EPM Live

Start where your teams already work. Connect EPM Live to your SharePoint environment, pick the site collections that house project content, and pull in libraries and lists you rely on today. Map columns to standardized task and portfolio fields, keep document permissions aligned with SharePoint groups, and decide which workspaces become schedules, backlogs, or simple work queues. Turn on email alerts for due dates and status changes, add custom fields for your KPIs, and save the setup as a template so future projects launch in minutes.

Plan and deliver with tools that match the way you run. Choose a waterfall, agile, or hybrid template, then build the work breakdown in a grid, Kanban board, or Gantt. Set predecessors, auto-calculate dates, and assign people or roles straight from your directory. Estimate effort, capture remaining work, and log time on tasks; progress rolls up to summary items and milestones. Use built‑in logs for risks, issues, and changes; route approvals through stage gates with predefined checklists. Baseline once, publish status, and let the system compile executive summaries from the latest schedule, financials, and RAID items.

Prioritize the right initiatives across the portfolio. Score incoming requests against weighted criteria, compare scenarios by cost, benefit, and capacity, and approve the roadmap with one click. Allocate resources by role, balance workloads with heatmaps, and run what‑if moves to see impacts before committing. Track budgets, actuals, and forecasts; tie costs to categories you already use in finance, and export data to Excel when needed. For distributed teams, timesheets roll up to both projects and cost centers, giving PMs and finance a single version of truth.

Collaborate without breaking your document habits. Co‑author project charters and statements of work in SharePoint, attach them to tasks, and keep version history intact. Build live dashboards in Power BI from OData feeds, and automate reminders, escalations, and provisioning with Power Automate. Add custom columns, content types, and views to match your governance model; import plans from Microsoft Project or spreadsheets in seconds. Start small with a team workspace and scale to a PMO: templates, permissions, and audit trails keep oversight consistent as the footprint grows.