Playbooks configuration

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Configure playbooks to organize project workflows, maintain consistency, and keep projects on track.

    Define a trigger condition in Workflow Studio to use a Playbook, either by selecting an existing one or creating a Playbook.

    In Project Workspace, Playbooks are triggered by record creation, record update, or both. For example, a Playbook created for projects is associated with project records, and the Playbook tab appears when a project meets the trigger condition. For more information on how to configure a playbook, see Configuring Playbooks.

    There are two pre-defined project management playbooks available in the Workflow studio:
    • Project default
    • Stage-gate default
    To configure playbooks, perform these tasks:
    1. Navigate to Workflow Studio and select Playbooks.
    2. Create and configure playbooks as per your requirement. For more information, see Create and configure playbooks.
    3. Activate one of the two pre-defined playbooks for the Project Workspace and define an appropriate trigger condition. For more information, see Activate Playbooks and Triggers.

    Multiple playbooks can be enabled at a time, and the trigger should be defined in such a way that each project is mapped to only one type of playbook. To activate a playbook, see Activate Playbooks.

    Note:

    When a project template is applied or project is created from a demand, the project information is automatically copied into the project record and reflected in the Playbook.