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.
  • Projects are categorized as pending, active, on-hold or complete
  • What requires an IM&T Project?
    • IM&T Project Requests are required for any of the following:
      • Any technology request that requires central funding
      • Any technology request that requires substantial IM&T staffing resources to implement and/or support
      • Any technology request that requires a data feed
      • Any technology request that poses a potential information security threat
    • Requests Submitted through the Facilities Capital Request process do not need to be submitted through the IM&T Process.
    • Contact IM&T if you are not sure how to proceed and we will be happy to provide guidance
  • How do I submit an IM&T Project Request?
  • 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
    • Any project requiring central funds for FY19 must be submitted by 11/3/17.
  •  How are resources allocated to a Project?
    • All IM&T Project Requests will reside in a Project Backlog until funding and/or IM&T Staffing resources are allocated
    • The IM&T Project Management Office (PMO) is responsible for scoring projects and coordinating with 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
  • 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 submitted and are either assigned to Project Liaisons for Project Proposals or Research Project Managers for Research Scoping
    • Backlog - Lists all projects on the backlog as well as pending projects that have not been activated by the PMO
    • 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

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