ProjectPlace

Hello Projectplace Community, one inquiry I had is whether Copilot within Projectplace (AI Chatbot) has the same sort of implementation that it does with portfolios in terms of how it manages it’s data processing (i.e sending data back to copilot post-inquiry). We’re quite strict on how our data is managed and when the copilot feature initially came to Portfolios we took it back to our CSM and they notified us that our data does not get stored in a dedicated server, it will feedback into copilot and thus we disabled that functionality. If the feature in Projectplace does the same then we will most likely be unable to make use of the functionality once again. Any and all thoughts are appreciated. 

Hi, I am new in Project Place and I wonder if someone can explain the following…in the wbs breakdown I can see there are activities created which looks like more a “grouping” activity than the activity itself. I mean, look at the attachment. The activity 3.1 has a left icon similar to the activity 3, while the activity 3.1.1 has a different green icon (like the big majority of all others).Why exactly? If I want to create a new activity, for example, 2.1 under the activity 2, how can I add a new one but not with the green icon, but with the same activity 2 icon like in the picture?   

We’re excited to announce the Labs release of Anvi Chat in ProjectPlace — bringing the power of Planview Anvi, our generative AI assistant for connected work, directly into project planning.In ProjectPlace, Anvi Chat helps Project Managers assess progress, anticipate risks, and take timely action to keep work on track.Ask Anvi questions like:Which tasks are at risk of delay based on the current plan? Which dependencies could impact this project? What actions should I take to keep the plan on track?With this capability, Project Manager and team members can save time, detect risks early, and prioritize work more intelligently—driving stronger outcomes and improving delivery across the organization.Join the Labs program to be among the first to experience Anvi Chat in ProjectPlace and unlock smarter, faster project management with AI.

We’re excited to announce the Labs release of enhancements to the Boards List View in ProjectPlace — designed to simplify board management with clearer visuals, smoother navigation, and streamlined interactions.These updates make it easier to perform inline edits, switch between tabs, sort and filter items, and keep a clear, structured view of your work.Sign up here to join the Labs program and be among the first to explore this enhancement. You’ll also get the chance to share feedback directly with our product team.Note: Planview Labs is Planview’s innovation hub for new ideas, products, and capabilities across the Planview Platform. Planview Labs is an early access program for testing and providing feedback about new, potential capabilities that Planview product teams are considering for the future.

The new quarterly ProjectPlace customer enhancement campaigns have launched. Please visit PlanviewIdeas, select the product line for your idea, and submit your enhancement ideas.  Ideas submitted will be reviewed for the March 2026 planning cycle. As always you can find more information at the Planview IdeaPlace Campaign Headquarters. Thanks!

In a Project Place Template, updates were made and I need to remove activities that were once associated with the board.  It is very clear how to add the plan activities, but I was not able to find a reference to remove a plan activity.  I want to remove the “gray” activities.  Any direction is very much appreciated.  Joe. 

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.

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! 

Hello.  Is there a configuration setting with Project Place documents to force that documents be checked out and checked in?  We have as part of project specific documentation for active portfolio projects were we would like to have only check in and check out capability for our “quality” documents.  If there is customer solution documentation that I can be referred to - that input would be greatly benificial.  Thank you.

I’m getting an “Invalid parent wbs reference” when importing a CSV file to an existing ProjectPlace plan.  WBS 21.4 exists as an Activity in the Plan.  I want to import activities under 21.4 so my line items in my CSV file are number numbered “21.4.1”, 21.4.2”  (and so on) in the CSV file.  There are no extra spaces nor any periods at the end.  What am I doing wrong?

I understand how to make a copy of a board in a PP Template.  I have not figured out how to “paste” that into the other PP Template workspace.  The help on this topic says it is possible, but it does not give the instructions on how to “paste” that copied board.  Thank you...

Some of our workspaces have 100+ cards in them.  Now that assignees can group their “My Work” by Dependencies in their “My Overview” it has helped our assignees immensely.  However our PMs are left hunting through their workspaces to see which assignees have cards that are ready for work “With done dependencies” so that they can follow up.  They can’t go by due dates, as often certain channels of flow in the workspace get behind so the card could be past due but not yet ready for work as it is waiting for the card(s) it is dependent on.  We have submitted 2 ideas to help with this:Done dependencies filter on Boardhttps://projectplaceideas.spigit.com/workandcollaboration/Page/ViewIdea?ideaid=3243Update Sorting options on Teams Page to match Home Overview

I have multiple activities assigned to me and I've created multiple cards per activity to break down the tasks required to complete the activity. How can I assign a priority to each activity and to each card to ensure I'm always working on the highest priority tasks at any given time? Example: - Activity: Proof-of-Concept Server Build (Priority: LOW)    + Card: Gather specs for server (Pri: 1)    + Card: Deploy PoC Server, IP Address, Hostname, Domain Join (Pri: 2)    + Card: Configure User/Group access, Network/FW rules (Pri: 3)    + Card: Install software, tools, copy files/folders (Pri: 3)- Activity: Disaster Recovery Exercise (Priority: MED)    + Card: Determine apps in scope, timeframe, assets required, budget, testing needed (Pri: 1)    + Card: Assign team contacts, tasks for each team, deadlines & milestones (Pri: 2)    + Card: Build exercise platform, server/network deployments, backup/replication jobs (Pri: 3)

HiMaybe I’ve missed this, but I can not seem to see the due date of cards on the timeline Gannt. I got this response from AI saying the cards are visible (which they are below), but want to see them on the timeline similar to the view in Portfolios. Here is the best view I can produce. In the example I want to see the card due date of 4 October on the timeline. Is this possible? 

I have a user that would like to create template cards with child / parent relationships and then be able to duplicate the pairings. Is there a way to do this with automation or another method?

A couple of weeks ago, somebody managed to switch off the ‘Use ProjectPlace’ global setting which supports the syncing of PP cards with Portfolios (we’re still trying to work out how this happened...)That’s left us with 2 weeks worth of card updates which haven’t flowed through to Portfolios.  Many of these cards are now closed so will never be touched again.Does anyone know - Is there a way to force-sync ProjectPlace cards to update Portfolios actions?

We work very intensively with Kanban boards and the cards. The cards are usually assigned to several employees who work on the topics and work them out. For our daily work, we would very much like to be able to open the cards in a separate window, or at least to be able to adjust the size more variably in order to have better visibility of the content and thus significantly improve the work.  The lack of functionality for modern formatting of the texts in the cards generates little acceptance of the tool among our users. Every user has understandable expectations when it comes to formatting text, which are currently not met in the slightest, or only with great difficulty. (btw: formatting functionality in this text box is great!)Modernizing the cards and thus significantly improving the user experience is a high priority for us with regard to Projectplace as an accepted company-wide solution. We believe that we are not alone in this, as other customers ce

We are looking to move/import a large amount of stories created in Jira into a ProjectPlace workspace.  What is the best way of going about doing that without having to recreate them all one by one? Thank you,Kirsten

Hello, good afternoon.We were unable to identify the reason why the [Daily Trend Snapshot] application does not generate the information for all projects.What depends on whether some projects generate information and others do not?

Hello Everybody,I understand that:If there is a Cost Rate, calculate the costsIf Billing Rate this calculates the income.Then, when a resource reports hours:The costs of those hours are calculated with the Cost rate. This is OKHowever, the income is not calculated with the Billing rate. I found no Configuration Options to make this happen.

Hello Community,When following the instructions on the "Visualize Your ProjectPlace Data Using Power BI" page, I noticed there are no guidelines on how to connect Power BI when using SSO. Does anyone know how to configure this?Thank you.