PPM Compass 360
Pragmatic project portfolio management inside Microsoft 365.
A native SharePoint Framework (SPFx) application that brings portfolio health, milestones, risks, capacity, financials, and change requests together in one practical workspace - right where your organization already works.
Explore PPM Compass 360 for yourself.
This interactive demo runs in your browser with sample data and shows how portfolio and project governance work in PPM Compass.
Explore projects and strategy. Check portfolio health. Review risks and milestones. Look at capacity and financials.
No sales presentation required.
Want to try it with your own data? and run PPM Compass 360 on your own SharePoint site.
Everything You Need to Run Projects & Portfolios
Eight tightly integrated modules designed for real-world PMOs, eliminating the friction of multi-tool chaos.
1. Portfolio Health & Calculated Overall RAG
Real-time calculated Overall RAG status automatically derived from the worst of 4 sub-RAGs: Timeline, Budget, Resources, Scope (mandatory commentary reason required for non-green ratings). Filter across customizable portfolios configured by the site owner.
- • Calculated Overall RAG (worst-case rollup)
- • Mandatory non-green narrative explanation
- • Customizable portfolios & business units
2. Milestone Roadmaps & Timelines
Visual milestone tracking with baseline comparison and phase-gate governance. Clearly spot slips before they impact executive steering deliverables without forcing a micromanaging task planner.
- • Key milestone schedules & phase gates with full-width timeline
- • Milestone Trend Analysis (MTA) with baseline curve & slippage tracking
- • Flexible date accuracy bands (exact date, week, month, or quarter)
- • Teams keep Jira, Planner, or Excel for daily tasks
3. 3×3 Probability & Impact Risk Matrix
Interactive risk heatmaps mapped to probability and severity with 1-click risk-to-issue conversion. Log mitigations, assign risk owners, and filter by project or cross-portfolio exposure.
- • Interactive 3×3 probability × impact matrix
- • In-place risk-to-issue escalation
- • Mitigation action owners & status
4. 5-Axis Health Radar & Modular Tabs
Optional 5-axis 360 Health Radar (Schedule, Cost, Output %, Team mood, Risk) toggleable from Admin Center. In early governance, Decisions and Team project tabs can be disabled for a leaner footprint.
- • Admin switch: Health Radar on/off
- • Modular tabs: Decisions & Team toggleable
- • Captures Output % & team sentiment
5. Financials & Excel Connector
Track planned budget vs. actual spend vs. EAC. Finance data is maintained in a dedicated admin list periodically populated via standard Excel copy/paste (automated Excel connector in active development).
- • Strict separation of duties (PM cannot overwrite)
- • Fast periodic update from finance Excel sheets
- • Automated Excel connector in roadmap
6. Change Request Management
Formalize scope, cost, and timeline deviations before unauthorized work commences. Route approvals through project sponsors via native Power Automate workflows, clone rejected requests with 1-click, and track cumulative budget impact.
- • Sponsor approval routing (via Power Automate)
- • Schedule, budget, and scope variance tracking
- • 1-click clone for rejected Change Requests
- • Transparent audit trail of approved deviations
7. Living Decisions Log
Record strategic, technical, and governance decisions in a decision log where each decision is locked once recorded. Eliminate hallway agreements, preserve institutional memory across team transitions, and keep sponsors and leaders aligned.
- • Decision register, locked once recorded
- • UTC timestamps eliminating cross-time-zone slippage
- • Captures rationale, impact, and decision-makers
- • Toggleable on/off per project from the Admin Center
8. Strategic Portfolio Alignment
NewDirectly connect projects to corporate strategies, objectives, and initiatives. Identify unfunded strategic blind spots and unaligned project spend, with independent objective owner health assessments.
- • Visual Strategy Trees & initiative hierarchies
- • Strategic fit on project goal cards (up to 3 links, 1 primary)
- • Gap analysis: spot unfunded goals & rogue projects
- • Clean single-primary budget attribution
Bilingual Out-of-the-Box: English & German
Switch between English and German with the EN / DE toggle in the top bar. Your choice is remembered in your browser; otherwise the site default or your SharePoint language is used. French language support is planned.
Toggle between English and German anytime with the new EN / DE selector in the top bar. Your choice is remembered in this browser.
In German mode, dates (27.09.2026), month names (Juli 2026), and numbers (1’234) adhere to standard regional formatting.
Engineered with a clean modular i18n architecture. Additional language packs and regional localizations will be introduced based on popular customer demand.
Make decisions from the live portfolio - not a PowerPoint slide.
Live Discussions Over Dead Slides
Traditional PMOs spend up to 40% of their working hours manually copy-pasting spreadsheet rows into static PowerPoint slides. PPM Compass 360 is built so governance reviews, gate approvals, and steering meetings happen live with the app on the screen.
Nevertheless, when executives or external partners need portable reports, 1-click generators create polished PowerPoint (.pptx) and PDF (.pdf) summaries instantly.
Structured Excel Copy: Total Peace of Mind & AI Analysis
The built-in Excel export (.xlsx) gives Project Managers a comprehensive, structured copy of all project data in one file.
This provides PMs with total peace of mind and data sovereignty: they hold all their records at any second, and can safely feed this clean tabular dataset into modern AI tools (Microsoft Copilot, ChatGPT, Gemini) for personal scenario planning and ad-hoc forecasting - without AI ever touching live SharePoint lists.
Technical & Security Architecture
| Release Lifecycle & Maintenance |
Production Release (Active Lifecycle)
After each update, a Site Owner runs Setup once (the app shows a reminder); it carries existing list data forward, preserving all projects, historical status reports, and audit logs. See Release Notes for current version details. |
| Framework & Technology | SharePoint Framework (SPFx) client-side web part (React / TypeScript). |
| Deployment Model | Standard Tenant or Site Collection App Catalog upload (.sppkg). Deployed on a dedicated SharePoint Communication Site. Ready in 5 minutes. |
| Capacity & Scale Testing | Up to 200 projects per site (ideal for companies running up to 100 projects in parallel within a department). Rigorously tested and benchmarked with 230 projects and 10,000 risks and milestones; all future releases are validated against this baseline dataset. |
| Multi-Site Architecture | For organizations running multiple business units (e.g., R&D vs. Manufacturing vs. Commercial), deploying separate SharePoint site collections is recommended to separate governance models, lists, and administration. |
| Governance Modularity & Toggles | Admin Center switches allow toggling the Project Health Radar, the Strategy Alignment module (hierarchies, gap analysis, and budget rollups), the Decisions Log, and the Resource Heatmap on/off for a tailored profile. Overall RAG is calculated automatically from the worst of the 4 sub-RAGs. |
| Languages & Localization | Bilingual out-of-the-box in English and German with regional date, month, and number formatting. The choice is remembered in the browser, with fallback to the site default or the SharePoint language. French language support is planned. |
| Finance Data & Connector Roadmap | Maintained in an isolated admin list periodically populated via standard Excel copy/paste by the finance team (strict separation of duties). Automated Excel connector is in active development. |
| Workflow Automation Prerequisite | Requires Power Automate enabled in the tenant to run approval workflows (Change Requests) and automated email reminders, configured separately on the respective SharePoint lists using standard M365 entitlements. |
| Data Storage Location | 100% In-Tenant. Your portfolio data stays inside your Microsoft 365 / SharePoint environment. Automatically provisions native SharePoint Online lists within your site. |
| External Data Egress | None. No customer data is sent to PPM Compass or any third party. No external databases, tracking cookies or third-party telemetry in the app. |
| Power Apps Dependency | 0 € Required. Completely independent of Microsoft Power Apps and Dataverse premium licensing. |
| Security & Permission Model | Native SharePoint groups: Site Members are editors with safe "Contribute Without Delete" permissions; Site Visitors are read-only readers (with configurable financial figure visibility). Deletion rights and settings are reserved exclusively for Site Owners. Managed simply via standard "Share site" without custom groups or automated directory modifications. |
PPM Compass 360 Licensing
Flat site-collection licensing. Unlimited users, zero per-seat taxes, zero Power Apps dependencies.
PPM Compass
Single SiteOne SharePoint site. Unlimited users. Everything you need to manage your portfolio.
Current introductory pricing
Included in your license
- ✓ Unlimited users — no per-user licensing
- ✓ All modules included — zero feature-based tiers
- ✓ One SharePoint site — full portfolio boundary
- ✓ No per-user licensing — never calculate seat costs
- ✓ Runs in Microsoft 365 / SharePoint — 100% in-tenant
- ✓ No separate PPM data silo — data stays in your tenant
Multi-Site Tenant
Unlimited SitesUnlimited SharePoint sites. Unlimited users. Includes hands-on Implementation & Technical Onboarding Package (up to 8 hours) for your organization.
✦ Billed annually • Unlimited sites • Implementation package included
Included in tenant license
- ★ Implementation & Onboarding Package (up to 8h): SPFx catalog deployment, site topology planning, admin handover & initial training for PMO, site admins and portfolio owners
- ✓ Unlimited SharePoint sites across entire M365 tenant
- ✓ Departmental autonomy & data isolation: IT, Engineering, Transformation & Ops manage separate portfolios
- ✓ Unlimited users across all PMOs, hubs & divisions
- ✓ All modules included across every deployed site
- ✓ Central App Catalog deployment & tenant-wide governance
- ✓ 100% In-Tenant Data Sovereignty: Zero third-party databases, zero external SaaS servers
Calculate Your Organization’s Savings
Adjust the sliders below to see how our flat site licensing compares to per-user monthly subscription taxes.
Saved compared to Power Apps per-user licensing and Dataverse storage fees.
Ready to try it with your own portfolio?
Try PPM Compass in your own Microsoft 365 environment and see whether it works for your PMO.