Optimize your project pipeline with BrightWork
Approve and resource the right projects, at the right time, to reach your business goals
Scalable Project Request Management on SharePoint
The Project Request Manager Template from BrightWork provides an easy way to submit and review new project requests – straight out-of-the-box.
Requests are logged and managed in one location.
Think of this space as your ‘PRM Command Centre’.
4 Steps for Managing Project Requests on SharePoint
The BrightWork Project Request Manager Template follows a four-step process:
Step 1: Draft
A new project proposal is submitted.
Use the Resource Allocation List to assign resources at a high-level in the request.
Step 2: Review
The proposal is sent to the relevant individual(s) for review.
Automated email notifications keep the process moving forward.
Step 3: Pending Decision
The reviewer(s) reviews the proposal and recommends the request for approval.
The approver receives an automated notification about the new request.
Step 4: Approved or Rejected
Approvers can rank the project pipeline and check Resource Allocation before making a decision about the new request.
Once approved, a new project site is created using the original request.
See the Project Request Manager Template in action!
Project Request Manager Configuration Options
Use terms to match your local processes
Set permissions for ranking requests
Add custom fields for ranking project requests
Configure the request intake form
Add or remove steps
Assign new projects to a default Project Office
Update the automated notifications
Project Request Management with BrightWork and Nintex
Nintex is a no-code, point-and-click solution used to automate project management processes such as status reporting and risk management.
Combining Nintex ‘LazyApproval’ with the BrightWork Project Request Manager Template allows reviewers to approve or reject a new request with an email.
