Plan First PPM — Project Portfolio Management on Microsoft Power Platform

Transform Project Delivery with Intelligent Portfolio Management

Plan First PPM is a comprehensive Project Portfolio Management solution built natively on Microsoft Dataverse and Power Platform, designed to help organizations streamline project planning, resource allocation, and portfolio optimization. Whether you're managing IT initiatives, construction projects, or enterprise transformations, our solution provides real-time visibility into project health, resource utilization, and strategic alignment.

Built for Modern Project Teams

Designed for project managers, PMO leaders, resource managers, and executives, Plan First PPM eliminates the complexity of traditional project management tools. The solution integrates seamlessly with Microsoft 365, Teams, and Power BI, enabling your teams to collaborate where they already work. Track project timelines with interactive Gantt charts, manage resource capacity across your portfolio, monitor budgets and actuals, and identify risks before they impact delivery—all within a unified platform that requires no external systems or complex integrations.

Key Capabilities That Drive Results

Our solution delivers end-to-end project lifecycle management including portfolio planning and prioritization, multi-project resource management with capacity planning, financial tracking with budget vs. actual reporting, customizable project templates and workflows, interactive dashboards and executive reporting, risk and issue management, and timesheet integration for accurate effort tracking. The built-in analytics engine provides portfolio-level insights, helping leadership make data-driven decisions about project investments and resource allocation.

Enterprise-Ready, Quick to Deploy

Leveraging the security, scalability, and compliance of Microsoft Dataverse, Plan First PPM supports organizations from 50 to 5,000+ users. Deploy in days, not months, with pre-configured best practices and sample data to get your teams productive immediately. The solution supports both Agile and Waterfall methodologies, adapts to your existing PMO processes, and scales as your portfolio grows.

Industry Applications

Ideal for IT services, professional services, consulting firms, construction and engineering, healthcare, financial services, and manufacturing organizations seeking to optimize project delivery, improve resource utilization, and increase portfolio visibility.

Plan, Budget, and Deliver Projects with confidence.

Ready to transform your project and portfolio management? Click the “Buy now” button above to get started with Plan First PPM today

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