Project Proposal Workflow

Create and categorize custom forms used to collect new project ideas or proposals. Centralize the management of new proposals, while automating and enforcing organizational governance, by routing forms used to capture proposed project information for approval.

Save time by defining multiple criteria for controlling the membership of a portfolio. For example, include all projects in North America for the Aerospace and Defense division, with a budgeted value greater than $10M.

Quickly get up and running with more than 200 standard project metrics for analysis and to communicate project performance. Adapt and configure metrics based on organizational needs.

Conduct top-down planning, financial and strategic analysis on proposed projects without the need to enter detailed activity schedule data.

Content rich scorecards provide real-time information for effective decision-making.

Effectively convey information to decision makers through interactive graphs and charts including: bubble charts, stacked histograms, bar charts, side-by-side histograms, pie charts and Gantt charts.

Objectively prioritize projects by modeling an unlimited number of what-if scenarios. Identify tradeoffs and select the best portfolio that best aligns with the organization’s strategy, while considering varying constraints.

Reconcile resource demand with available capacity, identify capacity and resource bottlenecks and determine the operational feasibility of a specific scenario.

Multiple users may collaborate on the portfolio selection process via shared scenarios and threaded discussions.

Configurable scorecards and graphical views, published to user dashboards, enables users to monitor the performance of each project in a portfolio.