Set up and configure

Hybrid Delivery Adoption Pathway

2. Set up and configure

Configure the Portfolios-ProjectPlace connector

Note: for the steps to activate Planview Admin to support the implementation of connected Planview products, see Overview of Planview Admin.

Step	Role	Description	Resources
Introduction to the Portfolios-ProjectPlace connector	Planview administrator Portfolio manager Project manager Team member	Understand the Portfolios-ProjectPlace connector workflow	Webinar: Maximizing Value: Joining the dots between Project planning and Delivery: Portfolios + Connected ProjectPlace
Overview of the Portfolios-ProjectPlace connector	Planview administrator	Understand the benefits of connecting governed work in Portfolios to a collaborative workspace in ProjectPlace, and how the connector syncs cards and activities in ProjectPlace to work in Portfolios
Request and install the connector	Planview administrator	Request installation of the connector and review the attributes the Portfolios-ProjectPlace connector creates
Validate and test the connector	Planview administrator	Validate and test the connector using one of two methods

Best practices for configuring the Portfolios-ProjectPlace connector

Configure a connected Portfolios-ProjectPlace template

Configuring connected templates for hybrid delivery using connected Portfolios-ProjectPlace streamlines the creation of connected projects, standardizes information shared across products, and drives better reporting at the portfolio level.

Step

Role

Description

Configure a connected Portfolios-ProjectPlace template

Planview administrator

Create a project in Portfolios under the Parent of WBS templates. Fill out the work breakdown structure (WBS).

Assign a user to the ProjectPlace head workspace administrator.

Sync the project with ProjectPlace (creates a connected ProjectPlace workspace template).

Note: the Sync with ProjectPlace attribute must be enabled for this option to be available.

Configure a connected Portfolios-ProjectPlace workspace template

Step

Role

Description

Resources

Configure the connected ProjectPlace workspace template

Planview administrator

Fill out all of the desired information and details in the ProjectPlace workspace template.

Add boards, create cards, create a document structure, create groups such as external members with group permissions, and associate project activities to the boards and cards.

Best practices and important information for configuring connected templates

Compare – when ProjectPlace manages the plan: ProjectPlace vs. Portfolios plan functionality

Creating a scripted dialog lifecycle step is a best practice to automate the creation of connected projects. As part of this step, you will choose whether to manage the plan (WBS) in Portfolios or ProjectPlace. This table provides a comparison of plan functionality in ProjectPlace vs. Portfolios when you choose to manage the plan in ProjectPlace.

	ProjectPlace	Portfolios
Plan is read-only	No	Yes
Start/finish dates are editable	Yes	Only if there are no activities or tasks in the WBS
Capture baseline	Yes, as a snapshot	Yes
Revert baseline	No	No
Run the critical path	No	No
Assign and edit resources	Yes – card assignee	Yes – reserve, allocation, authorization
Create milestones	Yes	No
Create or update action items (cards/tasks)	Yes	No
Create, update, and delete activities	Yes	No
Report time	Yes	Yes
Change ownership of the plan	Yes, if no dependencies	Yes, if no dependencies
Set an activity to Done	Yes	No
View card details	Yes	Yes
View activity status and progress	Yes	Yes
Plan supports dependencies	Yes, Finish-Start	No
Add cards (tasks) directly in the plan	Yes	No
Edit the schedule and backlog	Yes	No
Partial plan sync from Portfolios	No	No
Run progression	Yes	Yes

Create a scripted dialog lifecycle step to apply the template

Step	Role	Description
Create a scripted dialog lifecycle step to automate the creation of connected projects	Planview administrator	Configure a new scripted dialog lifecycle step that automatically applies the connected template to a project and syncs the project with ProjectPlace. The scripted dialog will also determine whether the plan is managed in Portfolios or ProjectPlace (see next step).
Choose to manage the plan in Portfolios or ProjectPlace	Planview administrator	Select the option to manage the plan in Portfolios or manage the plan in ProjectPlace. When the plan is managed in Portfolios, there are no changes to plan functionality in Portfolios. When the plan is managed in ProjectPlace, the plan becomes read-only in Portfolios. This comparison table details which plan functionality is disabled in Portfolios when ProjectPlace manages the plan.
Apply the connected template to a project	Planview administrator	Create a new project to test and run the script. The script should apply the connected template to the Portfolios project, create a connected ProjectPlace workspace with all the template elements, and ProjectPlace cards create corresponding action items that are added to the plan in Portfolios.
Monitor project status and progress	Planview administrator	Monitor and update the project schedule; look for indicators of issues.

Best practices for creating a scripted dialog

Adding a scripted dialog to a lifecycle step or creating its own lifecycle step automates the application of the connected template to a Portfolios project and the creation of the connected ProjectPlace workspace.
Ungoverned or ad-hoc work initiated in Portfolios or ProjectPlace will not flow through the lifecycle step and will not have the connected template automatically applied.
When ProjectPlace manages the plan, work in ProjectPlace can be pushed into Portfolios, but the project manager can continue to manage the plan in ProjectPlace.
For a connected template to be successfully applied to a corresponding ProjectPlace workspace, the following must be true:
- The connected template is actively synced with ProjectPlace (Sync with ProjectPlace = Yes).
- The connected template is the first template applied to a Portfolios project.
- The connected template has at least one task or activity in the plan.

Configure the Project Collaboration Dashboard

Before users can access the Power BI tiles for the Project Collaboration Dashboard in Portfolios, an administrator must configure the proper tabular model and job streams. After the initial configuration, administrators can modify the out-of-the-box Power BI report to customize the dashboard's report for their users.

Note: if you need additional customization to align the tabular model to your specific needs, such as new alternate structures or custom fields, contact your Planview Managing Consultant or Customer Success Manager to work with Planview Global Reporting Services (GRS).