PI

Project Intake & Portfolio

Operations leads with more project proposals than people to run them: score each one against its cost before the meeting, so the committee argues over numbers.

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

What it does.

A proposal comes in with its estimate, and reviewers score it on impact, urgency and alignment against the cost and effort it needs. The committee decides, and a sponsor can never approve their own. Approved projects are followed through their milestones, owners are told when one slips, and the portfolio shows how much headroom is left, so the next proposal gets a number for an answer. With the other apps installed, an approved project commits its budget and a planned one goes to Resource Planning to be staffed.

Use it to

Decide which projects go aheadManage a project portfolio

Useful for

Operations teamsManagersProject teams
FIG.02

A closer look.

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.