Project Charter & Project Plans | Community
Skip to main content
C
ChristaFr
May 8, 2019
New

Project Charter & Project Plans

  • May 8, 2019
  • 1 reply
  • 369 views

One of the few concerns I have had with Workfront is that, for larger projects, there is nothing that I see that relates to a project charter that should be created in the Initation process group or the project management plans that are major parts of the Planning process group. The intake and custom form has been helpful for projects that require less detail or planning, but not for the major initiatives. For those projects I try to keep to PMI (Project Management Institute) standards. Are you able to develop or account for those needs within Workfront? Also, if you don't have a PMP professional or PMI professional consultant, I would recommend that you have one be heavily involved/ consulted in Workfront development.

    1 reply

    I
    iCertGlobal
    Level 1
    June 15, 2026

    You raise a very valid point. While intake forms and custom workflows can support smaller projects, larger strategic initiatives often require more formal documentation, including project charters, management plans, governance approvals, and detailed planning artifacts aligned with PMI standards. Integrating these elements more effectively within Workfront could help organizations maintain consistency between project execution and established project management methodologies. Involving PMP-certified professionals and experienced PMI practitioners in product development would also help ensure the platform better supports the needs of enterprise PMOs and complex projects.

    Terms & ConditionsAccessibility statement

    Loading footer...