How do we assess a new urgent project without derailing everything?

Urgent intake trade-off

Evaluate the new initiative alongside what it will displace. Urgency may justify reprioritization, but it does not create additional skilled capacity or eliminate existing obligations.

What to do now

  1. Confirm the urgency and required outcome
  2. Estimate immediate capacity demand
  3. Identify displaced commitments
  4. Obtain an explicit portfolio reprioritization
Recommended action flow for urgent intake trade-off: Confirm the urgency and required outcome then Estimate immediate capacity demand then Identify displaced commitments then Obtain an explicit portfolio reprioritization. Escalate when the urgent request conflicts with mandatory or high-consequence existing work.

When to escalate

Escalate when

The urgent request conflicts with mandatory or high-consequence existing work.

Who decides

The portfolio decision authority

Example

An emergency initiative starts after leadership accepts which lower-priority milestone will move.

Mistake to avoid

Adding the project while claiming every current date remains unchanged.

Prevent a repeat

Review whether active commitments fit available capacity and current priorities rather than just tracking project counts.

Suggested ApprovedFlow setup

  • Projects
  • Resources
  • Documents
  • Approvals

Use project and capacity records to support portfolio decisions, then record approved priorities and consequences explicitly. See the platform

Related cases

Practice references