Project Classification and Identification
Eclipse PPM provides classification criteria that include type, category, portfolio, priority and more. Custom attributes are also available for further flexibility.
Eclipse PPM enables a project manager or PMO to subjectively rate the health of projects across up to ten different project dimensions like cost and schedule. This along with Eclipse’s calculated performance metrics provides a stakeholder or sponsor with a balanced understanding of project status.
Although Eclipse PPM provides multiple qualitative and quantitative fields for capturing project data, you can also define custom attributes at the project level to facilitate searching for a specific set of projects. For example, you may need to search for office locations impacted by a project.
During the implementation process, the contents of the drop down lists are configured to match your organization’s requirement and the admin is trained to make changes to any list.
Resources can be added to the project team directly into defined roles. Generic resource types can be added as well. These represent unfilled demand for project resources.
Many key performance indicators typically used to measure project progress are available to choose from on Eclipse’s dashboards. Eclipse also provides custom project properties that can be used to capture additional project-related information. These custom project properties can be part of a project template and can be used when running reports or creating advanced searches. Custom properties are also available on the Portfolio Summary Dashboard.
Projects can be filtered, grouped and located based on fully customizable project lifecycle statuses. Eclipse PPM’s access control model provides PMOs with the capability to restrict permissions to project status changes to a small group of key decision makers. Stages and naming are configured during implementation to match your organization’s methodology and naming conventions. Approval workflows can be defined, with the option to define different approval processes to types of projects or statuses within projects.
Flexible grouping and sorting allow easy visibility into the priority by status or other categorizations defined in the system.
Project Financial Management
Project financials can be managed across years with the ability to configure the start of the fiscal year based your organization.
Eclipse PPM provides flexibility in financial planning and tracking by providing a high level of detail with annual budgets at a category level and lower levels of detail with monthly budgets at a line item level.
Financial plans provide the ability to take a logical “snapshot” of a budget, expected benefits and funding data for a project to facilitate tracking and comparisons (e.g. what are we currently forecasting to spend vs. what were we originally approved to spend). Eclipse allows the storing of multiple plans and optional approval workflows to control for the current approved financial plan.
Financial information such as funding sources, budget categories and benefits can be included within project templates or separate financial templates.
Financial indicators such as Expenditures to Date, Budget to Date, Estimate at Completion and many others are available. Certain performance indicators that are available on the Portfolio Summary Dashboard can have tolerance thresholds defined to provide graphical indications of performance exceptions.
Funding Sources can be configured and added to projects in Eclipse PPM. Capital and Operating budgets can be identified and can include budget categories and even line items.
Individual projects can be configured to track the budget at the category level or with line items broken out within each of the categories.
Resources in Eclipse PPM can take on one or more roles with the option to assign a billing rate to each. This information along with the planned time in the schedule makes it possible to do automatic for Operating and Capital based on labor defined in the schedule. This enables calculation of the total cost of delivery for a project.
Eclipse PPM is also able to calculate the actual cost of labor (internal or external) for specific projects based on time sheets completed by the resources assigned to scheduled tasks and their hourly rates. This data can be used to facilitate charge-backs or management of internal resource efforts.
Eclipse allows for the tracking of both committed expenditures such as purchase orders and actuals such as invoices. Eclipse also allows you to enter expected benefits as part of a financial plan, allowing for the calculation of the planned return on investment (ROI). The categories for these benefits are fully configurable in Eclipse.
Both planned and actual benefits can be tracked in Eclipse, allowing the full ROI picture to be seen, both planned and actual.
Project Risks and Issues
Eclipse PPM allows efficient and easy management of risks from identification and description to assessment and response strategies. Risks can be associated with one or multiple projects.
Eclipse PPM supports the full workflow of risks and issues, tracking the status of both throughout their lifecycle. If a risk is realized as an issue, accelerators are provided to facilitate creation of the issue record from the original risk event.
Risks in Eclipse can easily be linked to multiple projects and/or issues, improving the efficiency of follow-up, reducing work redundancy and improving communication.
Issues in Eclipse can easily be linked to multiple projects and/or risks, improving the efficiency of follow-up, while reducing work redundancy and improving communication.
Eclipse PPM provides the ability to track and manage portfolio-wide or systemic threats by enabling the creation of non-project risks and issues.
Project Schedule Management
Project schedules in Eclipse PPM support phases, sub-phases and milestones.
Intra- and inter-project dependencies are supported. Start-to-start or finish-to-start dependencies are supported within a project schedule. Finish-to-start dependencies are supported across projects (inter-project dependencies).
Schedule elements can be linked including lag and lead times, with the option to use start-to-start or finish-to-start dependencies.
Multiple baselines can be created over the lifetime of a project to track changes in the approved forecasts for a project resulting from change requests, and are fully supported in Eclipse along with configurable approval workflows to support setting a new baseline.
Eclipse PPM provides the ability to associate multiple schedules with a project. This capability can be used to support the evaluation of alternative approaches to a project or to review the impacts of a proposed scope change without impacting the project’s active schedule. Only one schedule is considered “current” at any time.
Schedules can be imported from and exported to MS Project.
The schedule view includes a both a standard Gantt and Tracking Gantt option which illustrates the current forecast against the approved baseline.
A project schedule can be exported in several ways including an Excel format Schedule Sheet report with an optional simplified Gantt chart.
Critical path elements are automatically highlighted in the Eclipse PPM Tracking Gantt view.
Eclipse PPM provides hierarchical folders for organizing project documents. Folders can either be imported into a customer’s environment or can be linked to an existing website or file server location.
Documents can be uploaded to the Eclipse PPM document repository or added as links to existing file servers or document management locations such as on-premise SharePoint document libraries. Documents can also be linked, uploaded or imported to Eclipse Docs.
Eclipse Docs is a built in rich text document container within Eclipse that enables you to tag documents for easier searching, define configurable approval workflows, or create Eclipse Docs templates with pre-populated project data.
The Eclipse PPM Approval functionality is used to facilitate a simple, yet efficient, workflow process that allows requestors or approvers to submit project change requests for approval, monitor the status of submitted requests and capture their decisions based on the satisfaction of one or more pre-set criteria. Advanced Configuration Workflow provides the ability to set approval workflow for a specific stage in a project lifecycle. Approval workflows that have already been defined as templates can be leveraged as-is or can be used as part of a more flexible approval process to reflect governance control throughout the portfolio lifecycle. This includes the option to have certain statuses not requiring workflow approvals at all.
Eclipse supports approval workflow around approved financial plans. While a project may have several financial plans or forecasts, including those representing submitted Change Requests, only one is the “approved” plan. Approval workflows provide optional control over the change to the approved plan or forecast. Eclipse supports configurable approval workflows for Eclipse Docs.
Eclipse supports optional timesheet approvals. This feature provides a highly configurable ability to support submission, review and approval of time tracking information. Approvers can be setup at a resource level across the portfolio or specifically at a project level. Resources can submit entire time sheets at one time or individual project weekly entries. Approvers can review individual project weekly entries from a resource or an entire timesheet for a resource at once.
Microsoft Project Integration
Eclipse PPM provides two distinct methods of importing existing schedules from MS Project. One method will convert the MS Project schedule to use the Eclipse scheduling logic, which makes it possible to manage and update the schedule within Eclipse. The second method imports the schedule in read-only mode, which preserves the MS Project scheduling logic. This latter mode is especially useful in environments where the project managers wish to continue to develop and manage their detailed schedules in MS Project and they can do so, and by synchronizing these schedules on a periodic basis with Eclipse, senior management and resource reporting requirements can still be met.