Enter project type fields

Australia Strategic Portfolio Management

Release: australia
ft:locale: en-US
ft:publication_title: Australia Strategic Portfolio Management
ft:clusterId: itbm
bundleId: itbm
workflow: Technology

Enter project type fields

Release version: Australia

Updated May 13, 2026

1 minute to read

Define the key dates to categorize and manage retail projects using the Retail Strategic Portfolio Management Suite.

Before you begin

Role required: sn_spm_retail.project_manager

Procedure

Navigate to Workspaces > Project Workspace and open an existing retail project.
Select Details tab from the side pane and select the Project Type related list.
Enter the dates for the selected project type.
Each project template displays fields specific to that project type. For more information about the fields and their descriptions, see Project Type Fields form.
Select Apply or Save to save the entered dates.

What to do next

Manage tasks and track project health using baselines and status reports. For more information, see Managing projects with Project Workspace.
Assign tasks and work items to resources by creating resource assignments. For more information, see Resource planning with Project Workspace.
Create and track financial records for your project expenses using the Financials tab. For more information, see Managing financials for your projects.