Demand management
have to go through several phases, including submitting the ideas, creating the
proposals, selecting the best out of them, planning, assigning resources, and
finally managing and executing the approved projects.
In general, managing any work request,
whether it’s a new idea, or an IT change request, would have to go through
several phases until its completion. The initial proposals and project ideas
are generally referred to as demands, and Demand Management is the process for
collecting these demands and managing them throughout the entire project life
cycle.
The planning and management phases are
accomplished by the more familiar project management processes by using Project
Professional and Project Web App.
On this blog, sharing a new
approach for demand management.
A typical scenario,
1. Resources should have a place to
submit their ideas with set of information.
2. Stake holders / Portfolio managers
should be notified when the ideas submitted.
3. The ideas must be approved /
rejected by portfolio managers.
4. Automatically, the ideas should be
converted as Project after the approval
Note:
The demands or ideas can be converted
as Project only after the stake holder’s approval.
The person who submits the ideas may or
may not have access to the PWA.
Approach:
1. Create a Sub site under PWA site
collection
2. Create a list in that sub site with
required columns and appropriate data types
Note: These columns
are going to be mapped with PWA custom fields
3. Publish a workflow using SharePoint
designer 2013 to push the data from the list to Project Server after the
approval.
Steps are described in
detail below:
Step 1. Add a Sub site under PWA site
collection
1. Open PWA instance --> Gear Icon
--> Site Settings --> Sites and Workspaces
2. Click on Create --> Type a Title
and URL according to your naming convention.
3. Choose Team Site as template and
"Use same permissions as parent site".
Note: Tested with
"Team site" and default permission, it should work with others as
well.
Step 2: Create a list with appropriate
columns and data types
1. Open that Sub site --> Gear Icon
--> Add an app
2. Click on Custom List, give a name
and click Create.
3. Open the custom list, click on List
tab in the ribbon and List settings, and create columns
For Ex: Idea Name,
Description, Region, Proposal cost and duration
Note: The corresponding PWA instance
should have equivalent custom fields to capture the information from list, otherwise
the application cannot push the data from the list to project server.
Step 3. Create a workflow using
SharePoint Designer
1. Open SharePoint designer 2013 Ã
Open the sub site
2. Click on the “List Workflow” and
choose the list
Sample workflow:
Conclusion:
1.
Project managers submit their ideas using the list
2.
The workflow associated with the list will send an alert to the stake holder.
3.
If the task is approved, then the list item will be converted as project in the
PWA instance.
More
Info:
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us:
www.projectmadeeasy.com
info@projectmadeeasy.com
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