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Guide

Getting started

Use the project record to orient around scope, current work, and decisions.

  1. Sign in or create an account. Your organization and project access determine which workspaces are available.
  2. Open a project. Review its overview and use the project navigation to reach the areas available to you.
  3. Check the current scope and work. Scope, phases, tasks, and project documents provide context for ongoing work.
  4. Review before confirming. Drafts and proposed changes remain subject to the confirmation and access controls shown in the relevant workflow.

Access varies by project

Project role labels do not grant every page or action by themselves. Finance, approvals, and other restricted areas also use current membership and access settings. See Project roles for a guide to those labels.

Need help? Contact your project administrator or use the support address in the page footer.