Working in a Project


A Project is a workplace for yourself or with others to organise and structure work in a SMART fashion with a pragmatic approach to project management. You can assure delivery by certain dates and show results visually with evidence of outcomes and enjoy automated reporting. Projects could be one off or repeated using pre-built frameworks. This guide will take you through the processes of working in your Projects. If you want to learn more about creating and administering Projects, see this help guide.


Navigating to Projects

Find Projects on the Initiatives menu on your main navigation bar

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Each Project has a set of tabs allowing easy navigation between different areas of a Project.

Project areas

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The default view when opening your project is the Headlines tab. It provides an overview of your entire project including recent updates, Activity information, KPI results and the latest Discussions. The completion status of the Project is displayed in the Headlines tab and shows the individual Phases for an at-a-glance view of progress. Click on a Phase from here to view Deliverables and Activities and complete or update them.

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From the Headlines tab, you can also Export a report about the project and progress by clicking Export (green button pictured above).


The Structure tab enables a fast and effective view of the whole Project breakdown at a Phase, Deliverable, and Activity level. This tab also allows the Project manager to adapt the structure. Please see the ‘Project Structure and Progress’ help guide for more information on the Structure tab.


The To-dos tab displays all activities and tasks associated with your project along with their status (Active/In progress/Not started) and due date.


The KPIs tab will display KPI readings associated with your Project.


The Discussions tab enables discussions to be held within the Project environment. This tab displays Discussion threads from within the Project as a whole and those that took place in specific activities.


Documents and files can be uploaded in the Documents tab to help justify and complete activities, deliverables, and phases. Any documents uploaded in the activity section can also be accessed from here.

Project Board

If the project has ‘governance’ switched on, the Project board tab is the place where you can check who the project board is, which activities require their approval and all the recent updates.

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Clicking ‘Team’ in the top right-hand corner allows you to view all team members of the Project, this is the same in all Initiatives.


The Settings tab is only accessible to Project Managers and Project Administrators. This tab enables Project details to be amended such as name, start and end date and Project settings such as Activity approval.


The ‘empathy’ graph of project performance can be used so you can monitor your perception of progress over time. To add a new reading, drag the orange slider pictured below to the percentage you require to record, and then click save. This will appear on the graph.

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The Notes area allows users to capture key points in relation to that activity. Simply add text then click Post Note to update the Note. Depending on your permissions notes can be edited or deleted; previous entries can always be found by clicking “View all notes…”

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Agree with your team members and your sponsor how frequently you will update the health check graph and notes – this is where the sponsor and other key stakeholders will look for progress. The notes and health check graph can both be found on the Headlines page.

Project Activities

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Activities are units of work within the Project Structure. You can use the Notes to capture text around the Activity, and update it before completing an Activity to demonstrate what’s been done to meet it.

Upload any supporting Documents, these will be stored here and also accessible via the Documents tab for maximum convenience.

If ‘governance’ is applied to your Activity, tick ‘submit for approval’ and then Save and Close. If ‘governance’ is not applied, tick ‘mark activity as completed’ and then Save and Close.


Whilst within a project, you can choose to only search within that project in order to filter any unwanted results from other initiatives.

Search in Project

Need further help? Get in touch...

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  • Sam Peters
  • Roy Crombleholme
  • Stuart Johnson