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Project Management Software Requirements Checklist

project management software checklist
A comprehensive Project Management Software Requirements Checklist to help select the best project management software for your business.

To ensure you select the best project management software for your business, start by gathering your project management software requirements. Adeaca has compiled a comprehensive checklist to help you identify your company’s most important needs.

The Ultimate Project Management Software Requirements Checklist and Template

This document is a comprehensive list of features and functions that a robust project management or project business system should include.

project management software requirements

This template is meant to be a practical guide that project-driven organizations can use immediately. It is designed to provide a series of baseline business requirements for any project business seeking a new or enhanced project management system.

If you need help with any of the following, this document will get you started.

  • Rethink your project tools and systems strategy supported by tangible criteria
  • Create or supplement your own project management software RFI or business requirements document
  • Set parameters and evaluate project management software vendor demonstrations around the included features

This template is a user-friendly Excel workbook that includes a list of over 400 project management software capabilities desirable for project-driven organizations. Any Project Business exploring a new project management system or PPM software to bring order to their project organization can use this template to ensure that system covers core project business processes and functions.

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This document companion to our Project Business Automation (PBA) Quick Guide. While the PBA Quick Guide presents the high-level introduction to PBA as a concept, this document supports it detailed functions and features you should be looking for in a project business system.

What should a Project Management Software Requirements Checklist contain?

Project businesses are complex organizations providing unique products and services to each customer. Therefore, it is critical that your project management software covers all aspects of your project business, not just a portion. You want to make sure your new project system supports your processes throughout the entire project life cycle and all the associated business functions.

As illustrated in the diagram below, this includes project estimation, budgeting, planning, scheduling, execution, and period close functions. You want to make sure the software covers both the operational and financial aspects of your projects, otherwise you will still need to use spreadsheets or other supplemental applications to cover all of your business needs.

The software should also contain extensive analytical capabilities. As a project business, you need to understand how your projects are performing both operationally and financially in real-time.

Project Management Software Requirements Categories

Below is a list of functional areas that your project management software should include. Depending on your business, some requirements may not be needed (such as project supply chain and material constraint management).

  • Project Estimation
  • Work Breakdown Structure
  • Cost Breakdown Structure
  • Project Costing
  • Project Supply Chain
  • Issue Management
  • Role and Resource Management
  • Project Accounting
  • Subcontract Management
  • Inter-company / Inter-department Resource Management
  • Reporting and Analytics

Project Business Automation

Project Business Automation (PBA) is a business process management software designed for project-driven business that integrates all core project business processes into one, end-to-end system. PBA is considered a specialized project business system that streamline project management processes by standardizing, integrating, and automating them within a single unified platform.

Learn more about Project Business Automation (PBA). Download the PBA Quick Guide now.