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Software Evaluation Features and Functions

Before you can begin comparing enterprise software solutions, it's important to understand the features and functions that you need to run your business.Below, you'll find links to comprehensive models of features and functions for several types of enterprise software, accounting, asset management, business intelligence (BI), content management systems (CMS), enterprise resource planning (ERP), human capital management (HCM), product lifecycle management (PLM), product portfolio management (PPM), relationship management, and supply chain management (SCM). These feature/function models can help you better understand vendor offerings as you compare software solutions, including

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General Features and Functions



  • Central management of process and project templates

  • Central management of documents and file templates

  • Creation of a template library of projects

  • Ability to copy and paste projects for reuse

  • Maintenance and creation of program or project templates

  • Template search capabilities

  • Development and maintenance of template management rules with revision control

  • Management of activity definitions associated with templates

  • Storage, creation, and use of multiple versions at a time

  • Project enterprise tools that search by contents, types, status, dates, and sponsor

  • Off-line project management tools with synchronization

  • Movement of any item from one location to another

  • Ability to copy and paste any item, including files and entire folders

Project Tools and Templates Features and Functions
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