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

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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• 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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