Project Governance: Project & Portfolio Analytics

Real-Time Insights for Smarter Decisions

PlanAutomate delivers comprehensive Project & Portfolio Analytics, providing real-time insights into your project business. By consolidating all project data into a single source of truth, PlanAutomate enables executives, project managers, and financial leaders to make informed decisions based on accurate, up-to-date information.

  • Instant Project Health Updates – Identify cost overruns, schedule delays, and resource bottlenecks in real time.
  • Drill-Down Analytics – Go from high-level portfolio insights to granular project details in seconds.
  • Forecasting – Leverage insights to anticipate project risks and opportunities.

End-to-end Project Intelligence

Single Source of Truth

PlanAutomate manages all your project processes, presenting unified data across all projects, departments, and legal entities.

Real-Time Monitoring

Live dashboards and reports to track project performance, cost, and schedule health.

Automated Data Collection

Eliminate manual reporting errors and delays.

Customizable Dashboards & KPIs

Define key metrics that matter to your business, including earned value, financial forecasts, and risk exposure.

Why PlanAutomate’s Analytics Matter

Project-driven organizations need real-time visibility to stay competitive. Traditional project management tools provide fragmented data, leading to reactive decision-making and missed opportunities. PlanAutomate is able to manage all your project processes in the same system and therefore provide you with:

  • Faster, more accurate decision-making
  • Proactive risk management
  • Optimized resource utilization
  • Stronger financial control

With PlanAutomate, you gain full visibility and control over your projects and portfolio—turning data into a competitive advantage.

project analytics

PlanAutomate Project Analytics Key Capabilities

Every aspect of your projects is constantly monitored, automatically alerting you to any crucial deviations.  

Sensor Points track configurable KPIs, and Project Autopilot notifies the right personnel at the right time with automated escalation.

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Track key financial metrics like variance, profitability, and cash flow across all projects.

Align resource availability with project demand for better planning and maximum utilization.

With native Power BI reporting capabilities built in, PlanAutomate provides interactive dashboards that turn complex project data into clear, actionable insights.

  • Custom Reports – Tailor analytics to your unique business needs.
  • Drill-down capabilities – Instantly explore project details from a high-level portfolio view.

Example Power BI Dashboards

Variance Analysis

Margin Analysis

Risk & Issue Analysis

Budget Performance

Ready to talk about project automation?

Reach out to us today to schedule a consultation.

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