Projectplace
by Planview
Collaborative project management tool with boards, plans and document sharing.
- Category
- Productivity & Collaboration
- Type
- Project management
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- OAuth 2.0
02Data
What you can sync.
- Projects
- Boards
- Cards
- Activities
- Documents
- Users
Track Projectplace projects next to the business results they serve, in DataPrism BI and AI Minds.
Need more? Name any other Projectplace data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- OAuth 2.0 (client ID, client secret, refresh token)
Projectplace uses OAuth 2.0 (client ID, client secret, refresh token). You add the credentials once, when the AI asks for them, and it tells you where to create them in Planview if you need help.
04How it works
How it works in DataMind.
-
Pick Projectplace.
Open Lake, pick Projectplace in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Projectplace API docs.
-
Answer a few questions.
The AI reads the Projectplace documentation, then asks which credentials you will use, which data to sync (for example projects and boards), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Projectplace data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
