Journey Task Applicability
The active journey — Integrated, Schedule-Only, or Basis of Estimate — is the sole authority for which tasks, workflows, and evidence categories apply; switching re-evaluates everything instantly without resetting workbook data.
Journey selection is how ProjectXL adapts its guidance to the kind of work actually being done. A team running a Basis of Estimate engagement does not need to see recurring execution tasks. A team running a schedule-only review does not need to see cost planning or actuals workflows. Rather than maintaining separate products or separate file templates for each mode of use, ProjectXL uses the journey selection to control which parts of the system are relevant — without changing what is stored in the workbook.
Three Journeys
The Integrated journey activates the full set of cost planning, schedule planning, performance tracking, and forecast workflows. It is the correct choice for projects in active execution where cost and schedule are being tracked together. The Schedule-Only journey removes cost and financial tasks from the recommendation set, leaving a clean schedule-focused surface appropriate for preliminary planning, schedule reviews, or engagements where cost is out of scope. The Basis of Estimate journey removes recurring execution work that does not apply to an estimate-only posture, keeping the surface focused on plan setup and cost estimation.
Task Tier Logic
Every task in the system carries a tier classification for each journey type: required, optional, or not applicable. This classification is what makes a journey switch coherent — the system does not just hide some tasks and show others based on a rough filter. It applies a precise applicability model that was authored with each journey's intent in mind, so the result is a recommendation set that reflects what a user in that journey actually needs to do.