Project Management
Project management workflows for project intake, review, approval, governance, delivery decisions, and controlled change.
Project Management Templates(5)
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.