Project detail page

Project Detail Page

The Project Detail page is the central hub for everything related to a compliance or data protection project in DPMS. Whether you are a DPO checking whether a project is on track, a risk manager reviewing the gap between current and target risk, or an auditor tracing the history of changes, this is where all the information lives — ownership, tasks, budget, risk assessments, meetings, and workflow status, all in one place. You arrive here by clicking any project row in the Projects list, and from here you can review, update, and navigate to every connected piece of work without losing your place.

How to open it

• Open the main navigation and click Projects.
• In the project list, click the row for the project you want to review.
• The Project Detail page opens automatically.

Access note: You need at least read access to Projects to enter this page. If you only have read access to the projects you are assigned to, you will only be able to open projects where you appear as a responsible person or assignee. If you have neither read permission, the page will show a "Forbidden" message and the Projects menu item will be hidden entirely.

What you see

The page has two main areas. On the left is a collapsible side menu — the tab navigation — listing every section of the project. You can collapse it by clicking the small dot icon at the far left edge; DPMS remembers your preference the next time you open the page. On the right is the content panel, which changes to show the selected tab.

At the very top, pinned so it is always visible even as you scroll, is the sticky header. This shows the project's name, the responsible persons (displayed as avatar chips), the current status badge, and the priority indicator. You can change the responsible persons, status, and priority directly from this header without navigating away. A small "last updated" timestamp is also shown here, along with reviewer names and the review completion date if the project has been through a workflow review cycle.

Just below the sticky header is the breadcrumb bar. It shows your navigation path — "Projects" (a clickable link back to the list), then the project name, then the name of the currently active tab. Left and right chevron arrows appear when there is a previous or next project in your current filtered list, so you can move between projects one by one. A clock icon button at the top right opens the Activity Log drawer.

Working with this screen

Reviewing a project before activating it

When a colleague creates a new project, it typically starts in Draft status. Your first step is to read through the project's details to confirm everything is in order before you activate it.

Start on the General tab, which opens by default. Here you will see the project name, classification tags, domain, a rich-text description, the applicable regulation (for example, GDPR), workload estimate, workstream tags, and fields like Benefits, Deliverables, Assumptions, and Tangible Ambition. If you have edit permission, you can click directly on the description text to edit it inline — a Save button appears as soon as you start typing, and your change is saved immediately without navigating away from the page.

Next, click Steps & Progress in the left menu. This tab shows the project start and planned end date, whether the project is set to recur, and a visual progress bar. The bar fills proportionally as tasks are closed; each task appears as a dot above the bar, positioned according to its workload. If no tasks have been linked yet, the bar shows 0%. You can click any task card in the "Project Steps" section below the bar to jump directly to that task's own detail page.

Click People to verify that the right roles have been assigned. The table lists every project role and the person or persons assigned to it. Roles with no assignee are not shown, so a short table means some roles are still empty.

Once you are satisfied, click the Status badge in the sticky header and select Active from the dropdown. The change saves immediately — no extra button needed — and the badge colour updates on the spot.

Evaluating the project's risk posture

Open the Budget / Cost tab from the left menu. The top section shows the cost level classification and the estimated cost, displayed in your organisation's configured currency (for example, "CHF 15.000,00"). Below that are two risk summary blocks: Current Risk and Target Risk. Each shows a Likelihood value, an Impact value, and a colour-coded Risk Rating pill calculated automatically from the two. Green means Low, orange means High, red means Critical. The target risk represents where you want to be after mitigation measures are in place; if the current and target ratings look very different, that gap drives the risk treatment work.

To dig into the detail behind those ratings, click the Risk tab. If your organisation has linked a risk standard to this project — for example, ISO 27001 — you will see it listed. Click the standard name to expand a sub-menu with entries for Threshold, Risk Scenarios, Implemented TOMs, Current Risk, Treatment Options, Treatment Plan, and Treatment Status. Each entry is a read-only view of that part of the risk evaluation. To make changes, click the edit (pencil) icon on any section, which takes you to the corresponding tab of the project edit form and brings you back here once you save.

Heads up: If the Risk tab shows an empty standards list, no risk standard has been linked to this project yet. You must link a standard through the project edit form's Standards tab before the full risk sub-module becomes available.

Reviewing who is responsible and how tasks are assigned

Click the RASCI tab to see the responsibility assignment matrix. The table has a fixed "Role" column and a fixed "Name" column showing who is assigned to each role, followed by one column for every RASCI item defined on the project. Each cell contains one or more codes: R (Responsible — carries out the task), A (Accountable — ensures it is done correctly), S (Support — assists), C (Consulted — provides input), or I (Informed — notified of outcomes). The table scrolls horizontally when there are many RASCI items.

Note that the RASCI table only shows rows for roles that have at least one assignee AND at least one RASCI code assigned. If the table looks empty, go to the edit form and check both the People tab and the RASCI tab to populate the data.

Navigating through multiple projects during an audit

When you are reviewing a series of projects — for example, all projects with status "Active" and classification "GDPR" — you do not need to return to the project list each time. Filter the list in the Projects index, click the first project, and then use the left and right chevron arrows in the breadcrumb bar to move to the previous or next project in your filtered set. When the right arrow is greyed out, you have reached the last project in the list.

To see a full history of every change made to the project, click the clock icon at the top right. A drawer slides in from the right showing a chronological log: who created the project, when the status changed, when responsible persons were added or removed, when the description was last edited, and more. Close the drawer when you are done and continue navigating.

Checking linked assessments and meetings

Click the Assessments tab to see all assessments linked to this project. Each row is clickable and takes you to that assessment's own detail page. To link a new assessment or remove an existing one, click the edit (pencil) icon on the section header — this takes you to the edit form's Assessments tab. When you return after saving, if the newly linked assessment has risk evaluation data that should update the project's risk ratings, DPMS will automatically show a dialogue asking whether to recalculate the project's risk. Click Yes to apply the update; the Risk Rating pill in the Budget / Cost tab will reflect the new calculation.

The Meetings & Activities tab works the same way: rows are clickable links to each meeting or activity. Linking and unlinking is done through the edit form.

Field reference

Name — The project's title. Set in the edit form's General tab; displayed in the sticky header and breadcrumbs.

Responsible Persons — The people accountable for this project at the top level. Change them directly in the sticky header without navigating away. At least one responsible person must be set for edit-only-on-assigned users to be able to modify the project.

Status — The current lifecycle stage (e.g. Draft, Active, Inactive, Review). Changeable from the sticky header dropdown. Custom statuses defined in your Compliance Settings appear alongside the standard ones.

Priority — Low, Medium, High, or Critical. Shown as a coloured circle. Change from the sticky header without leaving the page.

Description (General tab) — Rich-text field. Users with edit permission can click directly on the text to edit it inline; others see a read-only view.

Classification (General tab) — Tag-based categorisation. Set in the edit form.

Domain (General tab) — The business or compliance domain the project belongs to.

Applicable Regulation (General tab) — The regulatory framework this project is designed to address (e.g. GDPR).

Workload (General tab) — The estimated total effort for the project, expressed in hours or days.

Workstream (General tab) — Tag-based grouping into a broader stream of work. Tags are defined in Compliance Settings > Tags.

Cost Level (Budget/Cost tab) — A qualitative classification of the project's cost (e.g. Low, Medium, High).

Estimated Cost (Budget/Cost tab) — A formatted currency value. The currency symbol comes from your organisation's Risk Settings under the Projects Risk Model. If no currency has been configured there, the symbol will be missing.

Current / Target Likelihood and Impact (Budget/Cost tab) — Qualitative levels that feed into the automatic Risk Rating calculation. Not editable directly here; set in the edit form.

Risk Rating (Budget/Cost tab) — Calculated automatically from Likelihood × Impact. Displayed as a colour-coded pill. Cannot be set manually.

Recurring Project (Steps & Progress tab) — Toggle indicating whether this project repeats on a schedule. Shown as Activated or Deactivated.

Project Start / Planned End (Steps & Progress tab) — Date fields defining the project timeline.

Progress Bar (Steps & Progress tab) — Read-only. Fills as tasks are closed. Requires tasks with a non-zero workload to calculate correctly.

How this connects to the rest of DPMS

You arrive at the Project Detail page from the Projects index, from a task's linked-projects list, from an assessment's linked-projects table, or from a ROPA's linked elements table. After saving any section of the project edit form, DPMS automatically redirects you back here. After completing a workflow step in a Required Action screen, you are also returned here.

From this page, every edit icon takes you into the project edit form pre-opened on the relevant tab. Task cards in the Steps & Progress tab link directly to individual task detail pages. Assessment and meeting rows in their respective tabs link to those records' own detail pages. Workflow rows in the Workflows tab open the workflow detail view. The breadcrumb "Projects" link returns you to the filtered list you came from.

Several other parts of DPMS depend on what is configured here. The progress bar only works when linked tasks have a non-zero workload set — add workload estimates in each task's edit form if the bar shows 0% despite tasks existing. The full risk evaluation sub-module (Threshold, Scenarios, TOMs, Treatment Plan) only appears once at least one risk standard has been linked to the project via the edit form's Standards tab. The estimated cost display requires a currency to be set in Risk Settings > Projects Risk Model.

Tips & common pitfalls

Tip: Use the breadcrumb chevron arrows to move between projects one by one during audit reviews. The navigation respects any filters and sort order you had active in the project list — so you will always move through exactly the set you were looking at.

Heads up: The progress bar shows 0% even when tasks exist if none of those tasks have a workload value set. Open each linked task and enter a workload estimate in its edit form; the bar will update automatically once the tasks are closed.

• The Estimated Cost has no currency symbol. Go to Risk Settings and configure the Projects Risk Model with the correct currency. The symbol is pulled from there, not from the project itself.
• The RASCI tab is empty even though roles are configured. The RASCI detail view only shows roles that have both at least one assignee AND at least one RASCI code. Check both the People tab and the RASCI tab in the edit form.
• The edit button is visible but greyed out with a tooltip. Your account has read access but not edit access. If you have edit-only-on-assigned access, you can only edit projects where you are listed as a responsible person or assignee — check the People tab to verify.
• The Activity Log clock icon is missing. This is intentional when the project is in "shared" or "consulted" mode, meaning it originated from or was shared with another organisation's DPMS instance. The changelog is managed by the source organisation in that case.

Tip: After linking a new assessment, watch for the dialogue asking whether to update the project's risk ratings. Clicking Yes triggers an automatic recalculation that updates the Risk Rating pill in the Budget / Cost tab — this is the fastest way to keep your project's risk picture current after new assessment data comes in.

• The Risk sub-menu items are empty. No risk standard has been linked. Use the project edit form's Standards tab to link one, then return here to access Scenarios, TOMs, and Treatment Plans.