Project Intake Management

Projects are often ‘dropped off’ – they land on your desk, in your inbox, on your lap. Without a formal intake process, the expectation is that the project will immediately gain a spot in the schedule, resources are assigned, and deadlines are set!

Does this work? Typically, this approach results in an entirely overwhelmed team – deadlines are rarely met, and budgets are overrun. An effective PMO will institute a formal process – with a project review cycle, prioritizations, and approvals. Even if you do not have a PMO, you can do this. TeamDynamix supports the project intake process via a project request that can easily be accessed through an online portal.

Capturing the Project Request The level of detail you can capture at this initial phase is entirely configurable by you. Project requests can include benefit, effort, cost, and more such as risk and weighted scoring. Different workflows can be created and associated with project requests based on institutions, business areas, functional areas, and much more. Requestors can view the status of their project request as it moves through the project request process.

Project Review & Approvals
All project requests then move into the TeamDynamix Project Portfolio Management platform, where all request related activity takes place.

You have the ability to add project requests to the appropriate approval workflows as well as build them out, score, and measure them against other requests before approval.