Projects - General Project Development Free Template

#Business Operations #reports #workflow management

Looking for better ways to monitor Civil Engineering and Architecture projects? This free template will help you with general project development. Centralize budget requests, register meetings, and make the Project Manager approvals easier, in a single platform.

Streamline general project development and be more efficient

With Pipefy’s General Project Development Template, you get full visibility into all of your projects so you can plan the next steps easily. From building a project backlog to centralizing approvals and adjustments notes, this template will help you streamline your project’s management.

Centralize all important information, so you can monitor and follow-up with possible clients. Make it easier to get the Project Manager approval, because all of the projects’ information will be accessible in one platform. Automate email messages and notifications so the PM is aware of everything that is going on.

Use Pipefy’s dashboards and reports features to visualize your data in charts, and extract metrics such as the number of budgets sent, projects in development, and projects delivered in a certain period. This way, you can identify bottlenecks in your processes and be more efficient.

All you need to help you deliver high-level projects

Full tasks and deadlines visibility

Make sure every activity regarding general project development is in the same place, with specific details, including checklists and even attachments. Easily visualize what you are working on and monitor deadlines and responsibilities.

Improved communication

Centralize and automate interactions with team members, clients, and suppliers, so everybody is up to date. Exchange emails, messages, and information without leaving the platform, saving time for strategic activities.

Execution standards

Standardize the way you organize activities to deliver high-level projects. Make sure everyone follows every step for a flawless project, and be on top of what is going on regarding the present and future jobs.

Don’t leave any information behind

Use the General Project Development Template to centralize all of your projects in a backlog, so you can review, categorize, and prioritize them easily. Stop toggling between tools and getting lost in emails and spreadsheets. When all of your projects and activities are located in a single place, you can be sure you are not leaving any important information behind.

Centralize and standardize all of your projects’ phases and improve your team’s visibility and communication. With Pipefy, you can exchange messages, comments, files, and emails without leaving the platform. Save time and improve communication, while registering all information you need about projects, clients, approvals, and projects’ adjustments.

Make your projects happen, keep your customers happy

You can follow the phases on the template, or you can customize it to include processes and activities that are important to your specific project. Either way, by using the General Project Development Template, you will standardize execution and implement rules, checklists, and requirements to make sure your projects are executed flawlessly.

If you want to go the extra mile, you can use Pipefy to automate repetitive work, such as approval flows, email messages, and notifications to customers or suppliers. Make your projects happen, avoid errors, and keep your clients happy with your delivery.

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Leverage data

Leverage our dashboards and reports features to visualize your process data in different types of charts. Follow up with important data to improve your process, such as the number of budgets sent, projects in development, and projects delivered in a certain period.

Identify bottlenecks, improve your team’s efficiency, and manage your resources to work faster, smarter, and more strategically.

Adapt this template for your needs and hit the ground running

Fast and simple to deploy

Get started with your process in minutes with this easy-to-use template.

No/low-code

Customize your unique needs without help from the IT department.

Wide app integrations

Connect your ERP, HRIS, CRM, and other existing tools with Pipefy to build a truly integrated operation.

Teams across the globe love Pipefy

Since we implemented Pipefy, we have been able to control and automate many processes, from operational and simple processes, such as task management, to business processes, such as executive search professionals (a type of service we provide). Our efficiency increased between 30 and 40% after Pipefy’s implementation.

Uelinton Santos COO

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