Project governance
Video transcript
Every PS org has rules about how projects should run, but most of them only exist in someone's head. Someone forgets to get sign off before closing a project, a milestone gets skipped, a project moves to the next stage before the previous one is actually done, and nobody catches it until it's already a problem. Nitro lets you describe these rules in plain English and runs them automatically. Let me show you how.
Take project closure. Before someone can mark a project complete, you want everything to actually be done. Revenue recognition milestones should be completed, billing triggered, time and expenses approved. Nitro processes your asks and comes back with a detailed plan of how it will achieve that.
You can ask for adjustments if you would like any. Once it has all your requirements, it will get to work, checking for conflicts and defining the validation rules. Now this was the setup for your team. When someone goes to mark a project as completed and they haven't followed the checklist, Nitro steps in.
It tells them about the conflicts, gives them a detailed list of what needs to be taken care, and can even help them get those items done. And this is not limited to just projects. You can have a policy for a task that can't close before its subtasks are done or a phase that needs key tasks to be completed first.