Every organization is faced with the ongoing challenge of balancing needs with budgets. This challenge is especially true with capital projects since the expenditures are large and the payoffs can be years in the future. Corporate strategy and business goals must be factored in at the enterprise level, meaning that expenditures must demonstrate advancing enterprise goals. Portfolio planners need a reliable way to plan and optimize project portfolios to meet the strategic goals of their organization.
Unifier’s Portfolio Manager is a comprehensive capital project portfolio management solution. Tightly integrated with other CPPM capabilities, the Portfolio Manager provides planners with a powerful, yet intuitive tool to plan and optimize project portfolios to meet the strategic financial goals of their organization.
At the center of the solution is a unique, fully interactive worksheet that provides visibility and access into the entire portfolio in one place. With this worksheet, portfolio planners easily collaborate with project managers to create multiple project planning scenarios. Pulling real-time data from active projects (from cash flow curves, the schedule manager, and more), the portfolio worksheet lets planners view and analyze important project information, available budgets and cash flow forecasting all in one place, and helps planners and project managers work together to find the optimal mix of projects for the planning period. Additionally, planners can create multiple portfolios so that different types of projects can be grouped and managed together, with projects automatically added to the portfolio based on configured project selection logic. With the interactive planning worksheet, planners can further sort, filter and group important project information to fully analyze and optimize each portfolio.
