Introduction to Project Pipelines

Modified on Wed, 23 Nov 2022 at 03:05 PM

Project pipeline is all about picking the right projects at the right time, i.e. selecting which projects to fund that align with an organisation’s strategy. Organisations often have many project proposals being submitted, but you need an effective process to understand the pipeline and enable analysis against scoring criteria and resource capacity. The project pipeline functionality allows you to optimise this entire process by simplifying the idea gathering process, providing an efficient way to evaluate proposals and a streamline the approval process.


The Project Pipeline Board is Fluid's answer to these inefficient processes. Email, spreadsheets and ill-equipped software, all lead to improperly approved requests for projects, the missing of critical details and conflicting demands on resources. The result? Subpar project deliverables with a workflow that's lost.


Now you can manage your project ideas, submissions and business case using Fluid's add on board for projects. With capabilities for task management, project visualisation, collaboration, and reporting, Fluid decreases confusing workflows and optimises the entire project management process from start to finish!




Let's take a closer look



What the Project Pipeline Board does for you:


  • Brings your offline intake/demand management into a managed process
  • Configures and manages your business cases from ideas to execution and close
  • Triages, prioritises, plans and approves your project portfolio
  • Ensures visibility of upcoming work, giving you the opportunity to plan and manage your resources
  • Establishes a democratic process of change


Fluid's pipeline process allows you to create a project from a board at any stage, by simply dragging a project task to a flagged column. This allows for an automated process where the user doesn't manually have to create a project.




For a detailed description of how to create a Project Pipeline Board, click here





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