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Manage projects › Project Workspace › Project Portfolio Management › Strategic Portfolio Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Access the Project Workspace

Learn how to navigate to the new Project Workspace and open a project in the planning page.

Before you begin

Install Project Workspace.

Role required: it_project_manager

Procedure

  1. Navigate to Workspaces > Project Workspace.

  2. Depending on the projects that you want to view, select My Projects or All Projects.

    Projects on the homepage can be viewed in card or list view.

  3. Select a project to open it in the planning page.

Image omitted: pw-planning-page.png
project-planning-page
You can access and manage Planning, Details, Financials, RIDAC, Analytics, Docs, Status Reports, and Resources using the menu that appears when you select the Projects icon. This menu is also called as Level two \(L2\) menu.

What to do next

Create a project from Project Workspace

Parent Topic:Managing projects with Project Workspace