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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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Project Costing and Billing Features and Functions

Project portfolio management organizes a series of projects into a single portfolio consisting of reports that capture project objectives, costs, timelines, accomplishments, resources, risks, and other critical factors. Executives can regularly review entire portfolios, spread resources appropriately, and adjust projects to produce the highest departmental returns. As its name implies, project portfolio management groups projects so that they can be managed, the same way an investor would manage stocks, bonds, and mutual funds.

Portfolio Management

Project portfolio management (PPM) organizes a series of projects into a single portfolio consisting of reports that capture project objectives, costs, timelines, accomplishments, resources, risks, and other critical factors. Executives can then regularly review entire portfolios, spread resources appropriately, and adjust projects to produce the highest departmental returns.

Project Management

Project management is a methodical approach to planning and guiding project processes from start to finish. According to the Project Management Institute, the processes are guided through five stages: initiation, planning, executing, controling, and closing. Project management can be applied to almost any type of project, and is widely used to control the complex processes of software development projects.

Resource Planning and Scheduling

Resource planning and scheduling is the efficient and effective deployment of an organization's resources when they are needed. Such resources may include financial resources, inventory, human skills, production resources, or information technology.

Third Party Integration

Numerous best-of-breed professional services automation (PSA)and project portfolio management (PPM) vendors' solutions integrate with third party project management systems, customer relationship management (CRM), and back-office systems to provide their clients with complete PSA functionality for organizations.

Project Accounting

Project accounting uses financial practices to monitor the schedules and spending of projects.

Financial Management, Budgeting, Costing, and Billing

Financial management systems in a professional services automation (PSA) solution automate the tracking and submission of project budgets, costs, and assets. In addition, it provides the capability to track multiple billable details and generate customized invoices.

Additional Project Costing and Billing Requirements



ERP for the Oil and Gas - TK421 Features and Functions
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