PMWeb software helps construction professionals, facility owners, and property managers manage the plan-build-operate lifecycle of their portfolio and programs. It combines the power of enterprise software with the ease of use of Excel and Word. The core of PMWeb is its powerful yet easy to configure visual workflow platform. It features modules for planning, project management, scheduling, asset management, and more.

1. PORTFOLIO & PROGRAM MANAGEMENT
Project Management
Document Management
Visual WorkflowVisual Workflow
Estimating
Scheduling
Asset Management
Portfolio & Program
Management Software
product guideproduct guide
617.207.7080
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400 Trade Center Blvd., Suite 3990
Woburn, MA 01801

2. 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 ‐ 15
16 ‐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
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3. PORTFOLIO & PROGRAM MANAGEMENT
Project Management
Document Management
Visual Workflow
Estimating
Scheduling
Asset Management
Visual Workflow
617.207.7080
www.pmweb.com
400 Trade Center Blvd., Suite 3990
Woburn, MA 01801

4. VisualWorkflow
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.
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5. VisualWorkflow
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
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6. PORTFOLIO & PROGRAM MANAGEMENT
Project Management
Document Management
Visual Workflow
E ti tiEstimating
Scheduling
Asset Management
Planning
617.207.7080
www.pmweb.com
400 Trade Center Blvd., Suite 3990
Woburn, MA 01801

7. Planning
PMWeb helps construction professionals, facility owner /
operators, 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 powery g p
of 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
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8. CapEx
Master Planningg
Top Down, Portfolio Planning
Easily 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
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approved initiatives.

9. 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
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10. On-line bidding
ProcurementProcurementOn-line bidding
• Online bidding
• Procurement• Procurement
• Automated Workflow
Generate bid documentsGenerate bid documents
contracts and PO’s
Use powerful and easy merge to
Word and Excel features to
create:
• Proposals• Proposals
• Bid & Award documents
• Contracts
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11. PORTFOLIO & PROGRAM MANAGEMENT
Project Management
Document Management
Visual Workflow
Estimating
Scheduling
Asset Management
Project Management
Cost Management
617.207.7080
www.pmweb.com
400 Trade Center Blvd., Suite 3990
Woburn, MA 01801

12. Cost Management
PMWeb helps construction professionals, facility owner /
operators, 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 powery g p
of 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
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13. Cost Management
Total 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.
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14. 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
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15. Cost Management
Powered byVisual 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
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16. PORTFOLIO & PROGRAM MANAGEMENT
Project Management
Document Management
Visual Workflow
Estimating
Scheduling
Asset Management
Project Management
Engineering Forms
617.207.7080
www.pmweb.com
400 Trade Center Blvd., Suite 3990
Woburn, MA 01801

17. Engineering Forms
PMWeb helps construction professionals, facility owner /
operators, and property managers effectively manage the
Pl B ld O l f l f h f l dPlan-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.
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18. Workflow
Turbo charge collaboration withVisual Workflow
Easily create any worklow
with 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
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with a browser

19. 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
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• all custom data is reportable

20. 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
617.207.7080
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screen.

21. PORTFOLIO & PROGRAM MANAGEMENT
Project Management
Document Management
Visual Workflow
E ti tiEstimating
Scheduling
Asset Management
Scheduling
617.207.7080
www.pmweb.com
400 Trade Center Blvd., Suite 3990
Woburn, MA 01801

22. Scheduling
PMWeb helps construction professionals, facility owner /
operators, 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 powery g p
of 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
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23. Portfolio
Schedulingg
Portfolio to Program to Project
• Top down Portfolio and Program scheduling
• Bottom up Project scheduling
• Drag & Drop to easily create dynamic groups
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24. Project
Schedulingg
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
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25. Claim Analysis
And Cash Flow
Single interactive dashboard for Claim Analysis,
Cash Flow, and EarnedValue
• 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
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26. PORTFOLIO & PROGRAM MANAGEMENT
Project Management
Document Management
Visual WorkflowVisual Workflow
Estimating
Scheduling
Asset Management
Asset Management
617.207.7080
www.pmweb.com
400 Trade Center Blvd., Suite 3990
Woburn, MA 01801

27. Asset Management
PMWeb helps construction professionals, facility owner /
operators, 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 powery g p
of 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
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28. Lease and Space
Managementg
Business Intelligence
Powerful
Easy
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29. Asset and Equipment
Managementg
Powered by innovativeVisual 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
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30. Work Order
Managementg
map integration, drag & drop dispatching board
• Tenant service request
• Preventive maintenance
• Predictive maintenance
• On demand services
Tenant Request
• On demand services
• Inventory Management
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31. Work Order
Managementg
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
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32. PORTFOLIO & PROGRAM MANAGEMENT
Project Management
Document Management
Visual WorkflowVisual Workflow
Estimating
Scheduling
Asset Management
Toolbox
617.207.7080
www.pmweb.com
400 Trade Center Blvd., Suite 3990
Woburn, MA 01801

33. Toolbox
PMWeb helps construction professionals, facility owner /
operators, 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 andof 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
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34. 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 othersDynamics 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
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35. File Management
Document 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
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36. 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
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37. Custom Form Builder
Powerful Custom Data Entry Form Builder
PMWeb 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 t
Custom 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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