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Connected ProjectPlace process flows

Project planning process flow

Process Step Description
Create project workspace

Workspaces allow you to plan your project or work to be done and follow up as the project progresses. Create a workspace from a workspace template with a predefined structure, or create a blank workspace.

Connect the workspace to scheduled project dates and targets to provide relevant project details at a glance.

Describe and categorize project

Administrators define workspace settings within the Administration tool. Relevant project details and categorization information are captured during the workspace setup. Administrators can add custom fields to the workspace for additional data.

Plan project activities and milestones

Using the Plan tool, build a project schedule into a work breakdown structure by adding activities and milestones. Connect Boards to the plan to manage the progress of all activities and their associated cards.

The project timeline can also be displayed as a Gantt chart, subject to the working days defined when the workspace was created.

NOTE

Customers will need to enable the Portfolios to ProjectPlace connection to support Business Requests and Project Governance in ProjectPlace.