Portfolio Manager

The Portfolio module allows users to manage every aspect of their project schedules, including task and milestone dates, resource assignments, and budgets.

The module provides the ability to "roll-up" and consolidate project information from multiple projects. This multi-project functionality allows management a complete view of the scope, resources, schedules, and budget performance of all or a subset of the projects in their domain. This means your managers have the ability to see how resources are allocated or over-allocated across multiple projects that may even span multiple business units. In addition, the use of color assists managers to quickly understand the state of their projects, see the implications of issues, and determine the appropriate action.

Real-time decision-making is assisted by the use of custom 'Watch Lists' for critical tasks, and automated e-mail notifications for significant project events such as milestone completion or slipping tasks.

Portfolio also provides managers with a view of project dependencies. Managers can, therefore, be more productive by discovering dependency issues faster and allowing them to perform limited "what if" scenarios to determine the best course of action.

Another feature of Portfolio is its ability to store all documents related with a particular project. Virtually any machine-readable object can be part of the Document (Assets) Repository. Separate static documents can be archived, or the system can include active documents by linking to those objects.

Portfolio includes a Project Forum feature to facilitate collaboration. This results in a much more efficient way to share thoughts and ideas without having to go to yet another meeting.

With Portfolio, management can be more efficient and effective, thus contributing to the overall productivity of the organization and a much improved project success rate.

Portfolio- Project Execution

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  • Create projects in a multi-level portfolio hierarchy.
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  • Unique role-based security access and ownership.
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  • Create master / sub-project relationships.
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  • Create project-to-project dependencies.
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  • Schedule workflow for task updates.
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  • Full audit trail of changes made to projects.
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  • Warning indication of potential impact of updated proposals on other key project tasks.

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    Portfolio- Schedule Management

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  • Multi-level WBS, milestones, progress rollup, and predecessor/successor links.
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  • Critical path scheduling (CPM).
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  • Full featured and dynamic Gantt view.
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  • Create project-to-project dependencies.
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  • Create unlimited baselines for project schedules and compare the deltas between schedules.
         

    Wish to know more about Portfolio Manager? Kindly contact us at info@inventx.com



     
     
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