Software should improve visibility, ownership, evidence, communication, and follow-through. It should not force the PM to maintain duplicate sources of truth.
01
RECOMMENDED CAPABILITY
Project and portfolio work management
Control schedules, actions, risks, intake, dashboards, and portfolio visibility in one maintained system.
What to look for
Clear ownership and due dates
Automations that support the process without hiding it
Views for the PM, team, customer, and leadership
02
RECOMMENDED CAPABILITY
Drawing and PDF collaboration
Review current documents, capture markups, compare revisions, and connect field questions to the source record.
What to look for
Revision comparison
Permission control and auditability
Usable field and desktop workflows
03
RECOMMENDED CAPABILITY
Team communication and meetings
Create a dependable place for meetings, messages, shared files, and accountable follow-up.
What to look for
Organization-approved recording and retention
Searchable decisions and files
Clear separation between conversation and the authoritative record
04
RECOMMENDED CAPABILITY
Meeting transcription and recap support
Help a PM review permitted meetings for decisions, actions, owners, and missed details.
What to look for
Consent and recording controls
Data handling that fits organizational policy
Easy correction before a recap is issued
05
RECOMMENDED CAPABILITY
Field capture and site documentation
Organize photographs, observations, measurements, forms, and follow-up from site visits.
What to look for
Offline capability
Consistent location and file metadata
Export into the authoritative project record
06
RECOMMENDED CAPABILITY
Secure cloud files and continuity
Maintain current files, version history, controlled sharing, and proxy access when the PM is unavailable.
What to look for
Organization-approved security
Version history and recovery
Role-based access and dependable search
FYE360 recommendations are general professional guidance. Verify compatibility, employer approval, customer requirements, security rules, site conditions, required PPE, and applicable safety standards before purchase or use.
