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Project:OS

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Major projects all run on the same underlying structure of phases, workflows, roles, duties, gates and decisions, and Project:OS holds it as one architecture, the full delivery lifecycle from strategic intent to close-out, with each part linked to the parts it depends on. A team configures it to its project, and the register, schedule and assurance view are generated from it.

Why Project:OS exists

The pattern is about where the method is kept, rather than the competence of the people keeping it.

How the built environment usually works

A person per project

  • The process lives in someone's head
  • It is rebuilt from scratch on each project
  • The organisation chart stands in for the workflow
  • Knowledge leaves when people do
How other industries work

A system per organisation

  • The repeatable 80% is written down once
  • Each project inherits it and configures the rest
  • Work flows through the system
  • Lessons flow back into the system

The result Most projects start from zero, and the client pays to rebuild what it already knew. We set out the argument in People as Proxies for Systems.

How the architecture is organised

Start at the lifecycle and follow any phase down through to the activities, decisions and rules inside it.

Project:OS describes delivery as a connected model. In data terms it is an ontology: a defined set of things, such as phases, workflows, activities, roles, duties, gates, artefacts and risks, and the relationships between them. Because the links are explicit, a change to one part shows everything it touches.

Level 1

The lifecycle

Eight phases from strategic intent to close-out form the baseline for any type of project. The frameworks teams already use map onto it, so nobody has to give up their own stage names.

Project:OS8 phases, the baseline
P00Strategic IntentWhy, and whose mandate?
P01ConceptWhich options to pursue?
P02DefinitionWhat exactly, for what budget?
P03Design DevelopmentConstruction-ready design
P04Delivery ProcurementTender, award, mobilise
P05ConstructionBuild, install, test
P06Commissioning and ReadinessInto operational state
P07Operational Transition and Close-OutHand over, capture lessons
DCO consentPlanning Act 2008
Pre-application
Acc.
Pre-exam
Examination
Rec. and decision
Post-consent: discharge requirements and commitments
Network RailGRIP stages
GRIP 1
GRIP 2
GRIP 3
GRIP 4
GRIP 5
GRIP 6
GRIP 7
GRIP 8
RIBAPlan of Work 2020
0
1
2
3
4
5
6
7
Scroll sideways to see all eight phases. Phase alignment from the Project:OS sector mapping. DCO stages follow the Planning Inspectorate's process guide, placed against the phases as our indicative reading for a linear scheme. GRIP is now superseded by PACE for new Network Rail projects. RIBA stages from the RIBA Plan of Work 2020.
Level 2

The workflows

23 workflows run through the eight phases, with 262 activities in all. Each cell shows how many of a workflow's activities are active in that phase, so you can see where the work concentrates and where it hands on.

WorkflowP00Strategic IntentP01ConceptP02DefinitionP03Design Dev.P04ProcurementP05ConstructionP06CommissioningP07Close-OutActivities
W01Strategic Intent and Value Case1112106445416
W02Requirements and Scope Definition48910664214
W03Design Development and Technical Integration26910851111
W04Planning and Scheduling256897529
W05Risk Identification and Modelling258876329
W06Cost Planning and Estimating488899419
W07Budget and Cost Management236877739
W08Commercial Strategy and Contracting59131312119517
W09Procurement and Supplier Engagement35852219
W10Change Management and Control238877829
W11Production Planning and Control2376886210
W12Quality Management234577629
W13Environmental and Sustainability61010109910911
W14Information and Configuration Control3799999611
W15Stakeholder and External Interfaces6101010999511
W16Planning and Statutory Consents571112885314
W17Assurance and Verification691010111111711
W18Commissioning, Handover and Readiness14671112913
W19Safety, Health, Environment and Wellbeing4711121313101014
W20Funding and Investment Management59111091011918
W21Value and Benefits Governance1588668812
W22Programme Management34623118
W23Development Management25348
Scroll sideways to see all eight phases. Activities active per workflow and phase, from the Project:OS model. Darker means a larger share of that workflow's activity. W16, highlighted, holds the consenting template used in Consenting and DCO delivery.
Level 3

Inside one workflow

Open W16, Planning and Statutory Consents, and each of its 14 activities carries the decision points, artefacts, risks, roles, handoffs and rules that belong to it.

14 activities, from strategy to lessons learned

  1. W16.1Consenting strategy and route selection
  2. W16.2Environmental impact assessment coordination
  3. W16.10Pre-application consultation
  4. W16.12Habitats Regulations assessment
  5. W16.13Marine licensing
  6. W16.11Land rights and compulsory acquisition
  7. W16.3Application and submission management
  8. W16.4Examination and determination support
  9. W16.5Consent conditions and requirements
  10. W16.14Planning obligations and highways agreements
  11. W16.6Secondary consents and permits
  12. W16.7Consent compliance monitoring
  13. W16.8Consenting reporting and governance
  14. W16.9Consenting learning and precedent capture

Linked to the activities in the model

13Decision pointsfrom route confirmation to non-compliance escalation
10Artefactsstrategy, application pack, conditions register
17Risksplus 11 failure modes, such as judicial review and a late strategy
6Governance principlesrules every activity must meet
7Handoffsto design, environment, stakeholders, programme and risk
9Rolesconsenting, planning, legal, land and environment
Rules built in"Consent conditions are legal obligations, not administrative tasks""Consenting strategy must precede design development"Conditions are discharged before the construction activity they govern starts
Level 4

What it generates. The register of work, the schedule, the assurance view and the knowledge base are generated from this architecture, so they stay consistent with each other. They are shown below.

Level 4 · What it generates

What it generates

Each of the screens below draws on the same underlying method, so a change made in one place appears everywhere that it matters.

01 · Register

The delivery register

One register holds every record in the selected slice of the project. Filter by tool, status or phase, then open any row and edit it in place. In the workflow shown, all 110 records were generated from a single workflow rather than entered by hand.

Project:OS delivery register for the Strategic Intent and Value Case workflow, showing 110 records with effort, due date, state, phase, structural context and owner
Delivery register, Strategic Intent and Value Case workflow
02 · Schedule

The schedule

The schedule comes from the method. Cost plans, commitment registers and contingency allocations arrive in sequence, with their dependencies already in place, and can be viewed by day, week, month or year.

Project:OS schedule view for a sample consenting workflow: deliverables grouped by workstream, with their sequence and dependencies drawn from the method
Schedule generated from the method, sample consenting workflow
03 · Assurance

The assurance view

Overdue, threatened and due-soon items are brought forward automatically, and gaps in effort and coverage show up by phase and by role. Assurance becomes part of the working record.

Project:OS assurance view for a sample consenting workflow: planned effort by role in working days per week, stacked, with top contributors
Assurance view: effort by role over time, sample consenting workflow
04 · Knowledge

A knowledge base for each workflow

Each workflow has its own reference pages covering purpose, governance domains, sub-processes and assurance tiers. They are versioned with the project, so the method stays with the work.

The method as a graph: workflow W01 and the artefacts, controls, risks, roles and phases that hang off it. Drag to explore; hover for detail.

What Project:OS holds from day one

Before a team adds anything of its own, Project:OS already contains a full delivery lifecycle, with the people, duties and gates linked together.

Phases
8, from strategic intent to operational transition and close-out
Workflows
23
Sub-processes
262
Roles
111
RACI links
1,461
Statutory-duty links
540
Gate links
704
Sign-off links
590
Artefact templates
215
Contract forms mapped
79
Building blocks
About 6,800

Roles, duties and gates

The 111 roles are linked to the work through RACI links and to legislation through statutory-duty links, so each duty has a named owner from day one. The roles include duty-holders such as the Principal Accountable Person under the Building Safety Act, nuclear site licence holders and COMAH operators. Gates and sign-offs are linked in the same way.

Any form of contract

Project:OS maps 79 contract forms, including the full NEC4 family, JCT, eight FIDIC books, IChemE, PPC2000 and FAC-1/TAC-1. Whichever form a project uses, the duties and sign-offs it creates are assigned to the people who hold them. The contract and the governance remain the client's own.

Artefact templates

Each of the 215 artefact templates carries a named owner, the resource inputs needed to produce it and its logic: what it depends on and what depends on it. It also carries a quality criteria checklist, a maturity state showing how firm the information is, an assumptions register and an approval pathway. Each deliverable is reviewed against the same criteria, by the people responsible for it.

What is available now

We are careful to distinguish what the product does today from what we are still developing, so that nobody relies on a capability that is not yet there.

CapabilityStatus
Delivery register: each work item, filterable and editable in placeAvailable
Schedule generated from the method, with dependencies in placeAvailable
Assurance view: overdue, threatened and due-soon items; effort and coverage by phase and roleAvailable
Knowledge base for each workflow, versioned with the projectAvailable
Delivery lifecycle library: phases, workflows, sub-processes, roles, RACI, statutory duties, gates and sign-offsAvailable
Artefact templates with owner, resource inputs, logic, quality criteria, maturity state, assumptions register and approval pathwayAvailable
Assurance tiers and endorsement points, such as peer review and independent assurance, defined in the method and carried out by peopleAvailable
Contractual mappings: duties and sign-offs mapped across 79 contract formsAvailable
AI agents that gather information and prepare drafts, with a person checking the output and making the decisionAvailable
Automatic checking of deliverables against their quality criteriaIn development

Questions

What does Project:OS hold before we add anything of our own?

The full delivery lifecycle: 8 phases, 23 workflows and 262 sub-processes. Behind it sit 111 roles, connected to the work by 1,461 RACI links and to legislation by 540 statutory-duty links, so each duty has a named owner from the start. Gates are covered by 704 gate links and 590 sign-off links.

Does it work with our form of contract?

Project:OS is contract-neutral. It maps 79 contract forms, including the full NEC4 family, JCT, eight FIDIC books, IChemE, PPC2000 and FAC-1/TAC-1. Whichever form you use, the duties and sign-offs it creates are mapped to the people who hold them.

Are deliverables checked automatically?

Not yet. Each of the 215 artefact templates carries an owner, resource inputs and logic, as well as a quality criteria checklist, a maturity state, an assumptions register and an approval pathway, so each deliverable is reviewed against the same criteria by the people responsible for it. Automatic checking against those criteria is in development.

Where does AI come in?

Three kinds of agent work inside Project:OS, each with a defined job.

  • Micro-agents work at the level of a single task: they gather information, prepare drafts and measure progress against the method.
  • Domain agents work within a discipline, such as cost, schedule or risk, to simulate, forecast and compare options.
  • An orchestrator agent watches the programme as a whole, brings the other agents' outputs together and flags where attention is needed.

None of them makes a decision. Agents prompt and escalate; a person checks each output against the record before anyone relies on it, and a named person makes the call with the evidence in front of them.

Do we need Project:OS to work with Synaform?

No. Project:OS is available on its own, and our advisory and modelling work does not depend on it. Where it would help, we will say why; where your existing tools serve the purpose, we will work with those.

How does Project:OS relate to Playground?

They address different questions. Project:OS sets out how the work should run: the roles, duties, gates and sign-offs. Playground, which is still in development, is intended to show what is actually happening. It assembles the data, including by connecting to the systems you already run, and brings out insight into what has happened and why, with earlier warning of what may be coming.

Ask for a demonstration

We can walk through the register, schedule, assurance view and knowledge base, and discuss how the method would apply to your project and form of contract.

Request a demonstration