Project workspace classic - Legacy

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.

The components of the workspace are:

Banner icons

The following banner icons are available in project workspace:

• Home

  The home icon (

• 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 (

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.

• Access the classic Project Workspace
  Open the project workspace to display all your projects at a single location.
• Configure parameters on project cards in Project Workspace
  Configure the parameters that are displayed on a project card in My Projects Space page of classic Project Workspace. A card shows the project summary so that project managers can quickly gauge project status and health by looking at the card.
• View project analytics in classic Project Workspace
  View the summary of a project in Analytics tab of classic Project Workspace.
• Define a project in classic Project Workspace
  Define important aspects of the selected project such as duration, estimated cost, and the net value to the organization in classic Project Workspace.
• Plan a project using planning console
  Perform the project planning such as create project schedule, make resource assignments, create baselines, and view critical path, using planning console in the classic Project Workspace.
• Track a project using project workbench
  As a project manager, track and manage a project in Project Workbench.
• Create and manage resource plans for a project
  As a resource requester, find the availability of the resources, and create and manage the resource plans for the project and project tasks in the project workspace.
• View and manage financial plans in Project Workspace
  Use the Financials tab in Project Workspace to capture the costs and benefits of a project.
• Request funds for a project in classic Project Workspace
  Request funds for your project investment to work on project activities and meet the business goals.
• Enter actuals spent in a project
  Enter actual spends in your project to track the fund utilization.
• View a project status report in classic Project Workspace
  As a project manager, view the project status reports for a project using Status Report tab in classic Project Workspace.

Parent Topic:Project Portfolio Management