PM eb. Software Report Technology in Construction Today

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1 PORTFOLIO & PROGRAM MANAGEMENT Portfolio Planning Project Management Document Management Visual Workflow Scheduling Asset Management a web based enterprise class program management solution for construction professionals facility owner/operators and property managers Planning Engineering Forms Project Costs Schedules Assets Visual Workflow TradeCenter, Suite 3990 Woburn, MA 01801

2 Planning Top-down Planning Saves Time and Money Faced with a list of project opportunities but no good way of prioritizing them or even figuring out which ones you can afford or make a profit on? Have a pool of Funding but no plan for how to spend it? 's revolutionary Portfolio Planning feature gives you the tools you need to create a plan, automatically generate the records you need to execute it, carefully monitor each project and, perhaps most importantly, learn from your experience because all of this is done within a single platform. Plan across any range of years with annual cost/income breakdowns Conceptual and assembly estimating with drag & drop Generate Project, Funding, Budget... records with a click Type in the plan spreadsheet and/or link to detailed initiatives Collaborate with Visual Workflow Unfunded initiatives can be automatically rolled over to the next plan Procurement Online Bidding Building Information Modeling (BIM) Integration Edit Line Add Line Link Initiatives Delete Line From 2011 To 2015 Generate... Towers Crystal Towers Excelon Place Magnum Center Hotels Initiative Sponsor Score Projects 2015 Team 1 Team 2 Team Funding Budgets Estimates Schedules $500,000 $3,000,000 $9,500,000 $2,400,000 $1,000,000 $900,000 $6,000,000 $2,850,000 $7,100,000 $8,000,000 The Portfolio Planning Worksheet Copyright All rights reserved. All other trademarks are properties of their respective owners Page 2

3 Project Management Power + Flexibility = Return on Investment Highlighting s Project Management tools are Cost Worksheets: user-definable, printable spreadsheets within that display cost information the way you want to see it and each automatically includes full drilldown capability, all the way to the transaction level. Advanced but easy-to-use cost management features, document management and field admin add up to the complete package. Contracts, Commitments, Change Orders, Invoices User-defined cost worksheets with drill-down to transaction level Funding by portfolio and project Multiple methods for creating cash flows Earned Value tracking Flexible change management process User-defined budget code structure with any number of code levels Integrated Document Management Field Admin Cashflow Report Copyright All rights reserved. All other trademarks are properties of their respective owners Page 3

4 Visual Workflow All the Business Process You Need Now you can collaborate any time anywhere with s innovative Visual Workflow. Automatically route records for input and approval within your office or across the globe and be notified by your current system. Click the hyperlink in the workflow and you are taken directly to the record, without navigating through any menus or web pages. Best of all? Building a Visual Workflow is as simple as drag & drop. Drag & drop interface Visual and table views side by side Multiple approver steps with parallel workflow notification and routing Unlimited steps in each workflow Conditional workflow based on document content Use for both formal approval and collaboration notification contains hyperlink directly to record Automated Process Management enforces limits of authority Workflow Template: Standard Approval Step 2 of 3 Submitter Project Manager Vice President President Rejected Visual Workflow Copyright All rights reserved. All other trademarks are properties of their respective owners Page 4

5 Scheduling Multi-Project Scheduling With Critical Path offers a complete scheduling solution with critical path management, drag and drop Gantt chart, baselining and more. Because Scheduling - like all modules - is multi-project, features such as Resource Availability and Project Portfolio Management (PPM) views are ready to use out of the box. Users also have the option to link to Primavera and MS Project schedules. Claim analysis compare schedules across periods and/or across projects Links to Primavera P6 and Microsoft Project included Full Critical Path Method calculations Use Gantt chart interactively to link tasks, enter % completion and more Cash flow & income reports directly from the schedule Use any schedule as a template Base percent complete on timesheets View resource availability across all projects and periods Critical Path Management Scheduling Copyright All rights reserved. All other trademarks are properties of their respective owners Page 5

6 Asset Management Organize, Understand, Act Create on-demand or recurring Work Orders, link them to Maintenance Contracts and drop them on the interactive Dispatch Board to schedule them. Asset Management lets you to track unlimited Inventory Locations, link Inventory to any asset in the system and pull from stock to Work Orders. Use Equipment records to log usage and a detailed Work Order history, be alerted to upcoming scheduled maintenance milestones and link to or nest other pieces of equipment as components or assemblies. Asset Explorer - interactive tree view of all of your assets Work Requests (from tenants or employees) Lease management View the dispatch board across days, weeks and months Space management Preventive maintenance planning Maintenance contracts Predictive maintenance for assets you own and/or maintain Unlimited inventory locations and sub-locations Track inventory by stock #, lot # and serial # Interactive Dispatch Board Copyright All rights reserved. All other trademarks are properties of their respective owners Page 6

7 PM eb BI Business Intelligence Reporting Click to drill down on data that interests you - all of the way to transaction level Integration Manager Integration Manager Configure Select from multiple file exchange formats, X csv, Excel, xml including and Web services Projects Integration Manager Select a Profile Select... Oracle P Schedule Links to many X popular applications and you can create your own inegration profiles. Logs PeopleSoft SAP Timberline File Format MS Excel Edit Line Add Line Use Notification New Profile... Delete Line Record Type Map Fields Record Status File Name Subcontract *All Fields* Subcontracts.xls Companies *All Fields* Companies.xls Budgets *Customized* Budgets.xls Timesheets *All Fields* Timesheets.xls Miscellaneous Invoices *Customized* Miscellaneous Invoices.xls Requisitions Requisitions.xls *All Fields* Auto Send Copyright All rights reserved. All other trademarks are properties of their respective owners Page 7

8 Business Intelligence Unrivaled Power features the Microsoft Business Intelligence engine which was rated #1 in the Gartner Group Business Intelligence Quadrant. Business Intelligence in allows drill down through multiple levels of reporting - even to the transaction level through the use of Dynamic HTML Extensions. Intelligent dashboards are interactive and automatically formatted for printing and/or export. Google Map integration shows real-time data and navigates Drill down (and back up) through multiple levels of reporting Dynamic HTML Extensions allows drill down all the way to transactions Intelligent models/dashboards - printable with advanced formulas Executive Dashboard Report PM eb View Projects, Locations and Work Orders on Google maps and drill down to records. A Business Intelligence Dashboard Report Copyright All rights reserved. All other trademarks are properties of their respective owners Page 8

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