PPM API
Project Portfolio Management — portfolios, demand intake, budgets, EVM, and resource planning.
PPM API
ProBeya includes a comprehensive Project Portfolio Management (PPM) module designed as a “Planisware Lite” for pharmaceutical organizations. The PPM system covers the full project lifecycle from demand intake through portfolio optimization, budgeting, earned value management, and resource planning. All PPM procedures are available through tRPC.
Module Overview
The PPM module spans multiple routers, each handling a specific domain:
PPM Architecture
|-- Portfolios Strategic portfolio management
|-- Demand Intake portal and approval workflows
|-- Programs Program grouping and governance
|-- Projects PPM project lifecycle
|-- Budgets CAPEX/OPEX financial planning
|-- Cost Entries Actual cost tracking
|-- Cost Rates Resource cost rate tables
|-- EVM Earned Value Management (CPI, SPI, EAC, ETC)
|-- WBS Work Breakdown Structure
|-- Stage Gates Phase-gate governance
|-- Risks Risk register with scoring
|-- Benefits Benefits realization tracking
|-- Baselines Schedule and cost baselines
|-- Resources Capacity planning and allocation
|-- Skills Skills taxonomy and proficiency
|-- Timesheets Time tracking and approval
|-- Scoring Multi-criteria project scoring
|-- Scenarios What-if portfolio scenarios
|-- Calendars Working calendars and holidays
|-- Templates Project and WBS templates
|-- Reports Financial, schedule, and portfolio reports
Portfolios
Strategic portfolio management with project categorization, strategic objectives, and optimization.
Router: ppmPortfolios
| Procedure | Type | Description |
|---|---|---|
ppmPortfolios.create | Mutation | Create a new portfolio |
ppmPortfolios.list | Query | List portfolios in the organization |
ppmPortfolios.getById | Query | Get portfolio with project details |
ppmPortfolios.update | Mutation | Update portfolio properties |
ppmPortfolios.archive | Mutation | Archive a portfolio |
ppmPortfolios.addProject | Mutation | Add a project to the portfolio |
ppmPortfolios.removeProject | Mutation | Remove a project from the portfolio |
ppmPortfolios.reorderProjects | Mutation | Reorder projects within the portfolio |
ppmPortfolios.createObjective | Mutation | Create a strategic objective |
ppmPortfolios.updateObjective | Mutation | Update a strategic objective |
ppmPortfolios.deleteObjective | Mutation | Delete a strategic objective |
ppmPortfolios.listObjectives | Query | List strategic objectives |
ppmPortfolios.getPortfolioSummary | Query | Aggregate budget, EVM, and scoring data |
The portfolio optimizer supports:
- Optimal mix calculation with budget and resource constraints
- Efficient frontier generation for value vs. cost trade-off analysis
- NPV computation for financial evaluation
- Weighted scoring with configurable criteria
Demand Management
Intake portal for project demand requests with full lifecycle: submission, review, scoring, approval/rejection, and project conversion.
Router: ppmDemand
| Procedure | Type | Description |
|---|---|---|
ppmDemand.create | Mutation | Create a demand request |
ppmDemand.update | Mutation | Update request details |
ppmDemand.submit | Mutation | Submit for review |
ppmDemand.review | Mutation | Review and approve/reject |
ppmDemand.withdraw | Mutation | Withdraw a request |
ppmDemand.quickScore | Mutation | Quick scoring for triage |
ppmDemand.batchAction | Mutation | Batch approve/reject multiple requests |
ppmDemand.convertToProject | Mutation | Convert approved request to PPM project |
ppmDemand.list | Query | List requests with filters |
ppmDemand.getById | Query | Get request with full details |
ppmDemand.getAnalytics | Query | Demand pipeline analytics |
Status lifecycle: draft > submitted > under_review > approved / rejected / deferred
Business case templates can be configured for standardized request submissions.
Financial Management
Budgets (ppmBudgets)
CAPEX/OPEX budget planning with period-based allocation.
| Key procedures | Description |
|---|---|
create, update, delete | Budget CRUD |
getByProject | Get budget breakdown for a project |
allocate | Allocate budget to a period |
Cost Tracking (ppmCostEntries, ppmCostRates)
Actual cost recording and resource rate management for EVM calculations.
EVM (ppmEvmV2)
Earned Value Management with industry-standard metrics:
| Metric | Description |
|---|---|
| PV | Planned Value |
| EV | Earned Value |
| AC | Actual Cost |
| CPI | Cost Performance Index (EV / AC) |
| SPI | Schedule Performance Index (EV / PV) |
| EAC | Estimate At Completion |
| ETC | Estimate To Complete |
| VAC | Variance At Completion |
Project Execution
WBS (ppmWbs)
Work Breakdown Structure with hierarchical task management.
| Key procedures | Description |
|---|---|
create, update, delete | WBS element CRUD |
getTree | Fetch WBS as nested tree |
reorder | Reorder elements |
getByProject | Get full WBS for a project |
Stage Gates (ppmGates)
Phase-gate governance with formal gate reviews.
| Key procedures | Description |
|---|---|
listGates | List gates for a project |
createReview | Create a gate review |
submitReview | Submit gate review decision |
Risks (ppmRisks)
Risk register with probability/impact scoring.
| Key procedures | Description |
|---|---|
create, update, delete | Risk CRUD |
list | List risks with filters |
getMatrix | Get probability-impact risk matrix |
Resource Management
Capacity Planning (ppmCapacityPlans)
Resource allocation and capacity forecasting.
Skills (ppmSkills)
Skills taxonomy with proficiency levels for resource matching.
Timesheets (ppmTimesheets)
Time tracking with approval workflows.
Hiring Plans (ppmHiringPlans)
Workforce planning aligned with project demand.
Analytics and Reporting
| Router | Description |
|---|---|
ppmDashboard | Portfolio-level dashboard with aggregated metrics |
ppmFinancialReports | Budget vs. actual, cost forecasts, LRFP |
ppmScheduleReports | Timeline, milestone, and critical path reports |
ppmResourceReports | Utilization, allocation, and availability reports |
ppmPortfolioReports | Portfolio health, scoring distribution, what-if analysis |
Scenario Planning
The ppmScenarios and ppmScheduleScenarios routers support what-if analysis:
- Create alternative portfolio compositions
- Compare scenarios on budget, resource, and timeline impact
- Simulate schedule changes and their downstream effects
- Export comparison reports
Integration Notes
The PPM module is designed for pharma organizations managing complex project portfolios. It integrates with ProBeya’s core modules:
- Actions link to WBS elements for task execution
- KPIs track project health metrics
- Forms power demand intake workflows
- Notifications alert on gate reviews, budget overruns, and milestone deadlines
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