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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

ITBM has its own licensing structure depending on how deep you want to go on financials and application portfolio lifecycle management.


Asking about license info on the forum is risky, due to the difference between various customer contracts.
Best thing to do is contact your sales rep.




But yes, in most cases, ITBM is extra.


Yep, I agree.


However, the question was just if has or has not. Which answer could be yes or no.



So, if it has an extra fee, then we would have to talk to our managers first to see if they would agree in pay an extra fee to enable a plugin. Once they agree with that, we will then contact our account manager.



Edit: plugin in question is the Demand Management.


We ended up using the state of the project and creating a VB board.