Suggestions on how to populate your projects when they go live. See a full list of all Project page features in this guide.
Review access level
If your project is sensitive from a commercial or security perspective you can 'Change to Private' limiting access to the project page to Level A users and your team members.
Build your project team
In the project header you will find the Project Team section, where you can add or remove colleagues on a project. If you cannot find the team member you want to add, you should invite them to join the platform first (read guide).
Update project details
Click 'Edit project' at the top right of the project header to complete the available fields:
Add project description
Add or edit budget
Add expected project end date
Add business case & documents
Scrolling down the page, use 'Internal Updates' to add available business case documents. These will be added to your project and will only be visible to your organisation (not your suppliers). Examples:
Request documents & updates from colleagues
Upload business case & project documents
Capture Innovation ROI (read more)
The 'Innovation' module allows you to capture forecast and actual financial return on investment, e.g. “Productivity savings” £95,000.