Please see attached a document that describes how to add Project Portfolio Management to Service Desk.
Overview:
This document describes how to build the objects, windows and processes to build a workflow that can be used to manage processes. The processes themselves do not adhere to any particular project management framework but can be easily adapted to do so.
The main project process goes through 5 stages – Initiation, approval, planning, implementation and closure. At each of these stages it is possible to define risks, documents, issues and resources. There is also an optional project task process for organisations that wish to model work packages in Service Desk and an additional Change process for those that wish to have a process describe changes to Projects.
The instructions include advice on how to add many common project features (listed below) none of these are essential to any implementation but some of them will be useful to each.
- Modelling of stages or milestones within a Project
- Modelling of tasks within a project
- Addition of a RAG status field to Projects, Tasks, Stages etc
- Ability to define a % done for each Project, Task, Stage etc
- Addition of an Issues list
- Addition of a Risk register
- Addition of a Change process
- Ability to add Project team members
- Ability to define a value for the time of each project team member
- Ability to schedule projects, tasks, stages, team members etc
- Ability to create dashboards for showing project overviews
- Ability to add costs to a project