Dimensys EPM/Planview roadmap

1. Enterprise Portfolio Management Concept
Concept presentation of EPM Business unit
and Specific business case.

2. Network of EPM / PPM Business Partners

3. Project/Enterprise environments

4. PPM Project Portfolio Management
De oplossing

5. 5
PEOPLE
PROJECTS
COMPANIES
Accounts
Payable
Accounts
Receivable
General
Ledger
Budgets
Client Contracts
Subcontracts
Purchase
Orders
Claims/Invoices
Payments
Timesheets
Plant
Procurement
Browser
Claims/Invoices
Receipts
Payroll
Documents
Drawings
Quotations Cash
Management
Group
Financials
REPORTING & ANALYSIS
ERP Integration

6. 18-3-2022
Portfolio Management Services
Project related
Change
Management
Project
Management
Program
Management
Project
Portfolio
Management

7. 18-3-2022
Portfolio Management Services
 Set up, implement and manage the company wide project
portfolio management processes, tools and templates
 Define the project portfolio risk-, benefit and inter-dependency
measurements
 Define reports and decision-making aids
 Assess the requested projects
 Manage the portfolio
 Set up, implement and manage a large program (multiple
projects)
 Assess the program management processes incl. tools and
templates
 Train in program management
 Set up and implement a company based project management
methodology incl. processes, tools and templates
 Assess or implement the project management processes incl.
tools and templates in a running project
 Train project management
 Lead varying projects
Project Portfolio Management Program Management
Project Management Project-related Change Management
 Set up and implement project-aligned change management
activities
 Set up company-based change management
 Assess or implement the change management processes incl.
tools and templates
 Train change management
Portfolio Management services

8. 18-3-2022
 In the first stage, all current (and in the
future every new project) are captured,
giving an overview of the current portfolio
status.
 The Repertory phase includes key
information such as project size, benefits,
costs, progress and resource
requirements.
 With the information gathered, a first
recommendations list is proposed to
executive management
 With the recommendations list the
executive management can prioritize the
projects inside the portfolio.
 The selected projects can be then optimized
in area like resources, deliverables, costs
and benefits.
 It is also during this phase that corrective
activities are analyzed and approved /
rejected
 At the end of this phase, project can be
started, stopped or accelerated
 The mobilize stage involves making
sure that the realigned project portfolio
information and the action plan are
implemented .
 Project mgrs. optimize efficiency by
cont. analyzing the value of projects
against corporate objectives, timelines
and resource available and define a
course of actions
 This stage involves measuring and
reporting the projects progress.
Discrepancies to the goals are analyzed
and corrective activities are proposed
Executive Management
Project Stakeholders
Project Portfolio Manager
Project Manager
Project Mgr.
Mobilize
Prioritize & Optimize
Record
Executive Management
Review & Report
Project Portfolio Management
four main phases

9. Project industry

10. ETO and MTO

11. Branches of Professional Services Automation
Construction & Engineering
Material-intensive
Knowledge-intensive
adviesorganisaties
detacheringsbureaus
consulting & engineering
research & development
reclame/marketing
ICT-dienstverleners
advocaten/notarissen
accountants/admin.knt
architecten/ingenieurs
Project ontwikkelaars
Media and education
onderwijsinstellingen
omroeporganisaties
evenementenbureaus
tv- en filmproducenten
18-3-2022

12. Gartner Maqic Quadrant for IT and Portfolio
Management

13. Our Solutions – Industries focus
PLANVIEW TRIMERGO
WORKBENCH
 Machine manufacturers
 Shipbuilding
 Steel construction
 Interior design & wood
construction
 Maintenance & Repair
 Industrial automation
 Banking
 Insurance
 Professional Services
 Public sector
 Healthcare
 Media
 Retail
 Pharmaceuticals
 Energy & Utilities
 Manufacturing
 Civil Engineering
 Construction
 Professional Services
 Yacht builders
 Contractors
 Off shore

14. Our main project based solutions
14
PLANVIEW TRIMERGO
WORKBENCH
 Prospect Management
 Quotation
 Budgeting
 Project administration
 Purchasing and Project inventory
 Capacity planning
 Equipment Management
 Service Management
 Project Planning
 Contract Management
 Subcontractors
 Document management
 Production orders
 Make & Engineer To Order
 Time and Expenses sheets
 Invoicing
 Prospect management
 Estimation
 Quotation
 Budgeting
 Project administration
 Cash flow planning
 Purchasing & Project Inventory
 Equipment management
 Service Management
 Project Planning
 Contract Management
 Sub contractors
 Document Management
 Drawing register
 Day sheets
 Time & Expense sheets
 Invoicing
 Enterprise Portfolio Management
 Project Portfolio Management
 Financial Management
 Contract management
 Service Management
 Business Process Management
 Project administration
 Time & Expense sheets
 Invoicing
 Project planning
 Resource Management
 Document Management

15. Our SAP Business One Project Management
Solutions –
MARINGO TRIMERGO
WORKBENCH
 Machine manufacturers
 Shipbuilding
 Steel construction
 Interior design & wood
construction
 Maintenance & Repair
 Industrial automation
 Civil Engineering
 Construction
 Professional Services
 Yacht builders
 Contractors
 Off shore
 Civil Engineering
 Construction
 Professional Services
 Contractors

16. Our Own PPM and PSA references
Financial Services Oil and Gas
Healthcare & Pharma
Construction & Engineering Airlines and Logistics
Food
Automotive
Telecom

17. Construction _Project Development
Professional Services
Engineering & Contractors
Workbench References
18-3-2022
17

18. Planview references
Insurance
Retail
Public Sector
Banking Media
Energy & Utilities Manufacturing Healthcare Pharma Other

19. Planview TOP customers

20. Interior design
Shipbuilding
Offshore
Steel construction
High Tech
Machine manufacturers
Equipment manufacturers &
Piping
Trimergo References

21. AeroSpace & Defense
Chemicals
Utilities
Machine & Steel Construction
High Tech
Construction & Engineering
Primavera_Oracle References
Oil and Gas

22. Wat is Planview
© SAP 2009/ Page 22
Ongoing
Operations
Resource
Management
Projects
Forecast and
Actuals
Requirements
Management
Strategic
ROI
Total Cost of
Ownership
Roadmapping
Profit &
Loss
Total Cost of
Development
Voice of the
Customer
Demand
Management
Capacity
Planning
Financial
Planning
Strategic
Planning
Analytics Reporting

23. xxx Proces overzicht.
© SAP 2009/ Page 23
Approved
Demand
Iterations
Initial
Approval
Iterations
Promotion
Organise
& Define
Design
Imple-
ment
Deploy
Operate
Main Project Delivery
Manage Project Portfolio - Status Reporting
Manage
Resources
Track
Time
Manage Investment Portfolio
Manage
Organisational
Capacity
Manage
Financials
Demand
Registration
Add Main
Project
Add
Demand
Demand Management
Add Sub-
Project
SAR
Validation
Sub-Project
Delivery
Manage Project Portfolio
Status Reporting
Manage
Resources
Track
Time

24. Algemene bouwstenen en interactie.
© SAP 2009/ Page 24
Sponsoring Org Unit 1
Demand A
Project A1
MOU 1
Project B1
Project A2
MOU 2
% POU Hierarchy
Resource
A
POU 1
Resource
B
Resource
C
POU 2
MOU Hierarchy
Tenneco Corp
ROU 1
ROU Hierarchy 1
ROU 2
Capex Spend
Opex Spend
Benefits
Resource Capacity
Resource Costs
Non-Resource
Costs
Demand
Side
Supply
Side
Demand/
Supply
Balancing
Resources are assigned to work
And report actuals through timesheets
Capex Spend
Opex Spend
Benefits Funding
Balancing

25. Portals en Gebruikers
• We hebben binnen de applicatie specifieke portals
voor specifieke gebruikers profielen, in algemeen kan
je het als volgt samenvatten:
• Tijdschrijvers*
• Project Managers*
• Resource Manager*
• Demand Managers*
• Directors- Reporting
• Board Members- Reporting
© SAP 2009/ Page 25

26. Tijdschrijver
© SAP 2009/ Page 26

27. Project Manager- Dashboard
© SAP 2009/ Page 27

28. PROJECT DASHBOARD 1
Project Manager/Lead
Notifications Portlet - Project
specific notifications
Project Dashboard navigator
Portlet -Dashboard
used for identifying
where you are in the
project flow
Project description Portlet -
description of project
field
Project Overview Portlet -
Generic rolled up
Project KPI’s
Time reported on Your Work
Portlet - shows Project
timesheet and effort
actions and reported
data
28

29. PROJECT DASHBOARD 2
Project Manager/Lead
CRI Categorization
Portlet- Graphical
CRI overview
(Drilldown option
enabled)
CRI for Project Portlet-
Detailed overview
Phase Effort Portlet-
Project Plan Effort
KPI
Phase Overview
Portlet- Generic
KPI dashboard
29

30. PROJECT DASHBOARD 3
Project Manager/Lead
Project Financial Plan
Analysis Portlet -
Graphical financial KPI
dashboard
Project Milestones Portlet -
Graphical timetable
driven milestone
overview
Slipped work Portlet -
Overview of calculated
slippage of tasks of a
project
Unfilled requirements
Portlet - Resource
requirement overview
by project
Work Portfolio Health
Detail Portlet - Project
Trend KPI indicator.
30

31. Resource Portal

32. Generiek Resource Portaal

33. Demand Manager (strategy)

34. Demand Portfolio DASHBOARD 1
Notification Portlet - Shows
notifications for portfolio only
Demand Dashboard Portlet - Shows
the Demands within the
portfolio and their lifecycle
status
Scoring and Eligibility of Demands
Portlet - Shows the Scoring of
demands that are up for
approval
Total AOP Budget usage Portlet -
Portfolio driven rolled up AOP
values of portfolio
AOP Budget Usage Inv. Portlet -
Shows a AOP drilldown of
AOP data
Budget Usage Investment Portlet -
shows the budget usage drill
down
34

35. Demand Portfolio DASHBOARD 2
Strategic Baseline
Performance Portlet
- Graphical Demand
performance KPI
graph
Portfolio Measurements
Portlet - Variation
and Demand status
indicators
Investment in Analysis
Portlet - Shows non
approved Demands
and its KPI’s within
the portfolio
35

36. Financial Management

37. Financial Plan
Capex/Opex
Revenue
Benefits
Jan Feb Mar Apr May Jun......
Forecast
Period
Actuals Forecast
Baseline
FINANCIAL MANAGEMENT
Integrated Financial Management - Projects
Project
Schedule (Plan)
Phases
Activities
Milestones
Lifecycle
(Governance)
Resource Assignments
Timesheets
Timesheets
Timesheets
LOAD
Daily Submission
Weekly
Signing/Processing
Financial Plan load
based on
weekly/monthly
timesheet submission
Manual load at anytime
Comparison with
baseline financials
provides financial
governance control

38. Financial Plan versions manage different sets of financial data associated with a demand and project
and variance reporting
TIME NOW
ACTUALS (LOCKED) FORECAST
Planned
Tasks and Effort
Summarised
into Financial
Plan
Timesheet
Actuals
Historical periods
report actuals;
•Timesheet Hours
and Costs
Future periods report
forecast;
•Forecast resources
hours and costs from
schedule
Versions hold forecast
baselines
LOAD LOAD
© 2010 Planview, Inc. | 38 | Company Confidential
FINANCIAL MANAGEMENT
Financial Reporting

39. FINANCIAL MANAGEMENT
39
A Demand Financial Plan
Strategy > Financial Planning, from Action Menu, Open Financial Plan against the Demand

40. FINANCIAL MANAGEMENT
40
A Project Financial Plan
Work > Financial Planning, from Action Menu, Open Financial Plan against the Project