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Project & Portfolio Management

Run every project on one line of sight

CAQA Projects is the project and portfolio-management platform in the CAQA ERP suite. The schedule, the boards, the budget and the margin live in one place - so the plan, the work and the money finally agree.

Schedules that holdBoards that moveBudgets that reconcile

The Platform

Everything a project carries, in one place

From the first brief to the final margin figure, each part of the platform works off the same records - open any feature to see how it earns its keep.

Projects

One record per project, from brief to closure - scope, owner, schedule, budget and documents in a single place.

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Tasks

Owned, dated work items under every plan - assignees, estimates, checklists and comments where the work happens.

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Milestones

The dates the whole plan hangs on - delivery points and gates, with slippage visible the day it starts.

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Gantt charts

The schedule drawn on a timeline - drag bars, follow linked work, and hold the plan against a baseline.

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Resources

Who is on what, and who has room - allocation views across projects so people are neither idle nor drowned.

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Budgets

Planned against actual, line by line - labour, expenses and purchases rolled up to project and portfolio.

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Risks

What could go wrong, logged and owned - registers with likelihood, impact, owner and treatment.

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Issues

What has gone wrong, tracked to closure - logs tied to the project, with owners and resolution notes.

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Timesheets

Hours captured where the work happens - time against tasks feeds budgets, billing and profitability.

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How It Works

From brief to margin, without changing systems

Set up the project

Open a project record with its scope, owner, budget and dates - or start from a template that already knows your method.

Plan the schedule

Break the work into tasks and milestones, link the dependencies, and draw the whole thing on the Gantt with a saved baseline.

Run the work

Teams move cards on Kanban boards, log time where they work, and raise risks and issues in the project itself.

Steer by the numbers

Budgets, profitability and portfolio dashboards update from the working records - so steering happens in time, not in hindsight.

CAQA Projects — the plan in motion

The Family

Part of the CAQA ERP suite

CAQA Projects shares its records with the wider CAQA ERP suite, so projects, people and money connect across the platforms your organisation already runs on.

Explore the suite

Put your next project on one line of sight

Tell us how your organisation delivers, and we will walk you through CAQA Projects on your own kind of project - schedule, boards, budget and all.

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