Frequently Asked Questions (FAQ) about ProjectFlow
Get answers to generel questions about ProjectFlow and ask us if you cannot find the answers to your questions.
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How does ProjectFlow support project portfolio management?
With ProjectFlow, management and the PMO (Project Management Office) can gain a clear overview of their project portfolio and thereby ensure that all projects are strategically aligned with the organization’s goals.
The tool offers features to manage the portfolio’s overall priorities, risks, and resources, making it easier to make decisions about which projects should be prioritized and how resources can best be utilized.
It is easy to add additional governance parameters in portfolio management via the “Fields” function and extra lists via the “Lists” function, ensuring that ProjectFlow supports your organization’s governance model. It can be tailored to selected project types, so that, for example, complex projects have more governance fields and more lists than simple projects. Through the “Fields” function, you can, for example, create a number field that represents the payback period. Through “Lists”, you can, for example, create a list for complex projects to capture “Lessons learned”, which can be used when initiating new projects.
Read more about portfolio management in ProjectFlow: Project Portfolio Management
How does ProjectFlow handle resource allocation and capacity management?
One of the biggest challenges for many organizations is effective resource allocation. ProjectFlow makes it easy to visualize and manage resources across multiple projects. The tool allows you to see which resources are available and ensures that no one becomes overloaded. This helps optimize the use of internal resources and reduce resource bottlenecks.
With resource management, you can, for example, start with a high-level plan on a quarterly basis, and once the tool has been implemented, the level of detail can be increased further to monthly or even weekly planning for selected projects. Starting at a higher level makes the solution easier to implement and maintain afterwards.
Customers who need it can easily add a resource management workflow, allowing resource managers to approve resource requests from projects. Entries can be made in hours, FTE (Full-Time Employee), and percentages, making the input flexible.
Capacity is easily maintained based on employees’ standard working hours minus planned absences (vacation, etc.).
Read more about resource management in ProjectFlow: Ressource Management Tool
How does ProjectFlow support both traditional and agile project management?
ProjectFlow is flexible and supports both traditional waterfall project management and agile methods such as Scrum and Kanban through integration with Jira, Azure DevOps, and Microsoft Planner. This makes it an ideal tool for organizations that work with hybrid project management approaches, where some projects follow a more traditional approach while others apply agile principles. The tool allows PMOs to choose the best method for each project and ensure that resources are aligned with the selected approach.
Read more about agile methods and ProjectFlow: Agile Methods
What reporting capabilities does ProjectFlow offer?
ProjectFlow provides PMOs with powerful reporting capabilities that make it possible to generate both standard and customized reports. You can quickly gain insights into project status, resource utilization, progress toward goals, and budget status. This helps communicate project status effectively to management and other stakeholders.
Reporting can be done in several ways:
- Directly in ProjectFlow using the built-in reports
- Dynamic Office templates (for example a PowerPoint or Excel)
- Management information systems (the customer’s Power BI or similar).
ProjectFlow includes an efficient filtering engine, making it easy to set up different data views that you can easily share with your colleagues.
What is ProjectFlow’s customer support like?
ProjectFlow offers comprehensive customer support that includes both technical support and advisory services. You can get help via email, phone, or Teams meetings, and we also provide extensive online documentation and training materials. Our support team is dedicated to ensuring that you get the most out of the tool, from implementation to daily use.
How does ProjectFlow ensure data protection and security?
ProjectFlow uses Microsoft’s Azure infrastructure, which complies with the highest standards for data security. The tool offers features such as encryption, role-based access control, and GDPR compliance, ensuring that your data is protected and handled properly. Fortes Nordic A/S has obtained an ISAE 3000 assurance report prepared by Deloitte. It is also possible to host ProjectFlow in the customer’s own Azure environment or data center.
How does ProjectFlow differ from competing systems?
ProjectFlow is easy to use and quick to learn. It is closely integrated with Microsoft 365, ensuring that governance in ProjectFlow is tightly connected with collaboration in Microsoft 365.
ProjectFlow is easy to set up and can be continuously adapted as the organization’s needs change.
At the same time, you can start with selected functionality and gradually expand with support for additional processes as the organization matures.
ProjectFlow also has a comprehensive API with integrations to a wide range of external systems.
How can ProjectFlow be integrated with other systems we use?
ProjectFlow offers strong integration capabilities with Microsoft 365 (Teams, Planner, SharePoint and Groups), AI, ERP systems, time registration systems, and EDRMS solutions. This ensures that you can work efficiently across the systems you already use while keeping all data synchronized. The integrations make it easier to automate processes and avoid duplicated work, while also providing a more cohesive overview of your projects.
ProjectFlow has a comprehensive API with integrations to financial systems (such as SAP, Dynamics 365 Business Central, and Dynamics 365 for Finance and Operations), AI (Copilot, ChatGPT), Microsoft 365 (Teams, Planner, SharePoint, Microsoft Lists and Groups), as well as agile tools such as Jira and Azure DevOps.
What benefits can we expect from implementing ProjectFlow?
Organizations that implement ProjectFlow typically experience:
- The prioritized projects are completed earlier, allowing the benefits of the projects to be realized sooner
- Better utilization of resources and reduced bottlenecks
- Support for project managers in execution and making it easier to follow the project model
- Better strategic alignment and no redundant projects
- Better overview of the project portfolio
- Better use of Microsoft 365 through the close integration with ProjectFlow
What type of organisations use ProjectFlow?
ProjectFlow is ideal for both private and public organisations that manage multiple projects simultaneously. The tool is used by municipalities, the energy sector, the financial sector, IT departments, and many other types of organisations that need to manage complex project portfolios, optimize resource utilization, and ensure effective project management.
Our customers include Sparekassen Kronjylland, Per Aarsleff, Copenhagen Municipality, Bitzer, and the Danish Tax Agency.
Customer testimonial:
“Management receives the right information for meetings, and ProjectFlow is just as much a tool for project managers to prioritize in their daily work.”
Anette, Nic. Christiansen Group
How does ProjectFlow use artificial intelligence (AI)?
As a Microsoft partner, Fortes Nordic A/S has gained access to OpenAI’s technology on the same platform as ProjectFlow. Our development team has established a connection between ProjectFlow and CoPilot, making it possible to set up advanced functionality in ProjectFlow without having to build algorithms from scratch.
This can include, for example, assistance in identifying potential risks that could threaten your project or help with creating a project plan. At the same time, the AI assistant offers functional support and insights into the solution’s data and, in the long term, will also be able to create data.
Read more about ProjectFlow and AI.
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