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Solution

Financial Management

Control Budgets, Track Actuals, and Forecast with Precision

Key Challenges

Challenges Financial Management helps solve

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Late budget overruns

Cost slippage is discovered weeks after it could be fixed.

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No financial source of truth

Spreadsheets fragment the picture across PMOs and finance.

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Cost & project data disconnected

Project status doesn't tie back to spend and ROI.

Capabilities

Core Financial Management capabilities

Portfolio budget vs actuals tracking dashboard

Feature 1

Budget vs. Actuals Tracking

Reconcile planned, committed, and actual spend continuously across every project.

  • Planned, committed, and actual costs
  • Variance alerts at project and portfolio level
  • Continuous financial reconciliation
Cost forecasting and cumulative spend curve

Feature 2

Cost Forecasting

Project end-of-life cost with rolling forecasts and ETC/EAC calculations.

  • ETC and EAC calculations
  • Rolling forecasts based on current spend
  • Early detection of cost overruns
CAPEX and OPEX budget tracking and progress bars

Feature 3

CAPEX / OPEX Tracking

Classify and track capital and operational expenditure separately with portfolio-level roll-ups.

  • Consistent expenditure classification
  • Separate capital and operating views
  • Consolidated portfolio roll-ups
Portfolio financial reporting by portfolio

Feature 4

Financial Reporting by Portfolio

Slice spend by portfolio, business unit, capex/opex, or strategic theme.

  • Analysis by portfolio and business unit
  • Views by strategic theme and cost type
  • Decision-ready financial dashboards
−20%
Budget variance
98%
Forecast accuracy
1
Source of truth
Real-time
Spend visibility

Pricing plans

Choose how Financial Management fits your organization

Start with proven practices, adapt the solution to established processes, or tailor it for complex enterprise governance.

Ready

One solution, ready to deploy

Teams that want to establish financial management quickly with proven practices.

Price upon request

  • Financial Management solution only
  • Budget vs. Actuals Tracking
  • Cost Forecasting
  • Standard dashboards and workflows
  • Guided onboarding and setup
Request Ready quote

Adaptive

Most popular

All nine solutions, configured around your operating model

Organizations that need the full platform — all nine PPM-Factory solutions with greater flexibility and integration.

Price upon request

  • All nine solutions included
  • CAPEX / OPEX Tracking
  • Financial Reporting by Portfolio
  • Configurable KPIs, forms, and workflows
  • Standard connectors and API access
Request Adaptive quote

Custom

Your governance, your rules

Enterprises with complex structures, unique governance, or cross-functional requirements.

Price upon request

  • Everything in Adaptive
  • Tailored financial management data model
  • Advanced roles and governance
  • Enterprise integrations
  • Multi-team and multi-entity rollout
Request Custom quote

All tiers are annual subscriptions. Your quote reflects your chosen solution, team size, and commitment term.

Ready to Transform Your Portfolio Management?

Talk with a PPM expert in Switzerland, Germany, Austria, Italy, or the UK.