PPM Software Evaluation Criteria

  ProjectsAtWork  

The following section provides additional questions and considerations for Workflow. While refining these selection criteria for your specific needs, consider what your organization requires related to workflow.

Workflow (questions and considerations)

Standard workflow definition
- To what degree are standard workflows required? 
- Do you need an automated workflow capability? 
- What workflow capabilities are required?
 
Multiple workflow definition support
- Do you require multiple workflows for different project types, portfolios or other segments? 
- To what degree do you need to be able to customize and tailor the workflow? 

Workflow customization for individual projects/portfolios
- Do you need to be able to adapt workflows to the requirements of individual projects or portfolios? 
- Who should be able to do this? 
- What restrictions should be in place? 

Management of individual approvals
- Are approvals granted by a single person? 
- Do approvals require that person to formally ‘sign off’? 
- Do you need an actual approval, or simply a record that the approval is in place? 
- What information is required? 
- Can approvals be delegated? 

Management of multiple/group approvals
- Are there requirements for multiple or group …

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