]po[ Portfolio Planner

This package implements a "Portfolio Planner" what-if scenario planner using HTML5 ("AJAX") technology as a single-page open-source application.

The portfolio planner is part of the larger portfolio management process that covers the decisions related to starting, prioritizing and killing project in order to optimize the financial return of the investments.

You can preview the Portfolio Planner on our demo server  (you may have to go first to the login page  and login as "Ben Bigboss").

Portfolio Planner Demo Server 

There's also a first video available on our YouTube channel:

Architecture

The ]po[ Portfolio Planner uses the Sencha ExtJS  HTML5 JavaScript library as a base. The Portfolio Editor follows the Sencha Model-View-Controller development conventions and implements the application as a number of panels, views, controllers, stores and models.

Open Source License

The underlying Sencha ExtJS  library is available both as open-source and as a commercial version. ]po[ follows these conditions and releases all ExtJS code under a similar dual license:

  • GNU Public License V3:
    All JavaScript source code related to the Gantt Editor is licensed under this restrictive open-source license.
  • ]po[ Free License:
    An alternative license free of charge, but with limited distribution.
  • Please contact us if you are interested in other license conditions.

Detailed Feature Status 

The following list details the features of the Gantt project editor and their current implementation status.

ToDo

Known Issues & Planned Extensions

Please contact us if you want to participate in either support us extending this module or getting invited for beta testing it. 

References


Package Documentation

Procedure Files

lib/portfolio-planner.adp        
lib/portfolio-planner.tcl        
tcl/intranet-portfolio-planner-procs.tcl       Portfolio Planner library. 

Procedures

im_portfolio_planner_component       Returns a HTML widget with the portfolio planner 

SQL Files

sql/postgresql/intranet-portfolio-planner-create.sql        
sql/postgresql/intranet-portfolio-planner-drop.sql        
sql/postgresql/intranet-portfolio-planner-workflow-create.sql        
sql/postgresql/upgrade/upgrade-5.0.1.0.0-5.0.1.0.1.sql        

Content Pages

www/
      cost-center-resource-availability.json.tcl Returns information about
      cost-center-tree-resource-availability.json.adp
      cost-center-tree-resource-availability.json.tcl Returns a JSON tree structure suitable for batch-loading a cost center tree store, together with resource availability information between report_start_date and report_end_date.
      index.adp
      index.tcl Editor for projects
      main-projects-forward-load-update.tcl
      main-projects-forward-load.json.tcl Returns the list of main projects in the system, together with the "forward load" information, that is the accumulated resource assignments to each main project.
 

 

 

 


  Contact Us
  Project Open Business Solutions S.L.

Calle Aprestadora 19, 12o-2a

E-08907 Hospitalet de Llobregat (Barcelona)

 Tel Europe: +34 932 202 088
 Tel US: +1 415 429 5995
 Mail: info@project-open.com