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.

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.

Administration

5 Topics

intermediate

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