The Project Request Tracker template 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.
The Project Request Manager template offers a more involved process than the Project Request Tracker. As well as the Requests list, it includes Business Goals, a Document Library for supporting documents, reports, workflows and dashboards to manage the pipeline of new project requests. Alerts (if configured) are sent to notify the Project Review team.
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.
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 includes three Project Request Management templates, each of which can be easily customized to fit local approaches.
The New Project Request Management templates available with BrightWork include: Project Request Tracker; Project Request Manager; and Project Forecast Manager.