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PROJECT & PORTFOLIO – PM/PPM

Choose the right work, then deliver to scope and budget.

One module for project, program and portfolio — from investment priorities to WBS, resources, cost and benefits.

Project → Program → Portfolio Controlled baselines Connected people & finance
Built for: PMO · Project director · Portfolio owner
PM/PPM · PORTFOLIO VIEW
Portfolio priority
Ranked
Baseline
Controlled
Capacity
Balanced
Illustrative model — project, program and portfolio share one data model.
THE CURRENT PROBLEM

Projects are approved in isolation, scope and cost drift from baseline, and the PMO cannot see resource conflicts across programs.

WHAT APUS CHANGES

Project, program and portfolio share one data model, so when you reorder the portfolio the resource conflicts between projects surface immediately instead of at the missed milestone. The baseline locks scope and budget; every change after that goes through approval and leaves a trace.

BUSINESS OUTCOMES

Each capability resolves an operating constraint.

01

Three levels, one module

How: Manage project, program and portfolio without splitting tools or data.

02

WBS, Gantt & baseline

How: Lock scope, schedule and baseline; route every change for approval.

03

Resources & capacity

How: Allocate by skill, availability and workload from HRM.

04

Cost & payment milestones

How: Track budget, commitments, actuals and commercial milestones.

05

Risk & stage gates

How: Assess risk and control decisions at each lifecycle gate.

06

Apus Office task bridge

How: Promote a collaboration task when it needs WBS, resources or project cost.

Projects & scope

01

WBS and baseline

How: Work breakdown with a locked scope–time–cost baseline to compare against.

02

Schedule and critical path

How: Task dependencies, the critical path and how much float each task has.

03

Scope change control

How: Change requests carry an impact assessment and approval before work starts.

Resources & cost

01

Resource allocation

How: Who is on what, where the overload is, and who frees up next period.

02

Project timesheets

How: Hours booked to the right task, flowing through to payroll and costing.

03

Budget and commitments

How: Actual cost, committed cost and the forecast at completion.

Portfolio & control

01

Stage gates

How: A project passes a gate on merit, not because money is already spent.

02

Risks and issues

How: A risk register with probability, impact, response and a named owner.

03

Investment portfolio

How: Projects ranked by value and resource draw — the whole picture, not one project.

HOW IT WORKS

Roll out in three steps.

1

Discover & configure

Agree scope, data and approvals around the real operating process.

2

Migrate & integrate

Load foundation data and connect related modules on one data layer.

3

Enable & operate

Pilot, train users and go live with the agreed support plan.

END-TO-END PROCESS

The full cycle: Propose → Realize benefits.

Idea-to-Value
1
Propose
2
Prioritize portfolio
3
Set baseline
4
Execute & control
5
Realize benefits
Project
Work breakdown (WBS) & milestones
Schedule / cost baseline
Allocated resources

A project can only say whether it is late when there is a baseline to compare against: the original plan is frozen while actual progress and cost keep moving — and the gap between them is what leadership needs to see.

AI IN THE MODULE

Use AI for earlier signals and better decisions.

  • Flag schedule, cost and capacity risks before a milestone slips.

  • Suggest portfolio scenarios within approved constraints.

  • Summarize changes, risks and decisions requiring PMO attention.

Without an agent the work does not disappear — it moves onto a person.

WITHOUT AN AGENT
WITH AN AGENTAmi Project
WITHOUT AN AGENT

It only starts when somebody remembers it and finds the time to sit down with it.

WITH AN AGENT
ALWAYS ON

The business event starts it, not somebody's memory.

When a project's schedule or cost passes a threshold

WITHOUT AN AGENT

To learn where things stand you ask a colleague to check, then to export a report.

WITH AN AGENT
ON REQUEST

Ask in your own words; the answer comes off the numbers already in the system.

“Which projects are at risk of slipping?”

WITHOUT AN AGENT

Your strongest people spend the day on the same reconciliation as last week.

WITH AN AGENT

The repetitive half runs inside the permissions you granted; the decisions still stop with you.

for you to review

NO SILOS

Data flows straight to the other modules — no re-entry.

BEFORE — DISCONNECTED SYSTEMS
Standalone accounting
Warehouse Excel files
Separate CRM
HR software
Manual reports
The same transaction, re-typed 3–4 times · numbers never match
AFTER — APUS · ONE DATA LAYER
Human Resources – HRM
Finance & Accounting
Document Management – EDM
Apus Office
BI & Analytics
THIS MODULEPM/PPM
✓ No re-entry

Every step shares source data, access controls and an audit trail.

RELATED SCENARIO

R&D & new-product development — run on PM/PPM stage gates.

R&D projects run through stage gates, combining QMS, PDM/ECO and Finance into a complete Idea-to-Launch flow.

See the R&D scenario
FREQUENTLY ASKED QUESTIONS

Common questions.

Are program and portfolio separate modules?+

No. They are three management levels in PM/PPM: projects deliver outputs, programs coordinate benefits, and portfolios prioritize investments.

How is this different from an Apus Office task?+

Office tasks support daily collaboration. PM/PPM adds WBS, baselines, resources, cost, risk and stage gates; a task can be promoted between them.

Does it use HRM timesheets and capacity?+

Yes. Skills, calendars, allocations and timesheets support capacity and labor-cost views.

How does a services project recognize revenue?+

Approved progress and milestones flow to Finance for invoicing and policy-based revenue recognition.

See this module working with your data.

Book a demo shaped around your processes and scale.

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