Structured and transparent project intake and gate phase process
Long-term overview of resource demand and capacity
Real-time visibility of budgets and capital forecast
Why choose Cleopatra’s project portfolio management software?
Cleopatra SPPM replaces fragmented tracking with a standardized and connected approach. It combines structured intake of business opportunities, financial transparency, and resource insight to support informed portfolio decisions.
Bridge the gap between strategy and execution for portfolio alignment
Many organizations struggle with misalignment between corporate strategy and project execution. Cleopatra allows you to link business opportunities and projects with you overall strategic objectives, and supports tracking of these objectives through consistent monitoring using gate-based lifecycle tracking and stage-gate review functionalities. Portfolio- and business development managers can evaluate readiness, performance, and spending trends in one environment.
Get real-time portfolio visibility for faster, smarter decisions
Cleopatra combines project and portfolio data in one source. Decision-makers gain real time insight in portfolio data across projects, in resource planning and in capital planning. Interactive dashboards, KPI tracking, and predictive analytics enable proactive decision-making, faster responses, and greater confidence that portfolios stay on track.
Portfolio optimization through scenario analysis
Budgets and priorities change over time. Cleopatra enables portfolio teams to run scenarios, analyze trade-offs, and align investments with available capacity. Scenario planning and “what if” analysis help organizations optimize capital spending, maximize ROI, and ensure portfolios deliver maximum business value.
Feature highlights
Cleopatra’s project portfolio management software is designed to give you clarity, control, and confidence across your portfolio.
Structured project intake and lifecycle
Centralized portfolio management
Time-phased budgets and performance monitoring on a project basis
Live insight in long-term outlook on resource demand and capacity
Access and manage your portfolio anywhere and anytime, with enterprise grade security.
What our customers are saying
A single, real-time platform that unifies all project and portfolio data
Enabling smarter decisions, clearer financial control, and more effective resource planning.
FAQs about Cleopatra Execution Management and Dashboarding
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What is a project and portfolio management system?
A strategic project and portfolio management (SPPM) system is a central platform that structures project intake, standardizes stage-gate steps, and provides a single view of all projects across the organization, replacing scattered spreadsheets and disconnected approval processes.
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How to improve portfolio management?
You can improve portfolio management by using one structured intake process, applying consistent gate approvals, and using shared financial and resource data to compare plans, forecasts, and capacity across projects.
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What features do project portfolio dashboards typically include for monitoring project status?
Portfolio dashboards typically show budgets vs. actuals vs. forecasts, stage-gate status, upcoming milestones, resource demand and capacity, and key risks or changes affecting projects.
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What benefits does a portfolio management system offer for coordinating multiple projects?
A PPM system helps coordinate multiple projects by giving clear visibility into priorities, linking financial and resource data, improving planning of upcoming work, and supporting consistent decisions across all project types.
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Can you access Cleopatra in real-time from anywhere?
As a SaaS solution, Cleopatra runs from the cloud. You can access Cleopatra from any computer as long as you have the proper access rights. This means that Cleopatra requires an internet connection to access. Cleopatra’s mobile application can bring information into the field, offline, and synchronize once your are back online.
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What is project portfolio management software?
Project portfolio management (PPM) software helps organizations centrally manage and prioritize all their projects. It provides real-time visibility into budgets, resources, risks, and performance, ensuring that projects align with business strategy. With PPM software, companies can make better investment decisions, balance workloads, and optimize their overall project portfolio.
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How does project portfolio management work?
Project portfolio management (PPM) works by evaluating, prioritizing, and managing all projects within an organization as one unified portfolio. It involves comparing projects based on value, cost, risk, and strategic alignment, then allocating budgets and resources accordingly. PPM uses real-time data to monitor performance, balance workloads, and ensure that the overall portfolio delivers maximum business value while supporting organizational goals.
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