Project planning in Project Workspace

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read
  • Plan your projects with an intuitive Project Workspace application to achieve successful project outcomes.

    The Project Workspace application enables Project Managers to define, plan, and prioritize projects, subprojects, project tasks within a single workspace.

    The Project Workspace structures the project planning phase from defining the project dates and milestones to allocating resources, scheduling tasks, and establishing dependencies.

    The new Project Workspace is structured into these pages: Planning, Details, Financials, RIDAC, Analytics, Docs, and Status reports. The Planning page helps in creating and planning projects, project tasks, and resources. The Details page provides a comprehensive overview of the project. The Financials page helps in managing the financial aspects of the project. The RIDAC page helps in identifying, tracking, and managing risks, issues, decisions, actions, or changes throughout the project life cycle.

    Key benefits

    planning page in project workspace

    Use the planning page to organize project tasks, allocate resources, and set project timelines. As a project manager, you can:
    • Initiate new projects, define project details, objectives, and initial plans to provide a clear direction to the project team.
    • Establish the project's structure within the workspace, including creating projects, subprojects, tasks, milestones, and dependencies.
    • Define the planned start date and end date for your projects.
    • Allocate resources and analyze resource availability and utilization for projects.
    • Monitor the progress of projects, subprojects, tasks, and milestones. Track the project's overall advancement.
    • Organize and manage project documentation and make sure that all relevant files, reports, and data are easily accessible.
    • Engage in financial planning, tracking budget allocations, expenses, and financial metrics.