All the features, none of the complexity

Fluid gives you the tools to run great projects with configurable features so you only use what you need and none of what you don't.

no matter what your role, you can work a better day

Project Managers

Fluids intuitive interface makes managing your projects a breeze. All the activity around a project can be managed from the workspace. You have a single place to manage, update and follow up on on all actions, decisions and tasks from across the project ecosystem.

More visibility. More time to do the the things that matter!

  • Health Status

    Portfolio, program and project RAG status reporting, with path to green mitigation and the ability to link associated risks or issues.

  • Visibility of Work

    See all the activity around a project in the workspace. By ‘linking’ all the project meetings and kanban/sprint boards to the project.

  • Exception Reporting

    Executive month-on-month forecast and resource variance reporting

  • Resource Allocations

    Easily add members to your project and set their month-on-month work allocation.

  • Automated Reporting

    Dynamic, real-time Portfolio, Project and SteerCo reporting at the touch of a button. Use pre-built reports and dashboards or build your own

  • Templates

    Build your own reporting templates in Word or PowerPoint and extract them directly from Fluid for a single project or for a portfolio of projects.

  • Watchlists

    Create customised ‘virtual’ portfolios and save each one as a watchlist which can be applied to any of the pre-configured report layouts. 

  • Project Planning

    Intuitive drag-and-drop Gantt to easily change start/end time and duration of tasks, link tasks with each other, and set task completeness. , Import MS Project and Excel to sync up your plan with other tools.

  • Health Status

    Portfolio, program and project RAG status reporting, with path to green mitigation and the ability to link associated risks or issues.

  • Visibility of Work

    See all the activity around a project in the workspace. By ‘linking’ all the project meetings and kanban/sprint boards to the project.

  • Exception Reporting

    Executive month-on-month forecast and resource variance reporting

  • Resource Allocations

    Easily add members to your project and set their month-on-month work allocation.

  • Automated Reporting

    Dynamic, real-time Portfolio, Project and SteerCo reporting at the touch of a button. Use pre-built reports and dashboards or build your own

  • Templates

    Build your own reporting templates in Word or PowerPoint and extract them directly from Fluid for a single project or for a portfolio of projects.

  • Watchlists

    Create customised ‘virtual’ portfolios and save each one as a watchlist which can be applied to any of the pre-configured report layouts. 

  • Project Planning

    Intuitive drag-and-drop Gantt to easily change start/end time and duration of tasks, link tasks with each other, and set task completeness. , Import MS Project and Excel to sync up your plan with other tools.

what gets measured, gets done

Portfolio Management Office

Tracking and management of complex execution easy.

Fluid provides the information and analytics PMO’s need to easily identify exceptions – and collaborate directly with project teams to understand mitigation and help in bringing things back on track.

Slash reporting time from hours to minutes with the standardised, automated reporting and layouts!

  • Multiple Methodologies

    Configure multiple methodologies – with your own defined input and exit criteria for each phase.

  • Route Cause Analysis

    Configure your own ‘impact types’ for more focused route cause analysis across any subset of projects or for the portfolio.

  • Interdependencies

    Set and manage inter dependencies between impacts and any other project or meeting.

  • Capacity

    Set capacity for each individual resource in Fluid and have Fluid automatically present the month-on-month available capacity for any individual, role or sub-set of roles.

  • Configurable

    Track and manage allocated budget, forecast spend and actual spend against configurable expense categories and expense types

  • Pipeline Management

    Easily manage and report on the wish list of programs and projects with a controlled approval to active executing projects.

  • Project Hierarchies

    Easily construct and deconstruct hierarchies by simply ‘linking’ or ‘de-linking’ programs, projects and sub-projects.

  • Project Planning

    Intuitive drag-and-drop gantt to easily change start/end time and duration of tasks, link tasks with each other, and set task completeness. Import MS Project and Excel to sync up your plan with other tools.

  • Multiple Methodologies

    Configure multiple methodologies – with your own defined input and exit criteria for each phase.

  • Route Cause Analysis

    Configure your own ‘impact types’ for more focused route cause analysis across any subset of projects or for the portfolio.

  • Interdependencies

    Set and manage inter dependencies between impacts and any other project or meeting.

  • Capacity

    Set capacity for each individual resource in Fluid and have Fluid automatically present the month-on-month available capacity for any individual, role or sub-set of roles.

  • Configurable

    Track and manage allocated budget, forecast spend and actual spend against configurable expense categories and expense types

  • Pipeline Management

    Easily manage and report on the wish list of programs and projects with a controlled approval to active executing projects.

  • Project Hierarchies

    Easily construct and deconstruct hierarchies by simply ‘linking’ or ‘de-linking’ programs, projects and sub-projects.

  • Project Planning

    Intuitive drag-and-drop gantt to easily change start/end time and duration of tasks, link tasks with each other, and set task completeness. Import MS Project and Excel to sync up your plan with other tools.

Level Up! your financial maturity

Improve processes, governance & quality by enabling features at your own pace

  • Multi-Currency

    Capture financials onto projects in any currency configured in Fluid. Roll-up values in reporting are in the default currency at the configured currency spot rate.

  • Timesheets

    Project and non-project related time capture with approval workflow and automatically posted as financial actuals.

  • Line of Business

    Apportion the cost of project & business as usual activity across different business areas and have it dynamically calculated on actuals & forecast to make your budget cycle fluid and dynamic.

  • Scenario Planning

    Try different resource allocation or non-resource forecast options without impacting what is being reported for your ‘live’ project financials.

  • Capitalization

    Define capitalisation profiles for expense types, methodology phase activity, or resource types – with amortisation triggers and amortisation periods.

  • Multi-Year

    Scroll through the multi-year financials on a single project, a subset of projects or programs – or for the portfolio as a whole.

  • Multi-Currency

    Capture financials onto projects in any currency configured in Fluid. Roll-up values in reporting are in the default currency at the configured currency spot rate.

  • Timesheets

    Project and non-project related time capture with approval workflow and automatically posted as financial actuals.

  • Line of Business

    Apportion the cost of project & business as usual activity across different business areas and have it dynamically calculated on actuals & forecast to make your budget cycle fluid and dynamic.

  • Scenario Planning

    Try different resource allocation or non-resource forecast options without impacting what is being reported for your ‘live’ project financials.

  • Capitalization

    Define capitalisation profiles for expense types, methodology phase activity, or resource types – with amortisation triggers and amortisation periods.

  • Multi-Year

    Scroll through the multi-year financials on a single project, a subset of projects or programs – or for the portfolio as a whole.

dynamic and interactive reporting

Executives & Stakeholders

Senior stakeholders can apply any filtered view they want to Fluids pre-built reports and dashboards – with the ability to drill down into the underlying project information at the click of a button – delivering transparency and insight across the portfolio.

  • Watchlists

    Create customised ‘virtual’ portfolios and save each one as a watchlist which can be applied to any of the pre-configured report layouts.

  • Roll-up

    Project financials automatically roll up for a view of the spend profile across any subset of projects or the portfolio.

  • Benefits & On Going Costs

    Track qualitative and quantitative benefits throughout the project lifecycle. Capture and offset any on-going costs against benefits to get a view of the real ROI of a project.

  • Analysis

    Variance and spend analysis ensures any project overspend is predicted and pro-actively managed.

  • Trend analysis

    Easily compare the month-on-month trend of forecast values vs actual spend for individual projects or any selected group of projects.

  • Reporting

    Get a real-time view of the month-on-month variance between resource capacity, forecasting, capacity and actuals – for a single role or for a sub-set of roles.

  • Watchlists

    Create customised ‘virtual’ portfolios and save each one as a watchlist which can be applied to any of the pre-configured report layouts.

  • Roll-up

    Project financials automatically roll up for a view of the spend profile across any subset of projects or the portfolio.

  • Benefits & On Going Costs

    Track qualitative and quantitative benefits throughout the project lifecycle. Capture and offset any on-going costs against benefits to get a view of the real ROI of a project.

  • Analysis

    Variance and spend analysis ensures any project overspend is predicted and pro-actively managed.

  • Trend analysis

    Easily compare the month-on-month trend of forecast values vs actual spend for individual projects or any selected group of projects.

  • Reporting

    Get a real-time view of the month-on-month variance between resource capacity, forecasting, capacity and actuals – for a single role or for a sub-set of roles.

what needs to be done, by when

Project & Team Members

Team members can stay on top of their tasks – collaborating in real-time to obtain the context they need to get things done right the first time. Through their egocentric dashboard, team members are able to centrally manage and update all of their project and non-project related commitments so that nothing falls through the cracks.

  • Task Management

    One dashboard to manage all project commitments, as well as all the tasks, actions and decisions from the meetings and boards that are linked to the project

  • Accountability

    Fluid sends a message to each impact owner for their acknowledgement that they own the impact and any planned mitigation

  • Simple and flexible

    Simple input dialog for all risks, issues, dependencies, changes, relationships and lessons learnt

  • Chat Hub

    No more endless email chains, stay on the same page by communicating in context via the chat hub

  • Item Status History

    Report an individual RAG status for each impact or milestone so stakeholders can easily see which ones may be at risk

  • Documents

    Manage all project documentation in one place – with PDF annotations so you can add your own notes to PDF documents from both the web and mobile applications

  • See Your Allocations

    Know what projects you’re meant to be working on and how much time to allocate

  • Task Management

    One dashboard to manage all project commitments, as well as all the tasks, actions and decisions from the meetings and boards that are linked to the project

  • Accountability

    Fluid sends a message to each impact owner for their acknowledgement that they own the impact and any planned mitigation

  • Simple and flexible

    Simple input dialog for all risks, issues, dependencies, changes, relationships and lessons learnt

  • Chat Hub

    No more endless email chains, stay on the same page by communicating in context via the chat hub

  • Item Status History

    Report an individual RAG status for each impact or milestone so stakeholders can easily see which ones may be at risk

  • Documents

    Manage all project documentation in one place – with PDF annotations so you can add your own notes to PDF documents from both the web and mobile applications

  • See Your Allocations

    Know what projects you’re meant to be working on and how much time to allocate

less admin. more flexibility

Project Administrator

Manage your portfolios easy with all the features and configuration available to project administrators.  Say goodbye to paying for IT and expensive consultants to run your PPM software.

Fluid is designed to be self managed.  But when you need help our support is only a chat message away

  • Feature Driven

    Select only the features you want and make Fluid your own – ensuring you have more of what you need and none of what you don’t.

  • Custom Properties

    Custom properties allow you to create bespoke fields and meta-data options on just about anything in Fluid so you can easily address more of your own unique business needs.

  • Flexible fields

    Setup fields with your preferred terminology – and configure the options available for selection.

  • Reporting

    Create bespoke reporting page views and layouts to meet the needs of your business

  • Data Feeds

    Use the upload and development api’s to pull data from your existing payments system or another exiting solution

  • User Management

    Configure what users can do with bespoke role permissions. Manage who has access through white listed domains and audit via usage statistics and activity reports

  • Data Administration

    Create, manage and delete large subsets of data through bulk edit and data upload feeds.

  • Metadata

    Define your own meta-data for meetings, boards and portfolio reporting, financials, impacts and resourcing.

  • Financials

    Configure your own expense types and expense categories and make your financials as granular and detailed as your organization needs them to be

  • Feature Driven

    Select only the features you want and make Fluid your own – ensuring you have more of what you need and none of what you don’t.

  • Custom Properties

    Custom properties allow you to create bespoke fields and meta-data options on just about anything in Fluid so you can easily address more of your own unique business needs.

  • Flexible fields

    Setup fields with your preferred terminology – and configure the options available for selection.

  • Reporting

    Create bespoke reporting page views and layouts to meet the needs of your business

  • Data Feeds

    Use the upload and development api’s to pull data from your existing payments system or another exiting solution

  • User Management

    Configure what users can do with bespoke role permissions. Manage who has access through white listed domains and audit via usage statistics and activity reports

  • Data Administration

    Create, manage and delete large subsets of data through bulk edit and data upload feeds.

  • Metadata

    Define your own meta-data for meetings, boards and portfolio reporting, financials, impacts and resourcing.

  • Financials

    Configure your own expense types and expense categories and make your financials as granular and detailed as your organization needs them to be

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work a better day.