Take control of your entire investment portfolio
Stay focused on spend across the entire organisation with an investment strategy that us designed to drive performance and improve delivery and insights.
Plan and set budgets against departments, portfolio's broken into funding sources and categories
Investment PlanningPlan investment spend across budget and cost categories aligned to funding sources and departments
Cost EstimationsEstimate your spend on major works across each department ready for cost tracking and actual spend management
Actual ExpenditureTrack actual expenditure across your departments with integration ready to your financial system
Portfolio ManagementCreate and set up portfolio's to manage your spend across business units, and major programs
Project ManagementCreate and set up projects, aligned to programs, and portfolio's tracking investment spend and cost analysis
Investment ReportingLeverage built in dashboards, and Power BI reports for further interrogation and analytical insights
Program ManagementCreate and set up programs aligned to portfolio's displaying aggregated project spend
- 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.
- 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.
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.
Plans and Pricing
Get in touch with us today to learn more about a free trial, migration options and custom plans.
Flat fee for up to 500 users
Flat fee for up to 1000 users
Flat fee for up to 2000 users
Energy Provides Upgrades to Power PlatformThis energy provider currently delivers power to 80% of its population throughout the country in Asia. Relied upon for the service supplying energy, ...
Transportation PMO Deploys Project Hub
Managing projects from estimation through the execution and closure - tracking performance, compliance and investment spend across every PMO ...