Name: Roadmap
Price: 10 USD
Author: Roadmap

Customer Success Management Training

Customer Training

Help Desk

Web and Video Conferencing

Customer Support

Accessibility Testing

Continuous Integration

Feature Management

Development

Virtual Classroom

Education

Business Intelligence (BI)

Collaboration

Enterprise

Accounting

SaaS Spend Management

Treasury Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Onboarding

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AIOps

API Management

Cloud Storage

Configuration Management

Custom Software Development Services

Cybersecurity Consulting

Database-as-a-Service (DBaaS)

Fraud Detection

Game Engine

Integration Platform as a Service (iPaaS)

LAN Switches

Managed Detection and Response (MDR)

Managed Public Cloud Infrastructure

Mobile Data Security

Network Behavior Analysis

Network Performance Monitoring

Sensitive Data Discovery

Service Desk Outsourcing

Software Composition Analysis (SCA)

Vendor Risk Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Ecommerce Personalization

Email Marketing

Market Research

Marketing Automation

Marketing Resource Management

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Onboarding

Customer Relationship Management (CRM)

Point of Sale

Sales Enablement

Sales Incentive Compensation Management

Sales Performance Management

eCommerce Analytics

Sales

Cloud Infrastructure Entitlement Management

Cloud Security Posture Management

Secure Service Edge (SSE)

Security

Banking

Church Management

Financial Services CRM

Geographic Information

Internet of Medical Things

Medical Office EMR & EHR

Mental Health

Online Voting

Revenue Cycle Management (RCM)

Vertical-Specific

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Roadmap, developed by Cnverg LLC, is a Project Portfolio Management software designed to streamline project planning, resource management, and reporting processes. This software solution is specifically tailored for enterprise-level businesses and caters to a wide range of professions and industries including Project Managers, Portfolio Managers, Resource Managers, IT Professionals, and Software Development Companies.

## Key Features

**Resource Management**: According to the vendor, Roadmap allows users to track and manage resource availability and capacity across multiple projects and offices. It provides cross-portfolio views by role or individual to understand resource allocation. Custom resource attributes can be used to filter and search for specific resource dimensions.

**Project Planning**: Roadmap enables users to plan and manage projects of any size with flexibility for different methodologies such as sprints or waterfall. It offers the ability to easily adjust due dates and deadlines based on changing circumstances. The software is designed to handle a range of project sizes, resources, and deadlines.

**Forecasting & Reporting**: According to the vendor, Roadmap helps users identify over-scheduled or underutilized resources, allowing them to make informed staffing decisions. Custom resource attributes can be utilized to quickly find specific resource availability. The software also provides the ability to generate reports and forecasts to effectively manage project timelines.

**Software Integrations**: Roadmap seamlessly integrates with popular project management platforms like GitHub, Basecamp, and JIRA, according to the vendor. This integration eliminates the need for manual updates to spreadsheets and allows users to keep all their data in one place. The software also promises more SaaS integrations to be available in the future.

**Time Tracking**: The vendor claims that Roadmap enables users to efficiently track and manage time spent on projects. Accurate time tracking is said to maximize resource utilization and improve overall productivity and project efficiency.

**Cross-Portfolio Management**: According to the vendor, Roadmap provides users with visibility across multiple projects and apps, allowing for end-to-end visibility. The software allows users to connect project goals with resource realities and compare planned vs. actual schedules. It also offers the ability to load balance at-risk projects.

**Third-Party Integrations**: Roadmap offers integration with popular project management platforms like JIRA, Basecamp, and GitHub, according to the vendor. This integration allows users to pull all data into Roadmap for complete visibility across their entire portfolio. The software also provides a browser extension to embed Roadmap's capabilities into other apps.

**Visualize Your Goals**: Roadmap allows users to view tasks across their project portfolio with on-the-fly pivot tables. They can break down tasks by project, resources, and due dates for granular detail. The software also offers customizable dashboards to create up-to-date snapshots that can be shared with colleagues and customers.

**Keep All Participants Aligned**: According to the vendor, Roadmap provides users with the ability to view cross-portfolio Gantt charts to visually communicate the big picture. This helps keep stakeholders and project contributors on the same page. Custom email notifications can also be created to keep everyone informed.

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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.

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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