PPO is pre-configured to allow you to measure adherence to governance, based on defined project phases and document types. For more information on understanding standard governance, access the following knowledge base article.
There is sometimes a need to set up governance based on the size, type or even department of a project. For this, we will need to set up different business rules according to the size, type, department or any other attribute on the project.
This article covers:
- Adding Template Projects
- Adding Governance Records per Type
- Adding Create from Template Project Business Rules
Adding Template Projects
In this example we will be making use of the Portfolio/Type field on the Project entity as the trigger.
The first step in setting this up is to create the various Admin Template projects that will be used to define the governance requirements per attribute (Portfolio/Type in this case).
Click on Add to create your template projects and ensure that you tick the Admin Project flag field.
Adding Governance Records per Type
Once the projects have been created, you need to Add the Governance Requirements for each Portfolio/Type per phase. To select the correct "Required Document", it must have been created in the Document-Type custom list. Ensure that the Status for these Documents are set to Required. For details on how to add custom list items, refer to this knowledge base article.
You can either use the single Add button, or use In-line editing Add/Copy icons.
Adding Create from Template Project Business Rules
The next step would be to create the business rule that will add the Governance Requirements based on the Portfolio/Type selected. The type of business rule that will need to be created is Create Items from Template Project. To access the Business Rules place, you need to hover over Administration and select Business Rules.
On the Business Rule List page, click on the Add button and create the Business Rule as follows:
It's important to add the condition that the rule only kicks in when the Portfolio/Type is set to the value that should create the Governance Requirements setup on the specific template project.
If you already have an existing business rule without conditions, you can re-use it by adding a condition to it and ensure it points to the correct template project. If you don't do this, you will create duplicate governance requirements as the rule without the condition will also trigger.
Refer to this knowledge base article on how the Create Items from Template Project rule works.