Overview: Collaborating on projects (03:46)

Welcome to the Collaborating on projects section. Here are the core actions for collaborating on projects that are available to your project managers and team members to maintain using Project IQ:

  1. Access a Project IQ team/channel
  2. Submit and recall timesheets
  3. Update project tasks
  4. Manage project issues
  5. Manage project risks
  6. Track project decisions
  7. Record and manage change requests
  8. Capture lessons learned
  9. Manage project documents

None of these are mandatory and you may skip some, or even all, based on your project delivery requirements.

Download Job Aid: Collaborating on projects

Important: If you are not familiar with Work IQ, we recommend you review the Project IQ and Work IQ Overview page. It will provide you with a working knowledge of the Work IQ area.

As a team member, your involvement is typically in the Execution phase for the projects that you are assigned to.  Prior to this each project would be approved in the Initiation phase and then formally planned where the project plan would be developed in the Planning phase. The focus at this stage is to help you as a team member to work collaboratively in Work IQ to maintain the work assigned to you on the project.

Here are a few practical tips:

  • There are various ways you as a Team Member can collaborate – in Work IQ, Teams, and even SharePoint.
  • You can update the project schedule to reflect the current progress, in terms of % complete or hours worked and remaining, as well as updates to the task finish date.  Keeping the schedule up to date is very important to ensure that it always reflects reality, which in turn will allow the project manager to take appropriate corrective actions.
  • You can update any issues assigned to you to also ensure that they reflect the status.
  • Similarly, you can update any risks assigned to you to ensure they reflect the most current information on the likelihood, consequences, costs, trigger dates, and mitigation actions being taken to help ensure the risk event does not happen. 
  • You can create and update decisions as needed to track decisions that impact your tasks or to escalate the need for a decision to be made to allow you to continue your assigned work.
  • While as a team member, you will likely not be involved in the creation and approval of change requests, likely, you may be involved in assessing the impacts to the project budget or schedule.
  • A key component of effective project collaboration is working to ensure that all project documentation is maintained in a single repository and that everyone on the team works together to create, review, and complete each document.
  • And finally, you should record lessons learned at any time during project execution.  Proactive capture of lessons learned will enable continuous process improvement in your organization.


Disclaimer: Some images in the instructional video and text instructions contained herein may appear different from (or not available) in your organization’s Sensei IQ instance due to specific custom configurations and/or continuous solution updates. Ensure that you are already an enabled user in the Sensei.IQ for Project application and check out the What’s New page. Contact your system administrator for any assistance.

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