ProjectPlace Use Cases and Best Practices

Last updated
Save as PDF

Find Inspiration with Use Cases and Best Practices

Wondering how your organization best can leverage ProjectPlace? You have come to the right place. Here you will find use cases, best practices and user testimonials that will show you that the possibilities with ProjectPlace are close to endless. If you want to discuss which use case(s) that will provide most value to your organization, reach out to your Customer Success Manager or Account Representative.

Introducing ProjectPlace

This short video provides an introduction to ProjectPlace. You'll get an overview of the main tools your teams can use to plan, execute, and collaborate on projects within ProjectPlace.

Duration: 5 minutes

How Others Use ProjectPlace: Case Studies

There are many different ways to use ProjectPlace, and we're here to help you explore all the possibilities, no matter how you work. Check out these customer case studies to get inspired!

UPS Case Study

Unprecedented levels of growth bring with it new challenges. For UPS, the biggest challenge has been deciding where to invest, where to pull investments, and how to govern it all. The need for better, not bigger, governance reflected the larger need for a solution to achieving and maintaining alignment across global portfolios.

Viessmann Case Study

In order to have a better overview of the product lines, be even more customer-centric, and, above all, establish comprehensive resource management, the Viessmann Group was looking for a central platform for portfolio and work management. There was a concrete need for action in communication, the prioritization of projects, and in the allocation of resources.

How Others Use ProjectPlace: Use Cases

Feeling inspired? Check out these use case resources and guides to get more information about how to use ProjectPlace for your organization or team's specific needs:

ProjectPlace for HR Management Use Case Guide

ProjectPlace enables HR professionals to efficiently manage hiring and onboarding processes, so you can get new employees up and running quickly.

ProjectPlace for Product Delivery Use Case Guide

ProjectPlace enables product delivery teams to plan their delivery schedules, break work into sprints, and prioritize tasks to deliver high-value products quickly.

Project Teams Experience for the PMO

The Project Teams module of Portfolios enables efficient management of work items, while giving teams the right capabilities to collaborate and get work done.

Your Adoption Journey - Best Practices

Below is our recommended path to adoption. It ensures a quick and easy start, and lets you improve and evolve over time. After completing the workspace and user setup step, it's up to you to decide which tool you want to get started with first- just click the text of the step you'd like to complete to learn how to do it.

Workspace and User Setup Owners and/or Account Administrators Estimated time: 1-2 hours
1. Log in and find your way around ProjectPlace	2. Create your first workspace*	3. Assign a workspace administrator	4. Review workspace settings	5. Create member groups, define access rights for member groups, and invite members	6. Enable integrations
Get Started with the Plan/Roadmap Owners and/or Account Administrators Estimated time: 1 hour		Get Started with Boards All Workspace Members Estimated time: 1 hour		Get Started with Documents All Workspace Members Estimated time: 1 hour
*How you visualize and follow up on work progress depends on which planning method (project or roadmap) you selected when you created your workspace. Add activities and milestones to the project plan or add work packages, initiatives, and activities to the roadmap Optional: Connect plan activities to boards or connect roadmap activities to boards		Create boards Customize your boards Create cards Work with cards Optional: Create card templates for repeatable tasks		Download the documents app Add folders and documents Create document templates Optional: Set up document review templates