(Originally posted on 29, January 2015)
I'm trying to think of ways Samanage can help us simplify our project management process. Right now I'm imagining a proposal being submitted via a service request, going through the necessary approval processes and resulting in a task to create a charter. Charter is the same, a service request that goes through approval process.
The next step would be to begin planning, using a tool like Smartsheet or MS Project. I have a related post about using Zapier to automatically create your project sheet in Smartsheet.
But the focus here is the tasks and incidents the project generates. It would be create to have a project that your can link them all too.
I think Samange could easily accomplish this by replicating the CONTRACT or PROBLEM functionality.
Then the proposal, charter an all related incidents and tasks could be linked to the project.
Also, you could have projects on the right side of incidents so you could associate the related project.
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