The project management office (PMO) of leading financial services group, PSG, has driven tremendous value across the group since it centralised project management delivery across its three operating divisions, namely PSG Wealth, PSG Asset Management and PSG Insure.
Scheduling report mailers is a feature that has been around for a couple of years now. I’ll assume for just a minute that not everyone is aware of this time-saving feature. This feature automates the scheduling of existing PPO reports or dashboards to a specified list of users at a defined frequency (daily, weekly, monthly, etc.).
Today, we take a giant leap forward with the introduction of this highly anticipated feature. We’re launching the PPO Business Intelligence (BI) API, making it possible for you to build your own reports and dashboards by easily connecting your PPO data to your BI reporting tool of choice.
The improved filtering, column drag and drop on list pages and the interactive Gantt view marks the introduction of the first PPO widget. It’s the start of a fundamental shift away from the silo approach of working in PPO and with the move to more widgets in the upcoming months, you can expect more integrated and customisable views.
With the growth and change in different work management practices such as a more agile approach to delivery, lean management and even hybrid or flexible working models, locations, and hours, the definition of what is or not a project is something that our clients ask us all the time.
If you’re a Project Portfolio Office (PPO) Administrator and your super power is saving time, then you’re in luck with this latest feature. Ever created a personal filter but intended for it be a shared filter? Or tested report results with various filters only to have to re-create them once you’re done?
One question that comes up regularly from programme and project managers is “How do I group my related projects and programmes in PPO?” The answer depends on what you want to achieve by grouping them.