Project Management

Project Management administers your projects from inception right through to delivery and closure. The workflow sets out the ‘gates’ and stages that describe the process from start to finish. Each stage coincides with the completion of set tasks and contains important documentation, or artifacts, that are relevant to each ‘deliverable’. Along the way, project managers need access to reliable tools that assist with resource allocations, contracts, project governance, management of risks and benefits – as well as monitor the project’s scope, costs, and scheduled baselines.

There are any number of inputs and dependencies involved. That’s why a sophisticated project management software solution is essential for coordinating activities when organisations are running multiple projects and portfolios at once.

The Project Management workflow is your primary pmo365 resource that guides the process of delivery and integrates your shared tools and documentation so all project teams can work together. Project Management offers customisable workflows that suit every industry and project type and – in combination with pmo365‘s secure, centralised project data – gives teams instant updates and reporting for the most efficient, strategic, and successful project delivery. 

Streamline Your Project Management with pmo365

Today, there are many software platforms and online solutions claiming to streamline governance in project portfolio management (PPM). Some essential functions include:

  • The ability to create, assign, and track tasks, set deadlines, and monitor progress.
  • Visual representations of project schedules and dependencies according to project methodologies – including Gantt Charts and Waterfall views.
  • Integrated apps and tools to manage the allocation of human and material resources required to deliver the project.
  • Reporting and analytics to deliver regular updates and monitor vital metrics  to assess performance. Alerts and notifications are important to identify potential issues and assist in their resolution.
  • Document management services for secure file sharing, discussion forums, and approvals.
  • Compatibility with the best available apps and tools currently used in project management, and the ability to customise workflows to suit different project managers and methodologies.

The most effective platforms tailor your solution to your organisation’s ways of working. It’s no good having a powerful project management system that no one understands how to use. That’s why pmo365 was designed for maximum versatility. It’s the adaptable project portfolio management solution that builds user engagement by providing the PPM tools you want – and integrating all the sources of project data you need.

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Microsoft Power Automate enhances your pmo365 Apps with powerful ‘no-code’ workflow automations that directly integrate hundreds of popular software applications and services.

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Why Choose pmo365 for Project Management?

The Project Management workflow integrates with all your other pmo365 apps and tools (including Resource Management, Status Review, Risk Management and enterprise reporting platforms like Oracle, SAP, and Tech One.) We deliver a single, intuitive system that streamlines project delivery for any type of industry. 

With pmo365, all your project data is kept securely in one place, with real-time updates on project performance, best-practice collaborative tools, integrations with almost any project management app on the market, and powerful, up-to-the-minute reporting and insights generated using Microsoft’s acclaimed Business Intelligence tool, Power BI. 

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What Makes Us Different

pmo365 is not a pre-packaged project management tool, but a comprehensive library of best practice Apps, Flows, Reports and Connectors, configured to the specific requirements of your project managers and the PMO. Our developers customise the solution to your needs, and project data is safely stored on your Microsoft cloud for instantaneous access across the organisation.

pmo365‘s centralised, fully connected platform lets you manage even the largest project portfolios with powerful collaborative tools, up-to-the-minute reports and all project information within easy reach of your stakeholders.

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Key Features of Project Management

The Project Management workflow has three main formats which may be further customised for each application or user: 

1. Project Governance – Standard

The Standard project governance tool is a professional project management resource to guide the delivery process and associated employees and stakeholders along the entire project lifecycle. It lets you access essential project tools for resource allocation, approvals, risk management, and reporting – and centralises management of project artifacts. The Standard project governance flow offers a user-friendly ‘waterfall’ model featuring the four key phases of the typical project: initiation, planning, delivery, and closure.

2. Project Governance – Enterprise

Enterprise includes premium features such as pre-project approvals, as well as project prioritisation and optimisation tools, providing a sound foundation for strategic, data-driven decision-making. The initiation phase offers tighter governance for the pre-project stage with a focus on the strategic alignment of each activity. Prioritisation and optimisation tools assist the PMO to comprehensively evaluate project performance and optimise project portfolios for maximum return. 

3. Project Governance – Iterative

For non-sequential delivery, the Iterative Project Governance tool offers an ‘agile’ methodology for projects with stages that repeat, like software development, for example. This mode of governance supports non-linear projects; stages of delivery are presented as iterations in the workflow, rather than sequential steps dependent on the completion of the one before.

Iterative is ideal for those projects that require a cycle of delivery which typically incorporate a planning stage, building stage, and a testing and deployment stage. Each ‘iteration’ is a repetition of all three (or more) stages which continue until the project (or current version) is complete.

With pmo365, your project workflows can be created in the format that best suits your activities. And, if your organisation engages in a variety of different project types, pmo365 lets you tailor the right mix for every department.

Frequently Asked Questions

Project management involves the planning, organising, and managing of resources to complete a specific project (or projects) within limitations of time, budget, and scope. It involves overseeing and coordinating all project activities, identifying tasks, assigning responsibilities, managing risk, monitoring progress, and ensuring all tasks meet expectations of quality and safety.

A project management flow, also known as a project lifecycle, is a series of interconnected (often sequential) steps plotting the progression of a project from initiation to closure. Specific project methodologies and frameworks may vary, but the project workflow is largely an overarching governance tool or plan that ensures all tasks are properly completed and that every project and portfolio align with strategic goals.

Poor project management, especially in large portfolios, has project data scattered across local files and different computer drives. This lack of coordination creates an administrative burden which leads to delays and inaccuracies in reporting. In turn, poor visibility across project and portfolio performance affects your resource allocation and response times, potentially leading to shortages, cost blowouts, and scope creep. These are common problems that derail projects and impact the performance of other projects and portfolios.

Effective project management, by contrast, uses the most up-to-date data sourced from every project and portfolio. pmo365 builds real-time, accurate data across the entire enterprise using a fully integrated platform which connects project managers and stakeholders and stores all project information and tools in one place. Sophisticated Apps, Flows, Reports and Connectors link your business functions and processes, so project management becomes transparent, coherent and strategically focussed. The result is greater efficiency in project delivery, optimised resource and cost management, detailed planning and fast response times, and strategic insights to maximise return on investment.

A project management workflow introduces consistency in the management of projects within portfolios. A flexible workflow which adapts to different methodologies but standardises reporting makes it much easier to compare and evaluate your projects’ performance. A project governance tool streamlines execution, improving efficiency in the delivery of tasks and providing a clear roadmap for project teams. It also enables better resource management across the entire portfolio by identifying potential supply conflicts, optimising resource allocation, and providing reports and insights that align projects with strategic goals.

Overall, the project workflow provides a structured project governance framework that establishes clear hierarchies, milestones, and gates and stages for project delivery. This includes associated tasks such as the management of risk, the identification and evaluation of project benefits, and the regular collection of project data for reporting and performance tracking.

pmo365 is a fully modular system. Each App, Flow, Report or Connector easily plugs into place to build the exact real-time project portfolio management system you require. Our solution centralises the recording of project information and provides improved visibility across all departments. And, because it’s modular and highly customisable, the ability of pmo365 to evolve and change with your needs as you grow is built into the system – not as an afterthought. We provide tailored solutions to manage large projects and portfolios with the latest, best-practice collaborative tools, instantaneous data updates, and integrations of all the apps and software you currently use. pmo365 ensures up-to-the-minute performance and powerful strategic insights, now and into the future.

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The Project Management Office on your Microsoft 365 Cloud

Our Other Apps & Workflows

pmo365‘s Solution Library offers a complete and comprehensive range of project portfolio management software. You can choose the solution that best serves your current needs and continue to explore new enhancements over time. Our subscription service means you pay only one monthly fee with absolutely no development costs or building of code from scratch.

We deploy pmo365 using Microsoft’s secure and adaptable Power Platform, so you have virtually unlimited access to new Microsoft and non-Microsoft PPM tools for life. Furthermore, once you take out a pmo365 subscription, you own the solution and all the data kept on your Microsoft 365 cloud forever – even after your subscription expires. And we’ll continue to help you to manage your service however and whenever you need it.

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