Access the project workbench

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Access the project workbench from the Project form or from the application navigator.

    Before you begin

    Role required: it_project_manager

    Procedure

    Access the project workbench in one of the following ways.
    OptionSteps
    From Planning Console
    1. Open a project record in project workspace.
    2. Select the Planning tab.
    3. Select the Planning Console selection arrow on the banner and select Project Workbench.
    From a project record
    1. Navigate to a project record in Details tab in project workspace.
    2. Select the Project Workbench related link.
    Note:
    If the project workbench opens with no associated sys_id or an incorrect sys_id, an error message appears. Select a project from the project choice list in project workspace banner.