How to create a Project Request in the PPM module?

Profit.co provides an option for users to create project requests in the project portfolio module.

Why this feature?

• Ensures all project ideas are captured and evaluated, providing a structured entry point to manage potential projects effectively and prioritize based on organizational goals.
• Promotes inclusivity by documenting ideas from all sources, fostering innovation while streamlining the decision-making process for resource allocation and project initiation.

Step 1

To create a new request, navigate to Portfolios and Projects → Requests from the left navigation panel.

On the Request page, click the + Create Request button.

Step 2

On the Create Request side panel, fill in the Request Name and fill out the necessary details about your Request.

Once enter all relevant details, click on the Create button.

Step 3

Now that the request has been created, click on the request name to dive deeper into the workflow.

Here, you’ll see multiple stages of the project lifecycle. Each stage offers the flexibility to create customized checklists tailored to your needs.

To create a new checklist, click the "Add Checklist" button. You can name the checklist and, if necessary, assign a different owner to complete it.

When the checklist in the final stage of the project request is completed, it's ready to be converted into a new project.

To do this, simply click the "Convert to Project" button.

Note:

Now, you can add new request stages in settings.

Navigate to Settings → Portfolios and Projects → Requests from the left navigation panel and switch to the Stages tab.

Click on the + Create button to add a new stage.

Enter the Stage Name and add other details, and click the Create button.

Note:

You can create a new project in the following ways:

Prioritization: Review projects based on prioritization criteria. Once identified as valuable, click the Convert to Project button to turn them into actionable tasks.

My Projects: Navigate to My Projects from the left panel, click Create Project, enter the required details, and click Create.