PROGRAM & PORTFOLIO MANAGEMENT FOR PROJECT ONLINE

Portfolio Online is a high level strategic planning tool designed for Portfolio Managers, Program Managers, and High Level Project Managers.  Portfolio Online enhances Project Online by delivering comprehensive portfolio level capabilities such as demand management, resource planning, strategic alignment, and capital budget planning, while at the same time, driving usability, ease of use, and adoption.  Whether you are managing a portfolio that requires strategic planning and alignment or a portfolio that only requires high level planning and execution, Portfolio Online will help you deliver business results.

All new portfolio items go into Portfolio Online with key metadata details. There are strategic themes, to which the portfolios are aligned. Capital budget data is entered, such as planned capital and operational expenses. Soon you have your portfolio and its time for approval and selection. Once the portfolio has been approved, projects are created and execution begins. Although the portfolio planning phase has ended, portfolio execution requires high level visibility, roll ups and health checks necessary to deliver value to your customers. Using the powerful Reporting BI tool, managers have real-time analytics and dashboards to track overall performance of projects, issues, risks and resources. Portfolio planning and management has never been easier.

Improve Project Profitability with Portfolio Online

Drive Efficiency

Reduce reliance on spreadsheets or manual processes and improve management of initiatives and projects.  Integrate with existing financial applications leveraging Project Connect.

Gain Confidence

Accurately measure project financials, budgets, and ROI to stay on track with key performance metrics.  Provide visibility into a centralized organization-wide view of project & portfolio financials.

Meet Expectations

Integrate project planning with financial planning & forecasting to meet project objectives and stakeholder expectations

Comprehensive reporting and visibility

Reduce reliance on spreadsheets or manual processes and improve management of initiatives and projects.  Integrate with existing financial applications leveraging Project Connect.

Streamlined collaboration across roles

Accurately measure project financials, budgets, and ROI to stay on track with key performance metrics.  Provide visibility into a centralized organization-wide view of project & portfolio financials.

The right data for better decisions

Integrate project planning with financial planning & forecasting to meet project objectives and stakeholder expectations

Features

Continual Portfolio Prioritization

Align and re-align your portfolio to focus on the initiatives best aligned with business objectives

Assess how new proposed initiatives align to Strategic Goals and Strategic Themes of the organization

Re-assess current initiatives to support key decisions to continue or change direction

Know your portfolio health data
Regular Status Reports keep stakeholders up to speed
Real time data pulled from project execution tool

Built in Project Online

  • Leverage what you already own (Save Money)
  • Use what your team already knows (Reduce Adoption Risk)
  • Increase the value from Current Investment in Project Online (Maximize Benefit)
  • Common IT platform for development and customization (Use Skills You Have)
  • Opportunity to retire multiple solutions that can be handled in one (Cost Saving and Simplify)

Capture business demand

Offer a simple way to propose projects

Input demand details, including benefits, estimated costs, required resources, and the impact on business drivers.

Assess all demand types, including large programs and projects, smaller initiatives, and ongoing work streams.

Easily customize data entry forms and approval routing workflows for each demand type.

Conduct high-level portfolio planning

Gain immediate insights into benefits, costs, and strategic alignment of proposed projects

Identify and visualize the impact project proposals have on defined business drivers.

Quickly understand the benefits, costs, and strategic alignment of proposed portfolios.

Assess proposed portfolios in conjunction with in-action across portfolios.

Adding Efficiency to Capital Budgeting

Capture all capital expenditure requests for the coming year electronically

Automate the submission of annual capital budgeting requests

Eliminate consolidation hassles and the risk of data errors

Compare capital budgets across long-term planning cycles

Automate the approvals of requests through workflow

Intuitive performance review reports

Instantly create a variety of status reports to make objective portfolio adjustments

Create powerful status reports in one click to track progress and identify negative trends in progress

Rely on built-in dashboards and reports to communicate portfolio status and grab management’s attention

Derive advanced portfolio analytics

Build custom dashboards and reports to see Portfolio data in different, more-applicable ways

Build and share custom dashboards and reports using a variety of visualizations, like maps, to meet specific needs

Integrate data from multiple sources (e.g., Microsoft PPM, financial systems, etc.) into Power BI analytics

Perform ad hoc analysis with natural language query and built-in predictive analytics capabilities

Access Power BI dashboards and reports from virtually anywhere to make informed decisions on the go

High-level portfolio planning & execution

When a detailed plan may not be necessary

Identify & track high level portfolio details

Deliverables

Issues

Risks

Manage project execution your way

Use Portfolio Online as an integration point for other project management tools

Use Portfolio Online as a single hub for all work

Project Managers can use Project Online and Microsoft Project to manage traditional waterfall projects

Let software development teams use favorite Agile tools such as Visual Studio Team Services (VSTS) or Jira and leverage integration options to include them in the portfolio

Empower teams to manage tasks in Kanban approach, with Office 365 Planner and OnePlan

Manage projects beyond the plan

Centrally track and successfully resolve unplanned project work

Top level entry, updates & statusing

Mitigate Risks before they threaten success of your projects

Resolve Issues to keep projects on track, on time, and on budget

Control Change Requests to completion

Status Reports keep the team up to speed

Know the health of your portfolios and initiatives through regular performance review and assessment

Regular entry for project status – What’s going well, what’s not?

Summary level status (on track, at risk, in trouble)

Detailed project accomplishments & planned next steps

Intuitive user interface with a sleek & modern look

Enhance Project Online user experience and usability with Portfolio Online

Use what your team already knows with intuitive SharePoint UI and robust Forms

Use Mobile apps for people always on the go

Edit Portfolio data using dynamic Editable Grids

LATEST INSIGHTS

We try our best to bring you up-to-date information on Project Financial Management, industry news, and general Project Management trends

Time & Financial Integration with Project Online

Webinar:  Live October 27th, 2016 –  10:00 AM PST, 1:00 PM EST Join us in this webinar to learn how organizations can address the challenge of synchronizing and/or integrating data from ERP sy...

Project Financial Management in Project Online

On Demand Webinar:  Now more than ever, organizations are facing the need to tighten their controls over portfolio spending in order to increase their ROI and ensure maximum value to the business. Yo...

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