Skip to main content

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)

 

đź’ˇ Want to try it out? Reach out to your CSM or AE to get this feature enabled.

Sign up here to become part of our Labs program and get early access to SharePoint integration, you'll be the first to experience this feature and provide feedback directly to our product team.
 

​@pawan.raju  ​@ananya 
First, it's great that we can now use SharePoint directly from within PP…. BUT…
We are experiencing some difficulties with the adoption of SharePoint integration…

Below are some of the key user feedback on the UX…

  1. We have sites with many folder levels, and every time you click on the SharePoint tab, you get back to the list of sites and have to click many times to re-navigate the site structure to get to the folder where you previously were… This needs a lot of clicks and is not very user-friendly. The SharePoint page should be as we last left it, so we don’t need to waste time clicking every time. This means that users won’t use it.
     
  2. How do you quickly attach/link a document to a card? In the past, a simple drag-and-drop was enough. Now, we can’t even paste the document SharePoint URL and have to navigate our entire SharePoint domain to find the document and link it to the card… Could we have a button/menu on the SharePoint page to link the doc with a card directly from the page? How do you attach a document to a card quickly?

Please let me know if you have any Tips on how to do all this quickly (with a minimum amount of clicks)?
So that I can train my users on this.
Thank you

Terms of UseCookie settingsAccessibility statement
All Data Subject Access Requests (DSARs), and requests of “Do Not Sell My Personal Information” according to the CCPA, must be submitted through the Planview DSAR portal located here

Planview has appointed a Data Privacy Officer (DPO) to be responsible for overseeing our Privacy Management Program and related privacy compliance measures. DPO can be contacted at privacy@planview.com