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PLANVIEW PROJECTPLACE

 1. Last updated Mar 24, 2023
 2. Save as PDF
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Table of contents
 1. Training & Success
 2. Support & Additional Resourses
 3. News
 4. Feedback

Réduire toutDévelopper tout

Planview ProjectPlace

 * ProjectPlace Fundamentals
   * About Roles, Groups, and Permissions
   * 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 ProjectPlace 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
   * Snapshot of the Plan
   * 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
     * Share files from Google Drive or Google Workspaces
     * 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
   * Data Loss Prevention
   * Export and Download Documents
   * Keep Track of Document Changes
   * Manage Permissions 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
   * 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 Categories for KPIs
   * 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 Business Units
   * Manage Global Document Templates
   * Manage storage in the account
   * Manage teams in the account
   * Manage Users in the Account
   * Manage Workspaces in the Account
   * Manage Robots in the Account
   * Use SSO with ProjectPlace
 * Integrations
   * About ProjectPlace Integrations
   * Integrate ProjectPlace and Planview Portfolios
     * Portfolios/ProjectPlace Integration: Version 2
   * Integrate Projectplace with Other Online Services
   * Use ProjectPlace APIs
   * Use ProjectPlace with DocuSign
   * Use ProjectPlace with Microsoft Teams
   * Use ProjectPlace with Slack
   * 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
   * Recent Updates
     * June 2024
     * May 2024
     * April 2024
     * March 2024
     * February 2024
     * January 2024
     * December 2023
     * November 2023
     * October 2023
     * September 2023
     * August 2023
     * July 2023
     * June 2023
     * May 2023
     * April 2023
     * 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
       * April 2022
         * April 2022
         * Avril 2022
         * April 2022
       * 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
       * August 2022
         * August 2022
         * Août 2022
         * Augusti 2022
       * 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
       * December 2022
         * Dezember 2022
         * Décembre 2022
         * December 2022
       * 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
       * February 2023
       * 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
       * January 2023
       * 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
       * July 2022
         * Juli 2022
         * Juillet 2022
         * Juli 2022
       * 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
       * June 2022
         * Juni 2022
         * Juin 2022
         * Juni 2022
       * 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
       * March 2023
       * 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
       * May 2022
         * Mai 2022
         * Mai 2022
         * Maj 2022
       * 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 2022
         * November 2022
         * Novembre 2022
         * November 2022
       * 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
       * October 2022
         * Oktober 2022
         * Octobre 2022
         * Oktober 2022
       * 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
       * September 2022
         * September 2022
         * Septembre 2022
         * September 2022
   * 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 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

 

 * Product Releases
 * Video Library
 * Document Apps

 * ProjectPlace Fundamentals
 * Communication
 * Planning
 * Execution and follow-up
 * Document Management
 * Workspace setup and administration
 * Templates
 * Project portfolios
 * Workload Management
 * Account Administration
 * Integrations
 * Reporting


TRAINING & SUCCESS

We help both new and experienced users succeed with ProjectPlace.

 * Training Center
 * Professional Services
 * Video Library
 * Whitepapers and e-books


SUPPORT & ADDITIONAL RESOURSES

Access the best content to help resolve with your questions or contact support.

 * Get Support
 * FAQ
 * Apps Download Center
 * System Requirements and Supported Browsers
 * System Availability
 * Security


NEWS

A lot of things are happening at ProjectPlace. Find out what they are!

 * Important Announcements
 * Product Releases
 * Upcoming Events
 * Blogs
 * News and Press Releases


FEEDBACK

Post your ideas on how ProjectPlace can be improved. Vote and comment on ideas
from other users.

 * ProjectPlace Ideas


 1. Back to top
 2. * Videos
    * ProjectPlace Fundamentals


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