Learn and Share

Ask, share and support one another with ProjectPlace questions.

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5 Topics

asked in Learn and Share

SmartSheet Import

Has anyone used the SmartSheet import in ProjectPlace yet? We are vetting the possibility of replacing SmartSheet but I want to make sure it will work for our needs. What are some key takeaways those that have used it have?

100

22 days ago

pawan.rajuPlanview Falcons

published in Learn and Share

Labs Release: ProjectPlace + SharePoint IntegrationNews

We’re excited to announce that the Labs version of the SharePoint Integration for ProjectPlace is now active! 🎉This feature is designed to support customers who manage project documents and other assets in SharePoint. With this integration, Project Administrators can now link one or more SharePoint sites directly to their ProjectPlace workspaces. Once connected, project members—based on their SharePoint permissions—can view and interact with files and folders without ever leaving ProjectPlace. What’s included in this Labs release: Add SharePoint site(s) to a ProjectPlace workspace View files and folders (respecting SharePoint permission settings) 💡 Want to try it out? Reach out to your CSM or AE to get this feature enabled.

1852

5 months ago

ananyasinghPlanview Falcons

published in Learn and Share

Planview Labs – Card Mirroring in ProjectPlaceNews

We’re excited to announce the Labs release of an upcoming ProjectPlace feature – Card Mirroring!With this new capability, you can mirror cards across boards and workspaces - keeping key details like titles, descriptions, assignees, checklists, and more automatically in sync. It’s designed to reduce manual work and improve collaboration across teams and projects. Sign up today!

780

7 months ago

ananyasinghPlanview Falcons

published in Learn and Share

What's New in ProjectPlace : Feb. EnhancementsProduct Release

Hello Everyone!The ProjectPlace team has recently worked on a couple of enhancements that will improve usability, efficiency, and the overall user experience.1. Documents: Submit multiple documents for reviewUsers can now submit multiple documents for review in a single request. Each document will be assessed individually to ensure accuracy, consistency, and thorough evaluation.2. Boards: Copilot in Board DescriptionUsers can now make their board descriptions more engaging and effective with Copilot integrated into Board description's rich text editor.Refine grammar and clarity for polished and professional descriptions. Translate content into multiple languages for a broader reach. Adjust tone to be professional or casual as needed. Modify content length to make descriptions more concise or detai

540

11 months ago

SilvijaDPlanview Falcons

published in Learn and Share

ProjectPlace Product UpdateProduct update

Are you up to date on the most recent ProjectPlace releases? Here’s a quick summary of some of the most recent enhancements: Save Filters in Boards:You can now save filters in Boards so that you can easily switch between filter settings that you use frequently. You can save these filters as personal filters that are only visible to you or share the filters with other members of the workspace. Set Start Date for Document Reviews:- Specify start dates for document reviews- Control when reviews begin, ensuring optimal timing- Keep everyone informed with email and ProjectPlace notifications More updates: - Sentiment Analysis: Sentiment Analysis at the Activity Level is now available- OData: In

2741

1 year ago

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