The Sales team works with the PMO and Delivery Managers to review all planned projects. Both potential client and internal initiatives are prioritized and ranked based on a set of specific evaluation criteria. Resource and Project Managers work to identify and soft-allocate the right resources based on skills, availability, and fit. Potential resource and schedule conflicts are identified and resolved.
The Sales team presents the final project proposal including a schedule to the client for approval. The client can be added as a Guest User to drive more engagement during the client review and decision phase.
Every project in your pipeline gets assigned a value for each of the prioritization criteria your decide to employ (e.g. Value, Risk, Strategic Alignment, Resource Demand, etc).
The PMO or project selection committee rank each project using a real-time dashboard based on these factors to decide and rank which requested projects will be approved and executed in what order.
Resource management functionality allows managers to optimize resource utilization and to proactively resolve any identified conflicts. The PMO can also run resource capacity simulations to get an impact analysis on current workload and schedules.