1. Project Scope
Implement <App> Expense Management Solution Worldwide
Provide integration between <App> and <App> (HR, AP and Projects)
Project Sponsor: <Name>
Business Lead: <Name>
IMS Lead: <Name>
Steering Committee: <Name>
<Name>
Project Dashboard: <Subject>
Assumptions & Constraints
Accomplishments / Planned Activities
Progress to Date
Project Financials
Overall Project Health
Key Risks & Issues / Mitigation
Schedule
• Go Live: <Location> <Month, DD,YYYY>
• Go Live: <Location> <Month, DD,YYYY>
• Individual country requirements may vary and impact custom interfaces
• [Risk] Individual country requirements need to be documented for interface changes - Work with <Name>
and the <App> implementation team early in each rollout cycle to determine impact.
Accomplishments
• <Name> travelled to <Location> to oversee testing and train Superusers
• End to end testing completed for <Location>
• Resolved errors identified during testing
• <Location> setups loaded to <App> and tested
• Implementation documentation created for all rollouts
• Mileage rates setup in <App> for <Location>
• Business Units and Cost Centers for <Location> setup in <App> prod
Planned Activities
• Perform preparation activities for <Location> go-live
• Demo <App> to employees
• Obtain signoff and process change control for go-live
• Create <App> Superuser access to allow administration to reset passwords, run reports and act as a proxy
for employees
• Verify employee and project data loaded into <App> prod after go-live
• Rollout <App> to select <Location> users and gradually increase user count
• Obtain barcode scanner for <Location>
• Automate Business Unit and Cost Center setup in <App>
• Implement <Name> to allow multiple <App> expense types per GL account code
• Provide Administrator <App> Prod access for <Department> to troubleshoot production issues
Project Strategic Fit
Project Governance
• Strategic Objective: <Description>
<Description>
• Investment Strategy: <Description>
Start Date: YYYY Planned End: DD Mon YYYY
Estimated End: DD Mon YYYY
Project Phase
$0 $0
$150,000
$0
$150,000
Planned
YTD
Actual
YTD
Current
Year Budget
Total
Project
Spend
Total
Project
Budget
Initiation Design Execution Transition
Oct Nov Dec Jan Feb Mar
DD Month YYYYLogo