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Get Started with the Project Office

The Project Office in AIZOPlan is your centralized workspace for managing the full project execution lifecycle. This guide outlines what you can expect when working within the Project Office.

Overview

The Project Office in AIZOPlan is your centralized workspace for managing the entire project execution lifecycle. It enables agile project delivery through integrated tools for sprint planning, task tracking, risk management, performance monitoring, and change adoption.

Most project-related actions can be performed directly within the Project Canvas, which serves as the operational hub for structuring work, planning timelines, managing execution, tracking financials, and monitoring risks.

  • Develop -> Project Studio -> Project Backlog
  • Plan -> Planning View
  • Plan -> Sprint Management Studio
  • Manage -> Dependencies Management Studio
  • Manage -> Change Management Studio
  • Manage -> Performance Management Studio
  • Track -> Project Dashboard

♻️ From Demand to Project

Projects typically originate from a demand and follow a structured lifecycle before becoming executable projects.

👉 Learn how to use the Demand Management Module

To add an ongoing project in AIZOPlan, ensure the following:

  • Portfolio – Assign the relevant portfolio

  • Program – Link the project to an existing program

  • Investment – Specify the allocated investment amount


👉 Learn how to add an Ongoing Project in The Project Studio


📂 Navigating the Project Backlog

The Project Backlog lists all ongoing projects. You can filter by:

  • Portfolio

  • Project Owner

  • Status

  • Team

  • Date Range

  • Labels

📍 Go to Project Office → Open Project Studio to access the Project Backlog

Every project in the backlog has its own Project Canvas, where you can manage key aspects of project execution.


🗺️ Visualizing Project Planning using Planning View

You can switch between two powerful views to plan and monitor projects at a glance:

  • Roadmap View – Choose your time frame and visualize the timelines of all projects within a program. This view allows you to focus on one or multiple projects to better align execution with strategic priorities.

  • Kanban View – Manage the delivery cadence across projects by moving them through stages such as Ready and Implementing. This helps track execution progress in a clear, agile-friendly format.

👉 How to Use the Planning Studio at Project Level


🧰 Structuring the Project

🧹 Implementation Plan with Project Canvas

Organize your project into Workstreams, Milestones, and Activities for better ownership and clarity.

👉 How to create a Project Implementation Plan

🗓️ Define Dependencies using the Dependencies Management Studio

Define, track, and manage cross-project dependencies. 

👉 How to manage Project dependencies?

🗓️Visualize Timelines inside project Canvas 

👉 How to visualize the Project Timeline

 


🚀 Executing the Project

✅ Sprint Planning and Execution

Use the Sprint Management Studio to create, update, and close sprints, ensuring agile momentum.
👉 How to manage project sprints

🧠 Team Collaboration with Kanban Board

Track progress and manage tasks in real-time with the Team Kanban Board.
👉 Using the Team Kanban Board


💰 Monitoring Financials

📈 Track Spend and Performance

Enter spend data by sprint and monitor financial health with:

  • CPI (Cost Performance Index)

  • SPI (Schedule Performance Index)

👉 How to manage project spends


⚠️ Managing Risks and Change

⚡ Risk Management

Identify, track, and address risks using the Risk Management Studio and the ROAM model (Resolved, Owned, Accepted, Mitigated).
👉 How to manage project risks

🔄 Change Enablement

Drive successful change adoption with the Change Management Studio, leveraging the ADKAR model.
👉 How to manage user adoption


📊 Managing Project Performance with Key results

Define, track, and update Key Results (KRs) aligned with project goals.

👉 How to Manage Project Performance with Key Results


📊 Monitoring Project with Dashboards

Use four dedicated dashboards to monitor real-time project performance:

  • Health Status – Time, budget, and execution status

  • PJ Total Spend – Financial overview across backlog items

  • PJ Impact vs. Horizon – Strategic alignment over time

  • PJ Progress vs. Budget – Delivery vs. financial plan

👉 How to view and export project dashboards


✅ Summary

The Project Office in AIZOPlan brings everything you need to turn demands into successfully executed projects. With built-in support for planning, sprint delivery, budgeting, collaboration, risk, change, performance tracking, and strategic alignment, AIZOPlan ensures your projects stay on track and deliver maximum impact.