Exploring Project Management

concept australia Updated Sep 10, 2026 5 min read exploring-project-management.md
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Create, view, and manage projects using Project Management (PM) application.

Project Management overview

A project is any planned, collaborative effort that is designed to achieve an objective. The Project Management application not only helps you plan and track projects, it integrates with other applications.

There are several paths available to manage a project. The best path usually depends on business needs. The phases in the graphic are designed to get a project up and running with the minimum amount of effort.

[Omitted image "Project_phases.png"] Alt text: Project phases

Project Management benefits

Benefit Feature Users
Starting a project Start a project after setting up the project, populating it with tasks, and assigning resources. it_project_manager
Create a project task from a project Create project tasks from project form. it_project_manager
Create baseline of a project Capture planned dates of all tasks and milestones of a project using baseline. pps_admin
Create a milestone Use milestones to mark key dates in your project, such as key decision points, approvals, and holidays. it_project_manager
Create a monetary benefit plan for a project Capture the benefits accrued by the project when the project is executed by creating monetary benefit plan. it_project_manager
Create a non-monetary benefit plan for a project Capture the non-financial benefits accrued by the project when the project is executed by creating non-monetary benefit plan. it_project_manager
Create a project cost plan Create a cost plan to specify the unit cost of a cost type for a fiscal period. it_project_manager
Adding RIDAC records for a project Create Risk, Issue, Decision, Action, and Request Change records (RIDAC) and identify issues or risks for your project. it_project_manager
Applying templates to projects Create, save, and reuse project structure using project templates. it_project_manager
Adding external dependencies for projects Use an external dependency to set up a dependency from a task in one project to a task in another project. it_project_manager
Importing and exporting projects Import or export projects from Microsoft Project to Project Management. it_project_manager
Project Diagnostics Detect corrupt data in a project such as task validity, dependencies, and relationships using Project Diagnostics. it_pps_admin, adt_admin
Investment Portal Create an investment board and share it with other stakeholders using Investment Portal. it_project_manager or it_project_user
Manage status of your projects using Project Status application Track the status of your projects, collaborate with stakeholders to resolve exceptions, and take timely actions regardless of your location using project status application. portfolio_manager or project_manager or program_manager
Using Project workbench - Legacy The Project Workbench supports hybrid project models by combining waterfall, agile, and test phases in a single project framework. it_project_manager
Using Teamspaces in Project Management Use teamspaces to centralize key PPM modules in one location and to improve accessibility and team productivity. it_pps_admin, admin
Collaborate with your project teams using PPM Collaboration application Enhance team collaboration on Slack or Microsoft Teams with the PPM Collaboration application. it_project_manager
Virtual Agent for PPM Obtain business-related information by interacting with a virtual agent via messaging platforms using Virtual Agent for PPM. admin, virtual_agent_admin

Integration with Project Portfolio Management

You can use Project Management as a separate application or it can be activated as part of the PPM.

This application provides a simplified, team-oriented approach to IT development by combining several individual applications and integrating the different components of the project development life cycle.

What to explore next

To learn more about configuring and using Project Management, see:

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