Portfolio Planning rolls every project's WBS into one time-phased view — cash-flow, resource demand and capacity — then lets you level the peaks and route a Resource Plan through approval before it's final.
Everything time-phased from your validated WBS cost lines — so the portfolio view is always grounded in real plans.
Time-phased spend across the portfolio, by project and by month or week.
See demand against capacity, spot over-allocation, and level it down.
Let the engine delay non-critical work within its float to flatten the peaks.
A read-only Material, Equipment & Labour forecast — the data your ERP pulls.
Move dates to test scenarios — never quantities, so the cost stays honest.
Create, revise as versions, and submit for approval before it's final.
When demand spikes past capacity, the levelling agent works out which non-critical tasks can shift within their float to flatten the curve — and shows you the trade-off before you commit. Fewer firefights, no blown finish date.
Every project's cost lines are spread across time to give you a portfolio cash-flow forecast — so finance sees what's coming, by project, long before the invoices land.
Lay resource demand over capacity and the over-allocations jump out. Run What-If scenarios and auto-schedule to smooth the load — moving dates, never quantities, so the budget never quietly changes underneath you.
Once a Resource Plan is approved, BuildOps publishes a clean, read-only forecast of Material, Equipment and Labour demand over time — the exact figures your ERP integration consumes.
Like estimations and RFQs, the Resource Plan is a controlled document — not a spreadsheet someone quietly edited.
Build the plan from validated WBS lines across the projects in scope.
Every change is a new revision — the history is never lost.
Route it through a configurable approval chain; it's final only when approved.
We'll show you cash-flow, resource levelling and the approval-governed Resource Plan on your own shape of work.