Paulo FavaProjects Development Manager| GentropSao Paulo, Brazil
Hi everyone. We've been using Clickup for managing the projects here but since this tool cannot offer a full view of resources and cost management as well a complete financial situation related to resources, projects and clients, we've looking for some other project management tool. I don't know if there's a solution available on market or if I should select one and connect to some CRM, ERP etc.
Just let me know if you have any tip please.
Best,
Paulo Saving Changes...
Could you provide an idea of the size or scale of the projects as that might help to narrow down the possible options. MS Project has the ability to budget and track costs but if you have a huge project in terms of staffing and procurement then you might need a more advanced project financials capability such as what Oracle or a different EPM vendor provides.
Kiron
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1 reply by Paulo Fava
Apr 24, 2024 9:07 AM
Paulo Fava
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Hi Kiron.
My idea is managing not only one project using an agile methodology, but all projects, costs and resources related to in one platform. I think MS Project is a good idea when you have few projects, but not for agile cenario. Since we've working on 20 projects at the same time and more than 40 people involved on it, I think we need a solution for managing our projects portfolio.
Searching quickly on internet I've found indications to some EPM platforms such as Oracle EPM. One of interesting findings is that EPM platforms are more indicated to financial goals. Does it true? I've also found a Gartner research, but they named it as PPM solution (https://www.gartner.com/reviews/market/pro...ent-worldwide).
Best,
Paulo
Saving Changes...
Paulo FavaProjects Development Manager| GentropSao Paulo, Brazil
Apr 24, 2024 7:12 AM
Replying to Kiron Bondale
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Paulo -
Could you provide an idea of the size or scale of the projects as that might help to narrow down the possible options. MS Project has the ability to budget and track costs but if you have a huge project in terms of staffing and procurement then you might need a more advanced project financials capability such as what Oracle or a different EPM vendor provides.
Kiron
Hi Kiron.
My idea is managing not only one project using an agile methodology, but all projects, costs and resources related to in one platform. I think MS Project is a good idea when you have few projects, but not for agile cenario. Since we've working on 20 projects at the same time and more than 40 people involved on it, I think we need a solution for managing our projects portfolio.
Searching quickly on internet I've found indications to some EPM platforms such as Oracle EPM. One of interesting findings is that EPM platforms are more indicated to financial goals. Does it true? I've also found a Gartner research, but they named it as PPM solution (https://www.gartner.com/reviews/market/pro...ent-worldwide).
Best,
Paulo
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1 reply by Kiron Bondale
Apr 29, 2024 6:29 PM
Kiron Bondale
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Paulo -
Most of the ERP-based PM solutions are geared towards large-scale projects following a predictive approach. I'd echo Andres' suggestion to look at the Atlassian ecosystem or some other adaptive based platform.
Also, if teams are focused on a single initiative at a time (which is what you'd want to encourage for a continuous flow model), planning & tracking should be fairly easy. The issue normally arises when leadership takes on too much concurrent work forcing people to multitask...
Kiron
Saving Changes...
ANDRES RIVASAsset Integrity Sr Manager| GIE PERULima, Peru
Hi Paulo
I've used MS Project for up to 120 projects (less than 25% agile) and 200 team members, afterward moved onto MS Dynamics Project Operations (it integrates resources, costs, forecasting, etc.)
I don't know the scale of your company, but the investment in Oracle, SAP B1, and the like did not provide me with a reasonable ROI.
If your team ir reluctant to the large waterfall legacy in MS Project perhaps you may look into Jira with some integrations like Timesheet and Capacity Planner.... but I can't comment if this is acceptable for RFS (ie for monthly salary notes?). Best of luck! Saving Changes...
My idea is managing not only one project using an agile methodology, but all projects, costs and resources related to in one platform. I think MS Project is a good idea when you have few projects, but not for agile cenario. Since we've working on 20 projects at the same time and more than 40 people involved on it, I think we need a solution for managing our projects portfolio.
Searching quickly on internet I've found indications to some EPM platforms such as Oracle EPM. One of interesting findings is that EPM platforms are more indicated to financial goals. Does it true? I've also found a Gartner research, but they named it as PPM solution (https://www.gartner.com/reviews/market/pro...ent-worldwide).
Best,
Paulo
Paulo -
Most of the ERP-based PM solutions are geared towards large-scale projects following a predictive approach. I'd echo Andres' suggestion to look at the Atlassian ecosystem or some other adaptive based platform.
Also, if teams are focused on a single initiative at a time (which is what you'd want to encourage for a continuous flow model), planning & tracking should be fairly easy. The issue normally arises when leadership takes on too much concurrent work forcing people to multitask...
Kiron Saving Changes...
Vladimir LiberzonR&D Director| Spider Project TeamMoscow, Russian Federation
Spider Project includes everything that can be required for resource and cost management in projects and portfolios
But I am not sure that it will meet your needs because it was not designed for agile approach to project management. it calculates project and portfolio schedules taking into account resource and cost constraints but if you plan your projects from one sprint to another the forecasts of project/portfolio costs and resource utilization your forecasts will not be reliable. Saving Changes...
Sergio Luis ConteHelping to create solutions for everyone| Worldwide based OrganizationsBuenos Aires, Argentina
It depends on your defined process at all. To give you an example, in my actual work place, we are using Azure Devops with planning.io plugging because we defined our process based on SAFe. By the way, you can use microsoft suite for the type of approach you stated above. I did that from years. Again, it depends on your defined process. And take into account that some decisions have to be made to make the process simpler to be manage with your selected tool. You know, the tool will not solve your process complexity, if any, because if your organization think that then it is searching for the silver bullet. Saving Changes...
Paulo FavaProjects Development Manager| GentropSao Paulo, Brazil
Hi guys. Thanks a lot for your answers and suggestions. Do you have any opinion or suggestion about Kantata? I've seen that their PM system covers resource management, financial management, project management and also offers integration with Salesforce Sales Cloud (my CRM). It seems like a good option to manage of projects portfolio, but some reviews on Gartner and other websites tell that the customer service and support aren't so good. Saving Changes...
