Product Tour–Portfolio Management and Capital Planning

Standardize your project request intake process

Improve efficiency and effectiveness by standardizing your project proposal intake forms and workflows for each department in your organization. In addition to general project details, you can include evaluation scoring and budget estimates. Scoring can be customized by department and normalized at a higher level across your organization.

Communicate your organization’s strategic objectives to help users self-select values that are important to the agency.

Evaluate and prioritize proposals against strategic objectives

Communicate your organization’s strategic objectives to help users self-select values that are important to the agency.

The matrix helps you allocate resources and make better decisions with objective data to weigh, rank, and stack the projects.

Assure accountability with review of project budget details

Visualize budget details of the planned, forecast and actuals for each separate project before portfolio approval.

Understand the budget and benefits associated with every project in the portfolio before final authorizations.

Visualize budgets and funding for efficient planning and forecasting

For capital planners, all roads eventually lead to budget planning. Use what-if scenarios to make adjustments such as removing projects, paring down projects, or moving the start date. Use these adjustments and trade-offs to bring your project portfolio within the targeted budget.

Challenging decisions are made easier with efficient waterline and frontier optimization functionality.

Automate your review and approval workflow

Send the approved portfolio out for final authorization.

Track portfolio approval workflows and release budgets to project management operations for execution.

Resource planning across your portfolio

Review proposed and ongoing projects. Portfolio dashboards offer rich visualizations using the exact same scorecard data that drives qualitative and quantitative analysis.