QUICK GUIDES
Complete important tasks with confidence.
Short, practical guides help users move from purpose to completed outcome. Each guide explains the recommended workflow, the decisions that matter and the checks that prevent avoidable rework.
QUICK GUIDES
Get started
Prepare 1PM before inviting the wider organization. Complete these onboarding guides in order.
Create the onboarding team
Create or confirm the PMO and Resource Manager users who will prepare 1PM for the wider organization.
Open quick guideCreate the organization’s project model
Define the stages, sequence and exit criteria that projects will use as their shared governance framework.
Open quick guideDefine and import resources
Create or import the resource foundation that Project Managers will use for planning and allocation requests.
Open quick guideCreate Project Managers and Portfolio Managers
Add the operational users after the governance model and resource foundation are ready.
Open quick guideCreate and assign the first project
Create a real project, apply the organization’s project model and give the first Project Manager a clear starting point.
Open quick guideCreate and assign the first portfolio
Create the first portfolio, assign its manager and connect the first project to portfolio reporting and overview.
Open quick guideAdd project participants
Add existing organization users to the project team so they can work with actions in Team Workspace.
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Governance
Ongoing guides for Organization Owners, PMO and Resource Managers covering models, access, audit history and resource governance.
Update a project model
Create and activate a controlled new version without obscuring the governance history.
Open quick guideShare projects and portfolios
Grant READ, WRITE or OWNER access to the users who need to collaborate.
Open quick guideReview audit history and restore information
Understand who changed information and recover an earlier version when necessary.
Open quick guideProcess resource requests
Review project demand and approve, adjust or reject requests using the shared resource picture.
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Project Manager
From project start-up and planning to control, reporting and closure.
Create a project with AI
Turn project descriptions and supporting material into a structured project foundation that you review and own.
Open quick guideEstablish a new project manually
Create a complete project foundation when AI-assisted project creation is not used.
Open quick guideBuild the Master Plan
Create the stable delivery framework with stages, phases, tracks, activities, milestones and dependencies.
Open quick guidePlan the coming four weeks
Break selected activities into team actions and manage the near-term horizon without destabilizing the Master Plan.
Open quick guideAssign and manage team actions
Coordinate team execution through Week Planner, Kanban and Action List while keeping actions connected to the plan.
Open quick guideManage project risks
Identify, assess and reduce threats before they become project issues.
Open quick guideManage stakeholders and communication
Turn stakeholder analysis into a practical communication plan with responsibility and timing.
Open quick guideControl scope and business case
Maintain the approved foundation and assess proposed changes against expected value.
Open quick guideMonitor project cost
Follow budget, actual cost and forecast so financial deviations become visible early.
Open quick guideManage issues, changes and decisions
Keep current problems, proposed changes and important decisions visible and traceable.
Open quick guideRequest project resources
Translate planned project demand into clear allocation requests for resource management.
Open quick guidePrepare and submit a status report
Use current project information to create a consistent report without rebuilding the project story.
Open quick guidePrepare for a stage review
Assess exit criteria, delivery evidence and unresolved matters before the project moves forward.
Open quick guideClose the project
Complete delivery, handover, financial closure and learning in a controlled final process.
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Portfolio Manager
Build the portfolio, run reporting and turn information into management action.
Create and configure a portfolio
Establish ownership, projects, reporting rhythm and access for a new portfolio.
Open quick guideRun a portfolio reporting period
Open, monitor and close a consistent reporting cycle across portfolio projects.
Open quick guideUse Portfolio Overview
Turn project signals and reports into a focused management agenda.
Open quick guidePrepare a portfolio meeting
Use current portfolio information to focus meeting time on decisions, exceptions and follow-up.
Open quick guideAnalyse the portfolio
Review status, economy, risk, milestones and timelines from multiple management perspectives.
Open quick guideManage portfolio issues
Handle cross-project matters and escalations that require portfolio-level ownership.
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