Projects & collaboration
Set up projects, manage stages, deadlines, stakeholders, files and teamwork.
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Articles in Projects & collaboration
Assess an existing tool or start a renewal review
Create a focused project from a Software Register asset to decide whether to renew, renegotiate or replace it.
Complete, cancel or reopen a project
Close the project with the correct outcome, preserve its evidence and restore it when work genuinely resumes.
Manage detailed project settings
Maintain project identity, access, stages, scoring, dates, outcome and deletion controls.
Choose and change the evaluation approach and stages
Select a proportionate journey, enable optional stages and set how evidence streams contribute to the project score.
Review workspace and personal activity
Distinguish the workspace event feed from your own tasks, mentions and assignments.
Use Inbox, messages and My tasks
Keep internal, vendor and stakeholder conversations distinct and complete assigned discussion tasks.
Use project assets, discussion and activity
Keep files, internal conversation and chronological evidence attached to the project.
Add stakeholders and control project access
Add the right internal members and participant contacts without confusing membership with invitation access.
Configure project setup, capabilities and deadlines
Build a reliable Define foundation and maintain the dates that govern the evaluation.
Use the project workspace and lifecycle
Use the command centre and lifecycle rail to understand the project, its evidence and its next action.
Manage the projects list
Find active or closed evaluations, save useful filters and understand each project card.