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Investment Hub
A Microsoft Power App solution to manage your financial and investment portfolio’s across all your projects and programs of work.
Microsoft Preferred Solution
Investment Management
Stay focused on spend across the entire organisation with an investment strategy that us designed to drive performance and improve delivery and insights.
PORTFOLIO BUDGETING
- Set budgets at the portfolio level for your programs and project teams to forecast against and track.
- Monitor and manage budget categories against funding sources for your business.
- Leverage built in grids for high performing excel drag-and-drop functionality.
PROGRAM FINANCIAL MANAGEMENT
- Plan your program budget against each project part of each portfolio.
- Estimate , forecast and track spend against each project within a program.
- Leverage built in filters and functionality to improve the estimation process for your investment team.
PROJECT INVESTMENT
- Manage and track the forecast costs, variances associated with the delivery of your project.
- Gain insight into actual costs, across each month, quarter and year planned for each project.
- Manage your project across each stage gate throughout the lifecycle.
INVESTMENT DASHBOARD
Perform analysis with beautiful rich intuitive Power BI & HTML reports. Track resource performance across all your team's capacity, demand and actuals with 100% visibility.
