Intake submission
Validate requester submission, required fields, confirmation, and triage queue visibility.
- Submit a complete request as a requester.
- Try submitting without sponsor and problem statement.
- Confirm status changes to Submitted.
- Confirm PMO triage queue shows the new request.
- Confirm requester receives confirmation.
Clarification loop
Validate that incomplete demand can be returned without losing history.
- PMO requests clarification with comments.
- Requester receives clarification message.
- Requester updates missing details.
- PMO sees updated request as ready for triage.
- Communication log retains the loop.
Charter approval
Validate sponsor approval, revision, rejection, and approved project creation.
- Create charter from approved intake.
- Route to sponsor approval.
- Request revision with comments.
- Approve revised charter.
- Confirm project record and approval history are created.
Gate review
Validate gate checklist, evidence, exception, and stage movement.
- Generate criteria for a project stage.
- Attach evidence for required criteria.
- Submit gate review.
- Approve with exception and assign follow-up.
- Confirm stage history is written.
RAID and change control
Validate owner queues, escalation thresholds, change routing, and closure evidence.
- Create high-severity risk.
- Confirm Teams or email escalation.
- Submit change request with budget impact.
- Route approval by impact threshold.
- Close issue only after closure notes are entered.
Reporting and digest
Validate status shells, missed updates, dashboard refresh, and stakeholder digest.
- Generate weekly status update shells.
- Submit red status with help-needed notes.
- Mark one status update missed.
- Refresh Power BI dataset or reporting view.
- Send executive digest with decisions needed.