Many organizations, especially those in internal IT, will receive requests from internal customers to perform projects. For example, IT may receive a multitude of requests from Marketing, Finance, Sales, Development, and a variety of other “internal customers”. These requests need to be prioritized and ranked against each other so that IT may determine which projects will actually be performed. Unanet’s role-based access provides the ability for certain individuals to request projects. These requested projects will sit in a “queue” until they are activated by someone with the appropriate role.
What’s covered in this document:
- OPTION 1 (via PENDING Organization)
- OPTION 2 (via Project Notes option)
- High Level Process Steps
- B&P Phase
- Project Request
- Using Notes for Workflow: New Proposal Project Setup
- New Proposal Project Setup: Create New Project
- Resource and Expense Planning – Build the Proposal Budget
- Using Notes for Workflow: Budget is Complete & Ready for Review
- Finance Reviews Budget
- Contract award
- Handoff to Project Team
- Additional Information
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