PPM Software Evaluation Criteria

  ProjectsAtWork  

The following section provides additional questions and considerations for Customization. While refining these selection criteria for your specific needs, consider what your organization requires related to customization of the tool and the content it manages.

Customization of Tool/Content (questions and considerations)

Methodology
- To what degree do you need to be able to tailor the methodology to your needs? 
- Will you use the vendor's methodology, or yours? 
- What methodology information should be available? 
- Is methodology support provided for reference, or is workflow support required? 

Templates
- To what extent do you need to have customized templates? 
- Will you use their templates, or yours? 
- Who will be responsible for updating and maintaining templates? 

Organization Structure
- To what extent do you require a customized organization structure? 
- Does the organization structure define the definition of portfolios, resource groups, or both? 
- How does the organization structure influence the project management process? 
- How does the organization structure influence approvals? 
- How stable is the organization?

Project Structure
- To what extent do you require a customized project structure? 
- Will you use their …

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