WorkEngine's January Tips, Tricks and Best Practices

Need Project Requests?

Use the WorkEngine Project Requests feature to efficiently and effectively capture, classify, evaluate, and appropriately prioritize projects within your organization.  This feature resides at the EPM WorkEngine top level site and serves as a repository for all project requests associated with the project portfolio.  See below for step by step instructions to begin using Project Requests today:
  1. Navigate to the Project Requests list in your EPM Live WorkEngine site collection and select the New Item button.  Complete the fields that are applicable to your request and click the Save button.  Your new project request will be added to the Project Requests list.
  2. Initiate the out of box Project Approval workflow or create your own incorporating your internal processes.
  3. Use one of the many views pre-configured for you to review status and analyze data for project selection.
    1. All ‘Proposed’ projects:
    2. The entire Project Portfolio (i.e., project requests, active projects, etc.).
    3. Detailed Bubble Charts assists in evaluating Risk vs. Strategic Value of proposed as well as active projects.
    4. Upon approval of a Project Request item, create your project workspace with the project data you’ve been adding and updating in the request item throughout the review and approval process.
    5. Your new project workspace is created.
Resource Pool Out of Control?

Use the Build Team feature in WorkEngine to group, sort, and filter the Enterprise Resource Pool to render only the type of resources required for the project.  This feature is ideal for organizations that have large resource pools.  See below for details on how to use this time saving feature.

  1. From your EPM Live project workspace, navigate to Site Settings ànd Build Team and select the Add Users button.
  2. The entire list of resources from the Enterprise Resource Pool will load. From here the Project Manager can group, sort and filter to narrow the list down to render only resources required for the project.  See example below.