Project Portfolio Manager

AutoSoft Systems

2 Round Hill Court

East Greenwich, RI 02818

401.885.3631

401.884.5653 Fax

401.996.3631 Cell

AMDG

Decision Ready Information!

autosoft@aol.com

Commercial & custom multi-user computer software for a variety of applications including performance metrics, statistical analysis, data extraction and merger from multiple large databases, computer simulation and management information systems. Founded in 1982.

We know Excel! Whenever possible, Excel is the user interface, VBA is the programming language, ODBC connects to the database of your choice.

Pharmaceutical & Biotech

Construction Management

AMDG

PPM - Project Portfolio Manager

The PPM solves the vexing problem of managing a slew of projects without the overhead of a long learning curve associated with other project portfolio management software programs. The software automatically recognizes the user from the Windows network login, and provides read-only or read-write access to different program features based on the user's individual settings.

Key Features:

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The standard Excel Ribbons are replaced with a custom ribbon, providing the users with command specific to the PPM.

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PPM subscribes to the standard AutoSoft color protocols. A yellow cell with a red font is designated for user input.

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True Multi-user; many users can simultaneously enter data. Microsoft Access, SQL Server, or Web-Based Database back end.

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Vanilla Microsoft Excel/VBA platform, no other licensing or third party software.

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Multiple levels of security from read-only access, through editing of assigned projects to total program control.

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Automatic backups and archiving of data.

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Activity log.

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Integrated Help.

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Integrated Time Tracking capabilities.

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If the optional TransMaster module is used, tracking of cash flow estimates and actuals down to the purchase order line level and invoice line level is possible.

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A Microsoft Project-like scheduling screen, where changes in an event automatically affect all subsequent events.

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A Plethora of reporting options.

Upon startup, the User is greeted with the HOME screen:

The HOME screen provides a number of "One-Click" reports as well as easy navigation to the rest of the program.

The User can then quickly navigate the Projects screen where a list of all projects are presented. The default listing shows only those projects assigned to the current user, but all projects can be displayed if so desired.

A simple "Double Click" on a project brings up the Project GENERAL screen:

The Schedule Screen mimics the functionality of Microsoft Project without the overhead of learning another software package. One can schedule as little as one Milestone or as many as 18.

The Resource Screen allows the Project Manager to assign resources to each project:

And to check on an allocation on any resource, a simple click "pivots" over to see what projects have been assigned to the selected resource. The Project Manager can then quickly and easily balance resources to "fill everyone's plate" without overflowing it. In this example, Harry Smith is overscheduled for the week of 10/06/13, snf hsd 8 hour available during the week of 11/17/13. Note the color gives instant feedback. Also note the color bands telling the user what stage each project is in each week.

The cash flow screen allows for quick and easy tracking of budget and scheduling estimates. It is fully integrated with the Schedule Screen to provide the user with feedback as to when Milestones are scheduled to be achieved. Additionally, if integrated with the TransMaster or with SAP, actual numbers are automatically populated.

Key cells have comments that provide much more information about each Purchase Order and Invoice

There is a Priority screen that allows for quick assessment of the project to allow comparison with the rest of the portfolio. These fields can be easily customized for each site.

The TransMaster is a system that creates a workbook for each project in the portfolio. Details about journal entries, purchase orders and invoices are tracked in each TransMaster document. Data is seamlessly exchanged between the PPM and the collection of TransMaster documents. The TransMaster main screen looks like:

The Purchase Order screen allows the user to track everything necessary about each purchase order associated with the project, including cash flow estimates:

Similar level of detail is available for Invoices:

All actuals and estimates are rolled up into a cash flow screen that transfers to the PPM:

Reports are generated with just a click. Here is the Charges report:

This is the Commitments report:

There are many other reports in the PPM, too many to display here. A Resource Requirement report:

Gantt Charts:

A Deadline Exception Report, calling to attention impending and missed deadlines:

Graphical Reports as well:

AutoSoft Systems | 2 Round Hill Court, East Greenwich, Rhode Island, USA 02818 | 401.885.3631 | Fax: 401.884.5653 | Mobile: 401.996.3631

This web page was last updated at 03/02/2015 10:27 AM and is written in EXCEL!

AXIOM is a Trademark of Consona - USYS is a Trademark of Zumbach - AutoSoft Systems is not affiliated with Consona nor Zumbach