PortfolioEngine

PortfolioEngiine is a resource and capacity planning, project and portfolio management, collaboration, financials, and timesheet SharePoint-based PPM Solution. The functions available are:

  • Portfolio Management - manage all effort in your organization through the stage-gates of your business processes, from wish list/idea to close out. Support and operational work, as well as projects with detail task schedules can be handled. Flexible views allow you to ensure alignment with your corporate objectives. The initiation, approval, execution, and controlled review of all work can be configured with the stage-gate based workflow.
  • Resource Management - carry out capacity planning to meet resource demands, and assure that the staff assigned to any effort is actually available at the time of the commitment. Search for the skills needed to staff any request, operations, or projects.
  • Financial Management - aggreagate project cost data for the entire project portfolio, integrate financial information fropm ERP and financial systems with project portfolio data, perform portfolio financial planning, create what-if financial models, and manage targets for current cost budgets.
  • Timesheet - full functionality timesheet with approval by both line managers and project managers, charging of hours to all effort including projects, operational support, and non-working time. Flexible and comprehensive viewing/reporting of current and historical time charges is included, and the ability to interface with help desk systems, and financial/billing/chargeback systems.
  • Collaboration - view issues, risks, document data across projects and other efforts. Create team workspaces for support and operational work. Use the powerful views generator to report problem areas across the organization.
  • Reporting - The system includes a powerful views generator which allows comprehensive reporting of all data including time-phased costs and resources. Graphical indicators and Gantt bar are supported in views that can be printed from the web browser. All views can be printed or exported to Excel and other applications which support XML. And all EPK pages can be presented as webparts. The documented, open database, with directly accessible time-phased data enables the use of SQL Server Reporting Services and other reporting tools.

PortfolioEngine Overview...