product guide PORTFOLIO, PROGRAM & PROJECT MANAGEMENT 1 Pope Street Wakefield, MA USA

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1 PORTFOLIO, PROGRAM & PROJECT MANAGEMENT Project Management Document Management Visual Workflow Planning/Estimating Scheduling Asset/Facility Management Business Intelligence Portfolio, Program & Project Management Software product guide D (617) R McNatty

2 PMWeb helps facility owner / operators, property managers and construction professionals, effectively manage the Plan-Build-Operate life cycle of their portfolio and programs. PMWeb sets a new standard for usability combining the power of Enterprise class software with the ease of use of Excel and Word. PMWeb consist of 5 principal modules, and a powerful set of Toolbox utilities: Module Pages Visual Workflow 3-5 Planning 6-10 Project Management Cost Management Engineering Forms Scheduling Asset Management Toolbox Cross Platform Highlights Table of Contents Multi Currency, Multi Lingual 100% zero footprint, multi browser compatible Internet Explorer Google Chrome Apple Safari Utilizes #1 rated Microsoft Business Intelligence (BI) Visual Workflow in all modules and records Page 2 2

3 PORTFOLIO, PROGRAM & PROJECT MANAGEMENT Project Management Document Management Visual Workflow Planning/Estimating Scheduling Asset/Facility Management Business Intelligence Visual Workflow 3

4 Visual Workflow PMWeb helps construction professionals, facility owner / operators, and property managers effectively manage the Plan-Build-Operate life cycle of their portfolio and programs. PMWeb sets a new standard for usability combining the power of Enterprise class software with the ease of use of Excel and Word. The core of PMWeb is it s powerful yet easy to configure platform featuring visual workflow. Page 4 4

5 Visual Workflow Create business processes and workflows using easy drag & drop technology The workflow can be accessed via the home page, the inbox or Workflow features Route serial or parallel Proxy approval Conditional approval Centralized templates Templates tie to record types Unmatched ease of use: Workflow automatically sends s to users, with a unique URL guiding the user directly to the record that needs action Page 5 5

6 PORTFOLIO, PROGRAM & PROJECT MANAGEMENT Project Management Document Management Visual Workflow Planning/Estimating Scheduling Asset/Facility Management Business Intelligence Planning/Estimating 6

7 Planning PMWeb helps construction professionals, facility owner / operators, and property managers effectively manage the Plan-Build-Operate life cycle of their portfolio and programs. PMWeb sets a new standard for usability combining the power of Enterprise class software with the ease of use of Excel and Word. The Planning Module features: Master Planning / CapEx Planning Tie rapidly created conceptual estimates to planned initiatives Drag & drop to create estimates Create detailed estimates quickly from high level assemblies Procurement and online bidding Easy spreadsheet like entry and editing Import & export from Excel and other spreadsheets Link to external databases such as RS Means Estimates generate project, budgets, contracts, schedules Page 7 7

8 Top Down, Portfolio Planning CapEx Master Planning Easily create, 5, 10, 15, 20+ year master plans. Line up planned initiatives with specific funding sources and draw down from a common funding pool. Tie rapidly created Conceptual Estimates to Planned Initiatives Create initiative budgets by entering a few basic parameters: Type of structure Square feet Number of floors Easy push button generation of scope, budget, schedule and funding from approved initiatives. Page 8 8

9 Estimating Conceptual or Detailed Estimating Easily create detailed estimates with drag & drop technology Cut / Paste to and from Excel and other spreadsheets Integration to third party databases (RS Means) BIM Integration Rapidly generate detailed estimates from high level assemblies Generate Projects, budgets, contracts at the touch of a button Page 9 1Pope Street 9

10 On-line bidding On-line bidding Procurement Online bidding Procurement Automated Workflow Generate bid documents contracts and PO s Use powerful and easy merge to Word and Excel features to create: Proposals Bid & Award documents Contracts Page 10 10

11 PORTFOLIO, PROGRAM & PROJECT MANAGEMENT Project Management Document Management Visual Workflow Planning/Estimating Scheduling Asset/Facility Management Business Intelligence Project Management Cost Management 11

12 Cost Management PMWeb helps construction professionals, facility owner / operators, and property managers effectively manage the Plan-Build-Operate life cycle of their portfolio and programs. PMWeb sets a new standard for usability combining the power of Enterprise class software with the ease of use of Excel and Word. The powerful Cost Management Module features: Completely user defined cost worksheets By period costing so all reports are date sensitive Drag & drop to easily group and sort cost worksheets Manage funding requests and sources Links cost budget to schedule for reporting purposes Automated cash flow and earned value reporting Easily drill from Portfolio to Project to individual project detail Page 12 12

13 Cost Management Total control, from the top down or the bottom up Drill down and roll up: From Portfolio To Program To Project To Cost Code To Record To Document and back. Page 13 13

14 Cost Management Create your own cost worksheets Easily control: Which columns display The order columns display How columns sort Dynamic grouping Drill through from worksheet to underlying details, transactions and documents Easily created calculated user defined fields avoid use of complex report writing software Page 14 14

15 Powered by Visual Workflow, PMWeb Cost Management includes: Cost Management Budgets, Forecasts, Budget Requests, Daily Production Contracts & Commitments Change Management, Change Events, Contract & Commitment CO s Funding Records, Funding Requests, Funding Authorizations Requisitions, Miscellaneous Invoices, Progress Invoices Route invoices and subcontracts for approval Merge key documents to Word and Excel Page 15 15

16 PORTFOLIO, PROGRAM & PROJECT MANAGEMENT Project Management Document Management Visual Workflow Planning/Estimating Scheduling Asset/Facility Management Business Intelligence Project Management Engineering Forms 16

17 Engineering Forms PMWeb helps construction professionals, facility owner / operators, and property managers effectively manage the Plan-Build-Operate life cycle of their portfolio and programs. PMWeb sets a new standard for usability combining the power of Enterprise class software with the ease of use of Excel and Word. PMWeb s powerful yet easy to use collaborative features turbo charge the processing of engineering forms such as RFI s and Submittals and Field Administration tasks such as Daily Logs, Quantity Production, Timesheets and Incident Tracking. Page 17 17

18 Turbo charge collaboration with Visual Workflow Workflow Easily create any workflow with drag & drop technology Collaborative users are automatically notified and can manage items from: Outlook and other systems PMWeb s workflow inbox PMWeb s home page Collaboration on almost any device or platform PMWeb s true zero footprint technology guarantees that collaborative users will have access regardless of what platform or computing device including PC s, Apple, iphones, ipads or any device with a browser Page 18 18

19 Engineering Forms Create distribute and log standard engineering forms: RFI s Submittals Meeting Minutes Drawing Lists Drawing Sets Punch Lists Transmittals Daily Reports Action Items Correspondence PMWeb uses Word and Excel to generate forms so templates can be easily created and modified without expensive customization or use of a difficult to use proprietary report writer. Powerful Custom Form Builder PMWeb s custom form builder allows easy creation of new data entry screens and forms to capture information not addressed by standard engineering forms. design data entry screens validate fields from existing tables unlimited fields specify if required entry custom fields custom tables all custom data is reportable Page 19 19

20 One integrated screen to enter and manage: Field Administration Daily Reports Time Sheets Production Quantities Incident Tracking (Safety, OSHA) Drag & Drop technology helps field staff create daily reports with greater speed, accuracy and ease of use. Powerful HTML extensions allow linking of webcams. Example: Project site camera Interactive dashboards allow viewing logs, overdue documents and generating dunning letters automatically from one screen. Page 20 20

21 PORTFOLIO, PROGRAM & PROJECT MANAGEMENT Project Management Document Management Visual Workflow Planning/Estimating Scheduling Asset/Facility Management Business Intelligence Scheduling 21

22 Scheduling PMWeb helps construction professionals, facility owner / operators, and property managers effectively manage the Plan-Build-Operate life cycle of their portfolio and programs. PMWeb sets a new standard for usability combining the power of Enterprise class software with the ease of use of Excel and Word. The easy to use and powerful Scheduling Module features: Gantt Charting, Critical Path Method (CPM) Drag & Drop to group and sort schedules Portfolio, Program and Project Scheduling Integration to P6 and Project for collaboration Maintains multiple schedule revisions for what if analysis Claim analysis and cash flow Resource availability matching supply & demand of resources Integrated time sheet for reporting actuals Compare plan to actual schedule performance Page 22 22

23 Portfolio to Program to Project Portfolio Scheduling Top down Portfolio and Program scheduling Bottom up Project scheduling Drag & Drop to easily create dynamic groups Page 23 23

24 Powerful, collaborative, easy Project Scheduling Interactive Gantt Charting Drag & drop Claim analysis Cash flow analysis Links to Microsoft Project Web services and XML link to P6 Multiple schedules per project Page 24 24

25 Claim Analysis And Cash Flow Single interactive dashboard for Claim Analysis, Cash Flow, and Earned Value Portfolio wide cash flow Project cash flow Cash flow projection methods: Front Loaded Back loaded Linear Bell curve Automatically compares multiple schedule versions Rapidly identify responsible party and impact on schedule and budget Page 25 25

26 PORTFOLIO, PROGRAM & PROJECT MANAGEMENT Project Management Document Management Visual Workflow Planning/Estimating Scheduling Asset/Facility Management Business Intelligence Asset/Facility Management 26

27 Asset Management PMWeb helps construction professionals, facility owner / operators, and property managers effectively manage the Plan-Build-Operate life cycle of their portfolio and programs. PMWeb sets a new standard for usability combining the power of Enterprise class software with the ease of use of Excel and Word. The Asset Management Module manages facilities and assets and features: Building and Space Management Lease and Occupant Management Work Order, Preventive & Predictive Maintenance Inventory Management Visual Workflow and Business Intelligence Page 27 27

28 Business Intelligence Lease and Space Management Powerful Easy Page 28 28

29 Powered by innovative Visual Workflow Asset and Equipment Management Drag & Drop Asset Explorer Move Assets with the click of a mouse Automatic history of moves Rapid location of assets & equipment Full financial tracking Depreciation Cost of ownership Cost of operation Page 29 29

30 Work Order Management map integration, drag & drop dispatching board Tenant Request Tenant service request Preventive maintenance Predictive maintenance On demand services Inventory Management Page 30 30

31 Annual BOMA budgeting Work Order Management Extend powerful time phased project budgeting to assets and equipment Commit maintenance contracts, inventory and purchase orders against the budget Inventory Management Page 31 31

32 PORTFOLIO PROGRAM & PROJECT MANAGEMENT Project Management Document Management Visual Workflow Planning/Estimating Scheduling Asset/Facility Management Business Intelligence Toolbox 32

33 Toolbox PMWeb helps construction professionals, facility owner / operators, and property managers effectively manage the Plan-Build-Operate life cycle of their portfolio and programs. PMWeb sets a new standard for usability combining the power of Enterprise class software with the ease of use of Excel and Word. PMWeb features powerful utilities that answer specific business problems and needs: Integration to tier 1 financial ERP systems Document and File Management Timesheets Risk Analysis for risk intensive organizations Custom Form Builder Page 33 33

34 Integration Manager PMWeb features a powerful yet easy to use Integration Manager, to automate input and output of information between PMWeb and financial software such as SAP, PeopleSoft, Oracle, Dynamics and others. Supports Web Services, XML and flat file standards Scheduler automates frequency of import and export events Rejection logging and error handling Page 34 34

35 File Management Document Storage Simultaneous Multiple uploads Check in / Check out control Revision control Native html editor Link to web cams Link to Google maps Links to any html code Search on keywords and content Links to any PMWeb record Guest users can have access to files Forms generated via PMWeb s capability to merge to Word and Excel automatically upload to PMWeb s File Management Page 35 35

36 Protect your portfolio from avoidable risk Risk Analysis Identify and mitigate risk Rank risk by probability Workflow tracks accountability Links to schedule Mitigate risk in risk prone markets such as: Heavy Highway Mining Energy Petro chemical Environmental Timesheets User definable Easy, grid-like entry Project specific Resource specific Updates schedule Workflow manages approval Integrates to accounting Page 36 36

37 Custom Form Builder Powerful Custom Data Entry Form Builder PMWeb allows users to easily create their own data entry screens to handle the constantly evolving requirements of the markets and regions where they do business. In the same way that a business must quickly adapt to a changing environment, so does PMWeb. design data entry screens validate fields from existing tables unlimited fields specify if required entry custom fields custom tables all custom data is reportable Workflow ties to custom forms True Zero Footprint Custom forms, workflows and all features of PMWeb are accessible from any device with a browser, including iphones and ipads. Page 37 37