As a PM, RQ, I can include the project in management groups
Project Managers (PM) and other manager roles (PMA, PMO, PfM, PgM), and also Requesters (RQ), can include the project in some management groups at INITIATION > Project Data > Include:
- Business Unit: Every project belongs to a business unit. The business unit can be changed here.
- Program: The project can be included in one program here. Click the “delete” icon to remove the project from a program.
- Portfolios: The project can be included in one or many portfolios here. Click the “delete” icon to remove the project from a portfolio.
- PM Assistants: The project can be managed by one or many assistants with the role PMO Supportive (PMA). Use this section to select one or many PMA. Click the “delete” icon to remove a PMA.
- Tags: The project can have one or many tags. Use tags to filter projects in project lists. Click the “cross” icon [X] to remove a tag.
- Project Types
Frequently Asked Questions
Who can include a project in management groups at the initiation stage?
Project Managers (PM), Requesters (RQ), and other manager roles like PMA, PMO, PfM, and PgM can include the project in Business Units, Programs, Portfolios, and more at INITIATION > Project Data > Include.
Can a project be part of multiple portfolios?
Yes, a project can be included in one or more portfolios. Users can also remove the project from a portfolio by clicking the delete icon.
What are tags used for in project data?
Tags help categorize and filter projects in project lists. Projects can have multiple tags, and each can be removed using the [X] icon.