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Projectplace Fundamentals


GET STARTED WITH PROJECTPLACE

 1. Last updated Feb 17, 2021
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Planview Projectplace

 * Projectplace Fundamentals
   * About Roles, Groups, and Access Rights
   * Find Your Way Around Projectplace
   * Get Started with Projectplace
   * Keep Track of Your Work
   * Manage Your User Account and Settings
     * Email Notification Categories
   * Projectplace Glossary
   * Use Projectplace on iOS and Android
   * Using Search
   * Work with Teams
 * Communication
   * Communicate with Other Workspace Members
   * Download conversations
   * Work with Conversations
   * Work with Meetings
 * Planning
   * About Planning in Projectplace
   * Work with Dependencies
   * Customize the List View for Plans
   * Export and print the plan
   * Import a plan
   * Plan and Schedule Work
   * Work with the Plan
   * Work with the Roadmap
   * Work with Whiteboards
 * Execution and follow-up
   * About Work Execution and Follow-up in Projectplace
   * Customize a Board to Fit Your Way of Working
   * Download a Board
   * Follow-up on Work Progress
   * Hide and Delete Boards
   * Print a Board
   * Report Time
   * Restrict Access to Boards
   * Copy a Board in the Same or Another Workspace
   * Work with Boards
   * Work with Cards
   * Work with Issues and Risks
 * Document Management
   * About Document Apps
     * Work with Projectplace Documents using Microsoft Office for Web
   * About Document Management in Projectplace
   * About the Public Documents Folder
   * Create and Use Document Templates
   * Customize the List View for Documents
   * Export and Download Documents
   * Keep Track of Document Changes
   * Manage Access to Document Folders
   * Manage Document Versions
   * Document Reviews
   * Share Documents
   * Work with Documents and Folders
   * Work With Documents Without the Document App
   * Work with Document Tags
 * Workspace setup and administration
   * Change the Workspace Head Administrator
   * Creating and Managing Workspaces
   * Edit the Workspace Description
   * Export a List of Workspace Members
   * Keep track of changes
   * Manage Custom Fields
   * Manage Workspace Settings
   * Restore or delete items from the recycle bin
   * Set Up a Public Site for External Communication
   * Work with Members and Groups
 * Templates
   * About Workspace Templates
     * Workspace template - Projectplace XLPM
   * Add a Knowledge Base to a Workspace Template
   * Administrate Workspace Templates
   * Create and Edit Workspace Templates
   * Share Workspace Templates
   * Work with Card Templates
   * Work with Document Review Templates
   * Work with Document Templates
 * Project portfolios
   * About Portfolios in Projectplace
   * Administrate Portfolios
   * Connect a Project Workspace to a Portfolio
   * Create Custom KPIs for the Account
   * Download Project Status Report
   * Update Project Status to Portfolios
   * Work with Portfolios
 * Workload Management
   * About Workload Management in Projectplace
   * Assess Your Workload
   * Give access to Workload tool
   * Set Your Capacity
   * Transfer Cards Between Workspace Members (Resource Substitution)
   * Work with the Workload Tool
 * Account Administration
   * About Account Administration in Projectplace
   * Account Administration Overview
   * Divide the cost between workspaces or departments
   * Enable and Manage Workspace Requests
   * Export account users
   * Export account workspaces
   * Export time reports for the account
   * Manage Account Rules
   * Manage Account Settings
   * Manage Global Document Templates
   * Manage storage in the account
   * Manage teams in the account
   * Manage Users in the Account
   * Manage Workspaces in the Account
   * Use SSO with Projectplace
 * Integrations
   * About Projectplace Integrations
   * Integrate Projectplace and Enterprise One
   * Integrate Projectplace with Other Online Services
   * Use Projectplace APIs
   * Use Projectplace with DocuSign
   * Use Projectplace with Microsoft Teams
   * Use Projectplace with Slack
   * Use Projectplace with Zoom
   * Work with the Microsoft Outlook Add-In
 * Product Releases
   * Archived Product Update Webinars
   * Important Update for SameSite Cookie Setting
   * Information About Migration of Issues to New Version
   * Projectplace is Disabling Support for TLS v1.0 and TLS v1.1
   * Recent updates
     * September 2022
     * August 2022
       * August 2022
       * Août 2022
       * Augusti 2022
     * July 2022
       * Juli 2022
       * Juillet 2022
       * Juli 2022
     * June 2022
       * Juni 2022
       * Juin 2022
       * Juni 2022
     * May 2022
       * Mai 2022
       * Mai 2022
       * Maj 2022
     * April 2022
       * April 2022
       * Avril 2022
       * April 2022
     * Archived Releases
       * December 2017
       * November 2017
       * October 2017
       * September 2017
       * August 2017
       * June 2017
       * May 2017
       * April 2017
       * March 2017
       * February 2017
       * December 2016
       * November 2016
       * July 2016
       * May 2016
       * April 2016
       * March 2016
       * February 2016
       * January 2016
       * April 2018
         * April 2018
         * April 2018
       * April 2019
         * April 2019 - Deutsch
         * April 2019 - Svenska
       * April 2020
         * April 2020 - Deutsch
         * April 2020 - Svenska
       * April 2021
         * April 2021 - Deutsch
         * April 2021 - Français
         * April 2021 - Svenska
       * August 2018
         * Augusti 2018 - Svenska
         * August 2018 - Deutsch
       * August 2019
         * Augusti 2019 - Svenska
         * August 2019 - Deutsch
       * August 2020
         * August 2020 - Deutsch
         * August 2020 - Svenska
       * August 2021
         * August 2021 - Deutsch
         * August 2021 - Français
         * August 2021 - Svenska
       * December 2019
         * December 2019 - Deutsch
         * December 2019 - Svenska
       * December 2020
         * December 2020 - Deutsch
         * December 2020 - Svenska
       * December 2021
         * December 2021 - Deutsch
         * December 2021 - Français
         * December 2021 - Svenska
       * February 2018
       * February 2019
         * Februari 2019 - Svenska
         * Februar 2019 - Deutsch
       * February 2020
         * February 2020 - Deutsch
         * February 2020 - Svenska
       * February 2021
         * February 2021 - Deutsch
         * February 2021 - Svenska
       * February 2022
         * Februar 2022
         * Février 2022
         * Februari 2022
       * January 2018
       * January 2019
         * Januari 2019 - Svenska
         * Januar 2019 - Deutsch
       * January 2020
         * January 2020 - Deutsch
         * January 2020 - Svenska
       * January 2021
         * January 2021 - Deutsch
         * January 2021 - Svenska
       * January 2022
         * Januari 2022 - Svenska
         * Januar 2022 - Deutsch
         * Janvier 2022 - Français
       * July 2018
         * Juli 2018 - Duetsch
         * Juli 2018 - Svenska
       * July 2019
         * Juli 2019 – Deutsch
         * Juli 2019 – Svenska
       * July 2020
         * July 2020 - Deutsch
         * July 2020 - Svenska
       * July 2021
         * July 2021 - Deutsch
         * July 2021 - Francais
         * July 2021 - Svenska
       * June 2018
         * Juni 2018 - Deutsch
         * Juni 2018 - Svenska
       * June 2019
         * Juni 2019 – Deutsch
         * Juni 2019 – Svenska
       * June 2020
         * June 2020 - Deutsch
         * June 2020 - Svenska
       * June 2021
         * June 2021 - Deutsch
         * June 2021 - Français
         * June 2021 - Svenska
       * March 2018
       * March 2019
         * Mars 2019 – Svenska
         * März 2019 – Deutsch
       * March 2020
         * March 2020 - Deutsch
         * March 2020 - Svenska
       * March 2021
         * March 2021 - Deutsch
         * March 2021 - Français
         * March 2021 - Svenska
       * March 2022
         * März 2022
         * Mars 2022
         * Mars 2022
       * May 2018
         * Mai 2018
         * Maj 2018
       * May 2019
         * Mai 2019 - Deutsch
         * Maj 2019 - Svenska
       * May 2020
         * May 2020 - Deutsch
         * May 2020 - Svenska
       * May 2021
         * May 2021 - Deutsch
         * May 2021 - Français
         * May 2021 - Svenska
       * November 2019
         * November 2019 - Deutsch
         * November 2019 - Svenska
       * November 2020
         * November 2020 - Deutsch
         * November 2020 - Svenska
       * November 2021
         * November 2021 - Deutsch
         * Novembre 2021 - Français
         * November 2021 - Svenska
       * November and December 2018
         * November and December 2018 - Deutsch
         * November and December 2018 - Svenska
       * October 2018
         * Oktober 2018 - Deutsch
         * Oktober 2018 - Svenska
       * October 2019
         * October 2019 - Deutsch
         * October 2019 - Svenska
       * October 2020
         * October 2020 - Deutsch
         * October 2020 - Svenska
       * October 2021
         * October 2021 - Deutsch
         * Octobre 2021 - Français
         * Oktober 2021 - Svenska
       * September 2018
         * September 2018 - Deutsch
         * September 2018 - Svenska
       * September 2019
         * September 2019 - Deutsch
         * September 2019 - Svenska
       * September 2020
         * September 2020 - Deutsch
         * September 2020 - Svenska
       * September 2021
         * September 2021 - Deutsch
         * September 2021 - Français
         * September 2021 - Svenska
   * Planview Zoom partnership - Security Statement
   * Top 25 FAQs You Should Know
 * Projectplace Support (Deutsch)
   * Warum erhalte ich eine Fehlermeldung wenn ich auf einen Projectplace Link
     klicke?
   * Was kann ich machen wenn ich die Lese - oder Bearbeiten-Option nicht
     erhalte?
   * Was kann ich tun wenn das Projectplace Add-on blockiert wird?
   * Was kann ich tun wenn mein Dokument nicht gespeichert wurde?
   * Wie kann ich Administratoren ändern?
   * Wie kann ich den Hauptadministrator in meinem Arbeitsbereich ändern?
   * Wie kann ich den Namen meines Arbeitsbereiches ändern?
   * Wie kann ich einen Ordner zu Projectplace hochladen?
   * Wie kann ich eine komplette Neuinstallation der Dokument-App durchführen?
   * Wie kann ich ein Board entfernen?
   * Wie kann ich meinen Arbeitsbereich beenden?
   * Wie kann ich meine E-Mail Adresse ändern?
   * Wie kann ich mein Kennwort zurücksetzen?
   * Wie kann ich Zugriffsrechte zu Boards verwalten?
   * Wie kann ich Zugriffsrechte zu Ordnern verwalten?
   * Wie kann ich zwei Nutzerkonten zusammenlegen?
   * Wie lösche ich mein Nutzerkonto?
 * Projectplace Support (Norsk)
   * Hva gjør jeg dersom dokumentet mitt ikke er lagret?
   * Hva gjør jeg hvis Projectplace add-on er blokkert?
   * Hvordan avslutter jeg et arbeidsområde?
   * Hvordan avslutter jeg min brukerkonto?
   * Hvordan begrenser jeg tilgang til en mappe?
   * Hvordan begrenser jeg tilgang til tavler?
   * Hvordan endrer jeg administratorer?
   * Hvordan endrer jeg hovedadministrator i mitt arbeidsområde?
   * Hvordan endrer jeg min e-postadresse?
   * Hvordan endrer jeg mitt passord?
   * Hvordan endrer jeg navn på mitt arbeidsområde?
   * Hvordan kan jeg reinstallere dokumenthåndterings-programmet?
   * Hvordan kan jeg slette en tavle?
   * Hvordan kan jeg slå sammen to brukerkontoer?
   * Hvordan laster jeg opp en mappe til Projectplace?
   * Hvorfor får jeg en feilmelding når jeg klikker på en linke fra
     Projectplace?
   * Hvorfor får jeg ikke valget Lese eller Redigere?
 * Projectplace Support (Svenska)
   * Hur avslutar jag en arbetsyta?
   * Hur avslutar jag mitt användarkonto?
   * Hur begränsar jag behörigheten till mappar?
   * Hur gör jag för att begränsa behörigheten till tavlor?
   * Hur kan jag installera om dokumenthanteringsprogrammet?
   * Hur laddar jag upp en mapp?
   * Hur slår jag ihop två användarkonton?
   * Hur tar jag bort en tavla?
   * Hur ändrar jag administratörer?
   * Hur ändrar jag huvudadministratören i min arbetsyta?
   * Hur ändrar jag min e-postadress?
   * Hur ändrar jag mitt lösenord?
   * Hur ändrar jag namnet på min arbetsyta?
   * Vad gör jag om jag inte får upp alternativet Läsa eller Redigera?
   * Vad gör jag om mitt dokument inte har sparats?
   * Vad gör jag om Projectplace desktop-appen är blockerad?
   * Varför får jag ett felmeddelande när jag klickar på en länk?
 * Projectplace Support (English)
   * Projectplace Web to Case
   * Top 25 FAQs You Should Know
 * System Requirements and Supported Browsers
 * Projectplace Training Center
 * Projectplace Enablement Webinars
 * End of Internet Explorer 11 Support
 * Videos
 * Reporting
   * Export Reported Time to Excel
   * Reports and Charts for Following up on Work Progress
   * Visualize Your Projectplace Data Using Power BI
     * Projectplace OData sets for Power BI – table descriptions

On This Page
 1. Find Your Path to Get Started in Projectplace
 2. Need More Help?
 3. Create a Projectplace User Account

Do you need a helping hand to get started with Projectplace? This video gives
you the basics.







Video: Getting Started


FIND YOUR PATH TO GET STARTED IN PROJECTPLACE

Create a Projectplace account if you haven't got one already, and then select
below what you want to learn more about. 

 

--------------------------------------------------------------------------------

I am new to ProjectplaceProjectplace basics for all new users. Pages: 7
I want to learn how to use the different toolsLearn the basics of the different
workspace tools (Conversations, Plan, Boards, and Documents) and connecting
other productivity tools to Projectplace.Pages: 9

--------------------------------------------------------------------------------

I am going to create a new workspaceCreate a workspace and invite members.
Pages: 7
I am the administrator of a Projectplace workspaceManage members and groups,
setup access rights, publish information to stakeholders, and use templates to
simplify creation of new workspaces. Pages: 7

--------------------------------------------------------------------------------

I want to use Projectplace to plan and execute workPlan your work in a Gantt
time plan in the Plan tool, get it done using Kanban boards in the Boards tool,
and follow up on work progress. Pages: 7
I want to use Projectplace for documentation Set up a document structure, work
efficiently with documents, collaborate with others on documentation, and follow
up on changes. Pages: 7

--------------------------------------------------------------------------------

I am the owner of a Projectplace accountSet up and manage your account.Pages: 9

--------------------------------------------------------------------------------

I want to understand the benefits of ProjectplaceGet things done more
efficiently. Use Projectplace for communication and collaboration, document
management, and to plan, execute, and follow up on work. Pages: 8

 


NEED MORE HELP?

Whenever you get stuck, don't hesitate to contact our support!  

If your organization needs help to get started with Projectplace, we
would recommend you to check out our other training and consulting services.

Don’t miss out on learning more about modern project management and how to
effectively get things done in our events, webinars, whitepapers, ebooks and
more!


CREATE A PROJECTPLACE USER ACCOUNT

To get started with Projectplace you will get an invitation by e-mail from
someone in your organization. When you have received the invitation you simply
click the link in the e-mail and follow the instructions for creating a user
account. If you haven´t received any invitation email please ask the person in
your organization to re-invite you. 

Note: You will need to be invited to specific workspaces by a workspace
administrator before having access to a workspace.

 

--------------------------------------------------------------------------------

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 2. * Find Your Way Around Projectplace
    * Keep Track of Your Work


RECOMMENDED ARTICLES

 1. Work with Teams
 2. Find Your Way Around ProjectplaceGet an overview of Projectplace and learn
    where to find different functions and tools.
 3. Keep Track of Your WorkKeep track of everything you need to do, including
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    more efficiently.
 4. About Roles, Groups, and Access RightsIf there is a need to restrict access
    to documents or tools, do it before inviting members.

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