By Jason Ames

Primavera’s Project Portfolio Management suite is known for its ability to help you manage your projects and reduce the risk of project failure. But did you know that with Primavera P6 v7 Web Client, you can use predefined workflow templates to request new projects? The project request process is critical because each new project not only represents an opportunity to help a company grow but every new project impacts every other project occurring in the organization. In addition, each new project utilizes a company’s time, money, and resources and should contribute to the company’s strategic goals and, ultimately, the company’s bottom line.

Utilizing the Primavera project initiation workflow in P6 v7 web access, you can significantly improve your project selection process via the steps below. 

First: Standardize the project request process. Primavera allows system administrators to create custom project request templates and mandate project request criteria, including a spending and benefit plan.

Primavera Project Request Template

Second: Route requests to the groups affected by the new project. How often have you begun a new project to discover that a key group was unaware of the requirements? With the new Primavera workflow, you can select approvers at each stage by manually selecting them or route requests automatically by project code.

Define Stages in Primavera Workflow

Third: Collaborate with the project selection team. Also included with Primavera web is a collaboration engine thatallows teams to share and review documents aandidentify potential issues for each new project. Documents can be shared via the Primavera collaboration engine or by linking to Microsoft Sharepoint or Oracle’s Unified Content Management System.

Primavera Project Request Collaboration

Once the project approval process is completed, it is placed in the specified Enterprise Project Structure node, and you can begin building your project plan.

Automating business processes via Primavera workflows is the most effective way to enable organizations to manage and prioritize projects based on predefined criteria.

Contact Project Partners for additional details: sales@projectp.com