Achieve Global Governance
Standardize projects, resources, and other processes across your portfolio for a consistent view.
Define Portfolio and Metrics
Pipeline projects
Directly pull from PM, CRM, ITSM and plan all key project elements.
Complex WBS
Set up projects with complex work breakdown structures based on your needs.
Project budgets
Create budgets, add estimates for budgeted project hours and costs.
Project metrics
Set and track required portfolio metrics for every project across your business.
Manage Project Lifecycle
Project checklists
Define key items needed at each stage: Initiation, Planning, Execution, Close.
Project communication
Communicate with all key stakeholders any gating requirements at each project stage.
Process adherence
Leverage the project checklists to enforce process adherence.
Standardize execution
Ensure global portfolio governance while meeting all local needs for execution.
Project Documentation
Store project details
Include additional documentation or supporting information in portfolio, projects, time off and timesheets to provide details or justify work done.
Make documents compulsory
Enable validation rules to make attachments mandatory and prevent loss of critical information by ensuring all relevant documentation is attached.
Simplify audits
Enhance your business process governance with supporting documentation and improve audit compliance processes.
Google Docs, Dropbox & more
Store and attach documents or links (like Google docs, Dropbox, MS Sharepoint) to give additional information.
Manage Resource Lifecycle
Define resources and skills
Create roles needed to get your project done and include skill requirements.
Forecast resource requirements
Build-in project resource and skill needs to factor in effort with every project and also across project portfolio.
Resource workflows
Enable collaboration between resource, project and portfolio managers around resource requests and allocation with standard workflows.
