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Rational Portfolio Manager

Optimize the business of IT by improving project success rates and team productivity


Rational software - Software and system development
Features and benefits

IBM Rational Portfolio Manager provides both business and technical stakeholders with the visibility and control they need to effectively manage projects, portfolios, and programs. It centralizes project and program data for analysis and reporting, automating the capture of project data to minimize errors. Standard, re-usable process templates and work products help practitioners create consistently higher quality project plans, and generate project best practices that can be repeated again and again.

Rational Portfolio Manager delivers value for:

  • Senior executives - Align your investments with business priorities. Analyze, prioritize and make investment decisions about IT assets and activities as part of an integrated portfolio.
  • Program, portfolio, and other IT leaders - Accelerate delivery. Plan and measure portfolio and project performance. Manage skills inventory and balance resource supply and demand.
  • Individual project managers and their teams - Improve collaboration between business and technical stakeholders. Manage project schedules, resources, and scope and accurately track projects costs as well as team members' time and expenses.

IBM Rational Portfolio Manager
FeatureFunctionBenefit
Common Reporting solution using a data warehouseAn optional relational database is available to integrate information, enabling you to perform trend analysis utilizing all the data sets on which you currently run pivots and reports. In addition, you can access standard reporting solutions to perform ad hoc inquiries as required, without having to involve IT.Improved performance for ad hoc report generation. Warehouse can allow multiple feeds from multiple Rational Portfolio Manager deployments providing aggregate data views. Reporting solutions such as ALPHABLOX®, Crystal Reports®, BIRT® and many others may be leveraged.
Rational Portfolio Manager software integrates with IBM Rational ProjectConsole™ softwareExpand trend analysis for a more accurate assessment of general project health. This integration allows you to include relevant data from other sources, such as IBM Rational ClearQuest® and IBM Rational RequisitePro® software, as well as third-party tools.Gain a more holistic picture of what’s going on with early warning capabilities that use trending data on all the elements impacting the projects in your portfolio.
Rational Portfolio Manager software integrates with IBM Rational Method Composer softwareRational Portfolio Manager offers a unique capability allowing you to customize Rational Unified Process or define any other methodology, publish method guidance in a website format and create project templates based on and connected to the method guidance.This process predictability and control helps improve manageability throughout the project lifecycle by integrating process with the way people work
Rational Portfolio Manager software integrates with IBM Rational ClearQuest® softwareRational ClearQuest records can be integrated into projects as tasks, summary tasks or scope elements; taking advantage of all of the capabilities of Rational Portfolio Manager:

  • Resource Planning
  • Scheduling
  • Cost and Benefits tracking
  • Project Management
  • Scope and Risk Management
Provides project managers with insight into development activities for more effective project management and resource capacity planning by automating status and state information retrieval from Rational ClearQuest and updating the corresponding Rational Portfolio Manager tasks. This integration allows you to adopt better governance practices through more detailed project tracking WITHOUT making significant changes to existing processes and practices
Rational Portfolio Manager software integrates with IBM Rational RequisitePro® softwareRational RequisitePro requirements instantiated in Rational Portfolio Manager allows project managers to assign resources. These requirements can be scheduled and have cost and benefit assigned to them, and they can be moved to the appropriate iteration—in short, they can be treated as any other scope element in Rational Portfolio Manager.The integration provides project managers with greater visibility into the relationship between development activities and requirements from Rational RequisitePro and allows business analysts to trace requirements to the corresponding requirements and development activities in Rational Portfolio Manager.
Portfolio dashboardCondense many reports into roll-up reports with tables, maps and graphical displays of status and comparisons, including bubble charts, score cards, and more. Perform detailed ROI, payback, or break-even analyses.Provides technical and business stakeholders with the ability to visualize the complete IT environment. Capture and interpret complex project and portfolio metrics in order to align investments with enterprise priorities.
Capacity and resource planningMaintains a complete model of an organization's capacity, affected resources, skills inventory, total workload and resource demand.Optimize skills usage and ensure that all mission-critical resources are aligned with high priority projects.
Resource leveling and scheduling (including integration with Microsoft® Project)A scheduling engine analyzes bottlenecks, available slack, over-allocated resources and due date constraints. Leverage either the native scheduling interface or synchronize with Microsoft® ProjectFind the best resource distribution across a multi-project environment. Distribute and collaborate on project schedules within a central repository. Import and export schedule data to maximize flexibility and accuracy.
Project collaborationAn integrated collaboration workflow engine automates and tracks the flow of all project work.The ability to communicate from the Work Breakdown Structure assures that teams have immediate access to all project information; e-mail notifications alert participants to changes in state and other variances.
Time and expense managementEnter expense information against appropriate charge codes, and display variances as expenses are incurred. Time spent can also be entered by team members using an intuitive timesheet interface.By centralizing time and expense reporting, cost variances and resource usage is calculated in real-time, reducing project risk and contingency utilization.
Risk managementProject risks are catalogued and responded to via a central repository.Identify, track, and mitigate the highest impact risks. Each risk and its impact on various project areas is described, and a customizable trigger mechanism lets you know when a risk event has occurred.
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