ResourceFirst 8.5 Knowledge Base

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Project Workspace Overview

This article describes the Project Workspace, where project managers can plan and update their projects and stakeholders can access project attributes and objects.

Accessing an Individual Project Workspace

Individual project workspaces are accessed by clicking on the Project Name cell in rows (records) on pages such as Project Data or Assignments or Demand.


On the Project Data page, click on the project name and then on the drill down arrow to the right of the name to drill down to the individual project workspace. On most other pages, the project name text is a hyperlink which causes drill down on click.

Below is an image of a Project Workspace:


The hamburger icon at the upper right of the workspace page controls which detail pages (i.e., tabs) are available in the navigation menu. The use of each page is described in a separate article. An index is below the image.

Project Info – Displays project forms for updating project attributes and status. See Project Info Page.

Assignments – View, create, and request skill and resource assignments for the project. See Assignments and Allocations Overview and its related sub-articles.

Financials – View, create, and request financial assignments for the project. See Project Financials.

Output Modeler – Define effort for the project based on algorithms. (Article coming soon!)

Status History – Display the history of status submissions and baselines in most recent first order. All project fields can be displayed on this page in addition to submitter, submit date, and baseline name. See Project Status Reporting.

Audit – Displays the history of changes to fields the customer requests PDWare to track. There is currently no limit to the number of changes displayed on this page. See Project Audit.

Scheduler – Create and maintain a detailed project task schedule. See Project Task Scheduling.

Demand – Displays a chart and a table (grid) of demand and shortfall for the workspace project. The table also has a row for calculated allocation. See Project Demand (coming soon).

Workflow – Define a workflow for approvals and notifications tied to specific project stages. (Article coming soon!)

Ranking – Enter scores for project criteria, such as strategic fit, NPV, financial impact, and more. See Project Ranking and Scoring. Also see Setting up Scoring and Ranking Criteria in Administration for how to configure scoring criteria.

Distribution – Specify percent distribution of project forecast and actual financials to selected categories. See Project Distribution.

Events – Enter and update project risks, issues, outcomes, and other events. See Project Events, Risks and Issues.

Documents – Upload documents associated with the project. See Project Documents.

Discussion – Enter comments in the comment thread associated with the project. See Project Discussion.

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