Project Management Information System

The Vendor is required to provide project management information system (PMIS) to support the planning, delivery, and oversight of capital and redevelopment projects throughout their full lifecycle.
- PMIS will offer customizable reporting and dashboard capabilities, allowing project information to be produced at any stage and incorporated into organizational reporting.
- Key software features and software requirements
1. Capital planning
• Planning capabilities that allow active and planned projects, their schedules and their projected cash flow to be associated with programs and funding to assist with the development of a capital plan.
• Plan at any level in the hierarchy (plan by business unit, agency, facility, etc.).
• Intake projects via an excel spreadsheet.
• Version and do what if analysis of mix of projects (multiple scenarios).
• Forecast cash flow for capital plans (over multiple years).
• Aggregate hierarchical capital plans for approval process.
• Route capital plans for review and approval.
• Release projects once projects are approved.
• Lock-down approved capital plans, re-forecast, and retain original baseline of capital plan.
• Compare original approved capital plan with current forecast at any point in time.
• Resource planning and forecasting.
• Do scoring and prioritization of projects.
2. Portfolio management
• Easily create an unlimited number of projects that can hold specific information, budgets, funding, tasks, schedules, project teams and other custom attributes.
• Support multi-project, multi-department programs with hierarchical structures (e.g. Program, project, and sub-project).
• Project managers to create and easily make edits to their project information without the intervention of it or an administrator.
• Create project templates that hold defaults for things like users, folder structures, budgets, and permissions that can be applied to new and other projects.
• Complete portfolio analysis based on risk, safety, environment, performance, cost, return on investment, and other factors.
3. Portfolio reporting
• Develop formatted reports that can be generated and exported to be included as part of the published capital plan.
• Articulate the types of graphics and analytical tools that are used in reporting.
• Run reports across projects and modules.
• Group and filter projects for reports.
• Schedule and distribute reports via email automatically.
• Schedule and distribute reports via file folder automatically.
• Automatically generate alerts to leadership for projects that are off schedule or over budget.
• Apply row-level security to restrict access to specific rows within reports.
4. Portfolio dashboards
• Define user and team dashboards pulling data across projects.
• Leverage hierarchical project structure to roll up date in logical groups.
• Pre-built widgets for every module.
• Define custom widgets.
• Print a dashboard to pdf.
5. User and contacts management
• Add and manage user accounts.
• Maintain a centralized directory of companies, addresses, and contacts.
• Create and manage contacts and vendors.
• Create and manage distribution lists for communication purposes.