Workfront Reporting for Workflow Reporting to PSD Governance
Challenges of Using Workfront Differently
Finance
Who is doing Project Management & for what?
Workfront Requirements
Track/report Financials (for funded implementation projects)
Report work progress
Identify related work constraints
(time and resource capacity)
Prioritize work with Leadership
Organize the work
Dept
Program/Domain (lov on the Portfolio that needs to move to the Workflow Custom form)
Initiative/Portfolio (another custom field that should be on the Workflow custom form)
Parent Project
Child Projects
Past headaches
no access/visibility to ICS
multiple funding sources
Some projects are unfunded
Workfront
Value Planning Tool
Segment Roadmap and other hi-level planning from PSD Project execution
Pilot
Resolvable Issues are only fundable at closure
Timekeeping
They have complex reporting that's sensitive
to changes to project structure
Workflows in Wisdom
Business Case (Workfront)
Scorecards for Alignment scores to the Portfolio
PSD Priority (Workflow custom form)
Division Priority (Workflow custom form)
Workflow Managers need
1:1 coaching to properly learn how to apply the Workflow Process utilize Workfront
to adopt best practices
to adapt to the minimal standards
Their time prioritized to work in Workfront
Parent Project Task linked to a Project (Child) for % Progress Update
Progression of an Opportunity
Business Case
BRD
Project
Child Project
Versions of a BRD
Project(s)
Child Project(s)
Improvements
Update Workfront by adding 3 custom fields to the Workflow Custom Form for Domain, Initiative & Workflow
Scorecard(s)
scores
alignment %
Business Case
Add a Type field to distinguish Initiatives from Projects
Create a report/dashboard