IT Portfolio & Project Management - Tracking Stewardship and Sustainability Attributes on Projects and Project Lites in TDX

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• Objective
• What’s New?
• Projects Affected
• Stewardship and Sustainability Requirements/Expectations

Objective

This document provides an overview of Expectations, Guidelines, and Instructions for using TDX to identify and track Stewardship and Sustainability attributes on any Project or Project Lite

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What’s New?

• Stewardship and Sustainability attributes are now tracked on Project and Project Lites through TDX
• A Classification and four fields are all that is required
  • Classification of “Stewardship and Sustainability”
  • Expected benefits (words)
  • Expected savings (dollars)
  • Realized benefits (words)
  • Realized savings (dollars)

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Projects Affected

• IT Project – Project within MSU IT. This type of project likely requires an IT Project Manager (PM) or support from an IT PM. IT Projects involve multiple IT Units and/or are complex. While they may impact MSU on a larger scale, the responsibility and sponsorship usually lies within MSU IT as there may not be a clearly identifiable Business Owner.
• IT Project Lite – Project within IT Department that is small, well-understood, and of limited scope. These are often activities that are larger than a ticket but smaller than a project and tracking them are helpful. These can be operational projects. IT Project Lites are designed to fill the gap between Tickets and Projects.

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Stewardship and Sustainability Requirements/Expectations

• Classification (Advanced Tab) – select Stewardship & Sustainability from dropdown.
  Stewardship & Sustainability projects require additional information be completed (Expected Benefits & Expected Savings when the project is in planning and Realized Benefits & Realized Savings at end of project).
• Expected Benefits - add for Stewardship & Sustainability projects at project start.
  • A few sentences about the project benefits
• Expected Savings - add for Stewardship & Sustainability projects at project start.
  • Predicted financial savings in dollars
• Realized Benefits - add for Stewardship & Sustainability projects at project end.
  • A few sentences that reflect on success of the project
• Realized Savings - add for Stewardship & Sustainability projects at project end.
  • Actual financial savings in dollars

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