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Planview Customer Success Center

ProjectPlace Training: Workspace Essentials



Course Description

Workspace Essentials training for Planview Proectplace is an immersive, interactive class that teaches everything you need to know to work efficiently in Projectplace and collaborate with your team on projects, documents and action items.

This half-day course provides mastery of the core activities required to plan upcoming work, visually communicate important work progress, as well as uploading and maintaining documentation. This course a prerequisite to several courses in the Projectplace course catalog.


Learning Objectives

At the end of this course students will learn how to:

  • Familiarize yourself with the general navigation and functionality
  • Communicate with other Workspace members
  • Keep track of work with Kanban boards and cards
  • Work with documents and folders
  • Collaborate with other Workspace members
  • Understand the different board roles and access levels


Planview Projectplace Workspace Essentials Training Class.pdf


This course is ideal for Workspace Members who are new to the Projectplace platform, and/or who will be responsible for managing work information through Kanban boards and cards.

Foundational product knowledge advised.


Program Level

Beginner (Level 1)

Initial class taken in a broad subject area, introduces concepts

1/2 day


  • Introduction to Projectplace
  • User Account
  • My Overview
  • Workspaces
  • Conversations
  • Work with the Plan
  • Work with Boards
  • Work with Cards
  • Documents and Folders

Class Duration: 1/2 Day On-site, or 1 Half-day Segments Virtual


  • Review the Getting Started online course
  • Familiarity with Kanban concepts and principles


Private on-site or virtual training is available.

Please contact Planview Training Requests for a quote.