Managing collaboration in projects

Simplify your collaboration at all levels: within your team or across departments. With partners, management, and customers.

Is good teamwork alone not enough to successfully manage your projects? Do multiple departments need to be coordinated, stakeholders involved, and superiors as well as management informed? Projectworx involves all stakeholders to the necessary extent for you – with finely tunable rights management, you can implement your best-fit solution.

Projectworx as a Collaboration Tool for Your Projects

Effectively organizing collaboration in projects is not a task you can accomplish on the fly: you need to adhere to guidelines and workflows or are responsible for introducing processes for orderly project management? Then Projectworx is the tool for you – with guaranteed benefits for stakeholders at all levels.

Collaboration and project tasks

Collaboration for Successful Project Management

Utilize Projectworx’s task management for structured, well-documented collaboration and include external partners or customers in the communication. Thanks to automatic notifications via email or on your dashboard, you will always stay up to date.

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Inbox

Stay up to date with the Projectworx Inbox

In the Inbox, you are informed about all new tasks, notes and messages in a central location and can navigate to the corresponding task from there. This ensures that nothing gets lost in the communication surrounding your projects.

Templates & Workflows
Process-driven & agile
Meetings & Minutes
Status-Reports & Dashboards
Compliance & Documentation

Your Guidelines Matter – Not Ours

The combination of project templates and tasks ensures that processes and workflows become and remain clear – and are actually followed. Freely definable task types and fields, tiered permissions, and editing or approval workflows make customization perfect.

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Workflows in project execution

Process-driven or agile – why not both?

In traditionally structured environments, such as those often found in corporations, even agile teams need to adhere to certain frameworks or standard processes. With Projectworx, you create a seamless transition from common planning structures to detailed sprint planning. Management benefits from dashboards for multi-project control and dynamic status reports.

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Collaboration with Task lists and Kanban Boards

Complete tasks as discussed

To ensure decisions can be understood and substantiated at any time, Projectworx offers various tools – one of which is meeting minutes. These are linked to the task module, allowing existing tasks to be conveniently discussed in meetings or new ones to be defined without extra effort.

Documented Collaboration in Project Meetings

Make Performance Visible – Problems Too

Good collaboration with management requires reliable reporting systems and boards that instantly highlight problem areas. With Projectworx, you ensure that current and reliable data is available – at the push of a button in report form or automated and visually prominent on the dashboard.

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Stage-Gate Process Dashboards

Making Compliance Verifiable – For Customers & in Audits

Proof of compliance plays a crucial role in your collaboration with customers? Projectworx supports you with suitable tools: whether in integrating requirements on the template and task level, documenting and involving stakeholders in project communication, or conducting targeted queries during audits as well as implementing corrective actions.

Customer Story: VDA 6.3 Process Audit
Stage-gate Process Quality Gate Checklist

Organizing Collaboration – also a Matter of Resources

This is especially true for projects involving multiple departments that need to work together in a networked manner. Deadlines and milestones can only be scheduled considering available resources. Plan teams or employees according to their qualifications. Sometimes it is practical for the team leader to distribute the requested hours among team members based on their capacity, while other times specialists with specific skills are needed. Projectworx offers flexibility in operational planning and a compact visualization of overall workload.

Schedule teams or employees according to their qualifications

Sometimes it is practical for the team leader to distribute the requested hours among his employees according to capacity, other times specialists with selected skills are needed. Projectworx offers flexibility in operational planning and a compact visualisation of the overall workload.

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Automating Collaboration – Roles, Rights & Workflows

Customer-specific Project Roles
Tiered Permissions
Processing & Approval Workflows

Automated Task Distribution

Define all the roles you need for managing your projects. Apply these roles at the template level where possible. Tasks and work packages can thus be automatically assigned to the respective responsible employees and experts in future projects.

Collaboration - Use projectroles & templates

Define Rules for Collaboration

With the comprehensive rights management of Projectworx, you can not only control access to modules or reports but, if necessary, even restrict access rights for individual fields. Tailor the task management precisely to your needs by restricting the editability or visibility of fields for user groups.

Custom Fields in Task Management

Work flows according to your processes

Thanks to roles, tasks and their subtasks can also be integrated into workflows. For example, when the status changes, the responsibility shifts, and the task automatically goes to the suitable person. Or to the supervisor for approval.

Workflows in project execution
Case Study Wacker Neuson

Agile Collaboration on the Shopfloor

“In the Shopfloor module, selected tasks from projects are displayed, serving as the basis for improvements or decisions. This allows you to see at a glance what current challenges need to be addressed during meetings, as illustrated by an example from Wacker Neuson: “If a component fails during testing, it is immediately recorded in Projectworx with a detailed description and photos. The respective department takes on the task, discusses it – possibly at the machine – and decides on the measures to be implemented.”

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“We use the PROJECTWORX Kanban board every day during our morning stand-up. With the large number of projects we have, we now have a quick overview of upcoming activities – we have become much more efficient and streamlined. This is also true when it comes to time recording – project hours are transferred automatically to the SAP system.”

Carsten Wielatt, CEO PlanOrg

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