Exploring the Project Workspace
Individual project workspaces are accessed by clicking on the project name hyperlink in rows (records) on other pages such as Projects > Data or Resources > Assignments. These workspaces provide views, forms, and features that enable project teams to manage the details of their projects.
The “hamburger” icon at the upper right of the page controls which workspace detail pages are available in the navigation menu. The use of each page is described in separate articles, linked to below.
Project Info - Presents project forms for updating project attributes and status. See Project Info Page for more.
Assignments - Where skill and resource assignments are viewed, requested, and entered for the project. See Assignments Overview and its related sub-articles for more.
Output Modeler - Allows effort to be calculated based on algorithms. Article coming soon!
Status History - Shows a history of submitted status reports. See Project Status Reporting for more.
Scheduler - Allows creation and maintenance of a detailed project task schedule. See Project Task Scheduling for more.
Demand - Shows the demand summary for all projects, including areas of shortfall, allowing for a what-if analysis if selected projects are shifted forward or backward in time. See Project (Portfolio) Demand for more.
Workflow - Allows approvals and document upload notifications to be set up, tied to specific project stages. Article coming soon!
Ranking - Allows entry of project scores, such as strategic fit, financial impact, and more. See Project Ranking and Scoring. Also see Setting up Scoring and Ranking Criteria in Administration for how to configure scoring criteria.
Distribution - This allows project numbers to be allocated (distributed by percentage) to selected categories. See Project Distribution (Article Coming Soon!)
Risks and Issues - Allows the entry and maintenance of project risks and issues. See Project Risks and Issues for more.
Discussion - Allows a for comment thread associated with the project. See Project Discussion.