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Planview Customer Success Center

Creating a workspace (users)

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NOTE

This feature/functionality is currently not available in Planview.Me Labs.

           

A workspace groups capability items, such as overview views and roadmaps, in one location for easy access by users and groups of users that are members of the workspace.

When creating a workspace, you first specify the name, description, and workspace type (for example, Workspace, Workspace group, Folder, Portfolio, and Team). You then specify its members and add capabilities and capability items, such as overviews, boards, roadmaps. 

About overviews

An overview is a view that include widgets, which display capability data in predefined formats and layouts. You can create workspace overview views that display only the capability data included in the current workspace. When you configure the widgets that display capability data, you have the option of specifying whether the data is limited to the current workspace or not.

When you add a capability item or app, the item and its related capability are both enabled by default. To hide all capability items for a capability, you can disable the capability. You might want to do this if you want to be sure that all capability items for the capability are hidden until you are finished adding them all. You can also hide individual capability items.

After you add the capabilities, you can add users or groups as members of the workspace. Workspace members automatically have access to all workspace capabilities. 

Capability Capability item or description
Connection Graph

Displays the network of relationships that connect the strategy, OKRs, portfolios, projects, teams, and resources across your organization.
Logbook Screen where you create and manage various types of logs, such as changes, risks, issues, lessons learned, and so on.
Overviews Planview.Me views
OKRs

Individual OKRs
Roadmaps Roadmaps
Whiteboard Virtual whiteboard that you use to create designs and plans while collaborating or brainstorming the same way you would using a physical whiteboard.
Work 

AgilePlace boards

           

NOTE

When you add an existing board to a workspace, the OKRs associated with the board are automatically added to the OKRs tab.

           

You can create a flat list of workspaces or a hierarchy of workspaces by creating parent and child workspaces.

 To create a workspace

  1. In the left navigation bar, click the Workspaces icon workspace.png. The list of workspaces appears.
  2. Below the workspaces list, click +Create workspace.
  3. In the Create workspace dialog:
    1. Enter a name and description.
    2. Select the workspace type.
    3. To make the workspace a child of an existing workspace, in the Parent field, select the parent workspace.
  4. Complete the workspace by adding capability items and members, and so on. For more information, see Managing workspaces.