PI

Project Intake & Portfolio

Proposals scored before anybody argues about them, decided by a committee, then followed through delivery.

Official by Cordango
  • CATEGORY Operations
  • FOR Operations teams · Managers · Project teams
  • USES YOUR COMPANY CORE Organizations
  • WORKS WITH 3 apps
project_intakeOperations
PI
FIG.01

What it does.

Deciding which projects go ahead, before anybody argues about it. A proposal is scored on impact, urgency and alignment against what it will cost, a committee decides, and the approved ones are followed through their milestones. Nobody approves the project they sponsored.

Use it to

Decide which projects go aheadManage a project portfolio

Useful for

Operations teamsManagersProject teams
FIG.03

How it connects.

Every app here installs on its own and works on its own. Adding a companion is what makes both do more.

  • Budget & Spend Tracker An approved project commits its estimate
  • 360 Feedback A finished project asks its sponsor for feedback on whoever ran it
  • Resource Planning A planned project becomes something to staff, and a staffed one can start

Uses your company core

Every workspace already has these. Nothing to install, nothing to connect.

Organizations

a customer-facing project points at the same company record as the deal did

Works with

Optional. Install one later and both do more.

Budget & Spend Tracker

an approved project commits its estimate

360 Feedback

a finished project asks its sponsor for feedback on whoever ran it

Resource Planning

a planned project becomes something to staff, and a staffed one can start

FIG.05

Details.

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Start with Project Intake & Portfolio.

Every app here installs on its own and works on its own. Adding a companion is what makes both do more.