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Portfolio Management Functions

The portfolio management functions in PD-Trak are presented as two groups of buttons on the main interface:
 
1) Portfolio Monitoring.  This group of buttons provides functions for tracking the existing projects through their lifecycle and for assessing resource availability / shortage. 
 
2) Portfolio and Resource Planning.   This group of buttons provides functions to help the management team in selecting and planning the projects for the next 1-5 years and for optimizing resources to maximize project throughput.  The saveable portfolio analysis environment allows what-if analysis to be performed to determine the best solution to a resource shortage (short term and long term).

Some functions are available as purchased options as indicated below.  Click here to view option pricing.

Portfolio Management Functions

Some tools require options to be purchased as indicated e.g. (Portfolio Management Reports option)

These items included in base PD-Trak system

The Master Project Schedule (MPS) is the primary management report that provides flexible reporting options that summarize the projects in the portfolio.

The Project Timeline report gives a high level view of the relative timing of selected projects in the portfolio.
 
The Consolidated Project Dashboard report extracts a copy of the Metrics Dashboard worksheet from each project and adds it into a saveable workbook.  This can be used as a status reporting mechanism. (Requires Extended Project Toolkit option)
 
These items included with Portfolio Management Reports option

The Portfolio Bubble Chart and Pie Chart reports show the mix and balance of selected projects in graphical format using parameters that can be set by the user.
 
The Existing Product Revenue worksheet allows future revenue and profit expected from existing products to be captured and included in the Financial Roll Up report.
 
The Financial Roll Up report shows a roll up of the cash flow of the projects in the portfolio.

These items included with Resource Management option

The Resource Pool captures the resource skill types and names for the organization including cost to deploy, headcount and project availability factor. 

The Resource Analysis function allows a resource demand to be compared to resource availability for a selected group of projects.

Portfolio and Resource Planning Functions

These items included with the Portfolio and Resource Planning option

Clicking on "create new portfolio and resource analysis" opens a saveable portfolio and resource analysis environment.  Previously created portfolio and analysis instances can be opened using the "open existing portfolio and resource analysis" button.  
 
There is a physical folder in PD-Trak for storing project/product roadmaps and strategic/ business planning documents.  The "roadmaps & strategic planning" button opens a navigational page where links can be added that point at these documents.
 
The Long Range Planning worksheet allows high level assumptions for long range projects to be added into the Financial Roll Up report without having to set up Project Files within PD-Trak. 
 



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