Use this form to complete the setup and configuration of your new PPM environment. ENVIRONMENT SETUP WIZARDPlease enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form.Company Name *Email *Please describe how you are currently managing projects.Do you have a centralized Project Management Office?YESNODo you have a formal process for managing projects?YESNOHas someone in your organization worked with Microsoft Project & Portfolio Management (PPM)?YESNOProject InformationPlease describe how you categorize projects?Do Project Managers have experience with Microsoft Project Desktop?YESNOIf not, please describe the tool or tools that Project Managers are currently using?Do projects start from a centralized template?YESNOHow do you currently estimate time to complete tasks?By Duration (Days)By Effort (Hours)Do you create detailed schedules before the project starts or more incrementally?Plan all tasks up front.Plan work more incrementally.Who typically supplies the detailed task progress?Project ManagersTeam LeadsTeam MembersAre key milestones/deliverables part of the schedule?YESNOHow many projects do you expect to have ongoing at any one-time?Less than 2525-5050-100Over 100Who typically supplies the detailed task progress? (copy)Project ManagersTeam LeadsTeam MembersResource ManagementHow do you organize resources? (By Role, Skillset, etc)Are resource commitments discussed and reviewed before committed to a project? YESNODocuments, Issues & RisksPlease describe how you currently store project documents.Do you have a formal process for managing issues & risks?YESNOReportsPlease describe report requirements.Upload sample reports (Excel, PDF, etc) Click or drag a file to this area to upload. Responses prepared by *FirstLastSubmit