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Home Arrow Solutions Arrow Portfolio Management Module Features
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Portfolio Management Module Features
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With Projma’s portfolio management module (it’s an integral part of our project, program and portfolio management solution) you can track and manage the portfolio of your projects in real-time. No need to manually enter project-specific data and go through the laborious task of collating everything in order to see the status of your various projects. Our state-of-the-art portfolio management module gives you the right metrics at the right time so that you have all the coordinates at hand while making critical decisions. Here are a few sterling features of our portfolio management module that you can utilize to derive the maximum benefit out of it.


Arrow Perform an unfaltering “what-if” analysis. A what-if analysis lets you gauge what risks can be triggered off if certain changes are applied to your portfolio. You don’t actually apply the changes; you just feed-in the needed parameters and our intuitive portfolio management module lets you know how they are going to impact your business. You can create unlimited scenarios to arrive at an educated decision.
   
Arrow Align your projects to create the best combination for your portfolio, according to your business strategy. When you use our portfolio management module you are not restricted by the nature of projects you are currently handling, or have handled in the past, or for that matter, are going to handle in the future. You can select the best combination of projects for your portfolio without creating conflicts.
   
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Generate forecasts and budgets. Accurate and precise forecasting and budgeting are as crucial to your business as your projects. Correct forecasts keep you prepared for unseen eventualities and unflawed budgeting keeps your overheads low. Projma’s cutting-edge portfolio management module lets you generate forecasts and budgets with myriad combinations so that you can plan ahead and execute your projects smoothly. It automatically checks for factual inconsistencies and enforces a state of immaculacy upon your project data.

   
Arrow Manage initiatives. If you manage your initiatives well you can coordinate your resources in an appropriate hierarchy and prioritize your tasks according to their importance. It makes sure your human capital, physical assets and financial resources are aligned with the requirements of your projects.

Further, the portfolio management module of Projma’s project, portfolio and program management solution enables your asset managers to
   
Arrow Combine and compare holdings, performance data, vendor data, and other information across any number of accounts for analysis and reporting. As your multiple projects expand in scope and scale, the crucial data gets scattered and as there comes a time to glean the gist of that data, it’s often difficult to get everything together. Not so with Projma’s portfolio management module. Our portfolio management module keeps track of every bit of your data so that whenever you want to view a logical representation with figures and charts you can do so.
   
Arrow Proactively monitor every portfolio with daily automatic checks against pre-set criteria, alerting them about asset allocation problems, excess cash positions and other potential conflicts. This saves you from future uncertainties and solidifies your decision-making process.

Reporting gives you an overall picture of your current status and your future direction. When you have crisply generated reports with right numbers appearing at exactly the right places you not only know where you currently stand, you can also chalk out the roadmap for your future directions. With Projma’s portfolio management module managers can
   
Arrow Create high-quality packages of reports using scalable processing technology. Our advanced reporting easily takes care of your critical reporting challenges. Whether it is a simple report with 2-3 parameters or an intricate process comprising higher-level decision-making and looping, or reporting engine can meet all your reporting requirements.
   
Arrow Create personalized reports with individual client messages. You can easily retain existing customers and attract new customers by giving them the required data in the form of highly-customized personal reports. This enhances your professional images and conveys your clients that you use the right tools to do their jobs.
   
Arrow Automatically add page numbering, table of contents and even custom report formats to report packages. This helps you organize your reports in logical sequences and makes going through them an easy tasks, especially when they run into scores of pages. Creating custom report formats not only make your reports seem familiar to your eyes, they also boost your company’s brand image.
Deliver your reports electronically. Your clients are going to love this feature. Provided they have the net connection, they can access the reports they need by logging into their dedicated “in-box”. The reporting engine of Projma’s portfolio management module, after generating the report and saving it, sends an email notification to the selected client that his or her report is waiting in the secure in-box.
 
  Related Links
  Arrow Project Management Module Features
  Arrow Program Management Module Features
  Arrow Portfolio Management Module Features
  Arrow Time & Schedule Management Module Features
  Arrow Cost Management Module Features
  Arrow Risk Management Module Features
  Arrow Resource and Personnel Management Module Features
  Arrow Change Management Module Features
  Arrow Communication Management Module Features
  Arrow Workflow Management Module Features
  Arrow Feedback Management Module Features
  Arrow Document Management Module Features
  Arrow Issue Management Module Features
  Arrow Capacity Management Module Features
  Arrow Requirement Management Module Features
     
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