Screening a project queue
Screening is a lightweight prioritization workflow. It helps a team decide which projects deserve full analysis without presenting the result as a completed technical review.
Reference version 1.1 · Updated September 4, 2026
Inputs
- Authorized project documents or approved source-connection results.
- Saved discovery and qualification criteria.
- Approved products, applications, markets, competitors, exclusions, and commercial signals.
Procedure
- Register or associate the source set with a project record.
- Apply the selected discovery and qualification context.
- Return a pursue, review, or reject recommendation with the primary reasons and strongest source pages.
- Require a user to promote the selected project into full analysis.
Output and boundary
The screening output is a prioritized queue with reasons, candidate product or application signals, evidence confidence, and a recommended next step.
Important
A screening rank is not a final suitability, engineering, estimating, pricing, or bid decision.
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