Doing Project Requirements Gathering In SPM
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yesterday
Greetings, everyone!
I wanted to see if anyone used SPM to do their project requirements gathering and how. Do you have a specific template (out of the box or customized) to document the requirements? How do you handle things like network diagram or wireframes or other attachments? Currently, we have Word docs that we use to document the requirements and we're trying to centralize everything within SPM so there aren't extra documents floating around and SPM remains our authoritative source for project information. However, we still need to send the requirements to the stakeholder so they can approve and sign off. Any insight you can share would be most appreciated!
Please and thank you!
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9 hours ago
Greetings @yungng. Are you wanting to capture individual project requirements or are you wanting to capture data at the Portfolio level? If you are interested in capturing requirements at the Project level, have you considered Project Workspace instead of SPM? SPM is better and building and displaying Portfolio Plans and Project Workspace is better and visualizing the individual Projects. They have recently announced "Playbooks" in Project Workspace which is a great use-case for standardizing the requirements data capture. I'll include a link to another article with more information about these Playbooks. I hope this helps answer your question but always interested in what others have to share.
Playbooks in Project Workspace: Guided Project Exe... - ServiceNow Community
