PPM Software Evaluation Criteria

  ProjectsAtWork  

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

Document Management (questions and considerations)

Project documentation archiving
- What project management information should be archived? 
- In what format? 
- Are there retention or destruction requirements? 
- Should these be automated or manual? 

Project deliverable archiving 
- What project deliverables should be archived and in what format? 
- Are there retention or destruction requirements? 
- Should these be automated or manual? 

Support for multiple document types
- What types of documentation are required? 
- What file formats should be supported? 

Customizable document metadata
- What information should be stored about documentation? 
- What fields are required? 
- To what degree should the fields be customizable? 

Support for multiple project categories/portfolios
- What categorization of documentation is required? 
- Are there categories based upon project type, customer, portfolio or organizational unit? 
- How should these be captured? 

Full-text document search and retrieval
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