cards.




The Workload view visualizes the workload of members in all account workspaces. It is used to determine when a member is overwhelmed with too much work, or is being underutilized with not enough work to do.



Workload Capacity

The Capacity view summarizes the amount of work a user has been assigned each week. The values are based on the relationship between the estimated time on the member's assigned cards and their weekly capacity.



Workload Manager

Account administrators and members that have been granted access to workload information on an account or department level.



Workload Self Assessment

The Workload Self Assessment is located next to the members' avatar/initials and is represented by a color, indicating if they feel comfortable (green), under pressure (red) about their workload. A gray indicator means the user has not provided a workload self assessment. It is designed to give an at-a-glance view of who can take on more work, and who is currently overwhelmed with too much work to do.           


Workload Trends

The graph in the member's detail pane indicates the workload trend for the selected member by including the amount of cards the member is assigned to during the previous 30 days.



Workspace Administrator

Workspace administrators can set permissions to document folders and determine what tools are available in the workspace.           



A workspace is the central place where you can communicate, collaborate, plan your project or work to be done, and follow up on progress.



Workspace Manager

Workspace managers are responsible for reporting to portfolios within the workspace. When a new workspace is created, by default, the workspace manager and the workspace head administrator roles are assigned to the same person.



Workspace Overview

The workspace overview allows users to quickly and easily find important information about the workspace, and provides the work status of your project at any moment.



Workspace Status

The Status tab provides project stakeholders with details on how the project is performing. When the project status is updated, the updated status is provided to all portfolios the workspace has been added to.



Workspace Templates

Workspace templates can be used to enforce a structure, for example, if the organization uses a specific project model to maintain consistency between workspaces. It saves time for the person setting up a workspace, and team members will be familiar in any new workspace they are invited to, making working with new workspaces more efficient.



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