Deliver more projects within budget with complete financial management
Manage and deliver your entire project portfolio with Fluid
It can be a nightmare to effectively manage project costs, but it doesn’t have to be. With complete transparency of all your costs, forecast and actuals, tracking project costs is a breeze.
Forecast and track across multiple years
Track qualitative and quantitative benefits
Generate resource costs and forecasts from rate cards
Clear CapEx and OpEx breakdown
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Accurate project financials, for better planning and tracking
Complete transparency of project costs and accurate forecasting of financial impact for effective project portfolio management.
Track project costs
Full financial overview
Project managers can have a clear view of project costs to prevent budget overruns and reduce unnecessary expenses from inception to closeout.
Resource and non-resource forecast and actuals
Resource and non-resource costs can be tracked and forecasted over multi-year periods and compared to actuals.
Funding
You can manage project funding in tranches, track project expenditure against release amounts, managing life to date.
Multiple year financial view
Forecast for multi-years
Resource allocation and forecasts can be made for multi-year periods.
Capitalisation & amortisation
Configure capitalisation and amortisation and see the projected CapEx and OpEx split based on activity forecasts.
Lifetime activity costs
Track the project estimated cost, committed actuals and remaining forecast across multi-year financial periods, and view profit and loss views.
Dashboards and exports
Real-time financial data
Dashboards provide real-time visibility into project financials for clear insight to make data-driven decisions.
In-depth financial insight
Data can be drilled down into for detailed analysis, giving you a better look into exactly what you need.
Data exporting
Data can be exported for use in external financial systems and for updating stakeholders with reports.
Getting started is easy
Explore Fluid's All-In-One Project Portfolio Management Platform.
Project financial transparency and clarity
Make data-driven business decisions for better results
Explore different project scenarios to plan for better project success
Issue multiple scenario requests to what-if your resource and financial forecasts to make informed decisions about project strategy, funding, and resource allocation for project success.
Accurate forecasting to complete in budget
Accurate forecasting of project costs enables project managers to make informed decisions about resource allocation, funding, and overall project strategy to close-out projects on time and within budget.
Seamless integrations with your existing software
Your entire project-ecosystem aligned in one platform. Less tab-switching and work duplication and more alignment for all your projects.
Questions? Answers.
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Project financial management involves making informed financial decisions to ensure that projects are completed within the allocated budget, while also ensuring that financial resources are used efficiently. The responsibilities of project financial management typically include managing project budgets, forecasting project costs, tracking expenses, ensuring financial accountability, and reporting on project finances to stakeholders.
Yes! Financial management is an integral part of project management and is necessary for successful project completion as it helps to ensure that the project is delivered within budget and that financial resources are used efficiently.
Best practices for project financial management include developing a detailed project budget, monitoring project costs and expenses regularly, identifying potential cost overruns early, and communicating project financial information to stakeholders. Accurate forecasting and tracking can be management most effectively with the use of PPM software.