The Investment Project Management module operates a process of planning and executing investment projects and it also supports managing an investment portfolio. Universal tools for analyses and reporting facilitate investment activities.
Managing the investment process starts with planning all the tasks to be performed over a specific time period. Planning in the module involves allocating the resources to be consumed.
A ready-to-implement plan is subject to the organisation’s approval. An investment project meant for execution is monitored by the system on an ongoing basis. On the project completion, it is possible to settle the costs for particular tasks.
The module makes it possible to build a portfolio of investment projects and to assess their connections. In this way, the module helps to choose the most convenient option. Portfolio management makes it easier to prepare an investment project assessment indicator and to set up a system for qualifying investment undertakings and for assessing the execution. The system provides an ongoing monitoring of the entire investment portfolio as the projects are under way.
The module provides for the following:
The module supports the choice of the right investment project in the following way: