pmweb: product guide

PORTFOLIO & PROGRAM MANAGEMENT

Project Management

Document Management

Visual WorkflowVisual Workflow

Estimating

Scheduling

Asset Management

Portfolio & ProgramManagement Software

product guideproduct guide

617.207.7080www.pmweb.com

400 Trade Center Blvd., Suite 3990Woburn, MA 01801

Table of Contents

PMWeb helps facility owner / operators, property managers and construction professionals, effectively manage the Plan-Build-Operate life cycle of their portfolio and programs. PMWeb sets a new standard for usability combining the power of Enterprise class software with the ease of use of Excel and Word.

PMWeb consist of 5 principal modules, and a powerful set of Toolbox utilities:

Module Pages

Visual Workflow 3 5Visual Workflow 3 ‐ 5

Planning 6 ‐ 10

Project Management• Cost Management• Engineering Forms

11 ‐ 1516 ‐20

Scheduling 21 ‐ 25

Asset Management 26 ‐ 31

Toolbox 32 ‐ 37

Cross Platform Highlights

• Multi Currency, Multi Lingual• 100% zero footprint, multi browser compatible

• Internet Explorer• Google Chrome• Apple Safari

• Utilizes #1 rated Microsoft Business Intelligence (BI)• Visual Workflow in all modules and records




Project Management

Document Management

Visual Workflow

Estimating

Scheduling

Asset Management

Visual Workflow



Visual Workflow

PMWeb helps construction professionals, facility owner / t d t ff ti l thoperators, and property managers effectively manage the

Plan-Build-Operate life cycle of their portfolio and programs. PMWeb sets a new standard for usability combining the power of Enterprise class software with the ease of use of Excel and Word. The core of PMWeb is it’s powerful yet easy to configure platform featuring visual workflow.



Visual Workflow

Vi l W kflVisual Workflow

Create business processes and workflows using easy drag & drop technology

Workflow features

• Route serial or parallel• Proxy approval• Conditional approval• Centralized templates• Templates tie to record types

The workflow can be accessed via the home page, the inbox or email

Unmatched ease of use:Unmatched ease of use:Workflow automatically sends emails to users, with a unique URL guiding the user directly to the record that needs action




Project Management

Document Management

Visual Workflow

E ti tiEstimating

Scheduling

Asset Management

Planning



Planning

PMWeb helps construction professionals, facility owner / operators, and property managers effectively manage thePlan-Build-Operate life cycle of their portfolio and programs. PMWeb sets a new standard for usability combining the power y g pof Enterprise class software with the ease of use of Excel and Word. The Planning Module features:

• Master Planning / CapEx Planning• Tie rapidly created conceptual estimates to planned initiativesp y p p• Drag & drop to create estimates• Create detailed estimates quickly from high level assemblies• Procurement and online bidding• Easy spreadsheet like entry and editing• Import & export from Excel and other spreadsheets• Link to external databases such as RS Means• Estimates generate project, budgets, contracts, schedules



CapExMaster Planningg

Top Down, Portfolio PlanningEasily create, 5, 10, 15, 20+ year master plans. Line up planned initiatives withplanned initiatives with specific funding sources and draw down from a common funding pool.

Tie rapidly created Conceptual Estimates to Planned Initiatives

Create initiative budgets by entering a few basic parameters:

• Type of structure• Square feet• Number of floors

Easy push button generation of scope, budget, schedule and funding from approved initiatives



approved initiatives.

Estimating

Conceptual or Detailed Estimating

• Easily create detailed estimates with drag & drop technology• Cut / Paste to and from Excel and other spreadsheets• Integration to third party databases (RS Means)Integration to third party databases (RS Means)• BIM Integration• Rapidly generate detailed estimates from high level assemblies• Generate Projects, budgets, contracts at the touch of a button



On-line biddingProcurementProcurement

On-line bidding

• Online bidding• Procurement• Procurement• Automated Workflow

Generate bid documents Generate bid documents contracts and PO’s

Use powerful and easy merge to Word and Excel features to create:

• Proposals• Proposals• Bid & Award documents• Contracts




Project Management

Document Management

Visual Workflow

Estimating

Scheduling

Asset Management

Project ManagementCost Management



Cost Management

PMWeb helps construction professionals, facility owner / operators, and property managers effectively manage thePlan-Build-Operate life cycle of their portfolio and programs. PMWeb sets a new standard for usability combining the power y g pof Enterprise class software with the ease of use of Excel and Word. The powerful Cost Management Module features:

• Completely user defined cost worksheets• By period costing so all reports are date sensitive• Drag & drop to easily group and sort cost worksheetsDrag & drop to easily group and sort cost worksheets• Manage funding requests and sources• Links cost budget to schedule for reporting purposes• Automated cash flow and earned value reporting• Easily drill from Portfolio to Project to individual project detail



Cost ManagementTotal control from the top down or the bottom upTotal control, from the top down or the bottom up

From Portfolio

To Program

To Project

Drill down and roll up:

To Cost Code

To Document

To Record

…and back.



Cost Management

Create your own cost worksheets

Easily control:• Which columns display• The order columns display• How columns sort• Dynamic grouping

y

Drill through from worksheet to underlying details, transactions and documents

Easily created calculated user defined fields avoid use of complex report writing software



Cost Management

Powered by Visual Workflow, PMWeb Cost Management includes:

• Budgets, Forecasts, Budget Requests, Daily Production• Contracts & Commitments• Change Management, Change Events, Contract & Commitment CO’s• Funding Records, Funding Requests, Funding Authorizations• Requisitions, Miscellaneous Invoices, Progress Invoices• Route invoices and subcontracts for approval• Merge key documents to Word and Excel• Merge key documents to Word and Excel




Project Management

Document Management

Visual Workflow

Estimating

Scheduling

Asset Management

Project ManagementEngineering Forms



Engineering Forms

PMWeb helps construction professionals, facility owner / operators, and property managers effectively manage thePl B ld O l f l f h f l d Plan-Build-Operate life cycle of their portfolio and programs. PMWeb sets a new standard for usability combining the power of Enterprise class software with the ease of use of Excel and Word. PMWeb’s powerful yet easy to use collaborative features turbo charge the processing of engineering forms such as RFI’s and Submittals and Field Administration tasks such as Daily Logs, Quantity Production Timesheets and Incident TrackingQuantity Production, Timesheets and Incident Tracking.



Workflow

Turbo charge collaboration with Visual Workflow

Easily create any worklowwith drag & drop technology

Collaborative users are automatically notified and can manage items from:

• Outlook and other email systems• PMWeb’s workflow inbox• PMWeb’s home page

PMWeb’s true zero footprint technology guarantees that

Collaboration on almost any device or platform

technology guarantees that collaborative users will have access regardless of what platform or computing device including PC’s, Apple, iPhones, iPads or any device with a browser



with a browser

Engineering Forms

Create distribute and log standard engineering forms:

• RFI’s• Submittals

i i• Meeting Minutes• Drawing Lists• Drawing Sets• Punch Lists• Transmittals• Daily Reports• Action Items• Action Items • Correspondence

PMWeb uses Word and Excel to generate forms so templates can be easily created and modified without expensive customization or use of a difficult to use proprietary report writer.

P f l C t F B ildPowerful Custom Form Builder PMWeb’s custom form builder allows easy creation of new data entry screens and forms to capture information not addressed by standard engineering forms.

• design data entry screens• validate fields from existing tables• unlimited fields • specify if required entry• custom fields• custom tables



• all custom data is reportable

Field Administration

One integrated screen to enter and manage:

• Daily Reports• Time Sheets

d i Q i i• Production Quantities• Incident Tracking (Safety, OSHA)

Drag & Drop technology helps field staff create daily reports with greater speed, accuracy and ease of useaccuracy and ease of use.

Powerful HTML extensions allow linking of webcams. Example: Project site camera

Interactive dashboards allow viewing logs, overdue documents and generating dunning letters automatically from one screen



screen.


Project Management

Document Management

Visual Workflow

E ti tiEstimating

Scheduling

Asset Management

Scheduling



Scheduling

PMWeb helps construction professionals, facility owner / operators, and property managers effectively manage thePlan-Build-Operate life cycle of their portfolio and programs. PMWeb sets a new standard for usability combining the power y g pof Enterprise class software with the ease of use of Excel and Word. The easy to use and powerful Scheduling Module features:

• Gantt Charting, Critical Path Method (CPM)• Drag & Drop to group and sort schedulesg p g p• Portfolio, Program and Project Scheduling• Integration to P6 and Project for collaboration• Maintains multiple schedule revisions for “what if” analysis• Claim analysis and cash flow• Resource availability – matching supply & demand of resources• Integrated time sheet for reporting actuals• Compare plan to actual schedule performance



PortfolioSchedulingg

Portfolio to Program to Project

• Top down Portfolio and Program scheduling• Bottom up Project scheduling• Drag & Drop to easily create dynamic groups



ProjectSchedulingg

Powerful, collaborative, easy

Interactive Gantt Charting• Drag & drop• Drag & drop• Claim analysis• Cash flow analysis• Links to Microsoft Project• Web services and XML link to P6• Multiple schedules per project



Claim AnalysisAnd Cash Flow

Single interactive dashboard for Claim Analysis, Cash Flow, and Earned Value

• Portfolio wide cash flow• Project cash flow• Cash flow projection methods:

• Front Loaded• Back loaded• Linear• Bell curve

• Automatically compares multiple schedule versions• Rapidly identify responsible party and impact on schedule and budget




Project Management

Document Management


Estimating

Scheduling

Asset Management

Asset Management



Asset Management

PMWeb helps construction professionals, facility owner / operators, and property managers effectively manage thePlan-Build-Operate life cycle of their portfolio and programs. PMWeb sets a new standard for usability combining the power y g pof Enterprise class software with the ease of use of Excel and Word. The Asset Management Module manages facilities and assets and features:

• Building and Space Management• Lease and Occupant Management• Lease and Occupant Management• Work Order, Preventive & Predictive Maintenance• Inventory Management• Visual Workflow and Business Intelligence



Lease and SpaceManagementg

Business Intelligence

PowerfulEasy



Asset and EquipmentManagementg

Powered by innovative Visual Workflow

Drag & Drop Asset Explorer

• Move Assets with the click of a mouse• Automatic history of moves• Rapid location of assets & equipment

Full financial tracking

• Depreciation• Cost of ownership• Cost of operation



Work OrderManagementg

map integration, drag & drop dispatching board

• Tenant service request• Preventive maintenance• Predictive maintenance• On demand services

Tenant Request

• On demand services• Inventory Management



Work OrderManagementg

Annual BOMA budgeting

• Extend powerful time phased project budgeting to assets and equipment• Commit maintenance contracts, inventory and purchase orders against the budget

Inventory Management




Project Management

Document Management


Estimating

Scheduling

Asset Management

Toolbox



Toolbox

PMWeb helps construction professionals, facility owner / operators, and property managers effectively manage thePlan-Build-Operate life cycle of their portfolio and programs. PMWeb sets a new standard for usability combining the power of Enterprise class software with the ease of use of Excel and of Enterprise class software with the ease of use of Excel and Word. PMWeb features powerful utilities that answer specific business problems and needs:

• Integration to tier 1 financial ERP systems• Document and File Management• Timesheets• Risk Analysis for risk intensive organizations• Custom Form Builder



Integration Manager

PMWeb features a powerful yet easy to use Integration Manager, to automate input and output of information between PMWeb and financial software such as SAP, PeopleSoft, Oracle, Dynamics and others Dynamics and others.

• Supports Web Services, XML and flat file standards• Scheduler automates frequency of import and export events• Rejection logging and error handlingRejection logging and error handling



File ManagementDocument StorageDocument Storage

• Simultaneous Multiple uploads• Check in / Check out control • Revision control• Native html editor• Link to web cams• Link to Google maps• Links to any html code• Search on keywords and content• Links to any PMWeb record• “Guest” users can have access to files

Forms generated viaForms generated via PMWeb’s capability to merge to Word and Excel automatically upload to PMWeb’s File Management



Risk Analysis

• Identify and mitigate risk• Rank risk by probability• Workflow tracks accountability• Links to schedule

Protect your portfolio from avoidable risk

• Heavy Highway• Mining• Energy• Petro chemical

Mitigate risk in risk prone markets such as:

• Petro chemical• Environmental

Timesheets

• User definable• Easy, grid‐like entry• Project specific• Resource specificp• Updates schedule• Workflow manages approval• Integrates to accounting



Custom Form Builder

Powerful Custom Data Entry Form BuilderPMWeb allows users to easily create their own data entry screens to handle the constantly evolving requirements of the markets and regions where they do business. In the same way that a business must quickly adapt to a changing environment, so does PMWeb.

• design data entry screens• validate fields from existing tables• unlimited fields • specify if required entry• custom fields• custom tables• all custom data is reportable

Workflow ties to custom forms

T Z F t i tCustom forms, workflows and all features of PMWeb are accessible from any device with a browser, including iPhones and iPads.

True Zero Footprint

including iPhones and iPads.



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