Make governance a seamless part of the way you work
Manage and deliver your entire project portfolio with Fluid
Bring together Stage Gates, Workflow Approvals, a dynamic governance assessment engine, and portfolio reporting so your PMO can run governance as the work happens
Stage Gates aligned with your methodology ensure teams move forward with the right checkpoints at every phase.
Configurable approvals that match how your PMO works.
Automated governance assessments that evaluate project data daily and surface exceptions early.
Built-in best practice ensures consistent governance at every gate.
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Built-in best practice with clear processes, defined steps, and consistent governance at every gate.
Fluid Governance transforms best practice into a consistent operating rhythm. With clear reporting standards, governance rules, and automated data checks, it makes expectations visible, consistent and easy to follow in day-to-day delivery.
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Stage Gates checkpoints that drive delivery
Standardised checkpoints at the right moments
Stage gates are structured checkpoints that help teams review progress, confirm readiness, and make informed decisions before moving to the next phase. They embed formal governance into every step of the project lifecycle.
Align gates to your methodology and phases
Stage gates can be configured and linked to methodology phases, ensuring your governance framework aligns with your organisation’s delivery approach and gates are applied consistently whenever a methodology is used.
Control phase progression based on gate completion
Projects can be held at their current phase until all required gates are completed. Conditional gates linked to project properties ensure the right level of oversight is applied to each project.
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Workflow approvals built for real PMO operating models
Approvals that reflect how governance really happens
Fluid makes it easy to define who can approve each request or gate. Approvals are not restricted to a single person and can be set up to reflect your portfolio structure and operating model.
Keep approvals visible and accountable
Approvers are automatically notified when a gate approval is needed, and their responses update the item while notifying the requester. This helps prevent missed approvals and ensures stronger, more transparent governance.
Configure in minutes - No IT required
Use intuitive Board Settings to design your workflow stages, capture key information, and control who can view or update each step. Add configurable fields and conditional questions to keep forms simple and focussed.
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Dynamic Governance assessment to manage by exception
Automated governance and assurance engine
Configurable governance models let PMOs define how project compliance is measured across the portfolio, while the governance engine reviews project data to flag exceptions and track project health.
Portfolio-level clarity and the “why” behind results
Reporting shows overall governance ratings (e.g. Good / Borderline / Needs Improvement) and breaks down performance across key areas, making it easy to see where corrective action is needed and where projects are performing well.
Managing by exception, focus where action is needed
Fluid Governance continuously tracks key governance metrics, flags exceptions and enables proactive action. Governance becomes part of your everyday operations, not a retrospective exercise.
Consistent Delivery, Shared Understanding
By embedding criteria, approvals, and governance checks into the workflow, PMs have a clearer “instruction manual” for what good looks like, and PMOs can standardise expectations across the portfolio.
Live Portfolio Governance
Managed by Exception
Governance assessments then monitor compliance, highlight exceptions, and prompt early corrective action, creating a continuous feedback loop where teams learn what “good” looks like, close gaps, and steadily raise the quality and maturity of delivery across the portfolio.
Intake → Approval → Execution
Fluid supports structured intake and triage through boards so ideas, submissions, and business cases can move through a managed workflow, enabling evaluation and streamlined approvals.
Project pipelines can capture the process from idea to execution, with configurable stages/columns that can support different approval processes.
Governance visibility for PMOs & leaders
The Governance Overview Report provides a structured view of governance assessments across the portfolio, designed for PMOs and assurance teams to track compliance and monitor governance exceptions.
Governance checkpoints that drive delivery
Stage Gates give your PMO a practical way to turn governance into forward momentum: they establish structured checkpoints across the project lifecycle where teams confirm readiness, complete required deliverables, and secure the right approvals before moving on. Because gates are aligned to your methodologies and phases, they’re applied consistently across projects.
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Fluid offers an entire suite of functionalities I need to track and report on project costing, resource and capex management. The ‘all-in-one’ aspect makes it a valuable place to house our project cost management.
Anna, Financial Analyst
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
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
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
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
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
Questions? Answers.
If you can’t find an answer to your question, pop us a message here.
Fluid supports fully configurable Stage Gates that align to your project lifecycle and delivery methodology. Each gate represents a formal decision point where readiness, approvals and required evidence are assessed before a project can progress. Stage Gates help ensure consistent governance, better prioritisation and informed decision‑making across the portfolio.Yes, both Fluid Timesheets and Resource Management come with extensive reporting capabilities. Users can generate various reports such as resource utilization, project hours, budget analysis, and more, which help in tracking efficiency and making informed decisions.
Yes, Fluid’s governance and approval workflows are fully configurable. PMOs can define approval paths based on project type, value, risk, methodology or business unit. Workflows automatically trigger approvals for events such as project initiation, stage transitions, budget changes or scope updates, ensuring the right stakeholders are involved at the right time.
Fluid uses a dynamic governance model that adapts governance controls based on the characteristics of each project. Factors such as complexity, risk, financial value and compliance requirements determine which governance checks apply. This ensures governance is proportionate, consistent and scalable without overburdening delivery teams.
Yes, Fluid provides real‑time reporting across Stage Gates, approvals and governance compliance. PMOs can track gate status, approval turnaround times, bottlenecks and governance adherence across projects and portfolios. These insights help support executive oversight, audit readiness and continuous improvement.
