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Strategic Investment Management
When an investment strategy is in place, investment teams can make more informed decisions about the prioritisation and spend across the company.
ANNUAL 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 DASHBOARDS
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.
