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UMT
Project
Essentials Std |
UMT Project
Essentials
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Standardize Financial Structures
Quickly standardize global cost and benefit structures across the organization to facilitate enterprise reporting.
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Establish Financial Settings by Stage
Integrate cost and benefit settings and rules (e.g. which web parts to display, required level of information etc.) for each Stage in the workflow.
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Top Down & Bottom Up Estimating
Flexibility to manually enter high level or detailed financial data in a top down Cost Plan or simply sync and aggregate resource assignment costs (i.e. human, cost and material) from the Project 2010 schedule.
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Funding , Allocation & Chargebacks
Easily breakdown budget, actual and forecast data by Cost Center to support organizational budgeting, allocation and chargebacks.
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Portfolio Optimization & Analysis
Include the cost and benefit data captured in each business case in Project Server 2010’s Portfolio Cost Constraint Analysis.
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Create Financial Versions
Effortlessly create versions of the financial estimates and compare and contrast as projects move through the life cycle.
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Cost Tracking & Forecasting
Effectively track cost performance by period (e.g. month, quarter, and year). Project managers can quickly complete financial status reports and view real time variances.
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Benefits Realization
Intuitively track realized benefits and compare and contrast with the benefit estimates from the business case.
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Business Intelligence & Reporting
Utilize dedicated financial cube and Microsoft BI tools to quickly build powerful reports and dashboards and gain visibility across project and portfolio expenditure.
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Line of Business System Integration
Intuitive data import module helps you import financial data into Project Server 2010 custom fields and UMT Project Essentials cost and benefit web parts.
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Visual Workflow Editor
Quickly create new and update existing workflows with an easy-to-use Visual Workflow Editor.
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Flexible Branching & Transitions
Simply drill down into each Stage to configure the business logic required to automate each transition.
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Manage Approval Notifications
Identify appropriate approval groups or individuals to receive automated notifications when project reaches a decision gate. Specify the required transition based on the resulting decision (e.g. approve vs. reject).
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Powerful Workflow Morphing
Flexible Workflow Morphing ensures you can dynamically move projects between Enterprise Project Types triggered by a Stage transition.
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Graphical Status of Workflow
Use the Workflow Viewer web part to effectively highlight which Stage each project has reached in the workflow.
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Run and Migrate Workflows
Easy to use import and export module helps to migrate and run workflows between development, test and production environments
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Integrate Custom Code
Easily add custom code to workflow that will be run on entering or leaving a Workflow Stage.
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