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Planview Customer Success Center

Create a Workspace

A workspace is the place where you can communicate, collaborate, plan your project or work to be done, and follow up on progress. You can create an empty workspace, or choose to base it on a template

To create a new workspace:

  1. Click My overview in the top navigation bar. 
  2. Click the Add workspace button in My workspaces section.
  3. Next, decide to Create a new, empty workspace or Create a workspace from a template.

To create a new, empty workspace:

Create a new Workspace Image 2b.png

  1. Click Create a new, empty workspace.

A new window appears:

Create a new Workspace image 3a.png

  1. Select the type of planning tool you want to use in the workspace, Plan or Roadmap.
  2. Complete the relevant details in the provided fields: 
    1. Type the Workspace name.
    2. Type the Cost code (if any).
    3. Use the pull-down menu to select a Department.
  3. Click Create a new, empty workspace.

To create a workspace from a template:

Create a Workspace from a Template Image 1a.png

  1. Search from one of the available templates by typing the name of template in the search field.
  2. You may choose from one of the four categories when selecting a template:
    1. Personal templates
    2. Account templates
    3. Projectplace or Global templates
    4. Partner templates

Create a Workspace from a Template Image 3a.png

  1. Complete the relevant details in the provided fields: 
    1. Type the Workspace name.
    2. Select a Project start date.
    3. Type the Cost code (if any).
    4. Use the pull-down menu to select a Department.
  2. Click Create.

Global templates are made available to both Projectplace and Projectplace Trial users who are U.S. customers from the U.S. datacenter.

If you need help getting started, learn the Projectplace basics or how to setup a new workspace.


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