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Access the project workbench

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Access the project workbench

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

Before you begin

Role required: it_project_manager


Access the project workbench in one of the following ways:
From Planning Console
  1. Open a project record in project workspace.
  2. Click the Planning tab.
  3. Click 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. Click 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.