Project Portfolio Investment Management

Take Control of Your Financials

Know where to invest your budget for optimum outcomes. Forecast with confidence. Capture actual cost and benefits with pragmatic financial management tools for the PMO.

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Portfolio_Budgets Portfolio_Budgets-Pie Chart

Everything connected

Capture and monitor budget, forecast, and actuals at portfolio, programme, and project level.


Invest with confidence

Use strategic prioritisation to understand the business value of initiatives competing for investment.


Instant visibility

Benefit from a single source of truth for all financial information, with integration to your financial accounting system.


Fully configurable

From funding sources to cost categorisation, configure Power Framework to meet your process and reporting requirements.

Support the complete financial management lifecycle

Maintain budgets at portfolio level from different funding sources, and allocate them down to programmes and projects with full visibility of their needs and shortfalls.

Spreadsheet-like features make it easy for your team to forecast programme and project cost forecasts - compliant with your standard cost structure. 

Resource costs flow into your investment calculation, as do actuals from timesheet and financial accounting.


Feature rich, yet easy to use

  • budget-allocaton

    Centralise budget allocation, with full visibility of forecasts, actuals, and variances

  • laptop-dashboards

    Store, manage, and review your financial data in one place with powerful dashboards

  • integrate-vendors

    Integrate transactions captured in other systems, like vendor invoices and timesheets

  • excel

    Experience a fully connected solution that’s as intuitive and easy to use as Excel

"What if...?" scenario modelling

  • create-models

    Create models to visualise alternative portfolio scenarios

  • financial-control

    Assess the financial impact of different portfolio roadmaps

  • simulate-projects

    Simulate different start dates and durations, de-select projects, delay future phases, and more

  • decision-icon

    Compare scenarios and pick the one that represents optimum budget utilisation


Everything you need to manage financials in one solution

Give your project portfolio the best chance of success.
Avoid funding issues with our PMO financial management tools.

Built on the Power Platform

Our financial management tools harness the market-leading capabilities of the Microsoft Power Platform for superior visibility, control, and security.

Power Automate offers unparalleled integration and automation, allowing you to customise and streamline your solution. While Power BI consolidates your financial and resource data into a consistent, single source of truth to deliver attractive and powerful dashboards that enable you to make informed decisions.

There’s no third-party remote hosting. All your financial data is stored in Dataverse, the Power Platform’s secure database, in your own Microsoft cloud.

Learn more about the Power Platform

Trusted by organisations across all sectors

Our customers rely on our experience to enhance collaboration, engage stakeholders, and achieve project success.

  • Microsoft-gold-partner-logo

    Gold Microsoft Partner

    We’re a Microsoft-recognised, award-winning solutions provider

  • ppm-expertise

    PPM expertise

    Since 2005, we’ve deployed PPM solutions using trusted technologies

  • agile-development

    Agile deployment

    We use rapid prototyping and an agile approach to save you time and money

Financial management simplified

Our easy-to-use Project Portfolio investment features make complexity manageable. Get in touch, we'd love to show you.


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