Products

Financial Governance for Microsoft Project Server 2010

Governance Workflow Capabilities

UMT Project Essentials helps you to quickly build and deploy project portfolio management (PPM) governance workflows for Microsoft Project Server 2010. The intuitive and flexible solution ensures you can spend more time defining the right processes and less time worrying about how to build them!

UMT Project Essentials Pro

"UMT Project Essential’s easy-to-use interface helps non-technical resources to quickly build, publish and update PPM governance workflows for Microsoft Project Server 2010"

Arpan Shah
Director Microsoft Project

Quickly Automate Project Server 2010 Governance Workflows

Governance can generically be defined as the rules, processes and laws under which businesses are operated, regulated and controlled. In the context of PPM, governance provides the best practice framework and set of guidelines to successfully control projects and programs throughout the entire life cycle.

UMT Project Essentials provides the Project Management Office (PMO), Analysts and Portfolio Managers with an easy to use solution designed to quickly automate their PPM governance processes for Microsoft Project Server 2010.

UMT Project Essentials seamlessly integrates with and extends the new demand management capabilities in Microsoft Project Server 2010 (e.g. Enterprise Project Types, Project Detail Pages and Workflow Stages & Phases). The intuitive Visual Workflow Editor eliminates the need for writing code by empowering non-technical resources to effectively model, publish and administer workflows directly within Project Web App browser interface.

To create and publish a workflow you simply follow a 4 step process:

  • Step 1: Add the required Workflow Stages defined in Project Server 2010 into the Visual Workflow Editor
  • Step 2: Configure the business logic for each Stage (e.g. simple and complex transitions, approvals etc.)
  • Step 3: Save and publish the workflow to a reusable library
  • Step 4: Associate the workflow to the appropriate Enterprise Project Types


 

UMT Project Essentials provides the following benefits:

  • No coding required: Intuitive visual Workflow Editor empowers non-technical resources to quickly model and deploy PPM governance processes
  • Familiar & integrated: Deep integration with Enterprise Project Types (EPTs) and Workflow Stages provides a familiar experience and reduces training requirements
  • Establish business rules: Flexible branching, workflow morphing, and approval notifications helps you to automate the business rules for each Stage transition
  • Financial governance: Seamless integration with UMT Project Financial Server 2010 ensures you can easily establish the required financial controls per Workflow Stage
  • Save time & money: The flexible solution reduces the time it takes to build and deploy Project Server 2010 workflows by approximately 75%


 

Interested in Learning More?

Request access to UMT Workflow 30 Day Trial kit and see how the solution can help you to quickly automate governance processes for Project Server 2010.