Managing projects with Project Workspace Release version: Zurich Updated July 31, 2025 1 minute to readUse the features of Project Workspace to plan and manage your project. Access the new Project WorkspaceLearn how to navigate to the new Project Workspace and open a project in the planning page.Create a project from Project WorkspaceUse Project Workspace to create a project and start planning for your project tasks.Update the project details from Project WorkspaceUpdate the details of a project to reflect the updates or changed priorities using the details page from Project Workspace.Ask project questions using the Project Answers agentUse Ask Now Assist to open the Now Assist panel and get real-time answers about your projects and sub-projects using the Project Answers agent.Generate and track project details from AI insights pageGenerate and monitor project insights directly from AI insights page in Project Workspace.Generate a project plan using project plan generation skillUse Project plan generation skill to generate a project plan from natural language input, uploaded files, or both.Generate tasks for a project using project plan generation skillUse project plan generation skill to populate an empty project with tasks by providing text input, uploading files, or both.Create an Asset Project Request from Project WorkspaceCreate a new asset project request directly from Project Workspace and associate it to a project for tracking and reporting purpose.Use Playbooks in Project WorkspacePlan your project stages and assign specific actions to each stage using Playbooks.Analyze project analytics from Project WorkspaceView the summary of a project in Analytics tab of Project Workspace.Personalize the planning page view in Project WorkspaceCustomize the display of the planning page. Choose the data you want to see on the data grid and the timeline.Create and assign project tasks from Project WorkspaceAdd new tasks for your projects and assign them to your team directly from the new Project Workspace.Create checklist items for a project taskCreate checklist items for a project task to track items to be completed in the task.Add internal project task dependencies from Project WorkspaceCreate dependencies between project tasks using the interactive UI of Project Workspace.Add external dependencies between projects from Project WorkspaceSet up a dependency between tasks of different projects using the new Project Workspace.Create and compare project baselines in Project WorkspaceCreate a schedule baseline and financial baseline of a project. A baseline is a snapshot of the project's progress at the particular moment of time.Create a status report template in Project WorkspaceCreate a custom template for status reporting in Project Workspace. Use the template to create status reports according to your specific requirements.Generate a project status report with Now AssistGenerate an AI‑assisted project status report with predicted health indicators. Now assist pre-populates project health, an executive summary, and supporting rationale based on weekly project data.Create a status report in Project WorkspaceCreate a status report in Project Workspace for your projects. Your team can view the report and be updated on project health, metrics, risks, issues, and milestones.Collaborate with stakeholders from Project WorkspaceAdd comments and attachments to the project or a project task and share them with other users of your organization. Collaborate and verify that your project is in line with your organizational priorities.Collaborate on projects using DocsCollaborate with team members, save notes, create project charters, and project briefs using Docs.Generate the summary for selected or complete content with Project doc summarization skill in Project WorkspaceQuickly learn the details of the documents from the summary that is generated by Now Assist in Strategic Planning.Schedule the project insights emailSchedule the project insights email to prioritize and track the most important changes in the project in Project Workspace.Project financials and Source-to-Pay Operations integrationRequest, track, and manage procurement requests of assets for your projects.Add a RIDAC record to a project in Project WorkspaceAdd a Risk, Issue, Decision, Action, or Request Change (RIDAC) record to your project in the Project Workspace. Adding RIDAC records enable you to keep a track of risks or issues during the project life cycle and help in analyzing the outcome of a project.Export RIDAC data from Project WorkspaceExport your RIDAC data as a file from Project Workspace. Use this file to provide RIDAC updates to external stakeholders or a wider audience. Save time by generating an export file with the latest information and avoid copying information into different files.Associate existing RIDAC records for a project in Project WorkspaceLink existing RIDAC records to one another for your project in Project Workspace. A RIDAC record stands for Risks, Issues, Actions, Decisions, and Request Changes. Keep a record of risks or issues and their outcome for analysis at project closure and planning.Convert one RIDAC record to another for a project in Project WorkspaceConvert one RIDAC (Risk, Issue, Decision, Action, and Request Change) record to another for a project in the Project Workspace. Keep a record of risks or issues and their outcome for analysis at project closure and planning. Track the risks and issues throughout the project life cycle.Generate, accept, and reject risks using risk generation skillUse generative AI to identify, generate, and manage potential risks in your project based on insights, resources, financials, and milestones.Export a project status report to Microsoft PowerPoint from Project WorkspaceGenerate a status report of your project and export it as a Microsoft PowerPoint file from Project Workspace. You can use this file to present the project status to stakeholders or to collaborate with them over risks and next steps. Save time by generating a Microsoft PowerPoint file with the latest information and avoid copying information into slides.Export a project from Project WorkspaceExport your project as a file from Project Workspace. Use this file to provide project updates to external stakeholders or a wider audience. Save time by generating an export file with the latest information and avoid copying information into different files.Closing a project in Project WorkspaceEnd the project when all tasks are completed. When you close a project, all project tasks, sub-projects, and resource assignments associated with the project are closed automatically.
Managing projects with Project Workspace Release version: Zurich Updated July 31, 2025 1 minute to readUse the features of Project Workspace to plan and manage your project. Access the new Project WorkspaceLearn how to navigate to the new Project Workspace and open a project in the planning page.Create a project from Project WorkspaceUse Project Workspace to create a project and start planning for your project tasks.Update the project details from Project WorkspaceUpdate the details of a project to reflect the updates or changed priorities using the details page from Project Workspace.Ask project questions using the Project Answers agentUse Ask Now Assist to open the Now Assist panel and get real-time answers about your projects and sub-projects using the Project Answers agent.Generate and track project details from AI insights pageGenerate and monitor project insights directly from AI insights page in Project Workspace.Generate a project plan using project plan generation skillUse Project plan generation skill to generate a project plan from natural language input, uploaded files, or both.Generate tasks for a project using project plan generation skillUse project plan generation skill to populate an empty project with tasks by providing text input, uploading files, or both.Create an Asset Project Request from Project WorkspaceCreate a new asset project request directly from Project Workspace and associate it to a project for tracking and reporting purpose.Use Playbooks in Project WorkspacePlan your project stages and assign specific actions to each stage using Playbooks.Analyze project analytics from Project WorkspaceView the summary of a project in Analytics tab of Project Workspace.Personalize the planning page view in Project WorkspaceCustomize the display of the planning page. Choose the data you want to see on the data grid and the timeline.Create and assign project tasks from Project WorkspaceAdd new tasks for your projects and assign them to your team directly from the new Project Workspace.Create checklist items for a project taskCreate checklist items for a project task to track items to be completed in the task.Add internal project task dependencies from Project WorkspaceCreate dependencies between project tasks using the interactive UI of Project Workspace.Add external dependencies between projects from Project WorkspaceSet up a dependency between tasks of different projects using the new Project Workspace.Create and compare project baselines in Project WorkspaceCreate a schedule baseline and financial baseline of a project. A baseline is a snapshot of the project's progress at the particular moment of time.Create a status report template in Project WorkspaceCreate a custom template for status reporting in Project Workspace. Use the template to create status reports according to your specific requirements.Generate a project status report with Now AssistGenerate an AI‑assisted project status report with predicted health indicators. Now assist pre-populates project health, an executive summary, and supporting rationale based on weekly project data.Create a status report in Project WorkspaceCreate a status report in Project Workspace for your projects. Your team can view the report and be updated on project health, metrics, risks, issues, and milestones.Collaborate with stakeholders from Project WorkspaceAdd comments and attachments to the project or a project task and share them with other users of your organization. Collaborate and verify that your project is in line with your organizational priorities.Collaborate on projects using DocsCollaborate with team members, save notes, create project charters, and project briefs using Docs.Generate the summary for selected or complete content with Project doc summarization skill in Project WorkspaceQuickly learn the details of the documents from the summary that is generated by Now Assist in Strategic Planning.Schedule the project insights emailSchedule the project insights email to prioritize and track the most important changes in the project in Project Workspace.Project financials and Source-to-Pay Operations integrationRequest, track, and manage procurement requests of assets for your projects.Add a RIDAC record to a project in Project WorkspaceAdd a Risk, Issue, Decision, Action, or Request Change (RIDAC) record to your project in the Project Workspace. Adding RIDAC records enable you to keep a track of risks or issues during the project life cycle and help in analyzing the outcome of a project.Export RIDAC data from Project WorkspaceExport your RIDAC data as a file from Project Workspace. Use this file to provide RIDAC updates to external stakeholders or a wider audience. Save time by generating an export file with the latest information and avoid copying information into different files.Associate existing RIDAC records for a project in Project WorkspaceLink existing RIDAC records to one another for your project in Project Workspace. A RIDAC record stands for Risks, Issues, Actions, Decisions, and Request Changes. Keep a record of risks or issues and their outcome for analysis at project closure and planning.Convert one RIDAC record to another for a project in Project WorkspaceConvert one RIDAC (Risk, Issue, Decision, Action, and Request Change) record to another for a project in the Project Workspace. Keep a record of risks or issues and their outcome for analysis at project closure and planning. Track the risks and issues throughout the project life cycle.Generate, accept, and reject risks using risk generation skillUse generative AI to identify, generate, and manage potential risks in your project based on insights, resources, financials, and milestones.Export a project status report to Microsoft PowerPoint from Project WorkspaceGenerate a status report of your project and export it as a Microsoft PowerPoint file from Project Workspace. You can use this file to present the project status to stakeholders or to collaborate with them over risks and next steps. Save time by generating a Microsoft PowerPoint file with the latest information and avoid copying information into slides.Export a project from Project WorkspaceExport your project as a file from Project Workspace. Use this file to provide project updates to external stakeholders or a wider audience. Save time by generating an export file with the latest information and avoid copying information into different files.Closing a project in Project WorkspaceEnd the project when all tasks are completed. When you close a project, all project tasks, sub-projects, and resource assignments associated with the project are closed automatically.