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01Exeo PPM · Project & Portfolio Management

Where Execution Meets Excellence.

Your Whole Portfolio… In One Place.

Book a requirements workshopSee the platform
Exeo PPMPortfolio / DashboardSample data
Exeo PPM portfolio dashboard showing health, schedule and spend, with sample data

02The problem

Most organisations do not lack project data. They lack one place where that data agrees with itself.

Where portfolios lose control

  1. Status lives in spreadsheets

    Reporting cycles take days; numbers stale before the steering meeting ends.

    In Exeo

    Portfolio dashboard: health, schedule, spend and billing, drilled from portfolio to task.

    See it in Dashboards & reporting⁠

  2. Capacity is a guess

    Dates committed without knowing who is available or over-allocated.

    In Exeo

    Utilisation heat map by person and role; capacity net of workweek, holidays and leave.

    See it in Resources, time & capacity⁠

  3. Cost and schedule sit apart

    Finance tracks spend, PMO tracks dates, reconciled by hand.

    In Exeo

    Project workspace: progress, health and milestones beside revenue, cost and margin.

    See it in Projects, planning & governance⁠

  4. Governance is inconsistent

    Risks, changes and documents kept somewhere different by every manager.

    In Exeo

    Risk and issue register, change requests with approval and audit, documents linked to the project.

    See it in Projects, planning & governance⁠

Where margin quietly leaks away

  1. Estimates are disconnected

    In Exeo

    Role-based estimates from rate cards; the approved estimate converts to budget.

    See it in Projects, planning & governance⁠

  2. Effort goes uncaptured

    In Exeo

    Project, non-project and leave time on one timesheet grid.

    See it in Resources, time & capacity⁠

  3. Approvals are informal

    In Exeo

    Approval routes as configuration, with a full audit trail.

    See it in Platform & security⁠

  4. Internal work is invisible

    In Exeo

    Internal and R&D projects covered alongside client work.

    See it in Every type of work⁠

03Why Exeo

One platform, from estimation to delivered benefit.

Demand, planning, resourcing, cost, governance and reporting on a single data model.

  1. One data model

    Entered once, reflected everywhere.

  2. Configured, not custom

    Your methodology, not ours.

    Fields, stage gates, approval routes and reports are configuration.

  3. Built for adoption

    Used by the team, not just the PMO.

Try it: approve one timesheet

Illustrative example

Timesheet

Weekly entry

StatusApprovedSubmittedApproved

  • Progress
  • Cost
  • Utilisation

Entered once, reflected everywhere.

An approved timesheet moves progress, cost and utilisation in the same pass.

04The platform

The platform

Four areas, one data model. Inspect the real screens: every note points at the part of the product it describes.

Dashboards & reporting

Portfolio dashboard

Exeo PPMPortfolio / DashboardSample data
Exeo PPM portfolio dashboard showing health, schedule, spend, billing and SLA consumption, with sample data
1 of 3
  1. Portfolio dashboardHealth, schedule, spend, billing and SLA consumption in one view.
  2. Earned valueCost and schedule performance: CPI and SPI.
  3. Drill-downDrill from portfolio to task.

Portfolio analytics

Exeo PPMPortfolio / AnalyticsSample data
Exeo PPM portfolio analytics with an SPI against CPI matrix and margin by project, with sample data
1 of 2
  1. SPI against CPISchedule against cost performance, sized by revenue.
  2. MarginMargin against expected cost at completion.

Exeo PPM

Arrow keys step through the notes.

In this area

  • Portfolio dashboard

    • Health, schedule, spend, billing and SLA consumption
    • Earned value: CPI and SPI
    • Drill from portfolio to task

  • Portfolio analytics

    • SPI against CPI matrix, sized by revenue
    • Margin against expected cost at completion
    • Filters by customer, type, manager, currency and date

  • Reports & financials

    • Budget, actual, variance and forecast
    • Milestone billing: collected, invoiced, not invoiced
    • Excel export and scheduled distribution

Projects, planning & governance

Project workspace

Exeo PPMProjects / WorkspaceSample data
Exeo PPM project workspace with progress, a finance snapshot, registers and milestones, with sample data
1 of 3
  1. Progress and healthProgress, health and milestones.
  2. Finance snapshotRevenue, cost and margin, beside delivery.
  3. Registers and documentsLinked to the project.

Planning & Gantt

Exeo PPMProjects / PlanSample data
Exeo PPM project plan as a Gantt chart with phases and tasks, with sample data
1 of 3
  1. PlanningDrag-and-drop planning with predecessors, lags and constraints.
  2. BaselinesBaselines to measure the plan against.
  3. Critical pathCritical path and float across linked projects.

Estimation & costing

Exeo PPMProjects / EstimateSample data
Exeo PPM estimate built from role-based rates, with cost, price and margin, with sample data
1 of 3
  1. Rate cardsRole-based man-days from rate cards.
  2. Cost, price and marginCalculated as you build the estimate.
  3. Estimate to budgetThe approved estimate converts to budget.

Risk & issue register

Exeo PPMProjects / Risk registerSample data
Exeo PPM risk entry with probability, impact and a mitigation plan, with sample data
1 of 2
  1. Probability × impactEach risk scored for the heat map.
  2. MitigationMitigation actions become tasks.

Registers

Exeo PPMProjects / RegistersSample data
Exeo PPM project registers for risks, issues and change requests, with sample data
1 of 1
  1. RegistersRisks, issues and change requests with approval and audit.

Exeo PPM

Arrow keys step through the notes.

In this area

  • Project workspace

    • Progress, health and milestones
    • Finance snapshot: revenue, cost and margin
    • Registers and documents linked

  • Planning & Gantt

    • Drag-and-drop, predecessors, lags and constraints
    • Baselines
    • Critical path and float across linked projects

  • Estimation & costing

    • Role-based man-days from rate cards
    • Cost, price and margin as you build
    • Approved estimate converts to budget

  • Risk & issue register

    • Probability × impact heat map
    • Change requests with approval and audit
    • Mitigation actions as tasks

  • Document management

    • Versioning, check-in and check-out
    • Permissions inherited from project roles

Resources, time & capacity

Resource management

Exeo PPMResources / UtilisationSample data
Exeo PPM resource utilisation heat map by person and month, with sample data
1 of 3
  1. Utilisation heat mapBy person and role.
  2. CapacityNet of workweek, holidays and leave.
  3. Planned against actualAllocation tracked, planned against actual.

Timesheets

Exeo PPMTime / TimesheetsSample data
Exeo PPM weekly timesheet with project, non-project and leave time, with sample data
1 of 3
  1. One gridProject, non-project and leave time together.
  2. Daily or weeklyEnter time by the day or by the week.
  3. Actual hoursCost only moves once approved.

Exeo PPM

Arrow keys step through the notes.

In this area

  • Resource management

    • Utilisation heat map by person and role
    • Capacity net of workweek, holidays and leave
    • Planned against actual allocation

  • Timesheets

    • Project, non-project and leave on one grid
    • Daily or weekly entry
    • Cost only moves once approved

Platform & security

Exeo PPMPlatform / PermissionsSample data
Exeo PPM role and permission matrix, with sample data
1 of 3
  1. Role and permission matrixDown to the form and tab level.
  2. Server-sidePermissions are enforced server-side.
  3. Sign-in and auditSSO, directory sync and a full audit trail.

Exeo PPM

Arrow keys step through the notes.

In this area

  • Role & permission matrix

    • To the form and tab level
    • Enforced server-side

  • Identity & audit

    • SSO and directory sync
    • Full audit trail

Integrations are designed to connect

05Coverage

Every type of work

Client work and internal work, governed in the same platform.

  1. ImplementationFixed-price / T&M
  2. Outsourcing & staff augmentation
  3. SLA & support contracts
  4. Internal & R&D projects

06Integrations

Designed to connect

On the roadmap

Exeo PPM

  • Jira & Azure DevOps
  • Slack & Teams notifications
  • Finance / ERP interfaces
  • Mobile approvals & time entry

Planned connection

These integrations are on the product roadmap.

07Next steps

Next steps

  1. Requirements workshop

    Half a day with the PMO.

  2. Configured demonstration

    With a sample of your own portfolio.

  3. Implementation plan

Book a requirements workshop

Discuss your business priorities and Microsoft roadmap.

Start with a requirements workshop: half a day with the PMO.

Discuss Exeo PPMAsk ConsultTik

Or write to us directlyinfo@consulttik.comsales@consulttik.com

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