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Planview Customer Success Center

Set Up a Public Site for External Communication

Use a public site to share information with external stakeholders not using Projectplace. The public site can be protected by a password for added security.

Activate a Public Site

To activate a public site for the workspace:

  1. Navigate to a workspace you are a member of.
  2. In the workspace toolbar, click the Administration menu and select Publishing.
  3. In the Public site section, click Open settings for Public site.

    activate a public site 1 2 3.png

  4. In the new window that opens, click Public site in the Change publishing... sidebar.

    activate a public site 4.png

  5. Click the Activate checkbox to activate a public site for the workspace. 
  6. Share the web address (URL) to all stakeholders that might be interested in the information you provide on the public site.
  7. Select if you want the public site to be password protected or not.
  8. Select what content you want to publish on the public site:
    • Workspace description and logotype (if there is one) are always published. 
    • Contact information of the workspace members.
    • Milestones included in the plan connected to the workspace.
    • Public documents are documents that can be put in the special Public documents folder in the Documents tool, and can be published on the public site. Only administrators can make changes to this folder and it cannot be deleted. See About the Public Documents Folder for more information on using the public documents folder.
    • News or updates that are displayed on the public site only. 
  9. Select the language you want the public site to be displayed in.
  10. Add a list of stakeholders that can be used to notify about public site changes. 
  11. Click Save.

    activate a public site 5-11.png

Add News to a Public Site

To add news to the public site:

  1. Navigate to a workspace you are a member of.
  2. In the workspace toolbar, click the Administration menu and select Publishing.
  3. In the Public site section, click Open settings for Public site.

    activate a public site 1 2 3.png

  4. Select the News tab in the toolbar.
  5. Type a Title and Text for the update.
  6. Click Add to publish it to the public site.

    add news 3 4 5.png

Notify Stakeholders About Public Site Changes

To notify stake holders about public site changes:

  1. Navigate to a workspace you are a member of.
  2. In the workspace toolbar, click the Administration menu and select Publishing.
  3. In the Public site section, click Open settings for Public site.

    activate a public site 1 2 3.png

  4. In the new window that opens, click Notify project stakeholders about changes in the Change publishing... sidebar.

    notify stakeholders 4.png

  5. In the new window that opens, type your message and click Send. The message will be sent as an e-mail to the stakeholders defined for the public site.

    notify stakeholders 5.png

 


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