Films


Administration of Accounts

Project Office - Who sees what?

Introducing Project Office tools in Projectplace. Learn which tools are available for which level of access.

Account Administration Overview

Find out how to modify the settings of your Enterprise Agreement with Projectplace. For Account Administrators.

Managing users in Project Office

The Project Office tool allows Account Administrators to manage the account users.  Here's where you learn how!

Managing Projects in Project Office

Learn how to get an overview of the Projects in a Projectplace Enterprise Agreement


Administration of Projects

Access Rights

Transparency is beneficial, but sometimes you need to be able to restrict information from certain project members.  Here's how to manage your access settings via project groups

Customising a Board

How to change the name, status colums, labels and workflow of a board, making it entirely customisable to fit your team's way of working

Access Settings on Boards

Ensure that the right people see the right Kanban Boards in your project.

Changing the Head Administrator

Learn how to change the Head Administrator of a project in Projectplace.

Update invoice address

Learn how Administrators can update the invoice address in Projectplace.

Project Timeline

Get acquainted with the project timeline that lets you keep track of project steps and schedule work to complete project deliverables.

Who is responsible for new Issues?

Are you a project administrator? Learn how to customise settings for the Issues tool and define who will receive email notification when a new issue is logged in the project

External Project Site

Keep external stakeholders informed with updates and other relevant information. Note that this film shows an older Projectplace Interface.  The functionality for the Project Site remains the same.


Boards

An Introduction to Boards

Introducing the revolutionary Boards tool, empowering your team and increasing efficiency in project teams - based on Kanban philosophy

Working on a Board

What to do to assign work/when you are assigned work, how to take ownership, engage other colleagues and mark the work cards as complete.

Customising a Board

How to change the name, status colums, labels and workflow of a board, making it entirely customisable to fit your team's way of working

Access Settings on Boards

Ensure that the right people see the right Kanban Boards in your project.


Communication

Conversations

Optimise communication for all your project work, providing a central hub with powerful @-referencing and content searching tools

Online Meetings

Share your screen with up to 100 participants, providing a platform to hold meetings online with colleagues, clients and stakeholders from any geographical location.

Tagging Conversations

How to categorise posts in the Conversations tool by use of '#' tagging

External Project Site

Keep external stakeholders informed with updates and other relevant information. Note that this film shows an older Projectplace Interface.  The functionality for the Project Site remains the same.


Documents

Documents

Learn how to work with Documents, sharing content with your team.  Powerful tools exist here such as version control and document reviews, ensuring effective document management processes in your project

Document Manager

Learn how to use Document Manager, the Add-on in Projectplace that enhances document handling for Mac users and non-Internet Explorer users.

Working without add-ons

Learn how to work with documents in Projectplace without using our Plug-in or Document Manager.


Getting Started

Projectplace - all in one place

Plan, work with documents and communicate with Projectplace.

Projectplace in 60 Seconds

Get acquainted with projectplace in just 60 seconds.

Conversations

Optimise communication for all your project work, providing a central hub with powerful @-referencing and content searching tools

Issues Introduction

Introducing the benefits of the Issues tool

Project Timeline

Get acquainted with the project timeline that lets you keep track of project steps and schedule work to complete project deliverables.

Projectplace Interface & Social Planning features

A quick introduction to Projectplace's interface and social planning features.


Issues

Issues Introduction

Introducing the benefits of the Issues tool

Who is responsible for new Issues?

Are you a project administrator? Learn how to customise settings for the Issues tool and define who will receive email notification when a new issue is logged in the project

How to work with an Issue

Here's how you work with issues and assign them to colleagues for their attention.

Logging Issues in a Project

Something going wrong?  Something in need of attention?  Here's how to log an issue in Projectplace, possible for ANY PROJECT STAKEHOLDER whether they are a Projectplace user or not.

Search and Export Issues

Narrow down the search across the project's issues and export your results into an Excel file.  Quick and easy for reporting!


Meetings

Meetings

Find a consenus on a meeting time that suits everyone.  Send Meetings from Projectplace to sync with your personal Outlook Calendar

Online Meetings

Share your screen with up to 100 participants, providing a platform to hold meetings online with colleagues, clients and stakeholders from any geographical location.


Mobile Apps

iPad App

Read and review Projectplace documents while on the move and stay involved by working with the Cards on the Boards that track the daily work in the project.

Digital Kanban Boards

Engage your project colleagues with visualised planning features via browsers and tablets


People

Members & Contacts

Who is involved in the project? Who are the project stakeholders?  Who is internal, who is external?  Invite members and learn how to communicate more effectively.


Planning

An Introduction to Boards

Introducing the revolutionary Boards tool, empowering your team and increasing efficiency in project teams - based on Kanban philosophy

Working on a Board

What to do to assign work/when you are assigned work, how to take ownership, engage other colleagues and mark the work cards as complete.

Project Timeline

Get acquainted with the project timeline that lets you keep track of project steps and schedule work to complete project deliverables.

Digital Kanban Boards

Engage your project colleagues with visualised planning features via browsers and tablets


Templates

Templates Administration

Learn how to edit and administrate Templates. Share them with colleagues, change Head Administrator, edit the contents of your Templates and more.

Create a new template

Templates are used to roll-out some pre-defined content in new projects.  Re-use the folder structure, planning hierarchy and other relevant information to make new project creation a much smoother process

Start a new project based on a Template

Once your template has been created and updated it's time to create new projects based on the content of your template!