Intake Forms

Easy Projects Custom Forms, also known as intake forms, are used to capture information about a new potential project or a change within an existing project. Once created, internal users, customers or stakeholders can submit requests via free Guest Portal, on your local intranet or by simply going to the shared URL of the form.

When a form is submitted, the project manager can review, approve and apply a template to the project to pre-populate the project structure: tasks, dependencies, assignees and timeline. In addition, you can map the fields from the form into the corresponding fields in the created project. This saves a significant amount of time, while reducing possible data entry errors.

Intake Forms
Resource Loading Simulation

Resource Loading Simulation

A powerful tool built for what-if scenario capacity planning it helps to answer crucial questions for a Project or Program Manager, like:

  • “Who do we have available to start working on this project when needed?”
  • “Do we have enough resources with the required skills to take on this project?”
  • “If we take on this project, will there be an impact on existing project schedules?”

Project Templates

Avoid unnecessary data entry and save time with Project Templates - perfect for situations that involve similar or repetitive projects.

Project Templates
Projects Prioritization

Projects Prioritization

Once a new project is captured, 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.

BI-powered Project Scorecards

Every project in your pipeline gets assigned a value for each of the prioritization criteria you decide to employ (e.g. Value, Risk, Strategic Alignment, Resource Demand, etc).

The PMO or project selection committee ranks 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.

BI-powered Project Scorecards
Resource Loading Simulation

Capacity Planning

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.

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