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Planview Customer Success Center

Videos

Getting Started

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ProjectPlace for Product Delivery

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ProjectPlace for HR Management

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Introducing ProjectPlace

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Getting Started

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Project Teams Experience for the PMO

 

 

Tips & Tricks

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Whiteboards Hotkeys and Connections

 

 

Document Management

 

Work with Documents and Folders

 

Send a Document for Review

 

Restrict Access to Folders

 

 

 

Workspace Setup and Administration

 

Work with Members and Groups

 

Change the Head Administrator

 

ProjectPlace User Roles

 

 

 

Execution and Followup

 

Utilize the Power of Workstreams

 

Customize a Board

 

Work with Cards

 

Work with Boards

   

 

 

 

 

Planning

 

Work with the Plan

 

Utilize the Power of Workstreams

 

 

 

Account Administration

 

Manage Requests

 

Manage Workspaces in Account Administration

 

 

Communication

 

Conversations

 

Work with Meetings

   

 

Integrations

 

Use ProjectPlace with Microsoft Teams

 

Use ProjectPlace with Slack

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Portfolios to Connected ProjectPlace: Course 1

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Portfolios to Connected ProjectPlace: Course 2

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Portfolios to Connected ProjectPlace: Course 3