Every project under control - from idea to close-out.
Project overview, project list and project structure in one place: set up, structure, steer and stay on top of it, instead of scattered spreadsheets, folders and tools.
24
Projects
17
On track
5
At risk
2
Overdue
ERP Migration
ExecutionWebsite Relaunch
PlanningNorth Plant - Expansion
ExecutionProduct Launch Q3
InitiationIt's not the work inside the project that drains you - it's everything around it.
The more projects run in parallel, the more time goes into searching, sorting and piecing things together. Sound familiar?
Projects scattered everywhere
One in a tool, the next in Excel, the rest buried in email threads.
“How's the project doing?”
When that question lands, the hunt across five sources begins.
Every project structured differently
No two projects alike - comparing and reporting become a chore.
New projects start slowly
Structure, team, dates - all rebuilt by hand every single time.
What belongs in a project overview?
A good project overview answers on one page what the project is about, who is responsible and where it stands right now. These six building blocks belong in it, and this is how WORKSPACE.PM covers them.
Objective and summary
What is it about, what result should there be at the end? Two or three sentences that outsiders understand too.
In WORKSPACE.PM: Objectives as project master data, the summary as its own one-pager tile if you want it.
Responsibilities and team
Who is the sponsor, who leads the project, who works on it? Without names, every overview stays non-committal.
In WORKSPACE.PM: Customer, project lead, deputy and initiator per project, plus the team including external partners.
Dates and milestones
Start, end and the key interim goals, each planned and actual.
In WORKSPACE.PM: Planned/actual dates with days remaining or overdue, milestones straight from the project structure.
Budget and costs
How much money is approved, how much has been spent? The plan/actual comparison shows deviations early.
In WORKSPACE.PM: Planned/actual budget in the key conditions, plus the "Finances" tile if you want it.
Status and health
Where does the project stand? A value derived from facts says more than a traffic light set by gut feeling.
In WORKSPACE.PM: Health score, calculated among other things from critical risks and overdue work packages and tasks.
Risks and open items
What could endanger the project, what needs to be decided next?
In WORKSPACE.PM: Top risks on the one-pager, plus the "Critical tasks" tile if you want it.
Project overview or project list?
The project overview describes a single project. The project list shows all projects side by side, filtered by lifecycle, labels or owner. In WORKSPACE.PM the two are connected: one click in the list opens the project's one-pager.
Prefer to start with a file? Download the project profile template (Word) for free
One home for the entire project lifecycle
WORKSPACE.PM carries every project from creation to close-out - in one consistent structure.
Set up
Guided wizard, AI suggestion or building block - a project in minutes.
Structure
Phases, work packages, milestones and quality gates in the container tree.
Steer
Team, dates, budget and approvals - all bundled on the project.
Stay on top
The one-pager and project list answer any status question instantly.
Project list: all projects at a glance
From portfolio to the relevant subset in seconds
Running, planned or closed: your project list shows it all - and flexible filters put you on exactly the projects that matter right now in seconds.
- Filter by lifecycle, labels and full text
- Multi-dimensional search: budget, progress, dates, owners
- Save frequent filters as shared presets for the whole team
- Card or table view - your choice
4 of 24 projects
Health
Healthy
Schedule
42 days left
Budget
68% used
14
Containers
63
Tasks
5
Milestones
Team
3
Open risks
Project overview per project: the one-pager
The single page that answers every status question
The one-pager bundles everything that matters on a single page: a health score computed from real signals, plan-vs-actual, key metrics, team and top risks. Freely arrangeable - and exportable as a PDF for the steering committee.
- Health score from real metrics, not gut feeling
- Plan vs. actual for dates, budget and effort at a glance
- Arrange, show/hide tiles and remember it per project
- One click to a PDF export for reports and committees
Container structure & WBS
Structure as deep as the project needs
The container tree mirrors your project breakdown - from the top-level phase down to the last work package, including milestones and quality gates. Rearrange by drag & drop, present it as a classic WBS tree.
- Phases, work packages, milestones and quality gates in one tree
- Restructure by drag & drop without re-entering data
- Only the tabs each container actually needs
- Show it as a graphical work breakdown structure (WBS)
Pipeline
Functional spec signed off
Business
Architecture reviewed
IT architecture
Budget confirmed
PMO
Pipeline & quality gates
Phase transitions that actually get approved
Define phases and quality gates per project. At every gate, approvers vote on clear criteria - with a full record of who decided what and when. No more phase changes by hallway consensus.
- Custom project pipeline with phases and stage gates
- Approval criteria with named approvers per gate
- Voting with comments - complete approval history
- Status changes documented with a reason
Phase notifications
When the project reaches a phase, the right people hear about it on their own
In the phase editor you can define per phase whether to notify on arrival and whom. Recipients are individual people and user groups - deliberately not limited to the project team, because steering committees, controlling or the client are rarely on it. When the project reaches the phase, the message goes out without anyone having to remember.
- Own recipients per phase: people and user groups, with groups resolved to their members
- Recipients need no permission of their own on the project - configuring it goes with editing the master data
- Per-phase limits keep the distribution manageable; an overflow is logged instead of silently dropped
- Delivery runs decoupled via the "project phase changed" event - saving does not wait for it
Recipients on "Acceptance"
Event: project phase changed
The same event can be used as a trigger in automation.
Sandra Merz
Tobias Klein
Aylin Kaya
M. Bauer (External)
no WORKSPACE.PM account
Team & responsibility
Who does what - including external partners
The project team unites internal members and external partners without their own account - each with a clear project role. As a list or as an org chart along reporting lines. Access is governed automatically by team membership.
- Project lead, deputy and team clearly marked
- Involve external people without a WORKSPACE.PM account
- Team list or org chart by reporting lines
- Project access driven automatically by team membership
Quick start
Set up in minutes instead of planned for weeks
New projects don't have to start from scratch. Reuse proven building blocks, let AI draft a first structure, or import an existing plan from MS Project, Primavera P6 or Asta - as an atomic import.
- Proven structures as reusable building blocks
- AI structure suggestion from the project description
- Import from MS Project, Primavera P6 and Asta Powerproject
- Guided creation wizard with a summary before saving
From building block
Reuse a proven structure
Create with AI
Derive structure from a description
Import a plan
MS Project · P6 · Asta
So the project tool doesn't become a project itself
WORKSPACE.PM takes work off your plate instead of adding to it - exactly where other tools become a burden.
AI makes the first move
AI suggests structure, risks and first measures. You decide - the blank page is gone.
Everything in one place
Files, quick links to Jira & co., team and custom fields sit right on the project - no tool-hopping.
It remembers your view
Saved filters, configured columns and the one-pager layout stay exactly as you set them.
Every project rolls up into the PMO cockpit automatically
What you maintain on the individual project becomes visible portfolio-wide - status, budget, dates and the container traffic light across all projects. Without anyone copying spreadsheets together.
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Quick guide
Building a project structure: phases, work packages, milestones
From an empty project to a solid work breakdown - structure, bundle, set milestones.
Frequently asked questions
What project owners and PMOs want to know before switching.
Yes. Project structures including dependencies and resource assignments can be imported from MS Project, Primavera P6 and Asta Powerproject - as an atomic import, without manual re-entry.
In minutes. The guided wizard, an AI structure suggestion or a saved building block bring structure, an initial team and dates with them - you don't start from scratch.
Both - and hybrid too. You structure classically via phases, work packages and quality gates while working operationally agile in Kanban. For agile projects you pick the right estimation unit, from Fibonacci to T-shirt sizes.
External people can be managed as team members without their own WORKSPACE.PM account - with a clear project role. Project access is governed automatically by team membership.
Yes. Custom fields let you add exactly the data fields your company needs - up to calculated fields. Labels and a hierarchical taxonomy keep categories consistent across all projects.
Objective and summary, responsibilities and team, dates and milestones, budget, the current status and the key risks. In WORKSPACE.PM the project one-pager brings these together on one page and draws them from the live project data.
The project overview shows a single project on one page. The project list shows all projects, as cards or a table, filterable by lifecycle, labels and full text. From the list, one click opens the one-pager of that project.
Yes. The free project profile template is available as Word, PowerPoint and PDF, blank and completed. If you no longer want to maintain the overview by hand, use the one-pager in WORKSPACE.PM: dates, budget, team and risks come straight from the project.
Yes. The one-pager exports to PDF with one click, for example for the steering committee or a status report.
The project profile as a Word and PowerPoint template
One page with sponsor, objective, benefit, scope boundaries, timeline, budget and risks, blank and completed. The placeholder edition fills itself from the project file once uploaded.
Bring order to your project landscape.
Try WORKSPACE.PM free for 30 days - no credit card. Create your first project in minutes.