Help centre
Step-by-step help for business analysts and company administrators. Each article uses the words you see on the screen.
Start here
- From your first source to a signed BRS
The whole journey for a business analyst, in order — create a project, give the AI your sources, review what it proposes, shape it, and get it signed off.
- Setting up your company
A company administrator's first jobs, in order — organisations, roles, invitations, your sign-in page, AI and its spend, and how long sources are kept.
- Frequently asked questions
Short answers to the questions people ask most, each linking to the full article.
Getting started
- What GlobalProjects is
A short tour — one structured record of a project's requirements, scope, risks and decisions, with AI that proposes and people who decide.
- Sign in and find your way around
Sign in to your company's workspace, accept an invitation, and learn the top bar, the left navigation, search and notifications.
- Create your first project
Create a project in five short steps — its name and key, how it is delivered, its modules, its requirement categories and how long it keeps sources.
- The Project Wizard
Set a new project up from its source material in ten guided steps — add sources, run each step, review what it proposes, accept or skip.
Requirements
- The requirements hierarchy
How requirements sit inside each other, how to add, move and delete them in the Hierarchy view, and the five ways to look at the same requirements.
- Working in the spreadsheet
The requirements spreadsheet, explained for someone who knows Excel — typing, moving around, adding rows, changing where a row sits, and what is different.
- The document view
Read your requirements as a numbered business requirements specification, switch how fields are laid out, and print it or take it into Word.
- Custom fields for each level
Name your project's requirement levels and give each level its own fields — from Project Setup, or by adding a column in the spreadsheet.
- Paste requirements from Excel
Copy a range from Excel, map its columns, check a preview and create the requirements in one go — nothing is created until you confirm.
- Link items and follow the trace
Link a requirement to a risk, a scope line or another requirement by searching for it, and see an item's parents, children and links in the side panel.
- Trackers — risks, issues, assumptions, dependencies, decisions and ideas
Keep risks, issues, assumptions, dependencies, decisions and ideas beside your requirements, add them quickly and link them to what they affect.
- The Question Log
Raise open questions for the project or against any item, record the answer and who gave it, and let an answer propose the requirements it unblocks.
- Scope lines and the scope document
Record what is in and out of scope, turn an in-scope line into requirements, and print or export the scope document.
AI
- Add sources — notes, transcripts and documents
Give the project the material the AI reads — paste a transcript or upload a document — then view it, hold it or delete it.
- Run the AI from the AI Command Centre
Choose what you want the AI to do, pick the sources or requirements it reads, run it, and follow its progress in Activity.
- Review what the AI proposes
What "AI proposes, you decide" means in practice — read each proposal and its evidence, edit it or ask the AI to change it, then accept or discard.
- Automatic runs and spend caps
Set a project's AI spend cap, choose which AI steps run by themselves when a source is uploaded, and see what happens when a cap is reached.
Governance
- Request and give sign-off
Ask a named person to sign off a requirement or a whole branch, approve or reject what is waiting for you, and see what happens when approved work changes.
- Project stages and gates
See which stage a project is in and what it needs before it can move on, advance it, move it back, or reject a stage with a recorded reason.
- Statuses and transitions
Set a project's own statuses, choose which moves between them are allowed and who may make them, and decide what a sign-off does to an item's status.
- The signed BRS
Generate a numbered BRS that records who signed what, check that approved text has not changed since, and download any version.
- The history of an item
See every change to a requirement or tracker item — what changed, from what to what, who made it and when — including the changes the AI made.
Reporting
- The reports library
Open a project's reports on screen, narrow them with parameters, export them to Word or a spreadsheet, and find every file the project has produced.
- The traceability matrix
See which requirements link to scope, risks, tests and each other, find the requirements that link to nothing, and narrow the matrix to one class or level.
- Export to Word and Excel
Download your requirements as a CSV that Excel opens, or as a Word document, and see who your project lets export.
Planning
- Milestones and project status
Add milestones and phases, see each one's health against your tolerance, and write the highlight report that records the project's RAG.
- The schedule and the Gantt chart
Switch a project to a full schedule, build the work breakdown with durations and dependencies, paste tasks from Excel, and reschedule on the Gantt chart.
- Baselines, variance and resources
Take a baseline of the plan so you can see how far dates have moved, and add the people doing the work to see who is over-allocated.
Administration
- Invite people and manage their access
Invite someone with a link, choose their role and projects, and change the roles of people already in your company.
- Roles and permissions, in plain language
What each built-in role can do, how a role held across the company differs from one held on a project, and how to make a role of your own.
- Organisations
Create organisations for the divisions of your company, switch between them, and set each one's name, approved email domains and outside access.
- Your company's sign-in page
Put your company's logo, colours and wording on the page your people see before they sign in, and preview it before you save.
- AI spend across the company
See your plan's AI allowance and what is used, AI spend across every project this month, and each project's cap.
- Getting AI switched on for your company
GlobalProjects sets up the AI service your company uses. How to tell whether it is ready, and how to ask us to switch it on or change it.
- How long sources are kept
Set how long your company keeps meeting notes, transcripts and uploads, place a legal hold, and find, hold or delete sources across every project.