Project Business Automation Requirements Template

The most comprehensive business system requirements document for project-based companies

The document provides 400+ criteria you can use immediately to evaluate any ERP/business system for its Project Business capabilities.

Download the PBA Requirements Template

This document is a companion to our Project Business Automation Blueprint. While the PBA Blueprint 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-based companies (AEC, contract manufacturing, professional services, etc.) can use immediately. It is designed to provide a series of baseline business requirements for any project-based company 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-based companies, 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.

Download the PBA Requirements Template now!