Project Lifecycle and Processes › How to Work with the Create Major IT Project Process

How to Work with the Create Major IT Project Process

The process for managing Major IT projects is done using the following processes:

• Create Major Project process. Starts when a project is created using the Major Project template.
• Project Gate Review Subprocess. Manages a gate review workflow for all major IT projects. The process starts three times from the Create Major IT Project process: To manage the gate approvals as the project moves to the Planning Stage, the Building Stage, and the Closing Stage.

The following tasks are involved in the managing the lifecycle of a major IT project using an automated process:

1. After the Create Major IT Process starts and the project is created, the project manager can define the Project Management Office (PMO) stakeholder.

   With the project open, go to the properties page, and in the Stakeholders section, select the Project Management Office stakeholder. Then, click Submit.

   An action item is sent to the PMO stakeholder to review and approve the project.

2. The PMO stakeholder selects one of the following options for the action item:
   • Approved. An action item is sent to the project manager that the project has been approved. The project status is set to "Approved." The Create Major IT Project process initiates the Planning stage.
   • Rejected. An action item is sent to the project manager that the project has been rejected. The project status is set to "Rejected."
3. When the last task in the Planning phase is completed, the project manager updates the task. Also, changes the % Complete field to 100 percent and the Status field to "Completed."

   An action item is sent to the PMO stakeholder for approval to move to the next gate.

4. The PMO stakeholder selects one of the following options for the action item:
   • Approved. The Project Gate Review Subprocess initiates the next phase. An action item is sent each of the following:
     • The originating requester and is notified that the PMO stakeholder has approved the project.
     • The project manager. When the last task of the current phase is completed, changes the % Complete field to 100 percent. The status of the last task of the current phase to "Completed."
   • Rejected.
   • Resubmit. An action item is sent to the project manager to revise the project information. When complete, the project manager changes the status of the action item to "Done."

     An action item is sent to the PMO stakeholder to approve the project and proceed to the next phase.

5. The Project Gate Review Subprocess repeats for the remaining phases.
6. When the Closing phase is complete, the project manager closes the project.