Project / Portfolio Management


By using the portfolio management you can plan, steer and control the strategic scope of your projects. The project budget will be broken down in different portfolios and, within them, hierarchically subdivided into buckets. The end nodes of this structure can then be assigned to specific projects (strategic view).


The financial and capacity planning on projects can be divided into customer-specific categories, groups and views and aggregated to the level of buckets. The corresponding values can be captured annually, quarterly or monthly and presented in diagrams. The timeline planning is performed by using phases and gates (e.g. Design – Realization – Launch) and can be presented in a timeline monitor. If required documents and notes can be attached.

For the purpose of an overall monitoring projects can be grouped in programs or initiatives. A corresponding operational project can be created automatically or manually (in a subsequent step). By using the project management you can plan, steer and control the operational execution of your projects.

To do this the project execution is divided into phases (Project Lifecycle: e.g. Specification – Programming – Acceptance). Different checklists can be assigned to the phases and their positions can be linked to appropriate tasks. In order to ease and minimize the data input, projects with a similar structure can be created with reference to predefined templates.


The detailed planning of resources and their feedback (if done with CATS) is managed on the task level. The procurement of material and services can be initiated through the ERP module MM or SRM / Enterprise Buyer Professional (EBP).

The processing of the timeline takes place on tables or alternatively with interactive Gantt charts (incl. drag & drop functionality to move/postpone events). Documents and notes can be attached if required. For account assignment and settlement purposes as well as for the monitoring of commitments and actual values that result from procurement, tasks can automatically or manually be linked to internal orders (CO) or WBS elements (PS) in the ERP system.

Third parties may be involved in project processing using cFolders.