Portfolios and milestones
See projects across the portfolio, with milestones, deliverables and status in one place.
Projects
Keep projects and follow-up work connected.
Organise milestones, deliverables, budgets and responsibilities. Track risks, issues and dependencies as delivery progresses.
Plan, assign, track and report.
01
Plan
Set up projects and portfolios with a delivery methodology, milestones, deliverables and budgets, or start from an AI-suggested project template and adjust it.
02
Assign
Give milestones, deliverables and RAID items clear owners, and record responsibilities in a RASCI matrix.
03
Track
Record progress, spend against budget, risks, assumptions, issues and dependencies as delivery moves on, with budget alerts when spend approaches its limits.
04
Report
Review portfolio and project status, budget analytics and the RAID log from the information your team has recorded.
What the projects workspace covers.
Budgets and spend
Record budgets and spend for each project, follow budget analytics across the portfolio and configure alerts.
Risks, issues and dependencies
Maintain a RAID log for each project, and use change sentiment surveys to see how people are experiencing a change programme.
Follow-up work that doesn't get lost.
Audit findings, compliance remediation and M&A integration actions can become project work with owners and milestones, so the work identified elsewhere in Simplif-i is planned and tracked.
Questions about project delivery
Does it update automatically from our other tools?
Reporting reflects the information recorded in Simplif-i. Keep progress, spend and RAID items current so the status reflects the work.
Can we use our own delivery method?
Projects can follow a selected methodology, and milestones, deliverables and responsibilities can be shaped to how your teams work.
How do projects connect to the rest of the platform?
Remediation from audits, M&A integration work and governance approvals can be carried into projects, so follow-up work has an owner and a plan.
Keep project delivery visible.
Organise milestones, budgets, owners and RAID logs in Simplif-i.