PORTFOLIO & PROGRAM MANAGEMENT
Project Management
Document Management
Visual WorkflowVisual Workflow
Estimating
Scheduling...
Table of Contents
PMWeb helps facility owner / operators, property managers and
construction professionals, effectively ma...
PORTFOLIO & PROGRAM MANAGEMENT
Project Management
Document Management
Visual Workflow
Estimating
Scheduling
Asset Manageme...
VisualWorkflow
PMWeb helps construction professionals, facility owner /
t d t ff ti l thoperators, and property managers e...
VisualWorkflow
Vi l W kflVisual Workflow
Create business processes 
and workflows using easy 
drag & drop technology
Workf...
PORTFOLIO & PROGRAM MANAGEMENT
Project Management
Document Management
Visual Workflow
E ti tiEstimating
Scheduling
Asset M...
Planning
PMWeb helps construction professionals, facility owner /
operators, and property managers effectively manage the
...
CapEx
Master Planningg
Top Down, Portfolio Planning
Easily create, 5, 10, 15, 20+ 
year master plans.  Line up 
planned in...
Estimating
Conceptual or Detailed Estimating
• Easily create detailed estimates with drag & drop technology
• Cut / Paste ...
On-line bidding
ProcurementProcurementOn-line bidding
• Online bidding
• Procurement• Procurement
• Automated Workflow
Gen...
PORTFOLIO & PROGRAM MANAGEMENT
Project Management
Document Management
Visual Workflow
Estimating
Scheduling
Asset Manageme...
Cost Management
PMWeb helps construction professionals, facility owner /
operators, and property managers effectively mana...
Cost Management
Total control from the top down or the bottom upTotal control, from the top down or the bottom up
From Por...
Cost Management
Create your own cost worksheets
Easily control:
• Which columns display
• The order columns display
• How ...
Cost Management
Powered byVisual Workflow, PMWeb
Cost Management includes:
• Budgets, Forecasts, Budget Requests, Daily Pr...
PORTFOLIO & PROGRAM MANAGEMENT
Project Management
Document Management
Visual Workflow
Estimating
Scheduling
Asset Manageme...
Engineering Forms
PMWeb helps construction professionals, facility owner /
operators, and property managers effectively ma...
Workflow
Turbo charge collaboration withVisual Workflow
Easily create any worklow
with drag & drop technology
Collaborativ...
Engineering Forms
Create distribute and log standard engineering forms:
• RFI’s
• Submittals
i i• Meeting Minutes
• Drawin...
Field Administration
One integrated screen to enter and manage:
• Daily Reports
• Time Sheets
d i Q i i• Production Quanti...
PORTFOLIO & PROGRAM MANAGEMENT
Project Management
Document Management
Visual Workflow
E ti tiEstimating
Scheduling
Asset M...
Scheduling
PMWeb helps construction professionals, facility owner /
operators, and property managers effectively manage th...
Portfolio
Schedulingg
Portfolio to Program to Project
• Top down Portfolio and Program scheduling
• Bottom up Project sche...
Project
Schedulingg
Powerful, collaborative, easy
Interactive Gantt Charting
• Drag & drop• Drag & drop
• Claim analysis
•...
Claim Analysis
And Cash Flow
Single interactive dashboard for Claim Analysis,
Cash Flow, and EarnedValue
• Portfolio wide ...
PORTFOLIO & PROGRAM MANAGEMENT
Project Management
Document Management
Visual WorkflowVisual Workflow
Estimating
Scheduling...
Asset Management
PMWeb helps construction professionals, facility owner /
operators, and property managers effectively man...
Lease and Space
Managementg
Business Intelligence
Powerful
Easy
617.207.7080
www.pmweb.com
400 Trade Center Blvd., Suite 3...
Asset and Equipment
Managementg
Powered by innovativeVisual Workflow
Drag & Drop Asset Explorer
• Move Assets with the cli...
Work Order
Managementg
map integration, drag & drop dispatching board
• Tenant service request
• Preventive maintenance
• ...
Work Order
Managementg
Annual BOMA budgeting
• Extend powerful time phased project budgeting to assets and equipment
• Com...
PORTFOLIO & PROGRAM MANAGEMENT
Project Management
Document Management
Visual WorkflowVisual Workflow
Estimating
Scheduling...
Toolbox
PMWeb helps construction professionals, facility owner /
operators, and property managers effectively manage the
P...
Integration Manager
PMWeb features a powerful yet easy to use Integration Manager, to automate input and
output of informa...
File Management
Document StorageDocument Storage
• Simultaneous Multiple uploads
• Check in / Check out control 
• Revisio...
Risk Analysis
• Identify and mitigate risk
• Rank risk by probability
• Workflow tracks accountability
• Links to schedule...
Custom Form Builder
Powerful Custom Data Entry Form Builder
PMWeb allows users to easily create their own data entry scree...
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PMWeb: Product Guide

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Portfolio & Program Management Software Product Guide

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PMWeb: Product Guide

  1. 1. PORTFOLIO & PROGRAM MANAGEMENT Project Management Document Management Visual WorkflowVisual Workflow Estimating Scheduling Asset Management Portfolio & Program Management Software product guideproduct guide 617.207.7080 www.pmweb.com 400 Trade Center Blvd., Suite 3990 Woburn, MA 01801
  2. 2. Table of Contents PMWeb helps facility owner / operators, property managers and construction professionals, effectively manage the Plan-Build- Operate life cycle of their portfolio and programs. PMWeb sets a new standard for usability combining the power of Enterprise class software with the ease of use of Excel and Word. PMWeb consist of 5 principal modules, and a powerful set of Toolbox utilities: Module Pages Visual Workflow 3 5Visual Workflow 3 ‐ 5 Planning 6 ‐ 10 Project Management • Cost Management • Engineering Forms 11 ‐ 15 16 ‐20 Scheduling 21 ‐ 25 Asset Management 26 ‐ 31 Toolbox 32 ‐ 37 Cross Platform Highlights • Multi Currency, Multi Lingual • 100% zero footprint, multi browser compatible • Internet Explorer • Google Chrome • Apple Safari • Utilizes #1 rated Microsoft Business Intelligence (BI) • Visual Workflow in all modules and records 617.207.7080 www.pmweb.com 400 Trade Center Blvd., Suite 3990 Woburn, MA 01801Page 2
  3. 3. PORTFOLIO & PROGRAM MANAGEMENT Project Management Document Management Visual Workflow Estimating Scheduling Asset Management Visual Workflow 617.207.7080 www.pmweb.com 400 Trade Center Blvd., Suite 3990 Woburn, MA 01801
  4. 4. VisualWorkflow PMWeb helps construction professionals, facility owner / t d t ff ti l thoperators, and property managers effectively manage the Plan-Build-Operate life cycle of their portfolio and programs. PMWeb sets a new standard for usability combining the power of Enterprise class software with the ease of use of Excel and Word. The core of PMWeb is it’s powerful yet easy to configure platform featuring visual workflow. 617.207.7080 www.pmweb.com 400 Trade Center Blvd., Suite 3990 Woburn, MA 01801Page 4
  5. 5. VisualWorkflow Vi l W kflVisual Workflow Create business processes  and workflows using easy  drag & drop technology Workflow features • Route serial or parallel • Proxy approval • Conditional approval • Centralized  templates • Templates tie to record types The workflow can be accessed via the home page, the inbox or email  Unmatched ease of use:Unmatched ease of use: Workflow automatically  sends emails to users, with a  unique URL guiding the user  directly to the record that  needs action 617.207.7080 www.pmweb.com 400 Trade Center Blvd., Suite 3990 Woburn, MA 01801Page 5
  6. 6. PORTFOLIO & PROGRAM MANAGEMENT Project Management Document Management Visual Workflow E ti tiEstimating Scheduling Asset Management Planning 617.207.7080 www.pmweb.com 400 Trade Center Blvd., Suite 3990 Woburn, MA 01801
  7. 7. Planning PMWeb helps construction professionals, facility owner / operators, and property managers effectively manage the Plan-Build-Operate life cycle of their portfolio and programs. PMWeb sets a new standard for usability combining the powery g p of Enterprise class software with the ease of use of Excel and Word. The Planning Module features: • Master Planning / CapEx Planning • Tie rapidly created conceptual estimates to planned initiativesp y p p • Drag & drop to create estimates • Create detailed estimates quickly from high level assemblies • Procurement and online bidding • Easy spreadsheet like entry and editing • Import & export from Excel and other spreadsheets • Link to external databases such as RS Means • Estimates generate project, budgets, contracts, schedules 617.207.7080 www.pmweb.com 400 Trade Center Blvd., Suite 3990 Woburn, MA 01801Page 7
  8. 8. CapEx Master Planningg Top Down, Portfolio Planning Easily create, 5, 10, 15, 20+  year master plans.  Line up  planned initiatives withplanned initiatives with  specific funding sources and  draw down from a common  funding pool. Tie rapidly created Conceptual Estimates to Planned Initiatives Create initiative budgets by  entering a few basic  parameters: • Type of structure • Square feet • Number of floors Easy push button generation of scope, budget, schedule and funding from approved initiatives 617.207.7080 www.pmweb.com 400 Trade Center Blvd., Suite 3990 Woburn, MA 01801Page 8 approved initiatives.
  9. 9. Estimating Conceptual or Detailed Estimating • Easily create detailed estimates with drag & drop technology • Cut / Paste to and from Excel and other spreadsheets • Integration to third party databases (RS Means)Integration to third party databases (RS Means) • BIM Integration • Rapidly generate detailed estimates from high level assemblies • Generate Projects, budgets, contracts at the touch of a button 617.207.7080 www.pmweb.com 400 Trade Center Blvd., Suite 3990 Woburn, MA 01801Page 9
  10. 10. On-line bidding ProcurementProcurementOn-line bidding • Online bidding • Procurement• Procurement • Automated Workflow Generate bid documentsGenerate bid documents contracts and PO’s Use powerful and easy merge to  Word and Excel features to  create: • Proposals• Proposals • Bid & Award documents • Contracts 617.207.7080 www.pmweb.com 400 Trade Center Blvd., Suite 3990 Woburn, MA 01801Page 10
  11. 11. PORTFOLIO & PROGRAM MANAGEMENT Project Management Document Management Visual Workflow Estimating Scheduling Asset Management Project Management Cost Management 617.207.7080 www.pmweb.com 400 Trade Center Blvd., Suite 3990 Woburn, MA 01801
  12. 12. Cost Management PMWeb helps construction professionals, facility owner / operators, and property managers effectively manage the Plan-Build-Operate life cycle of their portfolio and programs. PMWeb sets a new standard for usability combining the powery g p of Enterprise class software with the ease of use of Excel and Word. The powerful Cost Management Module features: • Completely user defined cost worksheets • By period costing so all reports are date sensitive • Drag & drop to easily group and sort cost worksheetsDrag & drop to easily group and sort cost worksheets • Manage funding requests and sources • Links cost budget to schedule for reporting purposes • Automated cash flow and earned value reporting • Easily drill from Portfolio to Project to individual project detail 617.207.7080 www.pmweb.com 400 Trade Center Blvd., Suite 3990 Woburn, MA 01801Page 12
  13. 13. Cost Management Total control from the top down or the bottom upTotal control, from the top down or the bottom up From Portfolio To Program To Project Drill down and roll up: To Cost Code To Document To Record …and back. 617.207.7080 www.pmweb.com 400 Trade Center Blvd., Suite 3990 Woburn, MA 01801Page 13
  14. 14. Cost Management Create your own cost worksheets Easily control: • Which columns display • The order columns display • How columns sort • Dynamic grouping y Drill through from worksheet to underlying details, transactions and documents Easily created calculated user defined fields avoid use of complex report writing software 617.207.7080 www.pmweb.com 400 Trade Center Blvd., Suite 3990 Woburn, MA 01801Page 14
  15. 15. Cost Management Powered byVisual Workflow, PMWeb Cost Management includes: • Budgets, Forecasts, Budget Requests, Daily Production • Contracts & Commitments • Change Management, Change Events, Contract & Commitment CO’s • Funding Records, Funding Requests, Funding Authorizations • Requisitions, Miscellaneous Invoices, Progress Invoices • Route invoices and subcontracts for approval • Merge key documents to Word and Excel• Merge key documents to Word and Excel 617.207.7080 www.pmweb.com 400 Trade Center Blvd., Suite 3990 Woburn, MA 01801Page 15
  16. 16. PORTFOLIO & PROGRAM MANAGEMENT Project Management Document Management Visual Workflow Estimating Scheduling Asset Management Project Management Engineering Forms 617.207.7080 www.pmweb.com 400 Trade Center Blvd., Suite 3990 Woburn, MA 01801
  17. 17. Engineering Forms PMWeb helps construction professionals, facility owner / operators, and property managers effectively manage the Pl B ld O l f l f h f l dPlan-Build-Operate life cycle of their portfolio and programs. PMWeb sets a new standard for usability combining the power of Enterprise class software with the ease of use of Excel and Word. PMWeb’s powerful yet easy to use collaborative features turbo charge the processing of engineering forms such as RFI’s and Submittals and Field Administration tasks such as Daily Logs, Quantity Production Timesheets and Incident TrackingQuantity Production,Timesheets and Incident Tracking. 617.207.7080 www.pmweb.com 400 Trade Center Blvd., Suite 3990 Woburn, MA 01801Page 17
  18. 18. Workflow Turbo charge collaboration withVisual Workflow Easily create any worklow with drag & drop technology Collaborative users are automatically  notified and can manage items from: • Outlook and other email systems • PMWeb’s workflow inbox • PMWeb’s home page PMWeb’s true zero footprint  technology guarantees that Collaboration on almost any device or platform technology guarantees that  collaborative users will have  access regardless of what  platform or computing  device including PC’s, Apple,  iPhones, iPads or any device  with a browser 617.207.7080 www.pmweb.com 400 Trade Center Blvd., Suite 3990 Woburn, MA 01801Page 18 with a browser
  19. 19. Engineering Forms Create distribute and log standard engineering forms: • RFI’s • Submittals i i• Meeting Minutes • Drawing Lists • Drawing Sets • Punch Lists • Transmittals • Daily Reports • Action Items• Action Items  • Correspondence PMWeb uses Word and Excel to generate forms so templates can be easily created and modified without expensive customization or use of a difficult to use proprietary report writer. P f l C t F B ildPowerful Custom Form Builder PMWeb’s custom form builder allows  easy creation of new data entry  screens and forms to capture  information not addressed by standard  engineering forms.   • design data entry screens • validate fields from existing tables • unlimited fields  • specify if required entry • custom fields • custom tables 617.207.7080 www.pmweb.com 400 Trade Center Blvd., Suite 3990 Woburn, MA 01801Page 19 • all custom data is reportable
  20. 20. Field Administration One integrated screen to enter and manage: • Daily Reports • Time Sheets d i Q i i• Production Quantities • Incident Tracking (Safety, OSHA) Drag & Drop technology   helps field staff  create daily  reports with greater speed,  accuracy and ease of useaccuracy and ease of use. Powerful HTML extensions allow linking of webcams. Example: Project site camera Interactive dashboards allow viewing logs, overdue documents and generating dunning letters automatically from one screen 617.207.7080 www.pmweb.com 400 Trade Center Blvd., Suite 3990 Woburn, MA 01801Page 20 screen.
  21. 21. PORTFOLIO & PROGRAM MANAGEMENT Project Management Document Management Visual Workflow E ti tiEstimating Scheduling Asset Management Scheduling 617.207.7080 www.pmweb.com 400 Trade Center Blvd., Suite 3990 Woburn, MA 01801
  22. 22. Scheduling PMWeb helps construction professionals, facility owner / operators, and property managers effectively manage the Plan-Build-Operate life cycle of their portfolio and programs. PMWeb sets a new standard for usability combining the powery g p of Enterprise class software with the ease of use of Excel and Word. The easy to use and powerful Scheduling Module features: • Gantt Charting, Critical Path Method (CPM) • Drag & Drop to group and sort schedulesg p g p • Portfolio, Program and Project Scheduling • Integration to P6 and Project for collaboration • Maintains multiple schedule revisions for  “what if” analysis • Claim analysis and cash flow • Resource availability – matching supply & demand of resources • Integrated time sheet for reporting actuals • Compare plan to actual schedule performance 617.207.7080 www.pmweb.com 400 Trade Center Blvd., Suite 3990 Woburn, MA 01801Page 22
  23. 23. Portfolio Schedulingg Portfolio to Program to Project • Top down Portfolio and Program scheduling • Bottom up Project scheduling • Drag & Drop to easily create dynamic groups 617.207.7080 www.pmweb.com 400 Trade Center Blvd., Suite 3990 Woburn, MA 01801Page 23
  24. 24. Project Schedulingg Powerful, collaborative, easy Interactive Gantt Charting • Drag & drop• Drag & drop • Claim analysis • Cash flow analysis • Links to Microsoft Project • Web services and XML link to P6 • Multiple schedules per project 617.207.7080 www.pmweb.com 400 Trade Center Blvd., Suite 3990 Woburn, MA 01801Page 24
  25. 25. Claim Analysis And Cash Flow Single interactive dashboard for Claim Analysis, Cash Flow, and EarnedValue • Portfolio wide cash flow • Project cash flow • Cash flow projection methods: • Front Loaded • Back loaded • Linear • Bell curve • Automatically compares multiple schedule versions • Rapidly identify responsible party and impact on schedule and budget 617.207.7080 www.pmweb.com 400 Trade Center Blvd., Suite 3990 Woburn, MA 01801Page 25
  26. 26. PORTFOLIO & PROGRAM MANAGEMENT Project Management Document Management Visual WorkflowVisual Workflow Estimating Scheduling Asset Management Asset Management 617.207.7080 www.pmweb.com 400 Trade Center Blvd., Suite 3990 Woburn, MA 01801
  27. 27. Asset Management PMWeb helps construction professionals, facility owner / operators, and property managers effectively manage the Plan-Build-Operate life cycle of their portfolio and programs. PMWeb sets a new standard for usability combining the powery g p of Enterprise class software with the ease of use of Excel and Word. The Asset Management Module manages facilities and assets and features: • Building and Space Management • Lease and Occupant Management• Lease and  Occupant Management • Work Order, Preventive & Predictive Maintenance • Inventory Management • Visual Workflow and Business Intelligence 617.207.7080 www.pmweb.com 400 Trade Center Blvd., Suite 3990 Woburn, MA 01801Page 27
  28. 28. Lease and Space Managementg Business Intelligence Powerful Easy 617.207.7080 www.pmweb.com 400 Trade Center Blvd., Suite 3990 Woburn, MA 01801Page 28
  29. 29. Asset and Equipment Managementg Powered by innovativeVisual Workflow Drag & Drop Asset Explorer • Move Assets with the click of a mouse • Automatic history of  moves • Rapid location of assets & equipment Full financial tracking • Depreciation • Cost of ownership • Cost of operation 617.207.7080 www.pmweb.com 400 Trade Center Blvd., Suite 3990 Woburn, MA 01801Page 29
  30. 30. Work Order Managementg map integration, drag & drop dispatching board • Tenant service request • Preventive maintenance • Predictive maintenance • On demand services Tenant Request • On demand services • Inventory Management 617.207.7080 www.pmweb.com 400 Trade Center Blvd., Suite 3990 Woburn, MA 01801Page 30
  31. 31. Work Order Managementg Annual BOMA budgeting • Extend powerful time phased project budgeting to assets and equipment • Commit maintenance contracts, inventory and purchase orders against the budget Inventory Management 617.207.7080 www.pmweb.com 400 Trade Center Blvd., Suite 3990 Woburn, MA 01801Page 31
  32. 32. PORTFOLIO & PROGRAM MANAGEMENT Project Management Document Management Visual WorkflowVisual Workflow Estimating Scheduling Asset Management Toolbox 617.207.7080 www.pmweb.com 400 Trade Center Blvd., Suite 3990 Woburn, MA 01801
  33. 33. Toolbox PMWeb helps construction professionals, facility owner / operators, and property managers effectively manage the Plan-Build-Operate life cycle of their portfolio and programs. PMWeb sets a new standard for usability combining the power of Enterprise class software with the ease of use of Excel andof Enterprise class software with the ease of use of Excel and Word. PMWeb features powerful utilities that answer specific business problems and needs: • Integration to tier 1 financial  ERP systems • Document and File Management • Timesheets • Risk Analysis for risk intensive organizations • Custom Form Builder 617.207.7080 www.pmweb.com 400 Trade Center Blvd., Suite 3990 Woburn, MA 01801Page 33
  34. 34. Integration Manager PMWeb features a powerful yet easy to use Integration Manager, to automate input and output of information between PMWeb and financial software such as SAP, PeopleSoft, Oracle, Dynamics and othersDynamics and others. • Supports Web Services, XML and flat file standards • Scheduler automates frequency of import and export events • Rejection logging and error handlingRejection logging and error handling 617.207.7080 www.pmweb.com 400 Trade Center Blvd., Suite 3990 Woburn, MA 01801Page 34
  35. 35. File Management Document StorageDocument Storage • Simultaneous Multiple uploads • Check in / Check out control  • Revision control • Native html editor • Link to web cams • Link to Google maps • Links to any html code • Search on keywords and content • Links to any PMWeb record • “Guest” users can have access to files Forms generated viaForms generated via  PMWeb’s capability to  merge to Word and  Excel automatically  upload to PMWeb’s  File Management 617.207.7080 www.pmweb.com 400 Trade Center Blvd., Suite 3990 Woburn, MA 01801Page 35
  36. 36. Risk Analysis • Identify and mitigate risk • Rank risk by probability • Workflow tracks accountability • Links to schedule Protect your portfolio from avoidable risk • Heavy Highway • Mining • Energy • Petro chemical Mitigate risk in risk prone markets such as: • Petro chemical • Environmental Timesheets • User definable • Easy, grid‐like entry • Project specific • Resource specificp • Updates schedule • Workflow  manages approval • Integrates to accounting 617.207.7080 www.pmweb.com 400 Trade Center Blvd., Suite 3990 Woburn, MA 01801Page 36
  37. 37. Custom Form Builder Powerful Custom Data Entry Form Builder PMWeb allows users to easily create their own data entry screens to handle the constantly  evolving requirements of the markets and regions where they do business.  In the same  way that a business must quickly adapt to a changing environment, so does PMWeb. • design data entry screens • validate fields from existing tables • unlimited fields  • specify if required entry • custom fields • custom tables • all custom data is reportable Workflow ties to custom forms T Z F t i t Custom forms, workflows  and  all features of PMWeb  are accessible from any  device with a browser,  including iPhones and iPads. True Zero Footprint including iPhones and iPads. 617.207.7080 www.pmweb.com 400 Trade Center Blvd., Suite 3990 Woburn, MA 01801Page 37

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