Overview
Portfolio Planning is where potential project requests are recorded, reviewed, and approved. The final step of Portfolio Planning is staffing a project. Once staffed, a project request becomes an active project and is then managed by a project manager.
In Portfolio Planning, customers can create requests via the service catalog. If the Resources section is available for project requests, individuals can add other individuals to see their draft project requests. When ready, they can submit project requests. Submitted project requests are managed in the Portfolio Planning application. They are then attached to a workflow, and that workflow then models the appropriate steps for that project request to be approved. When the workflow is complete, the approved project request stays in the Portfolio Planning application until it is staffed.
Get Started
Gotchas & Pitfalls
These issues may affect the user experience or adoption of project requests
- The more data and sections required, the more time and effort it will take for users to complete requests
- If the individuals and/or organizational culture have challenges with working with project requests and need a simpler experience, consider using tickets for intake and then converting those to projects or project requests.
Need additional help or have issues
For support, requests may be submitted anytime using the appropriate Enterprise Service Management form. Requests generate a Ticket which will be worked in order received and urgency by IT Employees with the knowledge and permissions to assist with the request.
For immediate assistance please review the Contact Us page for the appropriate support group.