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? PMWeb'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.
Highlights
- Plan across any range of years with annual cost/income breakdowns
- Conceptual and detailed estimating with drag & drop
- Generate Project, Funding, Budget, Estimate, Schedule and Commitment records with
a click
- Type in the plan spreadsheet and/or link to detailed initiatives
- Risk analysis with graphing
- Collaborate with PMWeb Visual Workflow
- Unfunded initiatives can be automatically rolled over to the next plan
- User-definable estimating Items, Formulas and Assemblies
- Building Information Modeling (BIM) Integration
- Online Procurement
Cost Management
Power + Flexibility = ROI
Combining the flexibility and ease of use of traditional project cost management
with powerful features usually found only in enterprise accounting systems, PMWeb
Cost Management is the platform you need to manage costs – from your smallest project
to the largest. Highlighting the module are Cost Worksheets: user-definable, printable
spreadsheets within PMWeb 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. Create system worksheets to share across projects or create project-specific
ones as needed. Advanced but easy-to-use budgets, contracts, commitments, invoices,
funding and change management add up to the complete package.
Highlights
- User-defined cost worksheets with drill-down to transaction level
- Funding by portfolio and project
- Itemized forecasting
- Multiple methods for creating cash flows
- Flexible change management process
- User-defined budget code structure with any number of code levels
- Enter production records (work completed) against contracts, commitments and companies
- Import actual costs to requisitions with the click of a button
- Budget requests let your budgets evolve while retaining transactional history
- Use journal entries to adjust any cost amounts. Route for approval using Visual
Workflow.
Scheduling
Multi-Project Scheduling With Critical Path
PMWeb offers a complete scheduling solution with critical path management, drag
and drop Gantt chart, baselining and more. Because Scheduling - like all PMWeb modules
- is multi-project, features such as Resource Availability and Project Portfolio
Management (PPM) views are ready to use out of the box. Build your schedule within
PMWeb or link to MS Project and Primavera.
Highlights
- Claim analysis – compare schedules across periods and/or across projects
- Links to Primavera P6 and Microsoft Project included
- Timesheets that flow to the Cost Management module
- Use Gantt chart interactively to link tasks, enter completed status, flag tasks
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
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. PMWeb 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.
Highlights
- Asset Explorer – interactive tree view of all of your assets
- Work Requests (from tenants or employees) that can be rolled over as work orders
- Lease management
- View the dispatch board across days, weeks and months
- Space management
- Preventive maintenance planning
- Interactive Google map views of assets and work orders
- Maintenance contracts
- Track equipment you own, install or maintain
- Unlimited inventory locations and sub-locations
- Track inventory by stock #, lot # and serial #.
Visual Workflow
All the Business Process You Need
The advanced tools of the Visual Workflow Platform lie at the heart of PMWeb. Because
it was built from the ground up to work directly within each PMWeb record type -
including Custom Forms- Visual Workflow gives you the advanced tools you need to
design, monitor and manage your collaboration and approval processes, all from a
single sign in.
Highlights
- Parallel or serial workflow
- Custom Form Builder
- File management with check-in, check-out, versioning and attributes
- Conditional workflow based on document content
- Drag and drop interface
- Unlimited workflow templates
- Single sign in for users creating and collaborating on records
- Review-only steps
- Automated Process Management Rules (such as limits of authority)
- Route digital files using Workflow
Timesheets
Reduce Duplicate Data Entry
Now you can allow employees and subcontractors to directly enter their time online, saving you clerical time and minimizing data entry errors. Supervisors can automatically be notfied by email that time has been submitted and directly access the timesheet from the email with one click.
Highlights
- Online data entry
- A buillt-in feature of PMWeb - no third party vendors or special apps to deal with
- Timesheets can be Resource or Project specific, or a combination
- Enter timesheets for Employees, Subcontractors and Equipment
- Option to immediately post time as project costs
- Receive email notification of timesheet transactions, if desired
- Route timesheets for approval using Visual Workflow
- One click to create timesheets for the next period
- Link timesheets lines to Cost Codes and Schedule Tasks
- Link to contracts for billing based on actual costs
Document Management
Project Documents Are Data Too
Moving project documents from paper to an electronic file system is a no-brainer.
Stakeholders can share and interact with documents in real time. Using a file manager
that requires a separate login from your portfolio management system, though, simply
replaces the paper barrier with a new (albeit digital) one. Project documents are
data, just like estimates, schedules, purchase orders, etc. PMWeb lets you manage
all of your project data – including documents – from a single platform with one
sign-on.
Highlights
- User-defined folder structure
- Check in, Check Out
- Versioning
- Custom file attributes
- Extensive folder security controls
- Content search
- Drag & drop
- Route files using PMWeb Visual Workflow
- Attach files to all PMWeb record types
Integration Manager
Link to Many Popular Applications
Integration Manager, which works with Oracle, SAP, PeopleSoft and more, allows users
to directly configure, schedule and monitor the exchange of data between PMWeb and
external applications such as accounting and ERP systems. And, like all PMWeb features,
it blends power with ease of use so you don’t need an engineering degree to use
it.
Highlights
- Create multiple integration profiles that each link to an external application
- Multiple file formats to choose from, including csv, MS Excel, xml and Web services
- Easy-to-use interface makes integration setup quick and easy
- Select which data fields are exchanged and define field aliases if desired
- Schedule data exchange to run daily, weekly, monthly and more
- Receive email notification of exchange transactions, if desired
- View logs of exchange information
- Managed inside PMWeb – no separate install required