Project Toolset Assessment

Structured schedule and dependencies Required when the project needs a timeline, milestones, task dependencies, or formal progress tracking. Controlled project documentation Charter, timeline, governance structure, lessons learned, approval artifacts, and other PMF evidence must be stored and easy to find. Monthly status reporting The standard requires a monthly project status report as a minimum. Formal approvals and sign-off Use when project approvals, milestone sign-off, requirements sign-off, UAT or integration approvals must be recorded. Risks and issues register Use when mitigation plans, issue management, and auditability are required. Workflow automation Use when repetitive approvals, reminders, notifications, evidence capture, or hand-offs should be automated. Custom intake or business app Use when the PMO needs structured forms, governed data capture, or a tailored process screen beyond standard list forms. Team collaboration workspace Use when the project needs chat, meetings, shared channels, or a single home for the delivery team. Simple team task boards Use when teams need Kanban-style execution boards without full enterprise scheduling. Security evaluation required The standard states all projects should undergo security evaluation and security risks must be managed.