Administration

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This collection of courses provides Projectplace administrators with information on setting up and managing Workspaces. Also, administrators responsible for managing the Projectplace Enterprise Account will learn how to set up the account, create teams, get access to statistics, look after workspaces and storage, and manage incoming workspace requests.

2 Courses

intermediate

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Workspace Administration
Create a workspace to communicate, collaborate, plan your project or work to be done, and follow up on progress. Archive or delete workspaces when you are done.
1 Topics
intermediate
1 hour
https://success.planview.com/Training_Academy/Projectplace/Administration/Workspace_Administration
Workspace set up and Administration
Pages: 9
Creating and Managing Workspaces
Create a workspace to communicate, collaborate, plan your project or work to be done, and follow up on progress. Archive or delete workspaces when you are done.
Edit the Workspace Description
Give the team and stakeholders a common view of goals, purpose, and expected outcome.
Manage Workspace Settings
Set up access rights, change workspace settings, and publish workspace information to stakeholders.
Manage Custom Fields
Set up access rights, change workspace settings, and publish workspace information to stakeholders.
Keep track of changes
Follow changes in the workspaces, on demand, daily, or weekly.
Change the Workspace Head Administrator
Restore or delete items from the recycle bin
Use the directory
Choose if workspace information should be published in the Directory or not.
Set Up a Public Site for External Communication
Inform external stakeholders on status and progress using a public site.
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Account Administration
Learn how account administrators define the basic setup and create teams, review account statistics, monitor workspace activity and storage, manage incoming workspace requests, and manage users.
5 Topics
intermediate
2-3 hours
https://success.planview.com/Training_Academy/Projectplace/Administration/Account_Administration
Account Administration
Pages: 15
About Account Administration in Projectplace
Export account users
Manage Account Settings
Go through these settings before starting to create workspaces.
Manage Users in the Account
Keep track of and administrate users, and control who can do what.
Divide the cost between workspaces or departments
Export account workspaces
Manage storage in the account
How to know if there is enough storage, and what to do if there isn't.
Manage Workspaces in the Account
Keep control of all workspaces in the account.
Enable and Manage Workspace Requests
Use Requests to capture ideas for new workspaces to be executed in Projectplace, from within and outside the organization.
Manage teams in the account
Create and administrate teams, used to give a group of users a common overview.
About Workload Management in Projectplace
Assess Your Workload
Give access to Workload tool
Administrate who has access to the Workload tool.
Transfer Cards Between Workspace Members (Resource Substitution)
Work with the Workload Tool

Using the Members Tool
Pages: 3
Work with Members and Groups
Add members and put them in members groups, used for communication and access rights purposes.
Export a list of workspace members
Manage contacts

Working with Templates
Pages: 5
About Workspace Templates
Work with Workspace Templates
Do you need to use the same content or structure in several workspaces? Create a reusable workspace template!
Add a Knowledge Base to a Workspace Template
Share Workspace Templates
Administrate Workspace Templates

Using Portfolios
Pages: 7
Work with Portfolios
About Portfolios in Projectplace
Administrate Portfolios
Connect a Project Workspace to a Portfolio
Create Custom KPIs for the Account
Update Project Status to Portfolios
Report project status to the portfolios that the project workspace has been added to.
Download Project Status Report

Integrations with Projectplace
Pages: 5
Integrate Projectplace and Planview Enterprise
Integrate Projectplace with other online services
Use Projectplace APIs
Projectplace exposes some of its data through an Application Programming Interface (API). It allows third-party developers to develop integrations, addons and applications based on the Projectplace service.
Visualize Your Projectplace Data Using Power BI
Work with the Microsoft Outlook Add-In
Use the Projectplace app in Outlook to create cards from an email conversation.
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