Project Management
Project management workflows for project intake, review, approval, governance, delivery decisions, and controlled change.
Project Management Templates(10)
Project Stage Gate Review Workflow
Manages the stage-gate review process for a project: the project manager submits phase status, gate criteria, deliverables, and budget/schedule/scope status; the project board reviews readiness, risks and issues, then records a gate decision (go, hold, rework, stop). The decision drives next steps — go authorises the next phase, hold pauses pending named conditions, rework returns the project to the manager to close gaps, and stop closes the project. The project manager and stakeholders are notified of the outcome.
Project Resource Request Workflow
Project managers request people for a project by specifying the project, role/skill needed, effort, dates, and business priority. A resource owner reviews capacity and decides to allocate an internal person, raise an external hire request routed to recruitment, or decline for lack of capacity. Allocations are confirmed with the assigned person, declines are returned with a reason, and the manager is notified of the outcome.
Submittal Review and Approval Workflow
Manages contractor submittal review: contractor submits package and spec reference, coordinator checks completeness, consultant/engineer reviews and decides (approved, approved with comments, or rejected). Approved submittals are distributed and logged against the required date; other outcomes return to the contractor to revise and resubmit.
Request for Information Workflow
Manages the lifecycle of a Request for Information (RFI) from submission through triage, designer/stakeholder response, review, and closure. Coordinators triage and assign RFIs, responders provide clarifications, reviewers approve or return responses, change-impacting answers trigger a change order task, and requesters are notified when the RFI is answered and closed.
Change Order Approval Workflow
Captures a project change order request, routes it through technical review and cost-tiered commercial (and optional client) approval, updates the project baseline and implements approved changes, and notifies the requester and stakeholders of the outcome. Rejected changes are returned to the requester with a reason and can be revised and resubmitted.
Project Closure Workflow
Guides a project team through structured project closure: PM confirms completion criteria and outstanding actions, sponsor accepts deliverables, financial and supplier closeout is completed, project is handed over to operations, lessons learned are recorded, sponsor signs off, and the project is archived. If deliverables are rejected, outstanding items are returned to the team for rework.
Project Issue Management Workflow
Manages the lifecycle of a project issue from initial report through prioritisation, ownership assignment, resolution planning and execution, verification, and closure — with escalation for high-impact issues or issues that cannot be resolved at the project level.
Project Change Request Workflow
Captures a project change request including reason and impact on scope, schedule and cost; routes it for PM/stakeholder review and impact-based approval, updates the baseline and tracks implementation on approval, or notifies the requester with the rejection reason.
Project Intake Workflow
Captures new project requests (problem/opportunity, benefits, scope, sponsor, cost/resource estimate), routes them through AI-assisted prioritisation and PMO review, and lets the PMO approve for initiation, defer, or decline — notifying the sponsor or requester accordingly and handing approved projects to setup.
Project Approval Workflow
End-to-end project approval process covering proposal submission, business case review, stakeholder input, funding/management approval, decision recording, and project initiation.