I've realized after a system challenge that there are so many different ways of getting the same thing done - and there's always room for improvement. Can you share how you create a new project in your instance? For us, the workflow is something like this.
Request received from queue - vetted for additional information.
Request converted to new project in planning using an existing template.
Newly created project gets customized - tasks removed that are not required for that particular request. Duration changed and updated. Dates manually modified if need be. Custom data added into task descriptions when applicable.
Assignments added via staffing - typically 4-5 roles per project.
Project overview verified - project owner and sponsor assigned, back end project information added, added to portfolio/program.
Project renamed into company naming specification - comment added to project owner to verify project schedule/setup and confirm requested project team members assigned.
Project turned from planning into current - (task assignments are sent via email to project team members) Approx. time - 2-3 minutes per project absent project owner review.
Christina Jarosz | Ascensus, LLC | Marketing & Communications
