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PPM Compass 360 For Microsoft 365
Concept Preview · Roadmap Feedback Session

Staged ERP Financials Ingestion

Eliminate manual re-typing of SAP, Oracle, and ERP balances. Finance simply saves their monthly export into a SharePoint folder, and PMO leads review an interactive pre-flight diff before applying changes.

Match Key
ERP Project ID
Connectors
0 Premium Fees
Governance
Human-in-the-Loop
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Interactive Prototype: Test the workflow below by clicking "Review & Compare Diff", inspecting project variances, and testing the "Approve & Apply" simulation.
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Contoso Global PMO Hub › Project Portfolio Management › Financials Management
Logged in: Sarah Jenkins (Portfolio Owner) | Last ERP Sync: 2026-09-15
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SharePoint Staging Drop Folder 1 Pending File Awaiting Review Location: /PMO Hub/Finance-Drop/
📄 File: ERP_Actuals_Sep2026.xlsx 👤 Uploaded by: Marcus Schmidt (Finance Dept) ⏱️ Detected: Today, 09:42 AM 📦 Size: 48.2 KB

Pre-Flight Balance Comparison: ERP vs. SharePoint (Key: ERP Project ID)

Review values below. No changes are committed until you click "Approve & Apply".

🟢 14 Ready to Update
⚪ 3 No Change
🔴 1 Unmatched ERP Code
ERP Project ID PPM Project & Portfolio OPEX Budget OPEX Actual YTD (Diff) CAPEX Actual YTD (Diff) Status

Enterprise Governance Blueprint

Designed specifically for corporate PMOs and IT departments requiring separation of duties and zero external data leaks.

0€

Zero Premium Connectors

Runs 100% on standard Microsoft 365 licensing. No Power Automate Premium licenses, no Dataverse costs, and no third-party API subscriptions. Reads files directly from SharePoint Document Libraries via native in-tenant REST.

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Separation of Duties

Finance accountants only need simple Contribute access to the staging drop folder. They cannot alter project schedules, risks, or approvals. PMO leads review variance diffs before committing data to production.

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Atomic Batch Ingestion

Updates are bundled into SharePoint multipart $batch transactions. Syncing 100+ projects executes in seconds without hitting SharePoint API request throttling.

Co-Design With Us

Would this solve your ERP & Finance workflow?

We are prioritizing this feature based on real enterprise feedback. Tell us about your finance systems to help us tailor the release.

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