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Proliance Structure

The Proliance application can be broken down into the following 3 basic components in which all project management is done:

• Organizations:

  In an installation of Proliance, there is only one organization that corresponds to your own organization company. The organization is represented by the organization work area, in which you can manage the companies, contacts, user accounts and templates that are used in your portfolios and workspaces.
  
  

• Portfolio:

  A portfolio in Proliance is a collection of business-related workspaces that share the same configuration, document subtypes, and shared views. An installation of Proliance can have many different portfolios that each manage one or more workspaces.

  Within the Proliance application, portfolios are treated as actual entities separate from the workspaces they manage and can be accessed from the Portfolios work area. Work in a portfolio consists mostly of configuring and reporting on the portfolio's workspaces.

  Note: In using Proliance, you will encounter both 'live' portfolios, which contain actual business related data and workspaces, and 'template' portfolios, which contain sample data used only for creating other portfolios and managed workspaces. For more information, see "About Template Portfolios".

• Workspaces (Programs & Projects):

  A workspace in Proliance represents one of your organization's real estate development or Plan-Build-related workspaces. On the Proliance Home page, click Programs & Projects to enter the Workspaces work area.

  An installation of Proliance can have many different workspaces, which are accessed from the Workspaces (Programs & Projects) work area. The majority of work in Proliance is done on these workspaces, including communicating with other workspace participants, creating and managing projects, managing costs associated with a workspace, maintaining assets and work orders and maintaining workspace information and documents.

  A Plan-Build workspace supports the planning, budgeting, managing and reporting needs of any new real-estate, infrastructure or other construction workspace or development. These workspaces are created as part of an existing portfolio. All workspaces in a portfolio share the same configuration, document subtypes, and shared register views. Managed workspace document information can also be viewed and reported on from the Portfolios work area.
  
  A workspace can only be associated with one portfolio throughout the workspace's life cycle. Once a workspace leaves the Draft workflow state, the workspace's selected portfolio becomes permanently set. This also means that once set, managed workspaces cannot later be changed to standalone workspaces.
  
  Each workspace can contain one or more projects. Projects are comprised of a subset of Proliance documents that share a link to a common project document. Users that have a link to the project document have specialized access to the documents that are "in" the project.

  Note: In using Proliance, you will encounter both 'live' workspaces, which contain actual business related data, and 'template' workspaces, which contain sample data used only for creating other workspaces. For more information, see "About Template Workspaces"