Working with Workspaces

Workspaces contain menus and pages that enable you to configure your overall application experience and establish initial project, portfolio, and program data. The Workspace menu also enables you to access and work with any projects, portfolios, or programs you have created or have access to.

You can access the following apps and pages in a workspace:

• Home: Displays general details about the workspace and contains a workspace summary including child workspaces.
• Cost and Funds: Enables cost engineers and project managers to capture the project budget and to track, manage, and report on project costs.
• Dashboards: Enables you to create custom charts and dashboards to monitor the performance of all of the projects, portfolios, and programs in your workspace.
• Files: Enables you to create standardized folder template structures that can be used across your organization.
• Integration: Enables you to run and monitor workspace level business flows set up by your administrator. Use business flows to send or receive data between Primavera Cloud and external applications, such as P6 EPPM.
• Portfolio Analysis: Enables you to monitor the health and status of all portfolios in the workspace.
• Reports: Enables you to create and run reports on the projects and portfolios in your workspace. Create print layouts to run report on individual data records.
• Resources: Enables you to create an inventory of labor, nonlabor, and material resources that can be assigned to projects.
• Strategic Alignment: Enables you to define and monitor short and long term business strategies and organizational goals.
• Workflows and Forms: Enables you to automate and customize complicated business processes, like submitting and reviewing project proposals.
• Summary and Settings: Enables you to configure workspace-level data and security.
• More Items: Enables you to organize your apps and select which apps are shown or hidden.