Project workspace
Checking workspace access
Projects are available to active StratForge customer workspaces.
Projects
Opening your project workspace.
We are checking your secure StratForge customer session before loading projects and synced workbooks.
Secure workspace check in progress.
Projects
Workspace project layer
Access your StratForge workspace.
Projects keep each initiative, workbook, snapshot, and report separated. Request a secure link to manage the projects in your customer workspace.
Create project
Sync workbook from Excel
Link workbook
You will return to Projects after verification.
Secure customer access
Access your StratForge workspace.
Enter the email used at checkout and we’ll send a secure one-time link to your customer workspace.
No password needed
One-time link
Returns to Projects
Project workspace
Projects
Projects keep each initiative, workbook, snapshot, and report separated.
Create one project for each delivery initiative. Then sync workbook snapshots from the StratForge Agent and link each workbook to the right project.
Your Workspace
Workspace health
Loading project workspace
We’ll show the most useful next step once your projects and synced workbooks have loaded.
How Projects work
- Create a project for the initiative.
- Open the StratForge Agent in Excel.
- Select the project and sync a workbook snapshot.
- Confirm the synced workbook is linked to the right project.
- Reports and scheduled outputs use the latest snapshot for that project.
Project register
Delivery initiatives
Each project can hold linked synced workbooks, report packs, snapshots, baselines, and generated outputs.
Project link
Synced workbooks
A synced workbook appears here after the StratForge Agent saves a workbook snapshot from Excel.