Award winning portfolio management without losing your sanity
$10 to $30 per active user per month

 
(Optional) Setup available project team member role proficiency levels.  These levels can later be paired with roles and labor rates.  Levels can represent competency, world areas (for different blended rates), or simply rate structures for that role...
 

 
(Optional) Allows you to assign people to vendors for reporting and filtering purposes...
 

(Optional)  Cost centers are available in a drop down menu when entering or updating an active project.  They can later be used for reporting and filtering purposes...
 

(Optional) Business value criteria is part of the Business Value Assessment (BVA) when creating a project.  It is a balanced scorecard technique for evaluating dissimilar projects.  There are a number of questions (criteria) that each have a weighting (totals up to 1 or 100%) and a scale value (the actual number assigned by the answer you picked)...
 

(Optional) The business value scale provides the drop down answers for the questions in the project balanced scorecard business value assessment (BVA).  Each answer is assigned a scale value that is multiplied by each questions weighting.  The total for each question is then summed to provide an overall value of project importance...
 

(Optional) A service request is pre-project "suggestion box" of sorts.  It is simple for internal/external clients to identify their needs which can then be combined into project initiatives.

Service request criteria is part of the value assessment when entering a draft request.  It is a balanced scorecard technique for evaluating dissimilar requests.  There are a number of q   read more...

 
(Optional) The service request scale provides the drop down answers for the questions in the service request balanced scorecard assessment.  Each answer is assigned a scale value that is multiplied by each questions weighting.  The total for each question is then summed to provide an overall value of service request importance...
 

(Recommended) Locations are an optional but important way to track your project portfolio.  The reporting for locations is recursive (you can drill down and up) and shows an interactive breakdown of key project information.  Setting up locations is a snap once you understand the parent - child relationship...
 

(Required) Organizations are a critical part of workflow, forecasting, and capacity planning and careful consideration must be taken when setting up a VPMi installation for first time use.  The system allows for unlimited organizations and through recursion (parent - child relationships) you can model any organization...
 

(Recommended) If you have setup any new proficiency levels you will need to pair them up with roles in order to see the role-proficiency combinations in drop downs for project and work assignments.  Furthermore, the project accounting of labor estimates and actuals comes from these role-proficiency rates...
 

(Required) The people area is where you setup login accounts as well as names for reference purposes.  The monthly per user billing ($0/month or $10/month or $30/month) is also determined by how each person is setup in the system...
 

(Recommended) In the previous step we setup the people and now it is time to go back through the organizations and identify the organization manager and the organization resource manager for effective resource management and email communications in the system...
 

The VPMi Professional allows Microsoft Project  users to download resources, upload tasks/milestones/assignments, and download timesheet time.  In order to use these features you need to complete the installation process ...
 

(Optional) The VPMi Professional comes with a communication system so that administrators can send messages to all users.  These messages pop-up when the user logs in and can be reminders to enter time, tips to using the system, notification of a maintenance window, or any other communication.  One of the features of the system is the ability to organize these messages into categories or types...
 

(Optional)  The communications area is where you prepare and submit the messages you want your VPMi users to see when they next login to the system.  You can setup run dates and a category as well...
 

(Recommended) Template projects are one of the most important capabilities of the VPMi.  When a project is created and routed to Estimates you can open it back up in edit mode and see in a drop down any projects sitting in the Templates step...