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Planview Customer Success Center

About Workspace Templates

Save time using workspace templates that populate new workspaces with predefined content. Workspace templates can be used to enforce a structure, for example, if the organization uses a specific project model to maintain consistency between workspaces. It saves time for the person setting up a workspace, and team members will be familiar in any new workspace they are invited to, making working with new workspaces more efficient.

If you run recurring projects, setting up a workspace template saves time. You can, for example, create a project plan with default activities and cards for detailed tasks required for each project. This not only saves time, it also serves as a reminder to plan important activities and tasks.

You can also add a predefined document folder structure, and include documents that should be used in all workspaces.

All Projectplace users can create workspace templates. A workspace template can be personal, or be available to others. Share it with colleagues, customers, and partners to minimize the time and energy spent on establishing a shared working method.

On the Templates overview, you will find valuable information and the help you need to start using Projectplace templates. 

 

Default workspace templates
Projectplace also offers several ready-to-use workspace templates. See Create a Workspace for instructions on creating a workspace from a template. Available default workspace templates include:

  • Planview SOW Consulting Template

  • Planview Recruitment Portal Template

  • Planview Event Planning Template

  • Planview Agile Marketing Template

  • Planview Product Delivery Template View best practice guide for this template

 

Partner workspace templates

  • Projectplace XLPM 1.0 (only available to customers with their account in our EU datacenter)
  • Projectplace XLPM Svenska 1.2 (only available to Swedish accounts)

These templates are also available by default and have been created together with our partner Semcon, which owns and develops the project methodology XLPM. The template is based on the project model in XLPM and provides basic support for work in projects. To take full advantage of the support in XLPM, you also need to have a license for XLPM online.

Visit Project Excellence by Semcon and read more about Semcon's offer and how you can get access to XLPM online.

 


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