Portfolio Intelligence Platform
Master the Portfolio
Stop flying blind. One PMO command center for live portfolio KPIs, resource timesheets, stage-gate governance, optional SSO & BYOD, and Jira integrations — Agile and Waterfall on the same truth.
iProjectX is not a static portfolio register. It is an intelligence layer over delivery — calculated Project Health, Portfolio Pulse, executive what-ifs, explainable KPIs, and stage-gate governance — with enterprise security, white-label branding, optional SSO, and Bring-Your-Own-Database for tenant data residency.
Registers record the past. iProjectX surfaces pressure early, explains forecast variance, and puts the next decision in front of leaders — before the board pack is late.
What a register cannot do. What portfolio intelligence does.
Every red flag below is what happens when portfolios are still run on decks, spreadsheets, and static registers. Every green marker is what happens when health is calculated, explained, and acted on.
Intelligence core
Executive intelligence — not a status slideshow
A live vantage point for the board and PMO: Portfolio Pulse, calculated health, explainable financials, RAG heatmaps, stage-gate pass rate, benefits and capacity — all filterable, all drillable, all tied to the same truth.
- Portfolio Pulse — area health and week-over-week change digest
- Project Health Engine with early warnings and reforecast actions
- Explain This on forecast, budget, and spend KPIs
- Segmentation by portfolio, program, sponsor, priority, status, and FY
Portfolio timeline
Every project. Every gate. One horizon.
A financial-year-aware Gantt with stage-gate diamonds, a live TODAY line, planned vs actual bars, and slip badges the moment a project falls behind. View by portfolio, program, health, priority, sponsor or business unit.
- Configurable stage gates with checklist governance
- Planned vs actual with variance in days
- Quick-shift dates without leaving the timeline
Governance & RAID
Risks, Actions, Issues, Decisions — one governed spine.
RAID isn't a spreadsheet. In iProjectX, every entry is tied to a project, a stage gate and a status update — with owners, forums, sponsors and approvers — feeding health, pulse, and executive decisions. Critical and overdue items auto-escalate to PMs and admins; daily email digests keep approvals and RAID moving.
| ID | Type | Title | Owner | Status |
|---|---|---|---|---|
| R-104 | Risk | Vendor SLA slip on ERP data migration | A. Rao | Mitigating |
| A-231 | Action | Confirm FY25 CapEx re-baseline | M. Chen | Open |
| I-058 | Issue | Integration test env unavailable | S. Patel | Open |
| D-072 | Decision | Approve stage gate G3 for Customer Portal | Steer.Co | Approved |
Security · White-label · BYOD
Protect the portfolio. Still deliver the intelligence.
iProjectX is multi-tenant by design: mandatory authenticator MFA, optional SSO, optional IP-based organisation restriction, row-level isolation, hardened sessions, and admin audit trails — plus optional Bring-Your-Own-Database for tenant data residency and full white-label branding for your organisation. In-house AI answers from your live PMO data inside your organisation session by default; an Approved Open AI model is available only if an organisation requests it. Built for SOC 2 and ISO 27001 readiness — without overstating certification status.
- MFA (TOTP authenticator) required for all users
- Optional per-organisation SSO (SAML) when provisioned
- Optional IP-based organisation restriction (allowlist / CIDR)
- Optional BYOD — tenant registers on your PostgREST-compatible DB
- White-label logos, colors, and themes per organisation
- Row-level security isolating every organisation’s data
- In-house AI by default — answers stay in your org session
- Approved Open AI model only if the organisation requests it
- Admin audit log + platform security events (login, logout, failures)
- One-click Excel evidence packs for auditors
- CSP, HSTS, and session storage with PKCE — not JWTs in localStorage
- Role-based access for org admins, PMs, and platform operators
Details: Information security
Intelligence, governance, and control — on one truth.
Not a bolt-on dashboard over a register. Modules share the same data model — calculated health, finance, delivery, security, white-label, and private intelligence — with no sync jobs and no drift.
Turn the portfolio into an intelligence advantage.
White-label ready. Multi-tenant and MFA-enforced. Optional SSO and BYOD for data residency. In-house AI by default — with an Approved Open AI model only when your organisation requests it. Deploy calculated health, Portfolio Pulse, explainable KPIs, and executive intelligence in weeks — not another spreadsheet register.