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Enterprise-wide Reporting using Portfolio 

Quick Intro

Projectmates Portfolio provides project leaders with the ability to create a real-time enterprise reporting process on project performance.

The problem: Gauging project performance

Projects are often approved then managed independently. They are evaluated as a whole at the executive level only when it comes time to put together annual reports. In today's fast-paced projects, companies need an enterprise reporting process to keep an eye on projects in real-time to make sure all of them are working together to meet core business goals.  

The solution: Real-time enterprise reporting software, Projectmates Portfolio

Projectmates Portfolio lets you organize projects into logical groups called portfolios, much as an investor would manage stocks. With projects organized into portfolios, you can generate an enterprise reporting system that can capture project objectives, costs, timelines, accomplishments, resources, risks and other critical factors. Executives can regularly review entire portfolios, spread resources appropriately and adjust projects to produce the highest returns.

The obvious benefit Projectmates Portfolio enterprise reporting software brings is that executives get a bird's-eye view of projects so that they can keep close tabs on progress. The most appealing feature of Projectmates Portfolio is the focus on projects as a portfolio of investments and their anticipated risks and returns in relation to other projects.

Using Projectmates Portfolio, you align your company's projects with strategic business goals. You can judge projects based on the contribution they will make to your long-term goals. The Projectmates Portfolio enterprise reporting framework provides the information you need to evaluate projects that are completed, under way, or under consideration; so you can focus on the ones that will carry your business to sustained success.

Projectmates Portfolio enterprise reporting software is sold as an add-on product.

What Portfolio can do for you

  • Group multiple projects in portfolios based on common characteristics.
  • Create executive dashboard to view LIVE data.
  • Use dozens of predefined enterprise reports complete with drill-down details.
  • Schedule enterprise reports for automatic delivery to anyone via email.
  • Export to PDF, Microsoft Excel, HTML, XML and other formats.
  • Connect Portfolio reports to other software packages, such as HR, Accounting, etc.
  • Evaluate project status and quickly identify at-risk and under-performing projects.
  • Gain insight into the performance of overall portfolio by identifying trends and problem areas.

Projectmates consultants can help you customize an existing enterprise reporting software from a template or create an entirely new template from scratch.

 

 


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