Project Management – Projects (Overview)

Purpose

The Projects feature is the central workspace of the Project Management module. It allows organizations to create, organize, track, and control projects throughout their entire lifecycle — from initial setup to execution, monitoring, and closure.

Projects act as the main container that brings together work items, milestones, risks, resources, financials, and progress indicators, ensuring full visibility and structured project governance.

Access Path

Project Management → Projects

What Is a Project?

A Project represents a structured initiative with defined objectives, timelines, resources, and financials. Each project is configured using a predefined Process, which determines:

The project methodology (Waterfall, Agile, Hybrid, etc.)
Available features (milestones, risks, billing, sprints, resource management, etc.)
Work item types and allowed statuses
Reporting and KPI availability

Once created, a project becomes the operational hub for execution and monitoring.

Projects Landing Page

The landing page provides a consolidated view of all projects accessible to the user.

Key elements include:

Project Name
Assigned Process
Current Status (e.g., Not Started, In Progress)
Action menu for additional operations

Available actions:

Create a new project
Open an existing project
Refresh the list
Apply filters and sorting
Export project data
Customize visible columns

This page is designed for quick access and high-level portfolio visibility.

Project Structure Overview

When opening a project, the interface is divided into two main areas:

1. Project Header

The header contains the project’s core configuration and identity fields, such as:

Project name and type
Timezone and work calendar
Assigned process
Status and priority
Project managers
Financial stakeholders
Company and currency context

These fields define how the project behaves and how it integrates with other modules.

2. Project Detail Tabs

Below the header, project information is organized into dedicated tabs, each focusing on a specific management area:

Summary – High-level KPIs, overdue items, upcoming deadlines, and progress indicators
Baselines – Snapshots of project planning for comparison over time
Work Items – Tasks, phases, issues, and other execution elements
Milestones – Key checkpoints and deliverables
Billing Plan – Financial milestones and invoicing structure
Risks – Identification, assessment, and mitigation tracking
Stakeholders – Internal and external project participants
Commercials – Cost, revenue, margin, and effort overview
Resource Manager – Resource allocation and workload planning
Additional Information – Descriptions and supporting documents

Each tab is activated or configured based on the selected project process.

How Projects Are Used

In practice, teams use projects to:

Plan and structure work using work items and milestones
Assign responsibilities and resources
Monitor progress, deadlines, and risks
Control costs, billing, and margins
Maintain a single source of truth for all project-related information

Projects ensure alignment between planning, execution, and reporting.

Project Management – Process (Overview)
Project Management – Process: Core Configuration
Create a Project
Manage Work Items
Manage Backlogs
Manage Sprints
Sprint vs Backlog

Project Management – Projects (Overview)