Project workflows

How records relate and how health is shown.

Records and statuses

Completed

Each record type has a fixed set of statuses so reporting stays consistent.

  • Milestones: planned, in progress, at risk, completed, cancelled
  • Risks: open, mitigating, accepted, closed
  • Issues: open, in progress, resolved, closed
  • Work items: to do, in progress, blocked, done
  • Dependencies: open, at risk, resolved
  • Decisions: proposed, decided, superseded
Completed

Risks, issues and dependencies can link to a milestone, and issues can link to a risk. Links only work inside the same project.

Health

Completed

Project health is Green, Amber, Red or Unknown. Unknown is the default and is shown in grey. Changing project health through the steward is a high-impact action and needs an additional confirmation.

Deleting

Completed

Deleting a record asks for confirmation and is limited to project managers and administrators. The deletion is recorded in the audit log.