Project Management
Sensei IQ gives project managers a structured, best-practice project management environment inside Microsoft 365 — without requiring them to build it from scratch. Every project follows a consistent governance framework, so the PMO gets the standardization they need and project managers get the tools they actually want to use.
Project Setup
Projects in Sensei IQ are configured to match your organization's terminology, processes, and governance requirements.
- Project types — Define different types of projects (e.g., capital, operational, IT, strategic) with distinct forms, fields, and workflows
- Custom fields and forms — Tailor the information captured per project type without affecting other types
- Financial categories — Configure project financials to match your chart of accounts or cost tracking approach
- Business Process Flows — Guide project managers through lifecycle stages with structured approval gates
Project Governance
Each project in Sensei IQ includes a comprehensive set of governance artifacts, all tracked in one place:
| Area | What's tracked |
|---|---|
| Status updates | Regular project health updates with commentary |
| Key dates | Milestones, phase gates, and critical deadlines |
| Deliverables | Tracked deliverables with ownership and status |
| Financials | Planned budget, committed costs, and actuals |
| Risks | Risk register with likelihood, impact, and mitigation tracking |
| Issues | Issue log with ownership, priority, and resolution tracking |
| Change requests | Formal change control with approval workflow |
| Decisions | Decision log for key project decisions |
| Resource plan | Planned resource demand, requests, and allocations for the project |
| Lessons learned | Captured during and after project delivery |
Work Management Integration
Sensei IQ doesn't replace the work management tools your teams already use — it connects to them. Tasks and assignments managed in any of the following tools are surfaced within Sensei IQ:
- Microsoft Planner (including premium plans)
- Project Online (end of life September 2026)
- Project Server Subscription Edition
- Azure DevOps
- Jira Cloud
- Monday.com
- Smartsheet
- Wrike
- Asana
- Trello
Every project gets the same governance structure regardless of which tool the team uses for task management. Work managed in Jira or Planner Premium follows the same intake process, the same risk framework, and the same resource management as any other project in your portfolio.
Automated Reporting
Sensei IQ includes a full set of Power BI reports for every project, automatically updated as data changes:
| Report | What it shows |
|---|---|
| Project Tracking | Overall project health — schedule, cost, and scope at a glance |
| Project Details | Deep-dive into all project governance data |
| Project Financials | Planned vs. actual financial performance |
| Key Dates | Milestone and gate tracking across the project timeline |
| Project Timelines | Gantt view of the project schedule |
| Deliverables | Status of all tracked deliverables |
| Project Tasks | Task completion and progress from connected work management tools |
| Project Milestones | Milestone status from the project schedule |
| Resource Work | Assignments and effort tracking per resource |
| Project Resources | Resource allocation and utilization within the project |
My Projects
Every project manager has a personalized My Projects view that surfaces only the projects they own or manage — giving them a focused dashboard without the noise of the full portfolio.