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Project and Portfolio Execution

Project Execution — Projects

On this page

Navigation: Intelligence → Project Execution → Projects
Primary audience: project managers, delivery and engineering leaders, program owners, and authorized account teams

Purpose

Projects is the working inventory of active and historical projects. It shows project state, progress, next milestone, SOW alignment, acceptance coverage, current exceptions, and ownership so users can enter the correct project workspace quickly.

Scope controls and indicators

State filters active, completed, paused, at-risk, blocked, or recovering projects. Business Unit and Project Lead narrow ownership. Next Milestone limits projects by milestone window.

Active counts current projects. Milestones Due 30d counts planned milestones in the next month. SOW Aligned shows projects whose current scope is supported by the active baseline. Acceptances Pending counts deliverables awaiting evidenced approval.

Project cards and list

Each project card shows name, progress, state, next milestone and date, project lead, customer or internal classification, SOW alignment, material blocker, relationship condition where relevant, and data freshness. Opening a project continues to its detailed workspace.

Supporting analysis

Project stage distributes projects across discovery, design, build, testing, and hypercare or the configured lifecycle. SOW alignment separates fully aligned, possible change, and unmapped baseline states. Project actions surfaces recovery reviews, owner assignment, and new deviations requiring review.

Actions

  • Open, search, sort, or compare projects.
  • Assign or correct a project owner when authorized.
  • Start a recovery review.
  • Open a detected SOW deviation, risk, dependency, or pending acceptance.
  • Export the filtered project register.
  • Create or link a project through the authorized administration process.

Use the screen to locate and triage, then continue to the project workspace or specialist screen. Review projects with mismatched SOW state and near-term milestones first. Confirm data freshness before comparing progress.

States and limitations

Progress can represent configured milestone or deliverable completion and its definition is available from the project. A project without enough evidence shows Unknown or Needs mapping rather than an invented health state.

Portfolio, Risks & Issues, and Acceptances.