Undefined project scope
Gain a clear understanding of the scope of your project. Make sure agreed timescales and expected results are met without overloading your team or going over budget. Identify key deliverables and milestones from the outset, so your team knows what to expect each step of the way.
Disorganized resources
Collect project budget information during the project intake phase and assign resources accordingly using our project delivery initiation template. Use the estimation calculator linked within the template to ensure resource scoping aligns with project budget.
Unclear project goals
Absence of clear goals during project delivery initiation can result in the loss of both time and money. Identify which goals you hope to achieve with the help of Wrike’s project delivery initiation template, and track the progress of these goals during project delivery.
- A Wrike request form to initiate a new sold project into delivery, ensuring all relevant data is collected at the point of intake
- A template and a custom workflow to ensure that all the necessary steps are carried out before kicking off the project and that status can be tracked throughout the initiation phase
- Dashboards and reports to provide visibility into project status
Yes — the project delivery initiation template is customizable to fit your organization’s unique IT security and compliance policy needs.
The template is free and users with access include those on Wrike Business, Wrike Enterprise, and Wrike Pinnacle.
You can only access this template when you create a new space. You can access the use case templates gallery through the space creation wizard. When you opt to create a new space, the template gallery opens by default.
- Click the ‘+’ button in the upper-right corner of your workspace.
- Select ‘Space’.
- On the page that opens, hover over the use case you want and click ‘Preview’. You can use the search bar above the list to look for the required template.
- Now, you can see more information about the use case. Click ‘Select’ to create a space.
Yes, there are.
- To use this template, you need to have at least the Business plan or up. Check our plans here.
- This template is available only to account owners. Check your role in your account.
- To use this template, you need the following features available in your account: custom fields, dashboards, folders, projects, reports, request forms, tasks.
- This template is available in English only.
Check the prerequisites above. If you don’t match one of the prerequisites, talk to your space admin or your account owner. If you match all the prerequisites and you still can’t see the template, feel free to reach out to the Wrike support team.