# Project Intake & Portfolio in the App Library

> 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.

Source: https://www.cordango.com/marketplace/details/project-intake/
Language: en

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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.

Add Project Intake & Portfolio to your workspace

It installs from the App Library inside Cordango and starts working with what you already have.

[Get early access](https://www.cordango.com/start/?app=project-intake)

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.

## What it does

-   What has been asked for, with the estimate behind it
-   Impact, urgency and alignment weighed against cost and effort
-   The decision belongs to a committee, and never to the sponsor
-   Milestones on the approved projects, and how far along each one is
-   Portfolio headroom, so the next proposal gets a number for an answer

## What's included

### Records

-   Project
-   Review
-   Milestone
-   Portfolio

### Workflows

**Project:** Proposed · In review · Approved · Planned · Active · On hold · Completed · Not doing it

### Roles

-   Proposer
-   Committee
-   Portfolio manager

5 pages · 4 views

## How it connects

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

### Works with

[BGT Budget & Spend Tracker an approved project commits its estimate](https://www.cordango.com/marketplace/details/budget-tracker/) [360 360 Feedback a finished project asks its sponsor for feedback on whoever ran it](https://www.cordango.com/marketplace/details/feedback/) [RP Resource Planning a planned project becomes something to staff, and a staffed one can start](https://www.cordango.com/marketplace/details/resource-planning/)

### Uses your company core

[ORG Organizations a customer-facing project points at the same company record as the deal did](https://www.cordango.com/marketplace/core/organizations/)

## What it does for you

-   A proposal belongs to whoever wrote it
-   A score belongs to whoever gave it
-   Monday nudge on proposals the committee has not decided
-   Tell an owner when a milestone has slipped
-   Two weeks before a project is meant to end

## Built by

Cordango

## Category

[Operations](https://www.cordango.com/marketplace/category/operations/)

## Version

0.3.0

## Default role

submitter

## Sample data

Available on install

Can be removed again afterwards

## Tags

-   [intake](https://www.cordango.com/marketplace/tags/intake/)
-   [portfolio](https://www.cordango.com/marketplace/tags/portfolio/)
-   [proposals](https://www.cordango.com/marketplace/tags/proposals/)
-   [scoring](https://www.cordango.com/marketplace/tags/scoring/)
-   [committee](https://www.cordango.com/marketplace/tags/committee/)

## Screenshots

[![Project Intake & Portfolio on Cordango: the portfolio board with proposals in review, approved, planned and active, each with its score and estimate](https://www.cordango.com/assets/templates/app-project-intake-portfolio.png)](https://www.cordango.com/assets/templates/app-project-intake-portfolio.png)

Proposals from proposed to active

[![Project Intake & Portfolio on Cordango: proposals waiting, projects active, committed cost and the intake queue with its scores](https://www.cordango.com/assets/templates/app-project-intake-dashboard.png)](https://www.cordango.com/assets/templates/app-project-intake-dashboard.png)

What waits for the committee, and what is running
