Technology introduction of EPM
Step 1: Configuration "Easy"
Step 2: Configuration "Basic"
Step 3: Configuration "Professional"
Step 4: Configuration "Full"

Initiation project in MS Project Online

Initiating projects in MS Project Online - the management of requests for the project. This process is aimed at the formation and management of the Bank requests the project. The process also provides a selection of projects for implementation. The frequency of a process established the portfolio manager (the recommended frequency - monthly).

Business process management enquire

Initiation project

Рic.1. Business process management enquire

Description of functions

Name

Registration enquire

Responsible

Portfolio administrator

Incoming documents

Inquiry on the projectRegister of requests for project

Outgoing documents

Inquiry on the project

Description

Specialist project management receives requests from the initiators of project, as well as helping to shape requests for project initiators. As part of this function, the analyst conducts an initial portfolio analysis and selection of requests. The registry of requests for project in MS Project Online request is marked as "Added."

Name

Analysis of the request for project

Responsible

Portfolio administrator

Incoming documents

Inquiry on the project

Outgoing documents

Register of requests for project

Description

Domain Experts analyze requests for project, which resulted in a request for project is added to the analytical report on the technical feasibility of the project. The registry of requests for project in MS Project Online request is marked as "analyzed".

Name

Consideration of a request for a project

Responsible

Portfolio manager

Incoming documents

Register of requests for project

Outgoing documents

Register of requests for project

Description

The head of the portfolio based on the information in the requests for the project decides on the further implementation of the request.

Name

Develop a strategic plan for the project

Responsible Portfolio administrator

Incoming documents

Register of requests for project, Template of project schedule Outgoing documents

Project schedule

Description

Based on the template schedules using Enquire taken to implement the project manager creates a plan project schedule and publishes it in the portfolio companies. When you publish a portfolio manager describes the project in accordance with the company's rules and regulations.

Name

Integration project in the portfolio

Responsible Portfolio administrator

Incoming documents

Project schedule Outgoing documents Portfolio

Description

The projects for which a decision on the implementation of the analysis of dependencies between projects. In determining the dependencies for these projects establishes a relationship between the results of milestones.

Role

Title role

Functions

Portfolio manager

Consideration of a request for a project

Portfolio administrator

Registration enquire

Analysis of the request for project

Develop a strategic plan for the project

Integration project in the portfolio


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