Project Portfolio Management Software

Project portfolio planning aligned with financial targets

Define and manage projects on a single platform aligned to financial targets.

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Trusted by companies large and small

Financially driven project portfolio management

project planning software

Kepion provides an integrated project portfolio management platform that connects projects to expenses, capital assets, and resource capacity, enabling teams to manage performance and stay within financial targets.

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drill down analysis

Real-time project performance visibility

Monitor projects in real time and see how changes to resources and expenses roll up into financial results.

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KPIs dashboard

Project KPIs and performance tracking

Track project budgets, actuals, and progress using KPIs with side-by-side comparisons to identify risks and opportunities.

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top-down

Top-down and bottom-up project planning

Plan projects using top-down or bottom-up inputs, with automatic calculations for expenses, assets, and depreciation tied to financial accounts and timelines.

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bi reporting software

Project what-if scenario planning

Compare project scenarios across portfolio and company levels to understand financial impact before execution.

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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.