Portfolio will be the top most object of the PPMHUB. The project management data is rolled up and reported at the portfolio level. The module likely to provide more ease in viewing the program level performance of the company at any given time. All these are in real time. Users can view critical information in a graphical form.
The project cost planning submodule will be an added advantage for project managers to accurately perform cost planning in a detailed .
PPMHUB provide facility to enter a lump sum estimated cost at the beginning of the project. To detail out the cost plan the below transaction would be of great use.
Users can use this feature to forecast expenditure throughout the life of a project, Users can adjust forecast at the beginning of a new month.
Cost Forecast dashboard
PPMHUB Provides you facility to use Gantt chart for scheduling
The original budget tile will take users into a transaction where users will be able to enter Original Budget maintenance option, Supplement budget, Return budget and Current budget.
Original Budget maintenance option, Supplement budget, Return budget and Current budget.
The timesheet approval settings are used to identify timesheet approver for each employee. In the absence of organisation structure, this is an effective method to maintain the timesheet approver.
The timesheet profile setting is used to display the number weeks that user will see in the timesheet entry screen.
Timesheet Management is available for users to enter timesheet against the projects. The project assignment is essential to enter timesheet by any user. The resource assignment function under project management is essential to ensure users can enter timesheet and submit for approval.
The central project dashboard will include project risk information.
The status management and risk scores will allow users to prioritise and track risks.
Users can create qualitative risks and maintain the risk mitigation plan.
Users will be able to filter the risk based on status and type in the risk register. It allows the user to prioritise and track qualitative risks.
The contracts record and track the consumption of services and material by purchase orders. All the procurement information is available on an integrated platform. The procurement reports will display the critical information for a project.
Goods receipt transaction will propose the quantity yet to be received and integrated with the inventory management for line item wise tracking.
The project progress calculations are based on three methods.
1. Cost proportional method
2. Physical progress method (Manual entry of progress % at the level of the task)
3. Project milestone method.
1. Customer Master
2. Sales Inquiry
Users can use the inquiry details to quickly create quotation and Sales order
Users can copy quotation and create a sales order with reference to a quotation. Also, it will be possible to create a sales order
Sales order includes workflow approval as a standard feature. Only approved sales orders can be included for billing run.
Different types of sales orders available are
This sales order type can be used to sell the organisation’s product. The billing program run can be set as one time or periodical as part of sales order setting.
This sales order type can be used for offering service to other organisations. The billing program run can be set as one time or periodical as part of sales order setting.
This sales order type can be used for offering project related services (turnkey or service based) to other organisations. The billing program run can be set as progress % of a milestone of the project. Project manager’s confirmation of milestone will trigger billing.
This sales order type can be used for offering project related services (Resource related) to other organisations. The billing program run can be set to bill based on the time sheets entered against the project automatically. Users will have both auto and manual options.
3. Revenue planning
4. Revenue Forecast
The revenue forecast transaction will be of great use as far the cash flow or revenue forecasting is concerned is simple and yet very powerful tool for project managers to plan revenue forecast.
Checklist report can be used to check the information of checklists in a project. The key figures available are the person responsible, checklist ID, checklist description, status and date.
Milestone report can be used to check the information project ID, project description, phase ID, Task ID, milestone ID, schedule date and actual date.