Technology introduction of EPM
Step 1: Configuration "Easy"
Step 2: Configuration "Basic"
Step 3: Configuration "Professional"
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Project portfolio management in MS Project Online. Сonfiguration "Cost management and contracts"

Regulations project portfolio management in MS Project Online describes the process of managing a portfolio of projects on the choice of projects to completion. The process of project portfolio management provides content management, time, cost and contract projects in the portfolio.

Business process management project portfolio configuration "Cost management and contracts"

Business process management project portfolio configuration cost management and contracts

Рис.1. Business process management project portfolio configuration "Cost management and contracts"


Function description of the project selection process

Name

Registration enquire

Responsible

Portfolio administrator

Incoming documents

Inquiry on the projectRegister of requests for project

Outgoing documents

Inquiry on the project

Description

Specialist project management receives requests from the initiators of project, as well as helping to shape requests for project initiators. As part of this function, the analyst conducts an initial portfolio analysis and selection of requests. The registry of requests for project request is marked as "Added."

Name

Analysis of the request for project

Responsible

Portfolio administrator

Incoming documents

Inquiry on the project

Outgoing documents

Register of requests for project

Description

Domain experts analyze requests for project, which resulted in a request for project is added to the analytical report on the technical feasibility of the project. The registry of requests for project request is marked as "analyzed".

Name

Consideration of a request for a project

Responsible

Portfolio manager

Incoming documents

Register of requests for project

Outgoing documents

Register of requests for project

Description

Portfolio manager based on the information in the requests for the project decides on the further implementation of the request.

Name

Develop a strategic plan for the project

Responsible

Portfolio administrator

Incoming documents

Register of requests for projectTemplate of project schedule

Outgoing documents

Project schedule

Description

Based on the template schedules using Enquire taken to implement the project manager creates a plan project schedule and publishes it in the portfolio companies. When you publish a portfolio manager describes the project in accordance with the company's rules and regulations.

Name

Integration project in the portfolio

Responsible

Portfolio administrator

Incoming documents

Project schedule

Outgoing documents

Portfolio

Description

The projects for which a decision on the implementation of the analysis of dependencies between projects. In determining the dependencies for these projects establishes a relationship between the results of milestones.

Description of the functions of portfolio management

Name

Decisions on the project or on completion of the project

Responsible

Portfolio manager

Incoming documents

Report on the implementation of project portfolio, Portfolio

Outgoing documents

Portfolio

Description

The portfolio manager examines reports on the implementation of the projects and the report on the analysis of the project portfolio, as well as the project management plan. Based on this analysis, the portfolio manager the portfolio manager makes decisions about the implementation or completion of the project.

Name

Setting priorities for projects in the pipeline

Responsible

Portfolio manager

Incoming documents

Portfolio

Outgoing documents

Portfolio

Description

Portfolio manager specifies priorities projects portfolio. On the basis of these priorities is carried out distribution of resources between projects portfolio.

Name

Adoption of the basic project plans

Responsible

Portfolio manager

Incoming documents

Portfolio

Outgoing documents

Portfolio

Description

Portfolio manager, if necessary, keeps the basic plan projects. On the basis of the basic parameters stored assesses the effectiveness of project management.

Name

Monitoring of the implementation of the project portfolio

Responsible

Portfolio administrator

Incoming documents

Portfolio

Outgoing documents

Report on the implementation of project portfolio

Description

Administrator portfolio analyzes portfolio for quality control: time, cost, contracts, interaction, quality, risk. As a result of this analysis, the analyst portfolio generates a report on the analysis of the project portfolio.


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