Use this workbook to organize and record project-related data and resource-related data needed to populate the new PPM suite. Only use this template if you do not already have up to date and complete versions of this data recorded elsewhere.

This workbook is divided into the following sections:

1. Introduction

2a. Project Categories

2b. Project Data

3. Request Backlog

4a. Resource Categories

4b. Resource Data

4c. Resource Competency Profile

5. Permissions

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Prepare to Successfully Deploy PPM Software

Set the stage for sustainable long-term adoption of your new PPM suite through preparation and communication.

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