Demand Management
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Capture Project Requests
Capture all project requests in a central repository.
Capture Non-Project Work
Capture and manage non-project work (e.g. incidents, tickets, etc.)
Business Case Template
Standardise data collection (including, general information, cost estimates, resource estimates, strategic impact, etc.) for all types of work through business cases / forms.
Business Unit-Specific Templates
Flexibility to define business case templates for different departments within the organisation.
Governance Workflow
Define and enforce governance workflows to subject projects to the appropriate controls throughout their lifecycle.
Establish Accountability and Project Lifecycle Approvals
Drive accountability and control by designating individual approvers or approval groups at key gates in the workflow.
Best Practice Templates
Save time and enforce standards by defining templates based on your organisation's best practices or take advantage of industry best practice templates (e.g., Business Case, Project and Project site).
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Portfolio Selection
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| Business Strategy Prioritisation |
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Define and Communicate Organisation's Strategy
Define and communicate actionable business drivers and key performance indicators (KPIs).
Business Unit Specific Business Drivers
Define different business drivers for each department / line-of-business.
Objectively Prioritise Business Strategy
Objectively prioritise business drivers using pair-wise technique to drive executive consensus and communicate strategic imperatives.
Manually Prioritise Strategy
Manually prioritise business drivers.
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| Project Prioritisation &Portfolio Optimisation |
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Prioritise Projects from Varying Dimensions
Prioritise competing project requests from varying dimensions (e.g. strategic value, financial value, risk, etc.)
Identify Business Dependencies
Capture inter-project dependencies that affect selection and execution.
Identify Optimal Portfolio Within the Constraints
Run what-if analysis under varying budgetary constraints to recommend the optimal project portfolio.
Include Mandatory Projects and Understand Trade-Offs
Force projects In or Out of a portfolio (e.g. use to force in compliance or pet projects) to instantaneously understand trade-offs.
Compare Scenarios
Compare and contrast optimisation analyses side-by-side.
Advanced Portfolio Analytics
Utilise advanced portfolio analytical techniques (e.g. Efficient Frontier Modelling and Strategic Alignment Assessment) to further refine portfolio selection and gain insights.
Support Portfolio Analysis throughout Project Lifecycle
Prioritise and optimise pending and in-flight projects within the same analysis (i.e. support annual and just-in-time planning methodologies).
Configurable Views to Support Decision Making
Configure and dynamically modify views by adding fields and applying filters to support decision-making.
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| Capacity Planning (Skill Level) |
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Understand Resource Capacity
Proactively identify resource (by skill) surplus and deficit across a planning horizon.
Reschedule Projects to Maximise Resource Utilisation
Improve utilisation and fully staff projects by adjusting schedules within the planning horizon.
Model Headcount Decisions
Model headcount decisions by hiring full-time or contract resources and understand impact on the project portfolio.
Easily Compare Capacity Planning Scenarios
Compare and contrast capacity analyses side-by-side.
Automate Portfolio Selection
Commit selected portfolio scenario and automatically update project workflow.
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Schedule Management
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Microsoft Project Schedule Publishing
Publish project schedule to Project Server Via Project Professional or web schedules
Best Practice Project Templates
Initiate project plans using best practice templates with schedule and resource assignments pre-defined.
Web-Based Scheduling
Create web-based schedules.
Baseline
Baseline project schedules (one or multiple) and compare with actuals
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Resource Management
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Enterprise-Wide Resource Pool
Create and manage an enterprise resource pool containing all resources and skills.
Filter Resources by Business Units
Establish and manage resources at the business unit level.
Automate Resource Pool Creation
Automate resource pool creation by syncing with Active Directory
Define Material Resources
Add consumable material resources (e.g. lumber, concrete, etc.) and assign them to tasks.
Resource Calendars
Define resource calendars to reflect resource-specific working times, availability and non-working exceptions (e.g. vacations, sick days, etc.)
Multiple-skill Resources
Assign multiple skills and cost rates to an individual resource.
Match Resources Based on Multiple Dimensions
Easily find resources with availability to work on the project using multiple criteria (e.g. skills, location, availability, department, etc.)
Capture Resource Demand
Plan resource demand prior to assigning resources to tasks.
Proposed vs. Committed Bookings
Differentiate between proposed and committed resource assignments.
Support Team Assignments
Assign work to teams and allow a member of the team to take ownership of the assignment.
Effectively Manage Resources
Intuitively and effectively manage assignments by resource and quickly visualise over-allocation.
Easily Substitute Resources
Effectively substitute resources.
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Time and Task Management
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Web-Based Timesheet System
Easy-to-use time entry for timesheet (including working and non-working time - e.g. vacation, sick leave, etc.) and task updates.
Web-Based Project Task Updates
Interface to enter task updates (start, finish, work, etc.)
Consolidated Progress and Time Tracking
Submit project status and timesheet entries from a single interface.
Integrate Time Reporting with Financial Systems
Creation of CSV format file of actual hours for project, administrative, and non-working time ready for import into to financial systems for payroll, costing, chargeback, etc.)*
*Manual Export of Project Server data to CSV file format
Outlook to View and Update Tasks
Maximise user productivity by managing tasks within Outlook.
Timesheet Approvals
Project and functional managers approve progress and timesheet updates.
Multi-Level Timesheet Routing
Perform multi-step timesheet reviews and approvals.
Approval Preview
Preview changes online before accepting them into your schedule.
Control Timesheet Entry
Allow time entry within approved and open date ranges.
Submit and Approve Time on Behalf of Others
Take on a role of another user to perform time entry and task approvals when needed.
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Financial Management
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Project Cost Estimates
Capture time-phased cost estimates during business case development.
Define Project Benefits
Capture time-phased benefit estimates during the development of the business case.
Define Financial Metrics
Derive financial valuation metrics (e.g. NPV, ROI, IRR, etc.)
Define High-Level Project/Program Budget
Define a high level budget so the project manager can allocate funds and track actual costs against the budget.
Budget Year Planning Support
Supports calendar year or fiscal period accounting.
Earned Value Management
Use EVA calculations including Schedule Performance Index (SPI), To Complete Performance Index (TCPI), Cost Performance Index (CPI), Cost Variance Percentage (CV%), and Schedule Variance Percentage (SV%).
Financial Systems Integration
Import of client-created project financial data file typically created from Financial, ERP, Accounting or other line-of-business system *
*Manual import of financial data (CSV file format) from external system
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Team Collaboration
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Effective Project Team Collaboration
Provision a Project Workspace for each project to drive collaboration and knowledge sharing.
Customise Project Workspaces for Each Project Type
Define custom Project Workspaces for different types of projects and work.
Track Project Issues and Risks
Create, manage and track issues and risks throughout the life of the project.
Enterprise Content Management
Includes best practice enterprise content management capabilities.
Establish Document Templates
Define best practice document templates and include in document libraries.
Document Review and Approval
Utilise workflow to streamline document review and approval.
Intelligent Enterprise Search
Utilise search technologies to more easily locate project data, artefacts and people.
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Administration, Scalability & Extensibility
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Simplified Administration and Customisation
Through an improved console that provides one-stop-shopping for both project and portfolio management capabilities.
The enhanced Project Server 2010 application programming interface (API), Project Server Interface (PSI), and connection with Microsoft® SharePoint® Server 2010 and Visual Studio® 2010 provide developers with the required tools and resources to integrate with third-party systems and successfully build and deploy custom solutions.
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