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Planview Customer Success Center

Projectplace Professional Services

Projectplace provides a set of professional services to enable you and your team to team to drive business outcomes from Projectplace’s powerful collaboration tools. These services include:

  • Onboarding Services
  • Consulting Services
  • Free Enablement Webinars

Give your entire team the knowledge they need to succeed!

A Tailored Approach

Choose the service delivery that suits you, both our onboarding services and our consulting services can be customized. All our consultants are Projectplace experts and can consult you on how to build your company’s processes in Projectplace. Your assigned consultant will call you before the delivery to understand your specific requirements. 

Our Projectplace services are mostly delivered online via Zoom meetings and allow people to join in from different locations. 

On customer request, Projectplace services can be delivered onsite, both at the customer site and at our offices. 

Please contact us for more information or to sign up for our services. 

Projectplace Express Onboarding

A 6-step implementation plan, that enables you to implement Projectplace successfully in your organization. During the first step of this Express Onboarding the assigned consultant will discuss any required customizations based on your experience level and needs. The full Express Onboarding consists of 10 hours of professional services.

Target: New customers or new teams within existing customers. 

Delivery: Online (or Onsite)

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Contact us to sign up: 

  • North America: sales-insidesalesna@planview.com
  • EMEA:  emea.sales@planview.com

Process Consulting or Tailored User Training

A 4-hour consulting package designed to help you envision your processes within Projectplace. The 4 hours may also be used for user training customized to your company’s processes.

Target: Existing customers (or new customers not in need of a full Express Onboarding) 

Delivery: Online (or Onsite)

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Contact us to sign up: 

  • North America: sales-insidesalesna@planview.com
  • EMEA:  emea.sales@planview.com

Free Enablement Webinars

Enablement webinar for Projectplace Workspace Members

With this basic webinar for Workspace Members, you will learn everything you need to know to work efficiently in Projectplace and collaborate with your team on projects, documents and action items.

Level: Basic

Duration: 2 hours (1.5 hours presentation + 30 minutes Q&A)

Cost: Free of charge. Read more and sign up

Enablement webinar for Projectplace Workspace Admins

With this webinar for Workspace Admins, you will learn everything you need to know to be able to create and manage workspaces that set you and your team up for success.

Level: Admin

Duration: 2 hours (1.5 hours presentation + 30 minutes Q&A)

Cost: Free of charge. Read more and sign up

Enablement webinar for Projectplace Account Admins

With this webinar for Account Administrators, you will learn everything you need to know to efficiently administer your organization’s Projectplace account.

Level: Account admin

Duration: 1.5 hours (1-hour presentation + 30 minutes Q&A)

Cost: Free of charge. Read more and sign up