Project Intake Prioritization 

Prioritize, allocate and adjust project timelines.

Gain Control of Projects

Are projects being tossed at you at rapid speed? Use a systematic approach to determine which ideas should be projects with scorecards, prioritization and outcomes. A project intake framework will help you compile, analyze and evaluate the data required to decide which projects to approve. You can report this information to all key stakeholders and leverage it for decision-making.

Improve Project Prioritization

Project Intake is the cornerstone of any well-run PMO. Gain control of your process with better project intake and prioritization. With a defined project intake framework as part of the Project Portfolio Management (PPM) process, you can improve the strategic value of your organization by capturing, evaluating and prioritizing proposed projects and operational activities in alignment with strategic goals.

Custom Project Intake Forms

With TeamDynamix PPM you can customize the type of information you need to collect and even offer multiple types of project intake forms. This allows you to quickly and easily capture all of the information you need for a specific project – all in one place. Improve how you evaluate your projects for resource, budget and time allocations and share the details on dashboards.

Project Request Workflow

Project requests can include any level of detail such as benefit, effort, cost, risk, project charter, forecast roles and expenses, strategic objectives and more. Workflows can be created and associated with project requests based on division, business area, functional area and more. Requestors can view the status of their project request as it moves through the request process.

Scoring and Prioritization

Our project request scoring model allows you to build scorecard criteria that directly reflect your scoring needs. You can assign a unique weight to each criteria choice. The criteria can then have an associated weight to increase or decrease its contribution to the overall score. The scorecards you create can then be used to facilitate discussions and presented on dashboards.

Project Intake and Scoring

  • Create custom project intake forms
  • Add custom fields for project intake forms
  • Introduce project review workflow
  • Incorporate a custom scoring model
  • Produce custom project scorecards
  • Build scorecard output into project dashboards
  • Roll-up project requests by pillar or initiative
  • Improve enterprise-wide visibility with dashboards
We couldn’t do any of the things we do now with our old system without a significant increase in time and resources.

Stephen Cook

Director of Information Technology Services
State University of New York Brockport

Related Products

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Gain valuable insights through project dashboards and reports. Easily configure and deploy custom views across the team.

Gain control of project intake with a centralized hub for requests. Apply scores and prioritization for selection. 

Flexible project management methodologies from agile to cardwall, KANBAN, waterfall or team work views. 

When you bring Project Portfolio Management together with ITSM, you can optimize your resources. 

Take ITSM beyond IT for full ESM – deploy to HR, Facilities, Operations, and more.

Optimize resources with better visibility to assignments, milestones, risks and tickets to conduct workload balancing. 

When teams can communicate better, visualize work and dependencies, they are able to operate more effectively. 

Take PPM to new levels by layering in a data integration and automation hub. Build workflows across enterprise systems.

TeamDynamix awards & accolades.

G2 Higher Performer
InfoTech Emotional Footprint
Gartner ITSM quadrant customer choice
InfoTech Quadrant
G2 Best Support

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