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Planview Customer Success Center

Work Intake and Initiation


Capability Definition Business Outcomes
  • Single point of entry for all incoming demand, allowing anyone in the organization to submit demand in the form of a request.
  • This incoming demand will be described, categorized, classified and estimated (very high level estimate), in a standard and consistent way, to allow comparison between different demand, before being moved forward as new projects, or being rejected as not viable as a potential investment.
  • Standardized and consistent method for capturing and assessing demand from the business.
  • Ensure that effort spent on estimating and scoping demand is only done following an initial assessment to eliminate duplicates and inappropriate requests.
  • Initial demand assessment process allows an initial filtering of demand to ensure strategic alignment.

QuickStart - Work Intake and Initiation: collected links and information to get you started with initiating projects and working with requests.