Portfolio, Resource, Project Management & Collaboration

  • Portfolio list of all projects with different information views
  • Define a project with pertinent information including schedule, cost, and value, for performance and benefit calculations
  • Hold Baseline, Projected, and Actual information
  • Project Dashboard with performance and benefit metrics, with history views to see trends
  • Create schedules with resources and dependencies
  • Microsoft Project schedules
    • Upload mpp files for viewing schedules, timelines, Gantt charts, and resource allocations
    • View all project schedules and tasks at once.
  • User-friendly viewing and filtering to analyze projects, tasks, and assignments
  • Major Milestones List, review by project or upcoming by date
  • See a list of your assignments; map multiple resources in MS Project schedules to CV Projects users
  • Risks, Issues, Changes, and Lessons Learned databases; Changes can be associated with Baseline revisions
  • Information repository with folders, upload documents, links to other sources, sites, or systems
  • Risk Management, calculations, and a Matrix to see risks by Probability and Impact
  • Knowledge Search abilities across Risks, Issues, Changes, and Lessons with Keywords and Categories
  • History views of Performance Indicators, Baselines, and Earned Value data
  • Simple facilities for Earned Value Management and Charts
    • Know if your project is on time and within budget at anytime during the project
  • Capture and Report Project Metrics
    • Name your metrics, such as quality control or testing defects
    • Enter or batch import the metrics to review by project or portfolio including trend charts
  • Monte Carlo Simulation
    • Wizard to quickly establish 3 point estimates – Optimistic, Most Likely, Pessimistic, PERT
    • Simulator to execute your project and show the probability of delivering as planned
    • Analyze schedule, value, cost, or work with probability charts
  • Portfolio Strategic Alignment
    • Determine how well projects align to your strategies and goals
    • Analyze alignment and investment with charts
  • Imports from Excel or CSV
    • Import a list of Projects
    • Import project schedule and cost progress data
    • Import risks, issues, changes, lessons learned, and metrics
  • Export to Excel or CSV for Reporting, Interfaces, or Archiving
    • Export all projects or selected projects, entire project data or selected information
    • Information in worksheet tabs for project metadata, progress, risks, issues, changes, lessons, metrics
  • One-page, auto-generated Status Report
    • Choose the sections you want to include, such as Performance Indicators, Milestones, Earned Value, Accomplishments, Plans, Top Risks, Issues, and Changes (pulled directly from the database), Charts
    • Auto-create a printable PDF report; keep an archive by reporting date
    • All with the intent to minimize re-typing
  • Multiple levels of Security
    • Project Manager to manage and control projects; able to update their own projects
    • Administrator to add users, and update all projects
    • Viewer with read-only access to projects
    • Contributor to update risks, issues, changes, and lessons learned
    • Overall organization administrator to own the company or group and purchase additional users if needed
  • Sign up as a single project manager or a group of people, able to belong to multiple groups or companies.