and a targeted adaptation to your company-specific requirements is possible through configuration
Portfolio/multi-project management of a company or organisation for planning, budgeting and project controlling is accessd in the pm-smart multi project module (MPM). The process, from the project idea/proposal, and the evaluation of these ideas, the portfolio scenario display and release of portfolios is displayed here with tables and graphics that are freely controllable by user settings and filters.
The definition of company specific key figures and project attributes happens here, as well as implemented company or organisation specific project management standards in the form of settings or configurations. Through the comprehensive possibilities from pm-smart in the range of parameters, the software can be modified to efficiently fit your individual requirements. We offer For the PMO team further work supporting features such as To-Do functions and meeting management.
The starting point in pm-smart is the project idea collection window. Ideas, proposals, and requests are populated with freely configurable data fields, including required fields. In further work-flow, there is the possibility to assess these ideas by different, freely defined criteria. The various, assessed ideas are presented with their data in selectable portfolio tables and are grouped by the user. pm-smart offers customer-specific definable project life-cycle, with project pipeline.
Generally you can define as many project portfolios as required, and organise projects into these portfolios. These tables can be imported or exported from Excel. The data is then analysed and either be seen in user definable tables, or as graphical portfolio charts. For internal projects a "product roadmap" as a Gantt chart with a view of the significant milestones is also available.
Milestones can be easily linked between different projects of a program.
After the release of a portfolio, next comes the release of individual projects, either traditionally with a signed report, or with digital release workflows.
At project creation, templates can be imported as defined by the managers or PMO. By importing the data into a new project, the project leader has access to the established knowledge of the organisation.
pm-smart distinguishes itself through a comprehensive multi-project controlling and reporting system.
The user configurable dashboard shows how goal, budget and deadline fulfillment is developing. Here you can also see open issues, information about lessons learned and the project final report.
Finds deadline deviations across multiple projects in a simple report generator. This report searches though all work packages of all projects for a defined term, such as "design", and shows all the deadline deviations. In this way weaknesses in the company can be identified
pm-smart can be freely configured to adhere to your company specific project management guidelines and processes. This is reflected in the various commercial areas where pm-smart has been successfully used, from hospitals to banks to the steel industry. Company specific data fields, or custom fields, where qualitative and quantitative data can be entered, are freely available, and this leads to an easy implementation into your specific company. In addition, being able to define your standards at the start of a new project through templates, means project managers have access to company knowledge.
pm-smart Single Project Management is built to be process oriented and this module contains all the standard project management methods and functions.
The individual functions can be grouped into categories such as project planning, controlling, risk management, etc. for a better overview. Restricting project data from certain user groups is possible. Depth of method operation can be set for different project types and complexities. Communication, coordination and reporting helper-functions support the work in the project. Integrations with ERP systems such as SAP, to Jira and Microsoft Office helps avoid double-work.
The control by traffic-light-functions, "phase-gate process" and key figures makes seeing an overview easier. Using templates reduces risk and raises efficiency. With pm-smart you can create standard reports the form of a project handbook for all project management documents.
pm-smart can create all required project management documents, directly in the software.
Build your project organisation and communication grafically for a clearer overview. Permissions are normally set centrally per role in the company, but indivdual users can be given different permissions in this window to access various levels of the project. From here, users can also manage regular communications such as meetings and status reporting, all from within pm-smart.
The work breakdown structure is, with the Gantt Chart, the main working place, the central control area for the project leader. A huge array of entry and evaluation functions are available here.
The current values of your project can either be manually entered or automatically imported via integrations to your accounting software.
In order to keep track of the amount of spent time we also offer the pm-smart web portal. Here, users can also report about the progress of their work.
Project progress is normally reported in the web portal.
The controlling process usually follows cyclical, rolling planning after calculating the actual costs.
We offer a comprehensive reporting with cost overview, detailed cost reports, dealine overview and trend analysis for costs, gross margins and milestones. As a report for the project owner, a project performance report, configurable by project type, can be created and digitally released. The software supports the entry of data from those responsible for work packages through overviews and communication tools, such as reminder emails.
Our smart risk management module contains an overview list that can be preconfigured as a template.
Risks can be assessed both quantitatively and qualitatively and attached to work packages.
Important is the definition of preventative measures, supported over the central to do list, processes for the implementation of a FMEA are supported.
A risk overview gives users a measured summary evaluation and other analyses about project risks as well as risk trends analysis, are created in the cyclical risk controlling.
The stakeholder and environment analysis is a graphical representation of the stakeholder relationships and project environment.
The pm-smart web application is designed for project team members, such as those responsible for work packages and their employees.
Users can see at a glance the relevant projects are work packages that are relevant for him or her, appointment and expenditure data, his or her capacity and to-dos. He or she can see the content and results from the single-project management module and can report on the status and measures that may be necessary. An integral element is time recording for projects and normal business. In this module, users can record their time expenditure efficiently, with support from settings of favorites.
Furthermore, online project handbooks in PDF format are available.
The online time recording system is used for all projects, work packages and predefined rolls.
When configured, the user now has the possibilty to enter the current progress as a percentage or the still required hours. This value will be seen by the project manager at the next controlling as a suggested value.
As an output of resource management in pm-smart, project team members see a table the capacity in detail and as a final sum. These details include all projects and work packages, their standard responsibilities and planned abscences.
With a filter, the user can quickly see his or her capacity and planned tasks.
Overloads are easy to spot through the use of colour codes. Data such as status, start and end dates and planned hours are of course available.
We offer, in standard, a simple personnel utilization planning overview in pm-smart. Comprehensive resource management is available as an additional module.
All rough planning entries and values about the capacity are centrally controlled. The fine planning of projects occurs in the single-project management module and is, as decided by the project leader, carried over to the central resource management in the form of requests. The procedure repeats itself at changes in projects, for example, when schedules are altered.
We offer a working surface that shows possible overburdened resources and provides simulations from the project requests.
Central resource management and also the management of personnel capacity is integrated in pm-smart multi-project management.
For customers where a rough overview of the personnel utilisation is enough, for example, where no central, comprehensive resource management should be carried out, there is a personnel utilisation plan in table form. Here the project data from the individual project plans according to organisational units and skills/capabilities are seen together. A direct entry of daily business and times of absence is provided here. Naturally, personnel utilisation plans per project are available.
In pm-smart resource management can be planned either by organisational units (departments/groups) or rolls (skills/capabilities) or directly on the individual employee level. This applies for fixed projects and daily business as well as not yet conformed duties such as orders and queries.
In pm-smart resource management can be planned either by organisational units (departments/groups) or rolls (skills/capabilities) or directly on the individual employee level.
In addition to all our features for project managers, for project team members and management, the following section describes out general features that make PM easier for all users.
Features that link documents and other files to your PM, and can be easily viewed, imported or exported from pm-smart.
Features for project coordination and workflow control, such as a central meeting management system and to-do list, to make sure everyone on you team is on the right page.
Many software integrations are available for cost management, tickets, customer management, master data and import/export from Office programs.
pm-smart offers the possibility to connect project documents over relative links with different PM processes. Over these links in pm-smart windows, documents can be opened from the explorer, over a web address or from the MS SharePoint DMS system.
Support the decision-making process with workflows, make collaboration concrete, and increase clarity for better teamwork.
Save time and work with pm-smart’s inbuilt integrations to many popular business software. Here are a few examples