AI_Project_Management

Creating & Managing a Project

How to create a project, populate it, and close it when the work is done.

Create a project (you become the sponsor)

Go to New project at /new/project. Creating one makes you its accountable sponsor — the person who signs off the phase gates and ultimately closes the project. Your projects are listed under My Projects at /my/projects; open one to reach its dashboard at /project/<id>.

Set stakeholders

Record everyone who has a stake in the project. The AI project manager drafts the stakeholder register, and the sponsor reviews, edits, and approves it on the Stakeholders page at /project/<id>/stakeholders. The stakeholder register is an initiating-phase artifact, bundled into the initiating gate.

Add requirements, deliverables, and risks

Build out the project’s content as the work takes shape:

Give each item clear acceptance criteria so the work can be checked and approved later. You can browse what you have added at /browse/requirements, /browse/deliverables, and /browse/risks.

Move through the phases

The project advances one phase at a time, and each phase ends with a sponsor sign-off. For the full picture, see the phase-gate lifecycle.

Get work signed off

Individual deliverables are approved on evidence by three different people. See deliverables & the maker → checker → approver workflow and approving with evidence.

Close the project

Only the sponsor of an open project sees the Close action. Choosing it leads to the confirm form at /project/close. Once closed, a project becomes read-only with a CLOSED banner and refuses further edits. Closing cannot bypass the phase gates — every gate must be signed off first.

See also