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How does the approval for a project work?

Linda Kendrick
Kilo Guru

How does the approval for a project work? We have a ServiceNow board that is going to approve the work that the scrum team will work on. We having just been using Release/Sprint/Story and have been looking at using the Project Portfolio.

This is a new process for the board to be setting the top 10-12 items for the team to work so trying to get something easy to use.

We created dashboard with the ServiceNow portfolio.

Not sure where the board can approve the project.

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1 ACCEPTED SOLUTION

kellykaufmann
Mega Guru

Hi Linda



The Demand Management module is designed for the approval process of what will become a PRJ. You could also do several manual dropdown fields for approvals (e.g. ranking state, budgeting state, approval state, FY prioritization etc.) on the Project form if you aren't ready to start using Demand. Slides 19 & 23 of this presentation from a couple years ago are some sample criteria I've used in the past before using the Demand module. With these, you can create a prioritization report that you can have columns for different justification criteria etc that you can provide prior to a prioritization meeting & bring to prioritization meetings or you can just pull them up live in the meetings. You could pull up a Visual Task Board with the PRJ cards arranged in columns by approval state, so it's easy for you to review all the cards in the "Not yet reviewed" state (for example), review the project, and drag and drop into another column (for example a "Top priority" column, "Second Priority" column, etc.). This is all assuming you will be prioritizing PRJ's as opposed to prioritizing stories.



Hope this helps. Best wishes!


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7 REPLIES 7

Michael Fry1
Kilo Patron

Out of the box there isn't an approval process, though that's not to say you can't build a workflow around Projects and auto-populate approvers like the other applications.


Hi Michael, 

Curious to know if you've created a workflow for Projects and if so, could you share what you did?

kellykaufmann
Mega Guru

Hi Linda



The Demand Management module is designed for the approval process of what will become a PRJ. You could also do several manual dropdown fields for approvals (e.g. ranking state, budgeting state, approval state, FY prioritization etc.) on the Project form if you aren't ready to start using Demand. Slides 19 & 23 of this presentation from a couple years ago are some sample criteria I've used in the past before using the Demand module. With these, you can create a prioritization report that you can have columns for different justification criteria etc that you can provide prior to a prioritization meeting & bring to prioritization meetings or you can just pull them up live in the meetings. You could pull up a Visual Task Board with the PRJ cards arranged in columns by approval state, so it's easy for you to review all the cards in the "Not yet reviewed" state (for example), review the project, and drag and drop into another column (for example a "Top priority" column, "Second Priority" column, etc.). This is all assuming you will be prioritizing PRJ's as opposed to prioritizing stories.



Hope this helps. Best wishes!


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