Project Portfolio Planning Software

Manage your teams with Kepion project planning

Define and oversee projects on a single platform to stay aligned with financial targets.

Efficiently and effectively manage project portfolios

project planning software

With Kepion, implementing and monitoring copious projects is an easy undertaking. Kepion delivers an agile framework that automatically validates the utilization of resources following budgets and bottom-line goals. Kepion Project Planning Software is an integrated platform where expenses, capital assets, FTE capacity, and relevant project planning data can be managed. Performance and goal achievability tracking with KPIs that ensure plans remain within the margins.

drill down analysis

Monitor and analyze your projects in real-time

A project manager can use the Project Portfolio Planning application to create projects, update resources and expenses, and see how these changes are layered into financial reports in real-time. You can also slice and dice an individual project and view how it contributes to the business’s overall performance.

KPIs dashboard

Stay on track with KPIs

KPIs can be exercised throughout the reporting process to track projects, goals, and progress. It enables project managers to conduct side-by-side comparisons between multiple sets of data. In this example, we compare allocated budgets with year-to-date actuals to understand how well we optimize available resources. It empowers organizations to respond proactively to areas of risk and opportunities.

top-down

Manage tasks with a top-down or bottom-up approach

It is your choice to manage tasks from the top-down or bottom-up approach. Kepion supports both. You can start by identifying tasks and allocating resources at the higher level or by having project team members enter the details of expenses and resource. For example, you can add line item information for equipment required for a project. Specify the asset type, and specify its value. Kepion will calculate depreciation and allocate the amortizations to the relevant account and time periods.

bi reporting software

Enable what-if scenarios for project planning

Evaluate and compare project factors before putting a plan to action—understand project impacts at the click of a button. With Kepion, what-if scenarios can be hatched on the fly, centered around any metric or driver, and analyzed at various levels such as the project level, portfolio level, and company level, all in one place. This helps improve project predictability and ultimately gives managers the upper hand to respond to alternative situations more quickly and effectively.

Frequently Asked Questions

Project planning software tracks project resources, hours, and expenses and allows you to add new projects to understand their impact to the overall budget. You can understand project profitability and impacts to the margin when you change the key project drivers. You are able to incorporate your projects into your integrated financial plan, accessing reporting and analysis and other self-service modeling capabilities in real-time.

You can track and manage your entire project portfolio centrally and can ensure that your project margins are being met in real-time. You will stop having surprises when a project is in trouble, since you are managing them proactively. You can use scenario modeling to perform what-if analysis, adding and deleting projects to understand their impact to your bottom line.

You can track any dimension or category of data that is important to your project planning process, including your organization, customers, regions, employees or project resources, etc. For those categories you can track project-focused accounts including hours, rates, expenses, currencies, project margins, etc.

The power of the Project Planning solution is that is resides on the same platform as all Kepion applications and can leverage Kepion reporting and analysis, as well as dashboards and scorecards. You can access the reports included in the application and are provided with a powerful report builder to create new views and reports that are important to you.

In our project planning solution, you can take advantage of Kepion security, which allows you to provide access to projects by individual, where users can access only the projects they are assigned to. Security can be as general or specific as is required in your business and can be set differently by account or user or plan, assigning read or write access to project data as needed.