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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 the tool selector tool selector new nav.png and select the Workspaces tool.

    create new workspace 1.png

  2. From the Workspace menu, select the + Add workspace option.

    add workspace menu.png

  3. In the New workspace window, you can choose to create a new, empty workspace or create a workspace from a template.

    blank or template.png

Create a Workspace from a Template

To create a workspace from a template:

  1. Click Create a new, empty workspace.

    Create a new Workspace Image 2b.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 dropdown menu to select a Department.
  3. Click Create.

    Create a new Workspace image 3a.png

Create a Workspace from a Template

To create a workspace from a template:

  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 1a.png

  3. 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 dropdown menu to select a Department.
  4. Click Create.

    Create a Workspace from a Template Image 3a.png

 

 

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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