Define, plan, track, and monitor your projects from a single location. View status reports and KPIs to take further actions for the project.

Important:

Classic Project Workspace is being prepared for future deprecation. It will be hidden and no longer available for installation but will continue to be supported. For details, see the Deprecation Process [KB0867184] article in the Now Support knowledge base. Use new Project Workspace with enhanced UI to help you efficiently manage your projects.

Projects in the My Projects Space page

The project workspace overview page — My Projects Space — displays projects as cards based on filter criteria. A maximum of the 200 most recently updated projects appear on the page. Clicking a card opens the project in the project workspace. You can configure the information that is displayed on a card.

Figure 1. Project cards on the My Projects Space page
Screenshot for project cards on the My Projects Space page

The components of the workspace are:

Banner icons

The following banner icons are available in project workspace:

Home
The home icon (Home icon.) enables you to return to the list of project cards on My Projects Space page.
Project choice list
The choice list displays the projects that you can select to open in project workspace. The projects in the choice list appear based on the filter criteria applied in My Projects Space page.
Project checklist
The checklist icon (Checklist icon.) helps you to build the checklist of activities that must be completed in a project.

Tabs in the project workspace

The project workspace comprises of the following tabs described at a high level:

Analytics
The Analytics tab provides analytics on project aspects such as open risks, open issues, and delayed milestones.
Details
The Details tab opens the project form and enables you to define important aspects of the project.
Planning
The Planning tab opens the project in the planning console. The tab also enables you to navigate to Project workbench and track your project in the workbench.
Resources
The Resources tab enables you to find resources, and create and manage the resources plans for the project and project tasks. The tab is available only to a project manager.
Financials
The Financials tab displays breakdowns of cost components of a project: planned cost, estimated returns, allocated budget, cost plans, and benefit plans. You can create baselines and compare baselines from this tab to track changes occurring during execution of project or demand.
Status Report
The Status Report tab displays the project status reports.
Figure 2. Project workspace example
Project workspace example