Intake Process

Overview

Altus Portfolio enables organisations to capture challenges, ideas and proposals. These can then be reviewed, evaluated, and approved. Approved proposals become projects for delivery.

Process Flow

The diagram below covers the end-to-end process from challenges to projects.

Click on the image to see the image full size. See gif below for further information:

Roles involved

The following Altus security roles are involved in the intake process:

• Challenge User
• Idea User
• Proposal Manager
• Project Manager (once the project has been created)