Chapter 7 / User Guide

Project workspace page (overview)

All plans
Contents

The project workspace page opens with the Manage button. The page is made up of blocks; larger blocks can be opened and closed with the Expand / Collapse button next to the heading to keep the view clear.

BlockWhat it doesPlanChapter
HeaderProject name, template, workspace, the Projects and Share project buttons, StatusAll plans8
Key figuresTasks, overdue, files, risks, open hours, milestonesAll plans
Export project documentPDF/DOCX export with a design templateAll plans15
Attention signalsAutomatic warnings (delays, risks, blockers)All plans19
Project status summaryShort AI summary for leadershipAll plans19
Funding applicationAI funding application based on the project planStandard19
Planning controlBaseline and milestone approvalsAll plans18
AI assistant and simulationsCritical path, AI summary and recommendations, what-if, meeting notesAll plans / Business19
Governance and recurring workflowDecisions, dependencies, recurring cycle, auditAll plans / audit Business17
Integrations and webhooksSending project events to external systemsBusiness21
Workflow formsStructured input forms, approvals, SLABusiness22
Schedule and Gantt chartTimeline, dependencies, progressAll plans10
Kanban boardTask workflow in columnsAll plans11
Risk registerRisks, impact, probability, mitigationAll plans12
Budget and expense linesExpenses, VAT, remaining budgetAll plans13
TasksAdding and managing tasksAll plans9
FilesUploading and downloading attachmentsAll plans14
Edit projectChanging the basic detailsAll plans8
Update contentGenerated project plan text, regeneration, deletionAll plans8
Read-only modeIf the project has been shared with you with the Viewer permission, the message "This project is open in read-only mode." is shown and the editing buttons are not available.
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