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Planview Customer Success Center

Find Your Way Around Projectplace

My Overview

Every time you log in to Projectplace, you will land on the My overview page. This is where you will find all of the work that needs to be completed, and from here you can get to where you need to be. 

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  1. Select the Me tab to see an overview of your workspaces, boards, documents, and cards. 
  2. The Recent boards section includes a list with the boards you have most recently visited.
  3. The Recent documents section provides a list of the documents you have last read or edited. 
  4. The My workspaces tab provides a list of workspaces that you own, and the Workspaces I am a member of tab lists the workspaces you are a member of.
  5. The Today's meetings section lets you know which meetings you're scheduled to attend today.
  6. The My work tab includes a list of work assigned to you, as well as your personal tasks. Learn more about how to keep track of work
  7. The Following tab includes a list of cards you are following.
  8. The Meetings section includes a list of all your upcoming meetings.

My Teams

The My teams tab provides an overview of all of the teams you are a member of. You also create new teams within My Teams.

Learn more about Working with teams.

My Teams Image

  1. Navigate to the My Overview page and click the My teams tab.
  2. Each team includes a name, a description, and an optional avatar.
  3. The Dashboard includes the team's overdue assignments and the workload status of the team members.
  4. The Members section includes a list of members included in the team. 
  5. The Workspaces connected to the team section includes a list of workspaces connected to the team. Note that only the workspaces the team is invited to will be included in the list. Learn more by visiting Work with members and groups.
  6. The Requests section includes a list of active requests that have been sent to the team.
  7. The Team Assignments tab includes a list of the work team members are assigned to. Only assignments from workspaces the team is connected to will be displayed here. 
  8. The Conversations tab is a communications tool allowing team members to communicate with one another.

Navigating Projectplace

Use Projectplace tools and resources to help get work done. Navigate a variety of tools, workspaces, and other resources associated with your user account. 

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  1. Use the tool selector to access the following resources. Note that tool options differ between users, depending on the current plan you use and the access rights that have been assigned to you.
    • My overview helps you understand the status of you and your team's work.
    • My workspaces is the most commonly used tool - this is where you will find all your workspaces.
    • Portfolios allows users to follow up on status for a group of project workspaces.
    • Templates can be used to create a predefined structure and work method to use as a base when creating new workspaces.
    • Time reporting permits users to report time when working with cards and activities associated with a project you are working on.
    • Workload provides for the ability to follow up on the workload of account members. 
    • Requests allows account administrators to become aware of and handle incoming workspace requests.
    • Account administration allows account administrators to manage users and workspaces within the account. 
    • Online meetings helps you save time and collaborate over geographical distances.
  2. The tool indicator tells you which tool you're currently using. If you selected the Workspaces tool, the indicator is a dropdown menu where you can select any workspace of which you are a member.
  3. Search 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). You can limit the search to a specific tool (Boards, Plan, or Documents) and/or to the current workspace. By default, items in archived workspaces are excluded from the search results.
  4. Use the Knowledge center to access product help, contact support, get training, read product updates, and give feedback.
  5. Notifications provides alerts 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.) You can also set reminders on notifications, mark notifications as important, mark notifications as read/unread, and delete notifications.
  6. Your Personal menu includes settings to add a user's personal information. Users can select a variety of settings helping each user personalize the way he or she uses Projectplace. If you need to logout of Projectplace, navigate to the Personal menu.

Get to Know the Workspace

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.

An overview of project Overview that contains numbers which explains the features and information you can find.

  1. The Workspace name, purpose, and goals are found in this section. 

  2. See recent workspace member conversations in the Conversations tool. 

  3. The Meetings section displays your upcoming meetings. From here, you can click Create new to create a new meeting, or Go to Meetings to access the Meetings tool.

  4. The Milestones sections helps you review upcoming and overdue milestones. 

  5. This dashboard provides progress for both Cards and Activities. Click the Cards tab to see a summary status of cards and get the same type of information by clicking the Activities tab for activities. Hover the cursor over the legend to get more detailed information. Click the Dashboard Full View icon Dashboard full view icon.png to access a full screen view with a variety of charts providing a graphical view of ongoing work progress.

  6. The Members section identifies workspace members. Click a member's avatar to access member contact information. 

  7. The Recent documents tab includes information from the Documents tool.  You will have instant access to see those documents that have been added or edited during the last ten days. The list includes the name of the document that was added or edited, the type of edits that were made, who the edits were made by, and when the edits were made.

  8. The Ongoing activities tab review activities from the Plan tool that are currently being worked on. 

  9. The Scheduled work tab includes the work in progress from cards, issues, and meetings that are currently scheduled. 

  10. Select one of these Projectplace tools (Overview, Conversations, Plan, Board, Documents, MeetingsMembers, Status, and Administration) to get your work done.

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