Project Request Management Templates
Templates Movie
Many organizations want to introduce controls with regard to new projects being approved, especially when they have a lot of existing projects already underway.
They need a process that allows project requests to be submitted, reviewed and accepted or rejected. BrightWork pmPoint includes three Project Request Management templates, each of which can be easily customized to fit local approaches.
Project Request Tracker
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The Project Request Tracker provides a very simple but transparent approach to managing incoming project requests. It facilitates the capture of key data about requested projects and allows this information to be sent for review and approval or rejection. The list also contains tailored views that indicates where potential new projects are in the project management request approval process.
Lists Included: Project Request
Project Request Manager
The Project Request Manager offers a more involved process than the Project Request Tracker, supporting both requests for work and for projects. It provides multiple lists (Business Goals, Work Requests, Project Requests, Tasks, Supporting Documents, Key Contacts and Discussions), reports, workflows and dashboards to manage the pipeline of new project requests. Alerts (if configured) are sent to notify the Project Review team. For Work Requests the team determine how to deal with the request, for example, it might need to be converted into the Project Requests or a Task.
Lists Included: Business Goals, Work Requests, Project Requests, Tasks, Supporting Documents
Project Forecast Manager
The Project Forecast Manager template delivers all the advanced functionality of the Project Request Manager template plus resource usage planning for those that need it. The template includes a ‘Resource Planning’ section for capturing Resource Estimates (for projects in the request pipeline) and Resource Pool details. Additional reports are also included to help determine the impact and viability of these projects, with respect to the resources required to complete them and the resources available to do the work.
Lists Included: Business Goals, Work Requests, Project Requests, Tasks, Supporting Documents, Resource Estimates, Resource Pool