Manage Findings in the Project Workbench

During the course of an project the team will identify a variety of findings, opportunities and other items that require management's attention and action. These findings represent an team member's observation of a potential issue or opportunity for improvement that was uncovered while evaluating process design and operational effectiveness. Initial findings should be documented and may require additional follow-up with management for clarification. Upon further validation of the facts, the project team can then determine if the control is reasonable and no further action is required or if the finding should be included in the project report.

Findings can be created for the following objects:

• Project
• Work Paper
• Objective
• Risk
• Control
• Internal Project Test

Each project finding contains a description of the issue, a proposed solution for the issue and allows the team member and management to track the solution through implementation. Based on the criticality of the issue, the issue origin and the projector's professional judgment, the issue will be classified as a reportable finding (included in project report), a potential finding or an opportunity for improvement.

The findings form is divided into two sections:

• Project Finding - The team member and/or project team is responsible for creating and editing the information describing the finding including the criticality, recommended solution, its status etc.
• Management Response - A member of client management edits the due date, follow up date and management's response to the finding in this section.
• Note: Administrators can configure notifications to be sent based on a specific date or event (i.e. creating, updating, closing, deleting) in a finding. See Notification Management for details.