Project portfolio governance & financial control

Project numbers you can stand behind.

Untrusted forecasts. Resource conflicts. Painful month-end reconciliation. Connect priorities, allocation, plans, forecasts and actuals in one governed platform — and make every decision with confidence.

Free for active single users · No credit card required

Consolidated portfolio financial forecast
ProjectFiles consolidated portfolio forecast, showing financial measures and monthly project costs

When project data is disconnected,
control becomes guesswork.

Spreadsheets and fragmented tools can show you a number. ProjectFiles helps establish where that number came from, who is committed and what needs to change.

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Forecasts you can't trust

Bring resource costs, project plans, actuals and revisions into a traceable financial picture.

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Resources in conflict

See capacity, allocation, utilisation and capability gaps before commitments turn into delivery issues.

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Month-end firefighting

Support a repeatable reconciliation, review and approval cycle rather than another scramble for spreadsheets.

From resource capacity to financial commitments.

Built for teams that need more than task tracking: dependable control over what is planned, funded, used and reported.

01 / Portfolio finance

Know what your portfolio will cost — and why.

Explore consolidated financial forecasts across projects and periods, with visibility of net, tax and gross cost measures.

  • Rolling monthly and annual forecast visibility
  • Drill down from portfolio totals to project costs
  • Support baseline, actuals and reforecast reviews
Consolidated finance dashboard with portfolio costs by month
02 / Resource capacity

See capacity and resource conflicts before they hit delivery.

Review a year of personnel capacity and allocation at a glance. Identify shortages, available capacity and allocation exceptions.

  • Monthly resource capacity grid
  • Role and resource-level visibility
  • Understand availability and allocation constraints
ProjectFiles capacity grid showing monthly personnel availability
03 / Allocation vs utilisation

Allocated does not mean utilised.

Compare committed resource capacity with task-driven utilisation so your team can spot unused allocations and work that lacks suitable coverage.

  • Side-by-side allocation and utilisation heatmaps
  • Named and placeholder resource perspectives
  • Portfolio-wide resource insight
Side by side ProjectFiles allocation and utilisation heatmaps
04 / Costed resource commitments

See how resource decisions affect project cost.

Connect approved allocations and rate cards to project demand and forecast cost. Understand the monthly financial effect of each resource commitment.

  • Resource-to-project allocation detail
  • Rate-driven cost view
  • Monthly planning and actual utilisation visibility
ProjectFiles resource allocation detail showing project demand and forecast costs

Govern the whole journey. Not just the status report.

ProjectFiles links your investment decisions, resource commitments, financial plans and monthly evidence into a consistent management process.

01Prioritise
02Allocate
03Plan
04Forecast
05Reconcile
06Approve & close

No allocation → no project task assignment → no forecast → no timesheet.
Governance rules that help keep the numbers connected to real commitments.

One source of control. Different decisions.

From the PMO to the finance team, give each role the same underlying governance evidence.

PMO leaders

See the health, commitments and financial outlook of the whole portfolio.

Finance partners

Challenge forecasts, reconcile actuals and understand the drivers of variance.

Resource managers

Balance availability and demand before approving commitments.

Project managers

Plan and report against resources, costs and agreed governance expectations.

Numbers that hold up when challenged.

See how ProjectFiles could help your team move from explaining variances to controlling what happens next.