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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Project planning in Project Workspace

Plan your projects with an intuitive Project Workspace application to achieve successful project outcomes.

The Project Workspace application enables Project Managers to define, plan, and prioritize projects, subprojects, project tasks within a single workspace.

The Project Workspace structures the project planning phase from defining the project dates and milestones to allocating resources, scheduling tasks, and establishing dependencies.

Key benefits

Use the planning page to organize project tasks, allocate resources, and set project timelines. As a project manager, you can:

  • Initiate new projects, define project details, objectives, and initial plans to provide a clear direction to the project team.
  • Establish the project's structure within the workspace, including creating projects, subprojects, tasks, milestones, and dependencies.
  • Define the planned start date and end date for your projects.
  • Allocate resources and analyze resource availability and utilization for projects.
  • Monitor the progress of projects, subprojects, tasks, and milestones. Track the project's overall advancement.
  • Organize and manage project documentation and make sure that all relevant files, reports, and data are easily accessible.
  • Engage in financial planning, tracking budget allocations, expenses, and financial metrics.

  • Project task checklist items
    Track the activities that must be completed on a task using the project task checklist items.

  • Playbooks in Project Workspace
    Organize and guide project teams with Playbooks to maintain consistency, streamline projects, and keep work on track.

Parent Topic:Exploring Project Workspace