> ## Documentation Index
> Fetch the complete documentation index at: https://docs.forge.shieldtp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Projects overview

> Scope, plan, coordinate, deliver, and learn from project work in Forge.

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.

<img src="https://mintcdn.com/shield-9b0e0d30/M11Y9TQNwXQQD6-m/assets/diagrams/project-lifecycle.svg?fit=max&auto=format&n=M11Y9TQNwXQQD6-m&q=85&s=ddfd0c44c341b387574808803a2d2324" alt="Project lifecycle from scope through plan, delivery, coordination, and learning." width="1200" height="420" data-path="assets/diagrams/project-lifecycle.svg" />

## 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**.

## Work as one project team

<CardGroup cols={3}>
  <Card title="Sales engineer" icon="compass-drafting" href="/projects/scope-and-create">
    Turn requirements, prior work, and constraints into a clear proposed project.
  </Card>

  <Card title="Project manager" icon="list-check" href="/projects/manage-project">
    Coordinate phases, people, estimates, dependencies, progress, and risk.
  </Card>

  <Card title="Project engineer" icon="screwdriver-wrench" href="/projects/work-project-tasks">
    Investigate and deliver tasks with the project plan, files, and Chat in context.
  </Card>
</CardGroup>

## 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.

<Note>
  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.
</Note>
