Projects capabilities
When you know which capability you need, the tables below name the page that covers it. Task walkthroughs live in Guides.
Setting up a project
Section titled “Setting up a project”| Capability | Documented in |
|---|---|
| Create a project; project list, search, filters, and sort | Create a project, Project views reference |
| Code, manager, status, health, priority, budget, visibility | Project fields reference |
| Start and end dates, duration summary | Plan the schedule |
| Turning sections on and off per project | Create a project |
| Service-wide custom fields on projects, milestones, risks, and issues | Project structure |
| Project templates and saving a project as one | Project fields reference |
Planning and execution
Section titled “Planning and execution”| Capability | Documented in |
|---|---|
| Milestones, statuses, owners, critical path | Plan the schedule |
| Gantt timeline with zoom, filters, and grouping | Plan the schedule |
| Baseline snapshots and comparison | Plan the schedule |
| Linking and creating task boards | Link task boards |
| Progress derived from board tasks | Project structure |
| Risk register with probability, impact, and response strategy | Manage risks and issues |
| Issue log with priority, severity, and status | Manage risks and issues |
| Change requests | Project views reference |
| Lessons learned | Manage risks and issues |
People
Section titled “People”| Capability | Documented in |
|---|---|
| Resource pool with roles, skills, capacity, and external flag | Build the resource pool |
| Adding a resource from a platform user or by hand | Build the resource pool |
| Allocating people to a project with a percentage and dates | Allocate people to a project |
| Utilisation, over-allocation, and what the numbers mean | Allocation and utilisation |
| Syncing a team from task assignees | Allocate people to a project |
| Stakeholder register with influence and interest | Project fields reference |
| Team roles and access levels | Permissions reference |
Money and reporting
Section titled “Money and reporting”| Capability | Documented in |
|---|---|
| Budget total, expense ledger, categories, spent against committed | Track the budget |
| Dashboard tiles for budget, schedule, scope, and quality | Report on progress |
| Time tracking aggregated from linked boards | Link task boards |
| Earned value, workload, and dependency graph | Report on progress |
| Report pack and scheduled reports | Report on progress |
| AI insights | Report on progress |
| Audit log and comments | Project views reference |
| Project documents through the Asset Library | Project views reference |
What Projects and Resources do not do
Section titled “What Projects and Resources do not do”- No tasks of their own. Tasks live on linked Task Boards; a project with no board shows almost nothing.
- No hours behind allocation. Utilisation sums percentages; recorded capacity never enters the calculation.
- No awareness of leave. Team Calendar absences do not reduce availability, utilisation, or warn on allocation.
- No labour cost from allocations. An hourly rate and an allocation never reach the budget; record labour as an expense.
- No resource requests. The request and approval workflow has no interface.
- No permanent delete. Projects are archived so history survives.
- No programs or portfolios. Both are behind feature flags and not generally available.
Not currently working
Section titled “Not currently working”These fail in the running product and should not be relied on:
- Project export, from the card action, the list row, the bulk action, and the Import/Export dialog.
- Bulk archive, bulk status change, and bulk assign.
- The CSV import template download.
- The legacy documents picker for linking an existing service document.