powerful portfolio & project management applications for sharepoint
TRANSCRIPT
SharePlanning©ApplicationsFor Microsoft SharePoint
Portfolio Management• Prioritize and
compose the project portfolio
• Allocate Resources at Tactical Level
• Define Portfolio Scenarios and Simulate Financial and Business Impacts
• Consolidate, monitor and report the portfolio
Project Management• Plan with Grid & Gantt
Charts
• Allocate Resources at Operational Level
• Execute the Projects
• Analyze and Report Progress and Status
Resource Management• Define Resource
Capacity and Competences
• Tactical and Operational Resource Booking on Daily, Weekly or Monthly Level
• Consolidate bookings per Resource, Resource Groups or All Resources
• Manage Resource Utilization and Bottlenecks
Integrated Business Intelligence
SharePlanning©Applications for SharePoint
What Differentiates the Applications?
100 % SharePoint Including Content Types and Site Columns and all the Powerful and Configurable Features in SharePointCompletely Configurable to Support almost any Business Requirements and Supported by a Rich User InterfaceUnique and Integrated Business Intelligence everywhere
Analysis and Reports are created within a split second and Supports any Management level from CEO to general Information WorkersPowerful Layout Manager saves an Unlimited number of User Interfaces, Layouts, Analysis and ReportsCompletely Integrated Portfolio and Project Management incl. Configurable Portfolio Consolidation and ReplicationsProject Planning as in Microsoft Project, but Easy to Use and with Integrated Business IntelligenceBI includes: Filtering, Sorting, Multi level Grouping, Multi Level Pivots, Calculated Fields, KPI’s and Graphical PresentMultiple Dashboards incl. Multiple Panels, Multiple Data Sources, and Layout Manager which Saved the Dashboards
SharePlanning©Applications for SharePoint
Portfolio Management Process
Simulate Prioritize
and Compose the Portfolio to Align with
Strategy
Launch, Stop or
Postpone Projects
Monitor the Project
Portfolio
Analyze and Report any aspects of
the Portfolio
SharePlanning©Applications for SharePoint
Prioritize, compose and monitor the
Portfolio
Simulate, analyze and report the Portfolio
Portfolio statistics
across periods
Multiple Portfolio
Dashboards
Tactical Portfolio Resource
Management
Document Manageme
nt
EscalatedRisks,
Milestones, Success
criteria's,Issues etc.
Business cases for all
projects
Portfolio-calendar,
which can be shared with
Outlook
Share©Portfolio for Portfolio ManagementUnique and Configurable User Interface
Supported by Advanced Business Intelligence
Click to open a
detailed Ribbon Menu
SharePlanning©Applications for SharePoint
Portfolio Scenarios
Create portfolio scenarios and Assign Projects to Scenarios
Create Template based Projects from Portfolio ManagementCreate Individual Project Sites based on
Share©ProjectClassify Projects and Create Financial data
SharePlanning©Applications for SharePointCreate new Projec
t
Select a
Project Templat
e
Classify project
and create
financial data
Assign Project to Scenario
Create Portfolio and header , which may include any data
matching the business requirements.
When the Project is created a Template based project Site is also created.
SharePlanning©Applications for SharePoint
ReportPresent data graphically, save Analysis, Layouts
and Reports
ExploreFilter, sort, group and pivot data
Simulate Portfolio ScenariosCost, Benefits, ROI and Strategic Alignment etc.
SharePlanning©Applications for SharePoint
Activate Scenario Simulatio
n
Group by
Scenario
Filter to get the Pipeline Projects
Click to get
Project details
Select a Saved
Layout to get a
complete Analysis
Scenario SimulationSupported by Unique Business
IntelligenceAnd Grid Views
Click to Drill
Down to Project
Site
SharePlanning©Applications for SharePointPivot
Benefits and Cost data by
Scenario
Benefits/Cost Ratio
Scenario SimulationSupported by Unique Business Intelligence
Pivot View and Graphical Presentations
Activate Scenari
osCalculated field for the Deviation between
Benefits and Cost
SharePlanning©Applications for SharePoint
ReportsPresent data graphically, save analysis and
layouts
ExploreFilter, sort, group, pivot and calculate
Monitor the Executing Project PortfolioProgress, Budget and Actual data, KPI’
SharePlanning©Applications for SharePoint
Monitor, analyze and report the
active Project
Portfolio
Define calculated
Columns and KPI’s to get a Quick Visibly
Overview of the Portfolio
Open Form and Edit Project
Portfolio data.
Drill Down to Project Site for detailed Project
Information
Consolidate all possible Project data for the whole
Portfolio
Filter, sort and group
all dimensions
and numerical
data
Consolidate, Analyze and Report with Unique Business Intelligence
Save all analysis with the Layout Manager
SharePlanning©Applications for SharePointPivot the Project
Portfolio on Time and Portfolio
Status to get a Projected Cash
flow Baseline Cost divided by
Years, Quarters and
Months
Consolidate, Analyze and Report Supported by Unique Business Intelligence
Pivot View and GraphicsSave Analysis with the Layout Manager
SharePlanning©Applications for SharePoint
Reporting supported by unlimited Dashboards
Present data graphically and Save Dashboardswith the Layout Manager
Analyze and ExploreFilter, sort, group, calculate and pivot any Data Source
Portfolio Management ReportingMultiple Dashboards and Information Panels
SharePlanning©Applications for SharePoint
Multiple Dashboards and PanelsPresent the Portfolio and Status and support any Business
RequirementsLayout Manager handles an unlimited number of Dashboards
Dashboards Panels with Text, Pivot
Analysis and Graphics
Open, close and place panels and
design layouts as needed.
Configure Pivot panels and define advanced
Calculations as needed
Select Bars, Stacked Bars, X-Y, Pie diagrams etc. as Graph
Type
Select any Saved
Dashboard
Drill-Down to Project
Headers or directly to Site Projects, which constitute the
consolidate figures
SharePlanning©Applications for SharePoint
Project Manageme
nt
Plan the Project with
Grid and Gantt Charts
Budget Hours and
Cost. Allocate
Resources
Execute the Project and Activities. Manage
Documentation
Analyze andReport
Progress and Status
With Business intelligence
SharePlanning©Applications for SharePoint
Plan and Budget the Project and
Allocate Resources
Manage Project and Activities Execution
The Project Resources, Resource
requests and Bookings
Multiple Project
Dashboards
Analyze and Report
Progress
Risk Manageme
nt
Project Calendar
Project Announceme
nts
Portfolio Reporting
Click to open
detailed Ribbon Menu
Share©Projekt for Project ManagementUnique and Configurable User Interface
Planning as in Microsoft ProjectPowerful Business Intelligence
SharePlanning©Applications for SharePoint
Interactive Grid View including
Work Breakdown Structure
(WBS)
Click to Create and Document
Activities Dynamic Timeline
Interaktivt Ganttkort med
Bars, Milepæle , Færdiggørelses%,
Allokerede ressourcer etc.
Click to open detailed Activity Form
Activity and Cost Rate
based Budgetting
Registration of actual Hours
and Cost.
Click to Allocate and
Request Resources
Drag, Drop and Resize Activities
Request Resources
Resources including Main and Detailed
Skills
Share©Plan for Project ManagementPlan and Execute as in Microsoft Project, but very Easy to Use
Configurable and InteractiveActivities and Tasks can be Shared With the Office Package
and Outlook
Allocate Resources to the Activity
Click to open
detailed Ribbon Menu Document
the Activity or Task
SharePlanning©Applications for SharePoint
Activities/Tasks Behind
Schedule
KPI’s for Cost, Hours
and Schedule
Filter Activities/Tasks
Total Summaries for Hours and Cost
Project Progress and StatusAnalyze Project Activities with Business Intelligence
Drill-Down to Activities
Drill-Down to Activities/Tas
ks
SharePlanning©Applications for SharePoint
Pivot budget and Actual Cost
divided by Project Status
Project Execution and ProgressPivot Project Activities and Analyze budget or any other
data with Advanced Business IntelligenceDrill-Down to Project Activities
Drill-down to Project
Activities from Pivoted
Cells
Tactical and Operational Resource Bookling in Gantt Chart
Book hours on Projects or TasksBook on a Daily, Weekly or Monthly Basis
Consolidate Bookings Vertically and Horizontally
SharePlanning©Applications for SharePoint
Project and Activity for
Booking
Consolidated Bookings for Jens Munk
Find bookings for My Resources, My
Projects and Ressource Requests
Select Time Period
Consolidated Bookings for
System Designers
Book Hours directly in the
Cells