Project details
The project hero at the top of the page shows the project name, description, and options menu. Select the project name to copy it; Openlayer confirms with Project name copied. The status row shows the lifecycle stage, risk level, owner, and tags. Use the risk level and owner controls to update those project details. Name, description, owner, and tags are project properties, not intake form fields. During project registration, they appear in a fixed Project details card before the workspace-defined intake sections.Lifecycle stage
The Lifecycle stage section is always above the page tabs. It shows a stage counter such as Stage 2 of 5 and the following guidance: Advance this system through its governance lifecycle as advancement criteria are met. A segmented progress bar tracks these stages:
Use Expand to show the current stage’s criteria and Collapse to hide
them. The section reports progress such as 2/4 criteria met. While criteria
load, it shows Loading criteria…; a stage without criteria shows No
criteria for this stage.
When required criteria block advancement, the primary action is Complete
required criteria. After you meet the criteria, the action changes to the
next-stage control shown above. At Retired, the section shows Retired is
the final stage.
If the project has a lifecycle value from an earlier workflow, the Legacy
lifecycle value banner prompts you to choose one of the current stages.
Workspace admins and project access-group admins can advance projects or send
them back. Other members see this tooltip on the disabled controls: Only
workspace admins or project access-group admins can advance or send back
projects. See
Roles and permissions and
Access groups.
View lifecycle history
Select View history to open Lifecycle history. The history lists each stage Transition, Date, Actor, and Reason. Changes without a member actor show System. Before the first transition, the modal shows No lifecycle history yet.Send a project back
To return the project for another review, select Send back for re-review and follow the modal. This control uses the same admin permissions as lifecycle advancement.Advance from Intake
From Intake, the Advance to Development modal asks you to Assign an owner and Score risk.- If there is no owner, the modal shows No owner assigned.
- If risk is not scored, it shows Risk has not been assessed. Use Score risk. If a score already exists, use Rescore.
Development and Staging gates
From Development, the Advance to Staging modal lists:- Set up development mode — development mode, not the Development lifecycle stage
- Push your first commit
- Integrate system
- Configure development tests — Add a development test / Configure tests. See Tests configuration
- Set up monitoring mode — monitoring mode
- Connect a data source
- Connect to deployment
- Configure monitoring tests — Add a monitoring test
Retire a project
From Production, the Retire project modal moves the project to Retired.Override unmet criteria
If a listed criterion is unmet, you can still continue with Override unmet criteria. Confirm I understand and want to override, enter a Reason, then choose Advance. While the request runs, the button shows Advancing…. You must provide a Reason to override.Intake overview
Below the lifecycle section, the page has two tabs: Intake overview and Risk. The Intake overview tab renders one card for each section in the workspace’s intake form. Use Search intake information… to find a section or field. If the workspace does not have an intake form, Lifecycle shows an empty state. A workspace admin can define one under Settings › Governance. Members with permission can arrange intake cards into two columns. Saved layouts remain tied to section IDs and reconcile with the sections currently defined in the workspace form.Risk
Select the Risk tab to open the Risk scorecard. Its categories, dimensions, and descriptions come from the workspace’s risk template. Scoring and re-evaluation use that template rather than a fixed set of metrics.Related
- Define intake and risk forms — configure the workspace definitions that projects answer
- Governance overview — frameworks, platform rules, and evidence-based rules
- Track compliance within a project — the per-project checklist for an active framework