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Forge Projects turns source material and team knowledge into a structured work plan, then keeps delivery context close to the tasks and people doing the work. Project lifecycle from scope through plan, delivery, coordination, and learning.

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Main project surfaces

  • Projects is the portfolio and project-detail view.
  • Tasks brings assigned project work into a focused list.
  • Templates preserves repeatable project structures.
Inside a project, you may see Overview, Chat, Work Plan, Schedule, Related Tickets, Activity, and Files.

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Work as one project team

Sales engineer

Turn requirements, prior work, and constraints into a clear proposed project.

Project manager

Coordinate phases, people, estimates, dependencies, progress, and risk.

Project engineer

Investigate and deliver tasks with the project plan, files, and Chat in context.

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Forge and the source project

Forge can create, surface, and update supported project data for connected PSA providers. The PSA remains authoritative for provider-specific status, billing, time, and administration. Available project fields and write actions vary by provider and organization configuration.
Project and template access is permission-controlled. If you cannot create or edit a project, ask an administrator to check your project permissions and the connected PSA.