Features
Comprehensive & Flexible Features
Built by practitioners. Refined by experience. Designed for adoption. Project Playbook was shaped by those who’ve led Project Portfolio Management in Fortune 500 companies and global enterprises. Our features have been continuously refined through 100+ client engagements—resulting in user-centric functionality that drives adoption at scale. With unmatched flexibility, Project Playbook adapts to how your teams already work—empowering transformation while creating a sustainable competitive advantage.
Accelerated Schedules
Build and manage logic-based schedules that support multi-level visibility and proven delivery practices.
Optimized Costs
Monitor budgets, estimates, and actuals to manage project costs and maximize investment efficiency.
Allocated Resources
Visualize capacity, demand, and utilization across labor, equipment, and materials to optimize resource planning.
Mitigated Risks
Identify, assess, and escalate risks so they can be addressed by the right stakeholders at the right time.
Data-Driven Decisions
Route critical decisions to the right people using structured option analysis to support data-driven choices.
Status Reporting
Create and share live status updates directly in-platform, eliminating outdated, email-driven reporting cycles.
User-Friendly Apps
Work faster with intuitive, accessible interfaces designed for effortless use across roles—minimal training required.
Powerful Analytics
Leverage real-time dashboards, charts, and drillable reports to surface insights, track KPIs, and inform strategic decisions.
Aligned Strategies
Ensure every initiative aligns with organizational goals, providing a clear line of sight from strategy to execution.
Clear Initiatives
Define and communicate the purpose and expected outcomes of each initiative to foster understanding and commitment.
Balanced Priorities
Prioritize initiatives by strategic fit, value, and feasibility—while accounting for schedule, resource, and budget constraints.
Engaged Stakeholders
Map, analyze, and engage stakeholders at every level to ensure buy-in, alignment, and sustained momentum.
Allocated Resources
Visualize capacity, demand, and utilization across labor, equipment, and materials to optimize resource planning.
Managed Dependencies
Manage upstream and downstream dependencies across initiatives to reveal key drivers and prevent bottlenecks.
Accelerated Schedules
Build and manage logic-based schedules that support multi-level visibility and proven delivery practices.
Optimized Costs
Monitor budgets, estimates, and actuals to manage project costs and maximize investment efficiency.
Mitigated Risks
Identify, assess, and escalate risks so they can be addressed by the right stakeholders at the right time.
Resolved Issues
Proactively resolve issues to stay on track with delivery goals and eliminate recurring execution blockers.
Data-Driven Decisions
Route critical decisions to the right people using structured option analysis to support data-driven choices.
Status Reporting
Create and share live status updates directly in-platform, eliminating outdated, email-driven reporting cycles.
Achieved Metrics
Track baselines, targets, and results to monitor and achieve key performance indicators and desired outcomes.
Realized Benefits
Track and realize financial and non-financial benefits by capturing baselines, targets, and actuals over time.
Shared Lessons
Document and share key lessons—strengths, gaps, and recommendations—to drive improvement across current and future initiatives.
End-to-End Visibility
Gain full transparency across portfolios, programs, and projects with dynamic dashboards and real-time reporting.
Automated Reporting
Save time and reduce errors with integrated, real-time reporting and executive-level dashboards.
Powerful Analytics
Leverage real-time dashboards, charts, and drillable reports to surface insights, track KPIs, and inform strategic decisions.
Microsoft-Backed Security
Rely on Microsoft enterprise security—Azure AD SSO, RBAC, and encryption—to protect your data and control user access.
Data Privacy Assurance
Support strict privacy standards with Microsoft 365’s compliance-ready infrastructure and robust governance capabilities.
Built-In Compliance
Ensure audit-readiness and adherence to global standards with embedded Microsoft 365 compliance, logging, and role-level traceability.