A 45-minute walkthrough of how a PMC runs many concurrent client projects from a single, multi-entity workspace — portfolio health at a glance, then drilling into any project's schedule, cost, compliance and approvals.
What the demo covers
1. The portfolio view (first 10 min)
- A single dashboard across all active projects, each with a live Health Score.
- Triage in practice: spend the week on the amber/red projects, not the green ones.
- Multi-entity / multi-client separation — how one PMC firm keeps distinct client workspaces cleanly isolated.
2. Inside a project (next 20 min)
- Schedule. The programme, critical path and progress vs baseline.
- Cost & procurement. Budget vs committed, BOQ and bid comparison.
- Compliance & registers. Statutory items, insurances, risks and claims with automatic alerts.
- Approvals. Raising and deciding an approval with maker–checker separation of duties.
3. Reporting & governance (final 15 min)
- Generating a project report and exporting data.
- The audit trail: how actions are recorded.
- Q&A.
Who it's for
Project directors, PMC principals, commercial managers and developers running a portfolio of concurrent projects who want head-office visibility without a monthly data-gathering scramble.
Prefer a live, tailored session on your own projects? Book a demo.
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