PPM
Project Portfolio Management
Portfolio structure that reflects how the organization actually funds and governs work: project types and templates, hierarchies, classifications and the reporting rollups that leadership reviews.
- Project templates and hierarchies
- Project types, classifications and statuses
- Portfolio and program rollups
- Project performance reporting
- Resource assignment and utilization
PFM
Project Financial Management
The financial spine of a project: planning, control budgets, forecasts and the period rules that decide when a transaction is allowed to land. Designed so finance and project managers read the same numbers.
- Financial plan types and versions
- Control budgets and budgetary control
- Forecast generation and revisions
- Project and accounting period alignment
- Commitments and encumbrance treatment
COST
Project Costing and Billing
Cost capture from every upstream source, distributed and burdened correctly, then converted into invoices and recognized revenue that survive audit.
- Expenditure types, categories and transaction controls
- Cost and burden rate schedules
- Capitalization and asset assignment
- Billing events, invoice formats and review
- Revenue methods and recognition
- Cross-charge, intercompany and interproject billing
- Subledger accounting rules
CONTR
Project Contracts
Contract structures that connect a commercial or sponsor agreement to the projects delivering against it, so billing and revenue follow the terms actually signed.
- Contract types, lines and associated projects
- Bill plans and revenue plans
- Billing controls and hard and soft limits
- Contract amendments and versioning
- Contract-to-project funding alignment
GRANT
Grants Management
Sponsored programs administered to the terms of the award — funding sources kept distinct, indirect cost recovered as agreed, and compliance demonstrable rather than asserted.
- Awards, sponsors and funding sources
- Award budgets and budget periods
- Indirect cost and facilities and administrative recovery
- Cost sharing and matching
- Award compliance rules and validations
- Sponsor billing and financial reporting
LD
Labor Distribution
Salary and effort distributed across projects, awards and funding sources with the accuracy that sponsored research and public funding require, including retroactive correction.
- Labor schedules and distribution rules
- Salary encumbrance and liquidation
- Retroactive distribution adjustments
- Effort reporting and certification
- Payroll and general ledger reconciliation