Maximizing Insights with Microsoft NPD Tool: A Comprehensive Guide

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Adapt to change, Embrace the Growth.
Diametriks is your digital partner for Enterprise
Project Planning and Portfolio Management. We
are Microsoft Gold Certified Partner, trusted for
Microsoft Project Portfolio Management (PPM)
implementation across various sectors. .
100 Clients
15 Industries
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Our Offerings
EPM/Project Online/Project for web/Project Server
Implementation PMO Setup Digital
Transformation Microsoft Enterprise Project
Management (MS EPM) Implementation and
Support MS EPM Health Checkup PPM Audit
Quick PPM Implementation MS EPM Migration/
Up-gradation from 2016/13/10
SharePoint/365 Configuration SharePoint
Configuration Customization SharePoint
Intranet Portal Business Process
Workflow Business Intelligence Implementation
Quality Assurance Integration with Enterprise
Systems Migration Up-gradation Microsoft
Flow Maintenance Support
Our Accelerators 

• PMO Framework
• Templates
• Minutes of Meeting Tracker
• Quick PPM
• Capacity Planning
• Vendor performance evaluator
• Demand processor
• Cost tracker
• PMI enabler framework
• Migration utility
• mPro 360
• Diametriks Report Pack

Power Apps App Creation, sharing
running. App Sharing via AppSource Data
Modeling via CDS Common Data Service
Usage Environments User Policies Settings Clou
d-Based Services Integration Premium Connectors
Integration Workflow Automation Custom APIs
EPM/SharePoint Integration EPM SAP, Oracle ERP
integration EPM TFS, Jira integration EPM - JD
Edwards Integration EPM HPSM/HPCM/SEER/RTS  etc.
integration Integration with Other Line of
business applications
Tech stack
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Training, Adoption Support
Adoption Support  Initiate process
knowledge Sessions on Project Management
concepts Series of Sessions on Tool Informing
users on Whats in it for me Hands-on sessions
Knowledge Review Sessions Assessment Score
Card Onsite Support Model  (Dedicated) Offsite
Support Model (Remote Support) Hybrid Model
(Onsite Offsite) Long Term Support Model
(L1/L2/L3)
Trainings Microsoft EPM/SharePoint and
Microsoft Project Trainings Enterprise-wide PM
using MS Project Server 2019/16/13/10 Managing
Projects using MS Project 2016/13/10/07 Microsoft
Project Server 2016/13/10/07 Administration Cust
omized  MS EPM 2016/13/10/07 Training
(Domain/Vertical) Core Project Management
Trainings Core PM Concepts PM Competency
Development Framework Program Management
Overview Essential Software PM


Tech stack
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Industry we work with
15 Industries
Steel Plant/ Refineries
EPC
IT Sectors
BFSI
Telecom
Manufacturing
Education
Healthcare Pharma
Management Consulting
FMCG/FMEG
New Product Development
BPO-ITES
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Customers Love Us
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PROJECT WORKFLOW - SAMPLE
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Dashboards
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Solution Modules
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ROLE BASED NAVIGATION SAMPLE 1,2
EPMO Portal
Configurable customizable landing page
showcasing various information.
Enterprise Project Management System
Quick Links to respective pages..
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ROLE BASED NAVIGATION SAMPLE 3,4
Role-based security-based access for every user.
Expandable Navigation pane serving as quick links.
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LOI/LOA

• Provision for Sales Team to capture LOI details.?
• Post Save, an email notification triggers to
  key stakeholders to intimate about the received
  LOI.?
• Stakeholders assigns the key roles for the
  Project.?
• Post assignment, project will be created in
  the EPM System

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DOCUMENT HANDOVER TO PROJECT TEAM
Provision for the Sales Team to handover the
Client details to the Projects Team..
Projects Team can further work on the APO
documents to proceed with the execution
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DOCUMENT HANDOVER CHECKLIST
A pre-defined checklist of all the required
project artefacts gets enabled along with the
Status
Approval Center interface
Provision for the Approvers to view Audit
History of the document, Option to store comments
and act
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DOCUMENT CHECKLIST SAMPLE 2
Provision to upload and submit the documents..
A pre-defined checklist of all the required
project artefacts gets enabled along with the
Status
A pre-defined checklist of all the required
project artefacts gets enabled along with the
applicability and Responsible name
Provision for the Reviewer/ Approver to annotate
the documents simultaneously
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PROJECT CENTER
Portfolio of all ongoing projects in the
organization with key project info.
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PROJECT CENTER- CUSTOM VIEWS
Portfolio of all ongoing projects in the
organization with key project info.
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PROGRAM MANAGEMENT
Program IT Program Initiative
MS Project Online enables to manage all Projects
under a Program or Portfolio Single glance to
the health of all projects at one place
Program Financial Program
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PROGRAM MANAGEMENT DASHBOARD
Drill-down dashboards to view program-wise
real-time status for the Management
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INTEGRATED SCHEDULE

• Defining Project Prerequisites like
• Detailed Equipment Procurement Plan
• Construction Plan
• Milestone Activities
• Define Dependencies
• Resource Assignments

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PROJECT TEMPLATES

• Pre-defined Project Structures to start a new
  project in the System.
• Will serve as a roadmap of activities that gets
  created as part of the Project Plan in just a
  mere click.

SDLC
Infrastructure
Consultancy
Other
Each project have a high level of Schedule
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PROJECT CHARTER CREATION
Customized Project Charter for the Project Team
to maintain information at a single place
Automatic alerts to the concerned stakeholders
about pending approval
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PROJECT CHARTER INFORMATION - Sample 2
Customized Project Charter for the Project Team
to maintain information at a single place
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PROJECT CHARTER APPROVAL
Project Charter Approvals
Project Request Approvals
Personalized Approval Center having all pending
requests
Project Charter Approvals
Post Review, Approver approves the Project
Charter Request.
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PROJECT CHARTER REVIEW Offline Mode
Customized Printing Formats for E forms to obtain
Offline approval from concerned key
stakeholders.
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GOVERNANCE FLOW- System Interface
Sample Stage gate Workflow for different types of
Projects.
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PROJECT GOVERNANCE FRAMEWORK
Sample Governance workflow interface
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GOVERNANCE FLOW- System Interface
Sample Stage gate Workflow for different types of
Projects.
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STAGE GATE REVIEW
UAT
Closure
Release and Implementation
Initiation and Planning
Design
SIT
Build Unit Testing
Manufacturing Execution Phase
Development of Initiation Phase
Shipping/Launch Phase
Planning
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BUDGET TRACKING SCHEDULE
Track Cost using the integrated schedule,
baseline cost, actual cost, variances etc. can be
calculated
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BUDGET TRACKING COST TRACKER

• Track Costs Using ERP Integration
• Integrated with SAP/Other ERPs
• Capture month wise budget, planned, actual and
  forecast costs against project
• Compare cumulative costs across a time period for
  trend and variance analysis

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BUDGET TRACKING BUSINESS CASE
Project Team gets the provision to fill relevant
information also attach required proofs as
attachment
Auto-generated Audit Trails to track real-time
approval status
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CONTRIBUTION ANALYSIS Sample 1

• Pre-defined yearly template for Contribution
  Analysis
• System on feeding some inputs auto-calculates
  yearly Revenue, Payback Period, Projected
  Revenue, Depreciation etc.

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CONTRIBUTION ANALYSIS Sample 2

• Provision to select the Financial year as per
  Project Plan
• Pre-defined Quarterly template for Contribution
  Analysis
• User needs to fill Planned values for Q1,2,34.
  And upon integration with the financial ERP
  system, the Actual values get updated.

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ENGINEERING DRAWING MANAGEMENT
Centralized Document Management dashboard to
check all the work-in-progress documents their
Status whether approved/pending etc...
Interface for the Team Members to check upload
the required Drawings submit for review..
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ENGG. DRAWINGS Track Versions
Workflow history versions of the submitted
engineering documents/drawings.
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TRACK PROCUREMENT ACTIVITIES
Provision to track equipment Procurement
activities in an integrated schedule in MS
Project and other important Contractual dates
Budgeted cost of the equipment along with the
shortlisted Vendor can be tracked in the system..
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EQUIPMENT DISPATCH TRACKER
Track the machines as per their dispatch
delivery dates
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PO/WO TRACKER
Project-wise pre-defined template for tracking
PR/PO details W.r.t the tools/equipment, Vendor
details could also be fetched from the SAP System
Option to export the details..
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PO DETAILS REPORT
PO Details could be shown in the report template..
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MANPOWER TRACKER
Provision for the Project Manager/Planner to plan
for monthly Manpower on-roll. Notification will
be sent to the HR department for Manpower
deployment.
If the actual number is not matching with the
planned manpower, this will be highlighted as a
risk in the Risk Register Dashboard.
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MOB-DEMOB REPORT
Monthly Mobilization of resources as per the
Manpower Tracker.
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SITE VISIT PLANNER
Provision to plan Site Visits for the Leadership
team to assess the Site progress.
Assigned member from the Leadership Team updated
the status record observations from the visit.
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SITE VISIT PLANNER
Based on the status submission of the Site visits
from different users, an automatic monthly mail
flasher is generated.
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COMMUNICATION PLAN
Based on the frequency, email notifications are
sent to the concerned stakeholders about the
deliverables and description..
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VENDOR PERFORMANCE EVALUATION
System generated information with regards to the
procurement details of the equipment. Can also
keep track of the previous engagements(if any)
with any vendor
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VENDOR PERFORMANCE EVALUATION
Plan details of Equipment/Material to be procured
during the course of the project.
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MOBILE APPLICATION

• Mobile Application Features
• Provides real time project access.
• Task Updates (Survey, BOM, Material, IC, Quality
  Pre AT, AT and Handover) can be sent by site
  engineers after each activity of the project to
  the AM/RM for review
• AM/RM can review and approve task progress
• Provision to capture Site images
• Reports Dashboards for Stakeholders
• Provision to work offline

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AUTOMATED DPR
Automated daily progress reports for the
Management to check the updated status..
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PROJECT COMPLIANCE TRACKER
Provision for the Project Manager to keep track
of the compliances as per the projects duration
Compliance Dashboard
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COMMUNICATION DOSSIER
Centrally record and track all correspondence
related to any project.
Post assignment, follow up reminders trigger to
the assigned user asking them to upload the
letters.
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ACTION TRACKER
The action item gets stored in the list.
The assigned user gets to update the action item
with 3 options as shown..
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MINUTES OF MEETING (MOM) - Sample 1
User can add/remove rows as per the need..

• Provision for the Project Coordinator to store
  Meeting details in the system
• Along with the Attendees information, one can
  also capture discussion points Meeting Action
  points.

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UPDATING MEETING ACTIONS
Centralized interface for the Users to view all
assigned Meeting Actions
Provision for the User to update the assigned
Meeting Action...
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MINUTES OF MEETING (MOM) INTEGRATED WITH MS
TEAMS
Integrated with MS Teams, no manual creation of
MoM. Meeting Notes will be fetched from Teams
Chat and will be circulated to all participants
in pdf format and same will also be updated in
project online system
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MINUTES OF MEETING (MOM) - Sample 2
Similar format to capture minutes of meeting
under different sub-sections and attach any
reference doc if required.
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RAID LOG MANAGEMENT
Customized inter-linked RAID Logs.. (Risks,
Issues, Actions, Decisions)
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RISKS ISSUES REVIEW- SAMPLE 1, 2
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RISKS MANAGEMENT DASHBOARD
Management Dashboard is being populated with the
risks captured in the Risk Register Clicking on
the highlighted delay the detailed report will be
shown
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RISKS MANAGEMENT DASHBOARD
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CHANGE REQUEST MANAGEMENT
Centralized platform to generate new change
requests review existing logs..
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REQUEST GENERATION
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REQUEST APPROVAL
Once the request is raised, it goes through
multi-level approvals. Approver is given the
option to approve/reject and view the submitted
request.
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EHS PROCESSES MANAGEMENT
Initiating Permit to Work
Logging FIRs for any accident Investigation
Recording Site Inspections
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EHS REVIEW REPORT - Sample 1, 2
Fully functional EHS modules respective
analysis reports as shown
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EHS REVIEW REPORT - Sample 3, 4
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CUSTOMER COMPLAINT MANAGEMENT SYSTEM
Centralized interface to store Customer concerns
issues along with the tracking mechanism which
will maintain complaint information at various
levels
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SAMPLE GOVERNANCE WORKFLOW
A single Complaint goes through multiple level of
analysis assessment until it reaches its
resolution Shown here are the stages
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COMPLAINT REGISTRATION FORM
New Complaint Registration web-form.
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CENTRALIZED COMPLAINT RECORDS
Status wise Complaint records maintained in the
System
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SAMPLE GOVERNANCE WORKFLOW
QA Team after analysis assigns the relevant Plant
Section Team to work for its resolution and
submit the required details
Plant Section Team (SHOPs here) can submit the
Analysis Report along with the Closure
dates Audit Trails are also maintained w.r.t
each Complaint log
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LOB INTEGRATION
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SITE INSPECTION MOBILE APP
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CASH FLOW
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TASK/ PROGRESS UPDATES
Ability to track daily project wise assignments
and provision to update daily progress against an
assignment.. send for Managers Approval.
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PROGRESS UPDATES by team members
Ability to track daily project wise assignments
and provision to update daily progress against an
assignment.. send for Managers Approval.
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• UPDATES REVIEW by Task Managers

Task Manager/Approver can view the updated
progress and act Approve/Reject..
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TIMESHEET MANAGEMENT
Non-Project hours can also be captured day-wise
under the categories defined by the Organization
Provision to book Actual hours against Planned
hours and send for Approval
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RESOURCE MANAGEMENT
Centralized Resource pool to set-up all the
organization resource along with their meta-data.
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RESOURCE ASSIGNMENTS
User can view the project wise resource
assignments and their availability.
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TRACKING RESOURCE CAPACITY Sample 1
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TRACKING RESOURCE CAPACITY Sample 2
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PROJECT SITE WORKSPACE DOCUMENT
MANAGEMENT
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PROJECT SITE WORKSPACE- DOCUMENT MANAGEMENT

• Document Library interface provides various
  features like
• Folder structure
• Version History
• Document Sharing

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CONFIGURABLE APPROVAL MATRICES

• Configurable Approval Matrices for controlling
  the Approvers at various levels for various
  Project Structures.
• Configurations to an extent that User can decide
  to make changes to the email body text and other
  details.

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CONFIGURABLE APPROVAL MATRICES
Sample Alerts and Notifications sent by the
system fetching details from the configured
Approval Matrices
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SYSTEM SECURITY AUTHORIZATION
System Security will cover Access Control
vulnerabilities Admin assigns User Permissions
through SharePoint Security Groups as they are a
more maintainable security model. Security works
best by using Inherited Permissions, right from
the Site Collection deep down to item-level
artefacts.
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LICENSING INFORMATION
POWER BI PRO (REPORTS DASHBOARDS)
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APPLICATION SUPPORT MODELS
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DEMAND MANAGEMENT

• Configurable Role Based and user based home
  pages..

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DEMAND INITIATION
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DEMAND INITIATION
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REQUEST REVIEW APPROVAL
To be used by IT PMO in CCB forum for Reviewing
MIH requests
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BUDGET MONITORING BY PMO
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APPROVAL BY PMO
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APPROVAL BY PMO
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DASHBOARDS REPORTS
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AI NLP Based Reports Dashboards
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AI NLP Based Reports Dashboards
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AI NLP Based Reports Dashboards
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AI NLP Based Reports Dashboards
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PORTFOLIO DASHBOARD- Sample 1
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PORTFOLIO DASHBOARD- Sample 2
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CASHFLOW REPORT
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PLANNED vs SHORTFALL DETAILS
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PROJECT WISE PL REPORT
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OUTSTANDING AMOUNT PER PROJECT
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S-CURVE
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S-CURVE
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PROJECT REVIEW REPORT- Sample 1
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PROJECT PROGRESS UPDATES
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DEMAND PIPELINE REPORT- Sample 2
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PORTFOLIO DASHBOARD- Sample 3
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KEY PROJECTS REPORT
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DEMAND PIPELINE REPORT- Sample 1
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INVOICING COLLECTION GRAPH
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PROJECT REVIEW REPORT- Sample 2
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PORTFOLIO DASHBOARDS
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PROJECTS LIST FROM PORTFOLIO DASHBOARD
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PROJECT STATUS
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Any Questions??
THANK YOU!