Portfolio Management

The IM&T Senior Leadership team serves as the Project Management Office (PMO) to prioritize and categorize approved projects and to manage resource allocations.

  • What requires an IM&T Project?

    The IM&T Project Request form should be used to submit the following requests:

    • IM&T Project Request 
      Technology Requests that meet any of the following criteria: 
      Requires central funding
      Requires a data feed from a central IM&T System
      Requires more than 40 hours of IM&T Resource Time 

    • Business Process Enhancement
      Assistance reviewing a business process in a department/area to identify where improvements can be made. This may include leveraging technology tools already utilized across campus or the recommendation of making a functional change to the process to help units operate more efficiently.

    • Academic Technology Request

    ATAG Classroom Request
    Technology requests/upgrades in labs, classrooms or conference rooms.

    Small Academic Technology Requests
    Technology Requests for Academic Areas that meet any of the following criteria: 
    Requires central funding less than $10,000
    Are not Audio/Visual Upgrades for Computer Labs or Classrooms 
    Examples: Academic Software Requests, Conference Rooms in Academic Colleges, Computers excluded from central refresh Requests.

    Student Computer Refresh Requests
    Requests for replacing student accessible computers in computer labs or classrooms.

  • How do I submit an IM&T Project Request?
    • IM&T Project Requests should be submitted through the IM&T Project Survey at the following URL:  https://forms.office.com/r/dPsgXv7Tbg
    • Once you submit your project request, an IM&T Research Project Manager will contact you and walk you through the project process.
  • When should I submit an IM&T Project Request?
    • The revised IM&T Project intake survey will not close. Projects can be submitted at any time throughout the year.
    • IM&T requests that departments submit projects as early as possible to ensure ample planning times.
  • How are resources allocated to a Project?
    • The IM&T Project Management Office (PMO) is responsible for scoring projects and coordinating with the ITC and UNC Senior Leadership to approve central strategic funding for project requests.
    • The IM&T PMO is responsible for assigning IM&T Staffing resources to a project and determining when a project will start.
    • All approved IM&T Project Requests will reside in a pending status until IM&T Staffing resources are allocated.
    • All IM&T Projects that are not approved will reside in a project backlog and will be reevaluated by the PMO and the ITC during the next project evaluation cycle. 
  • How can I check the status of my Project?

    Below is a summary of the available project views:

    • Submitted Projects - Lists all Projects that are assigned to Research Project Managers for Scoping.
    • Under Review - Projects that have been scoped and are currently being evaluated by the IM&T PMO or the ITC. 
    • Backlog - Lists all projects that were not approved and are the backlog until the next evaluation cycle.
    • Approved Projects - Lists all active projects as well as all pending projects that have earmarked funding and/or IM&T Resources but have not been activated by the PMO.
    • Active Projects - Lists that have been activated by the PMO and are actively being worked on.
    • Completed Projects - Lists that have been completed or abandoned.

    IM&T Project Process
    Click to Enlarge Image)

  • What are the project stages?
    • Submitted - Projects that have been submitted and are currently being scoped by research project managers.
    • Under Review - Projects that have been scoped by research project managers and are being scored by the PMO or reviewed by the ITC.
    • Backlog - Projects that have been scored by the PMO and reviewed by the ITC but were not approved.
    • Pending - Projects that have been approved by the ITC or the PMO but have not been activated by the PMO pending available IM&T resources.
    • Active - Projects that have been activated by the PMO and are actively being worked on.
    • On Hold - Projects that were active, however do to unforeseen circumstances are temporarily on hold until resources become available or other issues are resolved. 
    • Completed - Projects that were successfully completed.
    • Abandoned - Projects that we not successfully completed or were withdrawn by the submitted prior to activation.