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Getting Started (Enterprise)

Projectplace in 45 Seconds

Get acquainted with projectplace in just 45 seconds.

Getting started with Projectplace

In only 7 minutes you will get at quick overview of Projectplace and it´s navigation.

Conversations

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


Mobile Apps (Enterprise)

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


Communication (Enterprise)

Conversations

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


Planning (Enterprise)

Gantt charts

Visualize your goal and the plan to get there with a shared timeline.


Kanban boards (Enterprise)

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.

Customize 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.


Documents (Enterprise)

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

Restrict access to folders

Learn how you can restrict access to folders.

Send a document for review

Learn how you can send your document for review.

How to install Projectplace for Mac

With our document app Projectplace for Mac, working with documents in Projectplace is almost as easy as if they were located on your computer.

How to install Projectplace for Windows

With our document app Projectplace for Windows, working with documents in Projectplace is almost as easy as if they were located on your computer.


Issues (Enterprise)

Issues Introduction

Introducing the benefits of the Issues tool

How to work with an Issue

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

Manage settings in Issues

Learn how to manage settings in Issues.

Create Issues in a project

Learn how to create Issues in a project.

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 (Enterprise)

Meetings

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


Templates (Enterprise)

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!


People (Enterprise)

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.


Administration of Projects (Enterprise)

Customize 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.


Administration of Accounts (Enterprise)

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 an Enterprise account

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