Projects
Use Projects to manage one transformation initiative end-to-end.
Overview
Projects are delivery containers inside an Organization. They hold the work needed to deliver one initiative.
Key Concepts
Project scope: requirements, tasks, tests, artifacts, and settings for delivery work
Project configuration: defaults, fields, and roles that shape day-to-day workflows
Project sections: grouping mechanism for phases, sprints, and workstreams
How It’s Used
Create a Project per initiative, such as an ERP implementation phase or a process redesign effort. Use Projects to track scope (requirements), execution (tasks), and validation (testing).
Benefits
Clean separation of initiatives within an Organization
Repeatable governance through templates and settings
Better reporting and review through consistent configuration
Setup Steps
Best Practices
Establish naming conventions before creating many Projects.
Configure custom fields before importing large volumes of work items.
Keep shared settings stable and review changes quarterly.
Summary
Projects hold delivery work for one initiative. Project settings and sections standardize execution and reporting.
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