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Track project readiness and start quick project setup

Use the project setup banner to see how ready your project is and quickly start guided setup when key information is still missing.

Audience

This guide is designed for project manager.

Steps​

Step 1: View the project setup banner​

Open your project and scroll to the project setup banner titled "Get this project ready" to see prompts for completing setup.

View the project setup banner

Step 2: Review project context so far​

In the "Project context so far" strip, check the chips for Details, Documents, Team, Programme, and RAMS to see what has been added and what is still missing.

Review project context so far

Step 3: Confirm what is already added​

Look for items marked as "added" (such as Details or Documents) to verify that key project information has already been captured.

Confirm what is already added

Step 4: Identify information that is still missing​

Use the chips labelled "still missing" (such as Team, Programme or RAMS) to understand which areas you need to complete to improve project readiness.

Identify information that is still missing

Step 5: Start Quick Project Setup from the banner​

When the readiness strip shows an empty or mostly empty band, select the "Run Quick Project Setup" primary button to launch the guided setup flow.

Start Quick Project Setup from the banner

Step 6: Choose to defer full project setup​

If you are not ready to complete setup, select the "Later" or dismiss option on the banner to temporarily hide the prompt without making changes.

Choose to defer full project setup

Last updated: 2026-07-21