Project Management – Stakeholders

Purpose

The Stakeholders feature allows teams to identify and manage the people involved in, affected by, or responsible for a project.
Stakeholders provide governance, decision-making authority, communication channels, and accountability throughout the project lifecycle.

Clearly defined stakeholders improve alignment, transparency, and project success.

Where to Manage Stakeholders

Access Path:

Project Management → Projects → Open a Project → Stakeholders

The Stakeholders tab is available when enabled in the selected Project Process.

What Is a Stakeholder?

A Stakeholder is any individual or entity that has an interest in the project or influences its outcome.

Stakeholders may include:

Internal project sponsors
Project managers
Delivery leads
Customers or client representatives
External partners

Stakeholders are informational and governance-focused; they do not represent execution work.

Stakeholders Tab Overview

The Stakeholders tab displays a list of all stakeholders associated with the project.

For each stakeholder, users can view:

Name
Role
Status
Start date
Whether the stakeholder represents a customer

This provides visibility into who is involved and in what capacity.

Adding a Stakeholder

Select Add Stakeholder to register a new stakeholder.

Stakeholder Fields

Field	Description
Is Customer	Indicates whether the stakeholder represents the customer side.
Name*	Name of the stakeholder.
Role	Role or responsibility within the project (e.g., Sponsor, Product Owner).
Status	Current stakeholder status (e.g., Active, Inactive).
Start Date	Date from which the stakeholder is involved.
Description	Optional notes or contextual information.

Available fields depend on configuration.

Stakeholder Status Management

Stakeholder statuses are configured centrally and define availability for selection.

Statuses are typically used to:

Track active vs inactive involvement
Support governance reporting
Maintain historical traceability

Status changes do not affect project execution directly but are important for documentation and oversight.

Customer vs Internal Stakeholders

The Is Customer flag helps distinguish:

Customer stakeholders – client-side contacts, sponsors, approvers
Internal stakeholders – delivery, management, or financial roles

This distinction supports reporting, communication planning, and audits.

Best Practices

Register key stakeholders at project creation
Clearly define roles to avoid ambiguity
Keep stakeholder status up to date
Identify customer stakeholders explicitly
Use the description field to clarify responsibilities

Project Management – Projects (Overview)
Project Management – Manage Project Information
Project Management – Risks
Project Management – Commercials
Project Management – Track Project Progress & KPIs

Project Management – Stakeholders