31 results about "Project portfolio management" patented technology

The invention is in the field of using a computer to provide automated investment allocation advice, selection of investment securities, customization of the automated advice, execution of investment securities, maintenance / monitoring of investment portfolios and rebalancing of investment portfolios. A user is connected to the Internet. The user connects to the portfolio management program (PMP) host computer through the Internet. The user completes a questionnaire that the PMP uses to generate a suitable investment allocation and specific portfolio strategy recommendation. The user reviews the strategy and specific information about the strategy. The information is transmitted across the Internet to the user. The information transmitted includes historic and / or hypothetical performance, historical and / or hypothetical holdings, current securities selections of the strategy, and a description of the strategy's selection methodology. The user, after making appropriate reviews, makes a decision to purchase the instruments in that portfolio. Now the user sees a list of instruments provided by the PMP host computer. The list of stocks is ordered by the degree to which they satisfy the requirements of the strategy. The user can then make the decision whether to accept, reject, or replace any individual security in the generated list or add an individual security. For example, the user can reject a security in the strategy and ask the PMP host computer to replace it with the next security that best fits. Once the user has approved the content of the proposed portfolio, the user enters an amount that the user will invest in accordance with the strategy. The PMP will allocate the investment amount across all the securities in the strategy. The user may authorize the PMP to purchase these selections through their qualified broker. The user may monitor the performance of these instruments subsequent to purchase through the PMP. The user may receive news, alerts, and / or research related materials for these instruments through the PMP. The user may authorize the PMP to rebalance their investments periodically to an updated list of instruments matching the selected strategy. The user may select a rebalance method that optimizes the tax consequences or the strategy adherence. The user has the ability to accept, reject, or replace any individual security in the generated list or add an individual security as part of the rebalance. The user can set up automatic email notification of rebalance dates or to have the PMP vote the proxy of the shares. The owner of the PMP host computer collects a payment for this service.

An Enterprise Management Portfolio Hub allows a user to perform enterprise portfolio management activities from a single point of control. EPMH relates information, analysis, display and control based on the organizing concept of the business components that comprise the CBM map of the enterprise by collecting portfolio information from existing portfolio management tools and generating a portfolio model. It allows the user to interact with or access information from various Portfolio Management applications and services through the portfolio model. EPMH supports evaluative techniques that can be used to identify areas for business transformation and to generate transition plans.

A system and method for managing a portfolio or projects is disclosed wherein the relationships between the goals of an organization are determined and a weight is applied to each goal. These weights are indicative of the importance of each goal in achieving another goal. Each project in the organization is assigned a contribution value that indicates the importance of that project in achieving one or more of the organizational goals and strategic impacts of that project to those goals is calculated as a function of the contribution value of the project. This strategic impact is compared to objective criteria, such as the budget allocated to that project, and a determination is made whether the resources allocated to that project should be adjusted as a function of the relationship between this strategic impact and the objective criteria.

The Portfolio Management System of the present invention is a sophisticated means of automating the management of client's investment portfolios. The Portfolio Management System of present invention creates a system that sets a plurality of floor levels with variable liquidation percentages. Additionally, a plurality of dynamic proportional stop loss settings that may have variable liquidation percentages may be incorporated. The combination of these creates a preferred embodiment of the present invention that is effective at protecting an investor's principle and allowing it to grow. The Portfolio Management System of the present invention may be comprised of several distinct modules in a variety of configurations. The overall system provides for the use of financial planning and time value of money calculations to determine the growth rate needed for a client. The client can then decide that they want a higher or lower rate. The client's target growth rate (TGR) is then used to develop a target asset allocation designed to achieve the client's TGR. A buy and / or sell risk tolerance is also assigned at the security, account and / or client level. The system then continuously monitors any existing investments, the balances of the accounts, and the variance between the actual and target portfolios and generates buy or sell alerts based on market movements.

The invention discloses a project cost management system based on big data. The project cost management system comprises a distributed database, a construction decision analysis module, a project screening and matching module, a resource scheduling module, a management server and a service statistics module, wherein the management server is respectively connected with the construction decision analysis module, the project screening and matching module, the distributed database and the resource scheduling module, and the resource scheduling module is respectively connected with the project screening and matching module and the service statistics module. According to the invention, the construction decision analysis module, the project screening and matching module, the resource scheduling module and the service analysis module are combined with the management server, the completed engineering project with the maximum coincidence degree coefficient with the inputted project engineering is screened, and the process prediction difficulty coefficient and the prediction comprehensive engineering difficulty coefficient corresponding to each construction process in the inputted project engineering are counted to obtain the engineering cost corresponding to the engineering project, so that the accuracy of the engineering cost statistics is improved, and the stable and high-speed development of the building industry is promoted.

In the algorithmically optimized project portfolio management, a uniquely comprehensive and holistic approach to data gathering with purpose directed hard and soft data feeds along with a complex and extensible algorithm is used to create and manage a portfolio of projects on an ongoing basis. The method includes broader data gathering capabilities from both people and other systems of record that contain hard data than other approaches. It also uses the functions of an integrated automated project office and a resource utilization planner to provide input to manage the portfolio on an ongoing basis.

The invention discloses a project construction management and control method, device and system. The method comprises steps: a data input instruction inputted by a user is received in real time, and the data input instruction is sent to a server; a preset template found by the server and matched with the data input instruction is received; the preset template is analyzed to obtain a correspondingdata form; operation on the data form by the user is received to obtain engineering data; and the engineering data are transmitted to the server, wherein the engineering data are a basis for generating a real-time project progress by the server according to a preset algorithm. Thus, as the user can input data in real time according to the needed preset template through a mobile terminal, the server can generate the real-time project progress, a management and control department at a higher level can thus know the current actual progress in real time, and as the data do not need to be recordedmanually, the workload of an input personnel is lessened, and the working efficiency is improved.

An enterprise software system connected to multi-tenant hosted software offered in a cloud computing environment having the capacity to serve a large number of users with a small number of servers, and means for collecting and reporting statistically relevant information based on an aggregation of the data within the multi-tenant database. The integrated software modules include modules for IT management, financial operations, portfolio management, project management, project budget management, resource management, and operations management. The system permits user-specific lexicography mapped to a Master terminology; ranking projects on financial and non-financial indicators; presentation of a dynamic dashboard of proposals and approved projects; provision of a service catalogue that incorporates budget and asset management processes; a multi-tenanted database that enables users to share data management resources while maintaining their data in confidence; and providing aggregate IT data for competitive intelligence purposes.

An Enterprise Management Portfolio Hub allows a user to perform enterprise portfolio management activities from a single point of control. EPMH relates information, analysis, display and control based on the organizing concept of the business components that comprise the CBM map of the enterprise by collecting portfolio information from existing portfolio management tools and generating a portfolio model. It allows the user to interact with or access information from various Portfolio Management applications and services through the portfolio model. EPMH supports evaluative techniques that can be used to identify areas for business transformation and to generate transition plans.

A risk assessment manager is an intranet-based software system that provides enterprise-wide automated risk assessment and portfolio management to help companies reduce bad debt, decrease operational expenses, and increase cash flow. System features include integrating business information associated with unique business identifiers and displaying data in multiple languages and currency.

A computer executable method for producing a feedback metric for use in Project Portfolio Management (“PPM”). The method includes collecting data about a plurality of project proposals and collecting data about a plurality of completed projects, such that some of the data about proposals and completed projects pertain to the same project. The collected data is then used to estimate the parameters of a model by using a maximum likelihood technique, executed as an algorithm in the computer, that overcomes a Missing Data Problem (“MDP”). The method uses the estimated parameters generated by the algorithm to create feedback metrics for use in PPM and that are output from the computer.

The invention provides an online risk management system for building construction quality and safety, which relates to the technical field of risk management of construction engineering, and includes a comprehensive management subsystem and a single project management subsystem. The comprehensive management subsystem includes project risk status, risk monitoring and early warning, work Five functional modules, including reminder, instruction issuing, and emergency drill, are used to browse the relevant information of all projects undertaken by the company, send instructions to the project department, and check the daily work of the project department; the single project management subsystem includes engineering information, risk identification, risk Nine functional modules, including assessment, risk tracking, early warning and emergency response, document management, work reminder, command reply, and video surveillance, are used for risk identification, assessment, tracking, early warning and emergency response through project overview information, and remote monitoring of project sites. This system integrates online risk assessment system, remote monitoring system and risk management information platform to realize real-time and whole-process management of risks in large-scale construction projects.

The invention belongs to the technical field of construction site digital management, and specifically relates to a construction site digital management system and its application method. The management system includes five subsystems: personnel positioning system, access control system, material management system, shield operating system and segment tracking system, each of the subsystems is connected to a remote database server, and five sub-databases corresponding to the five subsystems are built in the remote database server. Each of the subsystems uses RFID wireless radio frequency technology to manage the main The object performs read and write operations, and uploads the read data to the corresponding major sub-databases in real time, and passes the data cross-validation between the major sub-databases to obtain the operation authority of the handheld RFID reading head and the shield machine operating authority. The invention has the advantages of improving the current traditional extensive management, clarifying the management responsibility, improving the management level, and realizing engineering information management, digital management and visual management.

A project portfolio management system creating virtual interrelationships between projects. Aspects of the system include creating virtual relationships at the Work Breakdown Structure (“WBS”) level with appropriate offsets using interpretations of logic relationships in detailed project schedules using various calculation approaches. The system models the linkages between detailed project schedules in a virtual relationship usable in alternate scenario planning analysis at a summary or working level. The virtual relationships are accurate enough for high level planning by users (e.g., program managers and analysts) with limited familiarity of project details (e.g., which non-workdays are in which project calendars) and reduce the computation times when altering a project planning scenario. Using the virtual relationships allows scenarios to be quickly evaluated to gauge the effects of changing constraints before committing to recalculating the detailed schedules of a project.