PartnerPort

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Executive Dashboards:

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Task Management :

Project managers can raise, track, and respond to tasks set for themselves or set for other team members.  This helps to create a simple, coordinated method for collaborative project management. Tasks are easily raised, assigned to appropriate individuals or groups, given deadlines, and tracked to completion with detailed worknotes provided at all stages. A full audit trail is maintained of all updates and edits.

Team members benefit from a personalized view of their tasks whilst project managers can easily manage all outstanding tasks across their projects.

Features such as customizable priorities, automatic inclusion on personal calendar and automatic inclusion on Executive Dashboard mean that Tasks can be managed and accessed from a variety of sources..

Project overview
Project managers can gain a complete overview of all Tasks and KPIs for the team so that they can quickly identify overdue or potentially problematic areas.

Personalized view
A personalized calendar shows individual team members the items that have been assigned to them on any given day. This helps them to keep track of responsibilities and easily plan their activities.

Automatic email notification
The relevant users can be automatically informed by email of newly created items, ensuring timely communication of responsibilities.

Customization
Custom categories, fields, and data can be created. Roles and data validation are also all customizable to meet specific requirements.

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Document Management

Project Partners can publish and review documents, and track input from their teams. Documents are uploaded into customizable folders and shared between team members for more collaborative working. Alternatively, documents can be identified by their pathname onto the host server so reducing the potential replication of storage space.

Version control
Built-in version control allows documents to be shared and updated in a controlled manner. Users check documents in and out so that only one person can make updates at one time. Checked out documents can still be viewed by other team members.

Audit Trail
A viewable audit trail gives total control of access and update of documents including a date and timestamp plus user name.

 

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Collaboration

Project communication is streamlined by having a central and structured channel for members to collaborate, exchange ideas, solve problems, and share information.

Personalized Views
Each user can have a personalized view of their project information. The user's Home Page includes Tasks assigned to the user as well as their Dashboard and News. From the summary information, users can drill down into detailed information.

 

Discussion Forums
Distributed team members can collaborate using the various discussion forums which helps to focus team expertise on specific project challenges and enables closer communication. All forums hold threaded discussions.

Project News
Project News is constantly scrolled and automatically archived after a user-defined date. Images can also be attached to news items.

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Role Based Security

Security is paramount in a project management portal - particularly in a distributed portal with several partners. The iport PartnerPort security uses the award-winning iport Security Manager to deliver multi-layered security features:

System security

Access to iport PartnerPort is closely controlled by a named user list. Support for Secure Socket Layer (SSL) and integration with other security systems such as Active Directory can also be offered.

Project security

Once logged in to iport PartnerPort, a role-based security system determines the relationship between the user and the information that is available to him/her. Individual users can also be granted more or less rights than the group they belong to giving even greater flexibility. The iport Relationship Manager determines whether users have read/write/delete privileges to data giving system managers a huge amount of flexibility in setting up user profiles. Access to information is at data field level and data can be mixed from a variety of sources (both from within iport and from other Project Management/ERP/Finance systems) on the same iport PartnerPort screen to give a flexible, productive, dynamic user interface.