Top-down Planning Saves Time and Money

Faced with a list of project opportunities but no good way of prioritizing them or even figuring out which ones you can afford or make a profit on? Have a pool of Funding but no plan for how to spend it? PMWeb’s revolutionary Portfolio Planning feature gives you the tools you need to create a plan, automatically generate the records you need to execute it, carefully monitor each project and, perhaps most importantly, learn from your experience because all of this is done within a single platform.

Key Features	PMWeb
Plan across any range of years with annual cost/income breakdown
Conceptual and detailed estimating with drag & drop
Generate Project, Funding, Budget, Estimate, Schedule and Commitment records with a click
Type in the plan spreadsheet and/or link to detailed initiatives
Collaborate with PMWeb Visual Workflow
Unfunded initiatives can be automatically rolled over to the next plan
Online Procurement
Building Information Modeling (BIM) Integration
Risk analysis with graphing

Take Control of Your Documents

All of the documents you need to manage your projects in a revolutionary Web design. Drag and drop to Daily Reports and Punch Lists; create Rich text Format Correspondence without leaving PMWeb; link multiple records together for quick reference; paste from MS Word without losing formatting; assign documents to users’ calendars; merge to MS Word, Excel…

Key Features	PMWeb
RFIs
Submittals
Marketing Minutes
Drawing Lists
Drawing Sets
Daily Reports
Punch Lists
Transmittals
Actions Items
RTF Correspondence

Power + Flexibility = ROI

Combining the flexibility and ease of use of traditional project cost management with powerful features usually found only in enterprise accounting systems, PMWeb Cost Management is the platform you need to manage costs – from your smallest project to the largest. Highlighting the module are Cost Worksheets: user-definable, printable spreadsheets within PMWeb that display cost information the way you want to see it – and each automatically includes full drilldown capability, all the way to the transaction level. Create system worksheets to share across projects or create project-specific ones as needed. Advanced but easy-to-use budgets, contracts, commitments, invoices, funding and change management add up to the complete package.

Key Features	PMWeb
User-defined cost worksheets with drill-down to transaction level
Funding by portfolio and project
Itemized forecasting
Multiple methods for creating cash flows
Flexible change management process
User-defined budget code structure with any number of code levels
Enter production records (work completed) against contracts, commitments and companies
Import actual costs to requisitions with the click of a button
Budget requests let your budgets evolve while retaining transactional history
Use journal entries to adjust any cost amounts. Route for approval using Visual Workflow

Multi-Project Scheduling With Critical Path

PMWeb offers a complete scheduling solution with critical path management, drag and drop Gantt chart, baselining and more. Because Scheduling - like all PMWeb modules - is multi-project, features such as Resource Availability and Project Portfolio Management (PPM) views are ready to use out of the box. Build your schedule within PMWeb or link to MS Project and Primavera.

Key Features	PMWeb
Claim analysis – compare schedules across periods and/or across projects
Links to Primavera P6 and Microsoft Project included
Timesheets that flow to the Cost Management module
Use Gantt chart interactively to link tasks, enter completed status, flag tasks and more
Cash flow & income reports directly from the schedule
Use any schedule as a template
Base percent complete on timesheets
View resource availability across all projects and periods

Organize, Understand, Act

Create on-demand or recurring Work Orders, link them to Maintenance Contracts and drop them on the interactive Dispatch Board to schedule them. PMWeb Asset Management lets you to track unlimited Inventory Locations, link Inventory to any asset in the system and pull from stock to Work Orders. Use Equipment records to log usage and a detailed Work Order history, be alerted to upcoming scheduled maintenance milestones and link to or nest other pieces of equipment as components or assemblies.

Key Features	PMWeb
Asset Explorer – interactive tree view of all of your assets
Work Requests (from tenants or employees) that can be rolled over as work orders
Lease management
View the dispatch board across days, weeks and months
Space management
Preventive maintenance planning
Interactive Google map views of assets and work orders
Maintenance contracts
Track equipment you own, install or maintain
Unlimited inventory locations and sub-locations
Track inventory by stock #, lot # and serial #.

All the Business Process You Need

The advanced tools of the Visual Workflow Platform lie at the heart of PMWeb. Because it was built from the ground up to work directly within each PMWeb record type - including Custom Forms- Visual Workflow gives you the advanced tools you need to design, monitor and manage your collaboration and approval processes, all from a single sign in.

Key Features	PMWeb
Parallel or serial workflow
Custom Form Builder
File management with check-in, check-out, versioning and attributes
Conditional workflow based on document content
Drag and drop interface
Unlimited workflow templates
Single sign in for users creating and collaborating on records
Review-only steps
Automated Process Management Rules (such as limits of authority)
Route digital files using Workflow

Timesheets

Reduce Duplicate Data Entry

Now you can allow employees and subcontractors to directly enter their time online, saving you clerical time and minimizing data entry errors. Supervisors can automatically be notfied by email that time has been submitted and directly access the timesheet from the email with one click.

Key Features	PMWeb
Online data entry
A buillt-in feature of PMWeb - no third party vendors or special apps to deal with
Timesheets can be Resource or Project specific, or a combination
Enter timesheets for Employees, Subcontractors and Equipment
Option to immediately post time as project costs
Receive email notification of timesheet transactions, if desired
Route timesheets for approval using Visual Workflow
Link timesheets lines to Cost Codes and Schedule Tasks
Link to contracts for billing based on actual costs

Document Management

Project Documents Are Data Too

Moving project documents from paper to an electronic file system is a no-brainer. Stakeholders can share and interact with documents in real time. Using a file manager that requires a separate login from your portfolio management system, though, simply replaces the paper barrier with a new (albeit digital) one. Project documents are data, just like estimates, schedules, purchase orders, etc. PMWeb lets you manage all of your project data – including documents – from a single platform with one sign-on.

Key Features	PMWeb
User-defined folder structure
Check in, Check Out
Versioning
Custom file attributes
Extensive folder security controls
Content search
Drag & drop
Route files using PMWeb Visual Workflow
Attach files to all PMWeb record types

Custom Forms

Create Your Own Record Types

PMWeb’s Custom Form Builder lets you create any form you wish and use it just like any other PMWeb record. Add custom fields, lay out tables, define the data types to store, even link fields to custom drop-down lists. Once the form has been designed it immediately appears on the PMWeb menu for users you authorize to begin adding data. With Custom Forms, just like any other PMWeb record, you can add unlimited rich text format notes and attachments, route for collaboration and approval using Visual Workflow, merge to MS Office and much more.

Key Features	PMWeb
Create unlimited custom record types
Define the data type for all custom fields
Use custom drop-down lists
Control who is authorized to view, add, edit and delete Custom Forms
Route for collaboration and approval using PMWeb Visual Workflow
Merge to MS Word, Excel and more
Define fields and tables
Mark fields as required or not

Integration Manager

Link to Many Popular Applications

Integration Manager, which works with Oracle, SAP, PeopleSoft and more, allows users to directly configure, schedule and monitor the exchange of data between PMWeb and external applications such as accounting and ERP systems. And, like all PMWeb features, it blends power with ease of use so you don’t need an engineering degree to use it.

Key Features	PMWeb
Create multiple integration profiles that each link to an external application
Multiple file formats to choose from, including csv, MS Excel, xml and Web services
Easy-to-use interface makes integration setup quick and easy
Select which data fields are exchanged and define field aliases if desired
Schedule data exchange to run daily, weekly, monthly and more
Receive email notification of exchange transactions, if desired
View logs of exchange information
Managed inside PMWeb – no separate install required