Project Business Automation 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!