Project Monitor can help you manage project requests.

These steps depend on your organization, and some may already have been completed.

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Watch the Masterclass: How to manage project requests with Project Monitor ?

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1. Who can create requests on my platform?

Requests can come in through multiple channels: automated via APIs, but also manually (e-mail sent to the PMO, requests raised during coffee breaks, exchanges in the office, etc.). Project Monitor...). Project Monitor becomes a mailbox for requests, making life easier for the PMO and all project stakeholders.

A project manager or administrator can create a project on the platform, and now a contributor can issue project requests.

Two new roles will be assigned to him, enabling him to create a project solely via a template.

1. Click on the Main menu.
2. Click Administration > User management > Roles.
3. Create a new general and/or hierarchical role.
4. Assign only these two rights to the role :
• Creating a project using a template
• Using templates in projects
5. Create a new role and check the box Project team.
6. Check these rights for this role only:
• Viewing attributes in the project
• Updating attributes in the project
• Consulting forms in projects
• Consultation of a project to which the user is assigned
7. Assign these two roles to the users concerned.

2. How do I create a project template to facilitate request management?

In this template, you can inherit abacus types, such as :

• forms with attributes to fill in...
• a schedule,
• resources,
• budget items,
• risks,
• tasks,
• exchanges.

Next, we need to create a dedicated template , which will be attached to the same hierarchical level as the right acquisition level.

1. Click on the Main menu.
2. Click on Administration > Templates > Project.
3. Click on Add.
4. Complete basic information.
5. Click on Register.
6. Fill in the information that will be copied from this template when a project is created.

3. How do I create a project using a template ?

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Each way of creating a project is linked to a specific right. Contact your administrator if necessary. The right Creating a project using a template upgrades to Contributor license level: allows you to create a project from a template as an Applicant.

1. Click on Main menu > Projects > Projects.
2. Click on Add.

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The creation window appears, on the first screen Creation mode.

3. Select creation mode From a template.
4. Choose the template from which you want to create your project.
5. Click on Next.
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The project creation form appears, with all the necessary properties and characteristics. You can cancel creation at any time by clicking on the Cancel creation.

6. Please fill in at least the items marked with a red asterisk* (mandatory); other items are optional.
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If any properties or attributes are missing, the button validating project creation will remain grayed out. In a project template , a multi-selection field Creator as project manager proposes the project roles set up on the platform. The creator will appear in the project setup team with the selected roles.
7. Click on Create and save to validate the creation.

4. How can I get more (reliable) data on a request?

You may need to study this application further. To do this, you need to include more data in your request.

This instruction is objective, complete and reliable.

To add more elements, you can reapply a template to your project to inherit other forms or abacuses.

1. Click on the relevant project.
2. Click on Setting.
3. Click on No access.
4. Click on Insert template content.
5. Select the desired template in the Based on the template.

5. How to compare project applications and insert them into a project portfolio ?

Project MonitorThe portfolio scenarios will enable you to compare your organization's constraints with projects already launched and project requests.

Create portfolio scenarios