Project Business Automation Requirements Template
The most comprehensive business system requirements document for project-driven organizations
The document provides 400+ criteria you can use immediately to evaluate any system or application for its project business capabilities.
Download the PBA Requirements Template
This document is a companion to our PBA Quick Guide. While the PBA Quick Guide presents the high-level introduction to PBA as a concept, this document supports it with a comprehensive list of features and functions that such a PBA system should include.
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 business system.
- Rethink your tools and systems strategy supported by tangible criteria
- Create or supplement your own RFI or business requirements document
- Set parameters and evaluate vendor demonstrations around the included features
This template is a user-friendly Excel workbook that includes a list of over 400 system capabilities desirable for project-driven organizations, all neatly categorized in these areas:
- 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
Any Project Business exploring a new ERP, project/portfolio management, project accounting, project analytics or related system can use this template to ensure that system covers core project business processes and functions.