Deliver more projects within budget with complete financial management

Manage and deliver your entire project portfolio with Fluid

It can be a nightmare to effectively manage project costs, but it doesn’t have to be. With complete transparency of all your costs, forecast and actuals, tracking project costs is a breeze.

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Forecast and track across multiple years

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Track qualitative and quantitative benefits

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Generate resource costs and forecasts from rate cards

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Clear CapEx and OpEx breakdown

Fluid PPM financial report

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Accurate project financials, for better planning and tracking

Complete transparency of project costs and accurate forecasting of financial impact for effective project portfolio management.

Fluid PPM financial management resource allocation

Track project costs

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Full financial overview

Project managers can have a clear view of project costs to prevent budget overruns and reduce unnecessary expenses from inception to closeout.

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Resource and non-resource forecast and actuals

Resource and non-resource costs can be tracked and forecasted over multi-year periods and compared to actuals.

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You can manage project funding in tranches, track project expenditure against release amounts, managing life to date.

Fluid PPM multi-year financials

Multiple year financial view

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Forecast for multi-years

Resource allocation and forecasts can be made for multi-year periods.

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Capitalisation & amortisation

Configure capitalisation and amortisation and see the projected CapEx and OpEx split based on activity forecasts.

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Lifetime activity costs

Track the project estimated cost, committed actuals and remaining forecast across multi-year financial periods, and view profit and loss views.

Fluid PPM financials breakdown

Dashboards and exports

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Real-time financial data

Dashboards provide real-time visibility into project financials for clear insight to make data-driven decisions.

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In-depth financial insight

Data can be drilled down into for detailed analysis, giving you a better look into exactly what you need.

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Data exporting

Data can be exported for use in external financial systems and for updating stakeholders with reports.

Getting started is easy

Explore Fluid's All-In-One Project Portfolio Management Platform.


Project financial transparency and clarity

Make data-driven business decisions for better results


Explore different project scenarios to plan for better project success

Issue multiple scenario requests to what-if your resource and financial forecasts to make informed decisions about project strategy, funding, and resource allocation for project success.

Fluid PPM financials scenario planning
Fluid PPM financial forecasting

Accurate forecasting to complete in budget

Accurate forecasting of project costs enables project managers to make informed decisions about resource allocation, funding, and overall project strategy to close-out projects on time and within budget.


Seamless integrations with your existing software

Your entire project-ecosystem aligned in one platform. Less tab-switching and work duplication and more alignment for all your projects.

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Fluid offers an entire suite of functionalities I need to track and report on project costing and resource management. The ‘all-in-one’ aspect makes it a valuable place to house our project cost management.

Anna, Financial Analyst

5 star PPM Software Provider

I have worked on projects and programmes for over 25 years and used MS Project, MS Excel, Planview, Smartsheet and more recently Wrike but never seen such a comprehensive project management and PMO tool.

Rav, PMO Consultant

5 star PPM Software Provider

Fluid is an all-in-one Work Management System platform. It gives visibility of all activities in your business, business unit, team, incl status, due dates, resources and budgets.

Nicolette, Special Project Manager

5 star PPM Software Provider

The financial reporting in particular impressed me - paired with resource management capabilities like unlimited rate cards, roles, capped hours and placeholder resources - the reporting on project, programme and portfolio level is brilliant.

Shannon, Infrastructure Programme Support Officer

5 star PPM Software Provider

My life has become much easier having Fluid! I am able to track my workflow daily. I am able to track each project and assign actions and make decisions on each live. This really helps in monitoring and execution.


Avinash, Senior Sales and Strategy Analyst

5 star PPM Software Provider

Fluid is a structured software solution that handles Tasks, Meetings, Projects and Portfolio Management. It scales from being a departmental solution to being an enterprise solution.

Gary, Managing Director

5 star PPM Software Provider

Questions? Answers.

If you can’t find an answer to your question, pop us a message here.

What are the responsibilities of project financial management?

Project financial management involves making informed financial decisions to ensure that projects are completed within the allocated budget, while also ensuring that financial resources are used efficiently. The responsibilities of project financial management typically include managing project budgets, forecasting project costs, tracking expenses, ensuring financial accountability, and reporting on project finances to stakeholders.

Is financial management part of project management?

Yes! Financial management is an integral part of project management and is necessary for successful project completion as it helps to ensure that the project is delivered within budget and that financial resources are used efficiently.

What is best practice for project financial management?

Best practices for project financial management include developing a detailed project budget, monitoring project costs and expenses regularly, identifying potential cost overruns early, and communicating project financial information to stakeholders. Accurate forecasting and tracking can be management most effectively with the use of PPM software.

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