Account Administration Last updated Save as PDF Topics Account AdministrationPages: 15About Account Administration in ProjectplaceExport account usersManage Account SettingsGo through these settings before starting to create workspaces.Manage Users in the AccountKeep track of and administrate users, and control who can do what.Divide the cost between workspaces or departmentsExport account workspacesManage storage in the accountHow to know if there is enough storage, and what to do if there isn't.Manage Workspaces in the AccountKeep control of all workspaces in the account.Enable and Manage Workspace RequestsUse Requests to capture ideas for new workspaces to be executed in Projectplace, from within and outside the organization.Manage teams in the accountCreate and administrate teams, used to give a group of users a common overview.About Workload Management in ProjectplaceAssess Your WorkloadGive access to Workload toolAdministrate who has access to the Workload tool.Transfer Cards Between Workspace Members (Resource Substitution)Work with the Workload Tool Using the Members ToolPages: 3Work with Members and GroupsAdd members and put them in members groups, used for communication and access rights purposes.Export a list of workspace membersManage contacts Working with TemplatesPages: 5About Workspace TemplatesWork with Workspace TemplatesDo you need to use the same content or structure in several workspaces? Create a reusable workspace template!Add a Knowledge Base to a Workspace TemplateShare Workspace TemplatesAdministrate Workspace Templates Using PortfoliosPages: 7Work with PortfoliosAbout Portfolios in ProjectplaceAdministrate PortfoliosConnect a Project Workspace to a PortfolioCreate Custom KPIs for the AccountUpdate Project Status to PortfoliosReport project status to the portfolios that the project workspace has been added to.Download Project Status Report Integrations with ProjectplacePages: 5Integrate Projectplace and Planview EnterpriseIntegrate Projectplace with other online servicesUse Projectplace APIsProjectplace 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 BIWork with the Microsoft Outlook Add-InUse the Projectplace app in Outlook to create cards from an email conversation. Content 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. Administration5 Topicsintermediate2-3 hoursPreviousNext
