Register of project requests in MS Excel

Contents:

1. Using the “Project Request Register” in MS Excel
2. Analysis of data from the “Register of Project Requests” in MS Excel
3. Setting up the “Project Request Register” in MS Excel
4. Chat

Using the “Project Request Register” in MS Excel

The project request register in MS Excel is used by the project office to record new company projects of all types. Data entry is carried out by specialists from the project office. All company projects are initially described in the project request register.

Any unique process for which it was decided to use project management methods and tools is entered into the project request register.

The main (mandatory) information of the project includes:

1. Project code – a field with a unique project code in the company registry
2. Project name – a short name of the project to be recorded in the main documents.
3. Customer – the name of the company that is the customer of the project.
4. Location – a field used for companies that operate in different regions and/or countries.
5. Group and Project Type – fields used to group fields in the portfolio and use templates.
6. Initiator - a department or employee of the company that initiated the project.

Request status:

1. Added – a value that is assigned to any new request for a project.
2. Analyzed – the value assigned to a project request with completed project master data.
3. Initiated - a request accepted for work and for which a project schedule has already been created
4. To archive – request for those transferred to the archive.

Analysis of data from the “Register of Project Requests” in MS Excel

An assessment of the completion of the project request register is carried out using the analysis page. Using various filters (slices), project office specialists, together with company management, evaluate the quality of filling out the register of requests for the project.

The assessment is carried out based on an analysis of the profitability and profitability of portfolio projects. The portfolio budget is also affected by development projects that do not have income, but their results increase the profitability of external projects.

The purpose of the analysis is to assess the completion of the register of requests for a project and, if necessary, change or supplement the register data.

Setting up the “Project Request Register” in MS Excel

When the registry operates, reference books of the main registry fields are used. They make it easy to fill out and avoid errors and inaccuracies when filling out.

The following directories are used in the registry:

1. Location - a directory with places where projects will be implemented.
2. Project groups – groups of projects within the company.
3. Project types – project types depending on templates
4. Initiator – list of possible initiators of the project
5. Project manager – a list of project managers who can be assigned to the project.
6. Status – a list of stages of processing a request for a project.