How can we help?
Each feature in these guides is labelled Completed, Beta, Demo / mocked or Unavailable, so you always know what to rely on.
Getting started
Create an account, an organisation and your first project.
User guide
Day-to-day use: projects, records, the steward and approvals.
Administrator guide
Members, roles, invitations, project access, audit log and settings.
Project workflows
How records relate and how health is shown.
Approval workflow
How proposed actions are approved, confirmed and executed.
Academic Mode guide
The Academic Workspace for institutions, programmes, dissertations and supervision.
Security and privacy
Tenant isolation, permissions, audit, secrets and what is shared with AI services.
FAQs and troubleshooting
Common questions and what error messages mean.
API integration guide
Configure the OpenAI chat and the ChatGPT Workspace Agent supervision runs.
Schedule, health and baselines
Computed health, schedule checks, the dependency timeline and baselines.
Project documents
Draft, edit, approve, print and download charters, plans and registers.
Import and export
Bring records in from a spreadsheet and take every register out as CSV.
Finance, stakeholders and change requests
Budget lines and variance, a stakeholder register, and change control.
Multi-specialist reviews
Schedule, RAID, finance and compliance reviewed together, with every change approved by a person.
Search, notifications and limits
Find anything, see what needs you, and control AI use and sign-out.
Release notes
What is built, what is demo-only and what is not available.
Glossary
Terms used across Project Steward.