Name: Project Portfolio Manager
Author: Performance Logic

Help Desk

Web and Video Conferencing

Customer Support

AI Chatbot

Development

Attendance Tracking

Career Center

Education

Association Management

Business Intelligence (BI)

Case Management

Collaboration

File Sharing

File Sync

Objectives and Key Results (OKR)

Office Suites

Unified Communications as a Service (UCaaS)

Enterprise

Accounting

FinTech

Online Trading

SaaS Spend Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Performance Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Asset Tokenization

Business Internet Service Providers (ISPs)

Cloud Storage

Container Management

Debugging

Disaster Recovery as a Service (DRaaS)

Dynamic Application Security Testing (DAST)

Fraud Detection

In-Memory Databases

Incident Response

Integrated Development Environment (IDE)

Integration Platform as a Service (iPaaS)

Intranet

Managed Private Cloud

Managed Security Service

Modular Storage Area Network (SAN)

Network Function Virtualization (NFV)

Network Performance Monitoring

Runtime Application Self-Protection

SSL Certificate

Secure Web Gateway

Threat Hunting

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Email Marketing

Marketing Automation

Personalization Engines

Product Management

Sales and Marketing Automation

Social Media Management

Survey & Forms Building

Technology Review

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Forecasting

Sales Pipeline

Sales

Microsegmentation

Security Information and Event Management (SIEM)

Security

Automotive

Building Information Modeling (BIM)

Catering

Law Practice Management

Legal Research

Tour Operator

Vertical-Specific

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Project Portfolio Manager, developed by Performance Logic, is a software solution designed to support project management and enhance operations and service delivery in healthcare organizations. According to the vendor, this tool is suitable for healthcare organizations of all sizes, from stand-alone hospitals to larger health systems. Hospital administrators, project managers, healthcare executives, quality improvement professionals, healthcare consultants, and other professionals in the healthcare industry can benefit from the capabilities of Project Portfolio Manager.

## Key Features

**Comprehensive Analytics**: According to the vendor, users can generate analyses effortlessly using the built-in templates and a variety of graphing options such as bar, pie, and line graphs. Additionally, users can create root cause/fishbone maps, Pareto charts, flow charts, and process maps to clarify operational processes.

**Portfolio Management**: The vendor claims that users can gain a clear view of all enterprise-wide projects and initiatives in one place. They can illustrate accountability and statuses of projects, organize them in customizable folders, and ensure data security through user-based permissions. Users can also create and share project templates as standard methodology and best practice, and easily sort projects based on various criteria.

**Project Governance**: According to the vendor, users can streamline project request management by creating standard webforms for inbound project requests. They can evaluate proposals using scoring tools, standardize project approvals, and ensure alignment with strategic plans and goals.

**Project Management**: Users can create customized project plans, timelines, and milestones, as stated by the vendor. They can utilize integrated Lean/Six Sigma modules and A3 templates, monitor real-time status of project tasks and days to completion, and manage team communications, meeting schedules, agendas, and minutes. Users can also select, develop, and track performance measures, and establish project dashboards for quick monitoring of key indicators.

**Resource Management**: The vendor claims that users can efficiently create, schedule, and assign tasks. They can allocate hours and costs for each task, monitor resource availability and work distribution, and view resource utilization across projects. Users can also track planned versus actual dates and hours, and benefit from automatic Gantt chart views.

**Project Intake and Prioritization**: The vendor states that users can simplify project request management with standard webforms. They can evaluate proposals using scoring tools, and standardize project approvals to ensure alignment with strategic plans and goals.

**Integrated Status Dashboards**: According to the vendor, users can stay updated on project performance with real-time data. They can monitor key indicators at a glance and track project tasks and progress effortlessly.

**Team Communications**: Users can enhance collaboration among project team members by managing communications, meeting schedules, agendas, and minutes, as stated by the vendor. They can facilitate effective communication and coordination for seamless project execution.

**Data Collection and Analysis**: Users can collect and analyze project data to generate reports and graphical analyses, according to the vendor. They can identify trends and patterns to make data-driven decisions.

**Integration with Other Applications**: The vendor claims that users can seamlessly integrate Project Portfolio Manager with applications such as Outlook and Microsoft Project. This integration aims to streamline workflows, enhance productivity, and ensure smooth data transfer and synchronization.

Effective Resource Planning and Tracking: Several users have found the software's ability to plan and track resources highly beneficial for effective project planning and management. It has allowed them to have a clear overview of available resources and allocate them efficiently, resulting in improved project outcomes.

Seamless Integration: Reviewers appreciate the integration feature of the software, which allows them to seamlessly incorporate resource planning information into the overall project planning and management dashboard. This integration ensures that all relevant data is easily accessible in one place, streamlining the decision-making process for better project coordination.

Intuitive Folder Structure: Users find the easy folder structure of the software valuable as it enables effortless tracking of multiple portfolios. Managing various projects simultaneously becomes easier without confusion or complications due to this well-organized structure. The intuitive design allows users to navigate through different portfolios quickly, enhancing productivity and overall project management capabilities.

Difficult Navigation: Some users have expressed that they found the dashboard of Project Portfolio Manager to be challenging to navigate, indicating a need for improvement in terms of ease of use. Reviewers mentioned that the software's user interface requires navigating through multiple menus, which they found convoluted and time-consuming.

Limited Reporting Capability: The software has been criticized for its limited reporting capability, with reviewers noting that it primarily offers textual reports. Additional reporting features require custom coding, making it less user-friendly when generating comprehensive reports. This limitation may hinder users from obtaining the desired insights and analysis from their project data.

Complex Project Task System: Users have highlighted difficulties in using the project task building and maintenance system of Project Portfolio Manager. Managing project schedules can be challenging due to this aspect of the software, suggesting a lack of intuitiveness and efficiency in handling project-related tasks.

The Project Portfolio Manager software has been implemented by the PMO Director at CCHS as a tool to manage multiple projects. The system is capable of tracking and rolling up large portfolios of projects, making it suitable for organizations with a high volume of projects. Despite some challenges with the clunky interface, the PMO found the product serviceable and effectively utilized it on a daily basis.

Although the implementation process was straightforward and the training provided by the vendor was considered good, other groups within the IT department at CCHS found the product difficult to use and understand. This suggests that the product may require additional user-friendly features or better documentation and training materials to cater to all user groups.

While the product was ultimately discontinued from service at CCHS due to preferences for a more user-friendly interface, it may still be suitable for other organizations that prioritize functionality over interface aesthetics. Overall, the Project Portfolio Manager software has demonstrated its ability to handle large project portfolios and effectively support project management processes within the PMO at CCHS.

Priority Matrix is a prioritization, collaborative, task management software used by more than 2500 businesses worldwide and 85,000 paid customers. Priority Matrix is used by customers who need visibility and alignment in team priorities. Priority Matrix uses the 4-quadrants to help customers prioritize by critical and urgency.

Single

Multi

Server

Stakeholder

Beginner

Master

Production

Free

RationalPlan

Project Portfolio Manager

Buying Project Management software is confusing. Want help? Get tips and product info free in this guide.

The Buyer's Guide to Project Management Software

Project management software is designed to help people involved in the project management process to initiate, plan, execute, monitor and close projects of any size and type.

Performance Logic

Project management software provides capabilities to streamline management of complex projects through task management, team collaboration and workflow automation

Task Management

This includes the ability to plan, track, collaborate and report on tasks.

Resource Management

Resource management is workload planning to maximize resources.

Gantt Charts

Gantt charts are charts that show tasks or events along the y-axis displayed against time along the x-axis.

Scheduling

Scheduling capabilities allow users to set schedules on tasks, and create timelines and milestones.

Workflow Automation

Workflow automation is the ability to route work requests along an approval process automatically.

Team Collaboration

Team collaboration capabilities let team members work directly with each other and provide team updates.

Support for Agile Methodology

Agile is a time boxed, iterative approach to development that builds software incrementally instead of trying to deliver it all at once near the end.

Support for Waterfall Methodology

Waterfall methodology is a tradition development method that is linear and sequential.

Document Management

Document management provides for centralized management of all project documents.

Email integration

Email integration allows work requests to be made directly from email.

Mobile Access

Mobile access is the ability to access the software from a smartphone or tablet.

Timesheet Tracking

Timesheet tracking is the ability to track all billable and non-billable hours for each project.

Change request and Case Management

Change request and change management enables tracking of all customer requests including priority and timeframe.

Budget and Expense Management

Budget and expense management provides the capability to track all expenses by employee or department and link them back to department. It also enables hourly rates to be set.

Professional Services Automation

Features that support professional services organizations

Quotes/estimates

Ability to create, manage and send project fee proposals to customers

Invoicing

Ability to create, manage and send invoices to clients during or after completion of a project

Project & financial reporting

Ability to analyze project and financial data based on custom criteria to gather insights and improve business performance

Integration with accounting software

Real-time, two-way sync with accounting or financial software to facilitate project and financial reporting

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Project Portfolio Manager

Overview

What is Project Portfolio Manager?