Project portfolio

Create project ideas and review project proposals

The Projektron BCS portfolio management (PPM) enables you to generate and compare project applications from project ideas. You can also compile portfolios for different core issues and decide which projects you actually wish to implement.

  • The portfolio diagram shows all projects in the portfolio according to strategic importance and costs
  • Every employee can enter a project idea
  • The reviewer can see how the project idea was evaluated with just a glance at the diagram
  • The strategic importance is also saved in the project application
  • Portfolio managers review the existing project proposals in one view with ease
  • Easily compare your project portfolios in an overview.

Create, review, forward

Employees can easily create a project idea in Projektron BCS. Depending on which project category is selected, the reviewer in charge will receive a customized checklist. The content of the checklist can be specified globally for each category. The reviewer immediately sees the status of the checklist and whether the project idea received a positive evaluation with the pie chart.

Overview of all project applications in a company

Project applications are used to define the project’s strategic significance for the company. Later, this will aid the portfolio managers when selecting the project applications. The factors for evaluating the strategic significance, such as innovation and efficiency, can be determined globally. If these factors were to change at a later date, the strategic significance can also be calculated subsequently for older project applications.

You can view the project applications filtered by status; mandatory projects to be reviewed will always appear at the top of the application list. The various projects are compared based on their strategic significance. You decide which projects actually get carried out and which are rejected. The progress bar shows you to what extent the project application has been processed or whether there are any pending items. You can change the status of a project application directly in the overview.

Compile and compare

Keep track of your project portfolios! Create a new portfolio quickly and easily and add the desired projects. A project can be included in multiple portfolios, depending on which focus your portfolio has. Project portfolios assist you in evaluating the projects to be carried out in your company. Additionally, portfolio categories can be used to filter the portfolios as usual.

If you have compiled your portfolios according to different criteria, you can compare them easily in the overview. You can save your cost and effort budgets on the portfolio – this is compared with the costs and efforts in the overview. The colored markings allow you to immediately see which portfolios are below or above budget.

In the portfolio diagram, you can see the strategic importance of the projects in the portfolio at a glance. You can determine how the diagram looks. You can use the mouse to zoom in on the diagram and take a closer look at the projects in your portfolio. If you click on projects, they will fade out in the diagram, and you will see how a project affects your planning and the costs using budget values.

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