Access the new Project Workspace

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Learn how to navigate to the new Project Workspace and open a project in the planning page.

    Before you begin

    Install Project Workspace.

    Role required: it_project_manager

    Procedure

    1. Navigate to Workspaces > Project Workspace.
    2. Depending on the projects that you want to view, select My Projects or All Projects.

      Projects on the homepage can be viewed in card or list view.

    3. Select a project to open it in the planning page.
      project-planning-page

      You can access and manage Planning, Details, Financials, RIDAC, Analytics, Docs, and Status Reports using the list that appears when you select the Projects icon. This list is also called as Level two (L2) menu.

    What to do next

    Create a project from Project Workspace