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Using Project workbench - Legacy › Using Project Management › Project Management › Project Portfolio Management › Strategic Portfolio Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

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

Procedure

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

Parent Topic:Using Project workbench - Legacy

Related topics

Components of project workbench

Project calculation

Managing Project workbench

Using Project workbench - Legacy