Your achievements

Level 1

0% to

Level 2

Tip /
Sign in

Sign in to Community

to gain points, level up, and earn exciting badges like the new
Bedrock Mission!

Learn more

View all

Sign in to view all badges

Add Business Case to Project Template

Avatar

Level 8

14-09-2020

Request: Make the Business Case/Goals available on project templates.


Reason:

Many of our projects have a similar list of goals entered into the Business Case. We'd like to pre-populate new projects with this information, ideally by using a project template. The Business Case isn't currently available on project templates.

2 Comments

Avatar

Level 8

14-09-2020

Expanding on the reason above, we typically have 30-40 goals. They are usually the same topics, but different requirements will fill in the "blanks". For example, the template would have "Axle: xxxx" and the "xxxx" portion would be different for each project.


It’s a hassle to have to fill these in every time. However, and more importantly, pre-populating the goals helps to reduce the risk of missing a key parameter field.

Avatar

Level 6

12-05-2022

Great idea, Kirsten!


We share a similar need to pre-design a business case on a template, including the standard expenses, Resource Budgeting, Scorecard and custom form, in addition to the goals feature.


This would be a value-add and time-saver for our PMs.