Client submitted Projects/Enhancements/One-Offs

Greetings amazing Project Server 2013 Gurus!
Our institution will have MS Project Server 2013 with SharePoint 2013 in the next two months.
I need to start designing the project processes now to get a head of the game so......I will start with the most basic because I can do almost everything else.
How do I go about creating a client initiated submission form for everything that is not break-fix. How will the requests get routed? From the client perspective is there a "Where is it in the request pipeline" tracking?
Is it possible to create a specific form that will help identify specific types of projects/enhancements/One-Offs(standalone tasks)?
If this is possible for the client (project requester) side then how detailed can I get with criteria/routing/ect?
Thanks,
Bill

Hi Bill,
As far as I understand, your need is to design a custom workflow with stages and phases. From the submission to project approval, planning, execution and closing, you can propose at each phase/stage web forms with project attributes, adding eventually approvals
to go forward to the next stage. 
Project Server has various reporting features that will give you an overview of your project pipeline based on your attributes.
You also can define various project types (EPT) to which you can attach specific governance such as WBS, workflow, project site template, webforms (called PDP).
To resume, I'd say that implementing Project Server requires a good knowledge in Project and Portfolio Management but also high skills on the product itself. I'd strongly recommend that you take support from one of the expert firm on Project Server.
Feel free to ask for more details, links or anything. Since your question is quite high level, my reply is so but I'll be glad to provide you links, either technical or about methodology.
Hope this helps,
Guillaume Rouyre, MBA, MCP, MCTS |

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