ProjxFIT — the Project Finance Intelligence Tool — is portfolio management built on a finance engine. Timesheets, approvals, resourcing and legal-entity allocation all post to one live financial truth — so you keep full control of your projects and your money, from first idea to closure.
An impression of the ProjxFIT project financials grid: budget, reported, forecast and variance per cost line, with live trend indicators.
Most PPM tools bolt finance on at the end. ProjxFIT starts there — every task, timesheet, booking and approval posts into one financial truth, so the portfolio position is always live, always reconciled, always yours.
An impression of the ProjxFIT project financials grid: reported, forecast, budget and variance per cost line, with live trend indicators.
Every number is tracked live against the budget that was agreed — budget, forecast, actuals and variance move the moment reality does, and the gap is visible the moment it appears. Baselines are saved as the project moves, so today's position always compares against where you started — costs tracked from first estimate to closure, the full life cycle.
Budget movement goes through governed change requests — submitted, approved, versioned, audited — so the agreed number is always defensible, with every change logged from first idea to closure.
Month-end accruals are auto-calculated with materiality flags — a guided close that finishes with commentary and a submission, not a spreadsheet.
Budget, forecast, actuals and variance agree on every surface — the cockpit, the project page, the report. Accept a change and every number moves instantly, with a full audit history behind it.
Invoices, POs, payroll and expenses arrive in ProjxFIT, get matched to their purchase order, and are coded to a cost line before they touch your actuals. Anything unmatched is flagged, queued and chased — nothing leaks into the numbers uncoded. Expense management rides the same rails, so expense cost is tracked like every other £.
An impression of the ProjxFIT transactions in-tray: matched and unmatched invoice values with one-click accept.
Accruals, recharges, change requests and the month-end close all post into this same grid. We'll show you in person.
Approvers in other tools click "Yes" and hope. Every ProjxFIT approval shows what was forecast and the exact net effect once approved — before you commit. Approval levels are configurable, so sign-off follows your PMO governance model. Try it: approve CR-014 and watch the numbers move.
Submitted 2 May · Waiting 8d
The right-hand panel is what an approver sees before clicking — forecast today, position after. No surprises at month-end, no "who approved that?". Reject resets the simulation.
An impression of a ProjxFIT approval card showing forecast, approved, pending and remaining days with an over-forecast flag.
Forecast vs approved vs pending — the whole story before you click
ONE CARD FROM THE QUEUE — THE REST STAYS PRIVATE
Every slice shows the forecast it was booked against, what's already been approved, what's pending, and what that does to the project's remaining budget. Over-forecast? It says so — in red, before the click, not in a variance report three weeks later.
Capture is the hard part — so we made it effortless. A week takes seconds — full days, half days or partial hours — and every entry lands on the right task, at the right rate, in the right project's cost line. Instantly.
| Task | Mon | Tue | Wed | Thu | Fri |
|---|---|---|---|---|---|
| DesignP0147 · T-114 | |||||
| BuildP0093 · T-052 | |||||
| TestP0212 · T-201 |
Click any cell — half day, full day, clear. Watch the cost line update live.
Capture in hours, charge in days. Ten recorded hours still equal 1.0 chargeable day — four hours is 0.5d — so management sees true worked effort and every project is charged at the correct agreed day rate, with the worked-vs-charged delta always visible.
Each entry carries the resource's rate to the task it was booked against — payroll, contractor and consultancy costs build up in real time, not at month-end.
Managers see planned bookings against captured time per person, per task — slippage shows up in days, not quarters.
Missing timesheets are flagged in the month-end checks step — the close literally won't let them slip through unnoticed.
Un-invoiced contractor time rolls straight into the auto-calculated accrual — one of the reasons our month-end takes hours, not days.
Save a draft mid-week, submit in advance when the week is known, and recall a submitted timesheet under controlled, audited rules. Once Finance locks the period at month-end, it stays locked.
One view: who's booked, on what, for how long — and who's about to be over-committed. Resource calendars and scheduling live in one place: management plans resource time months ahead; PMs book against real capacity, not guesswork. Hover the board.
Every booking lands on a specific task with dates and a rate — so the schedule, the capacity plan and the cost forecast are the same numbers.
The board shows the clash the day it's created — not the month the timesheets stop adding up. Rebalance with a drag, forecast updates itself.
An unfilled role is still a forecast cost. ProjxFIT holds vacancies as dashed bookings at benchmark rates — hiring lag never surprises the budget.
Project plans save as drafts until they're ready to publish, and nobody self-assigns — people are booked to tasks and projects by the PM, so the plan stays the plan.
Group structures are messy — your project accounting shouldn't be. ProjxFIT allocates every cost line across legal entities with configurable splits, keeps the splits versioned through change requests, and reports by entity as easily as by project.
Entity percentages are part of the approved budget — they move through governance, not through someone's local spreadsheet.
Invoices, payroll, POs and accruals inherit the split automatically — or take a line-level override when reality demands it.
Cross-project and cross-entity recharges are first-class transfers — both sides always net to zero, both lenses always agree.
Recharges between entities ride the same rails. Ask us how.
One dataset, three languages. The PM sees delivery, Management sees the portfolio, Finance sees the ledger — a full suite of reports out of the box, from detailed analysis to executive reporting, clearly visualised and easy to navigate. And because it's all the same numbers, nobody argues about whose version is right.
Everything a PM needs on one surface: schedule against baseline, burn against budget, who's booked next month, and what needs a decision — with the month-end submission reduced to a guided checklist.
An impression of the ProjxFIT project cockpit: budget, reported, forecast and variance with a monthly spend chart and items needing attention.
PROJECT COCKPIT — P0147 MERIDIAN
RAG across every project, variance ranked by size, resource pressure by month, and the pipeline of what's coming — full portfolio management maturity on one page, the Monday-morning view that used to take an analyst three days to compile.
An impression of the ProjxFIT cross-project portfolio roadmap: live project count, portfolio health, budget, forecast and variance with gantt bars for several projects.
CROSS-PROJECT PORTFOLIO — ROADMAP
Accruals auto-calculated with materiality flags, actuals reconciled to the ERP by YTD totals, entity-level allocation on every line, and a locked prior-period history. Finance stops policing and starts partnering.
An impression of the ProjxFIT month-end control panel: total reported, actuals, accruals, net variance, submissions and journals for the current close.
MONTH-END CONTROL — MAY 2026 CLOSE
Every report reads from the same ledger. There are more of them than we're showing.
ProjxFIT was built by a finance professional — month-end is a first-class feature, not an afterthought. The close, the journals, the reconciliations: all in the engine, all guided.
Submission-ready reporting per project and across the portfolio — position, movement and commentary in one pack, ready for review.
Consolidate across projects and legal entities in one pass — the portfolio position and the entity cut always agree, because they are the same numbers.
Variance surfaced line by line with commentary captured where it arises — the explanation lives with the number, not in a separate email chain.
Accruals and adjustments prepared as postable journals — lifted straight into your ERP, not retyped from a spreadsheet at 6pm on day three.
Capex/opex split maintained on every line as the cost lands — so capitalisation decisions are prepared through the year, not reconstructed at year-end.
System-to-ERP reconciliation with £0.00 as the goal — differences surfaced and chased in the close, not discovered in the audit.
The close itself — the checks, the flags, the sign-off — is best seen live. Bring your worst month-end.
The engine is built. This page shows a corner of it.
Planner organises tasks. Project Online plans work. monday.com manages work. ProjxFIT runs the portfolio, the people and the money — the parts that decide whether the plan means anything.
| Capability | ProjxFIT | MS Project Online | MS Planner | Planner + Accelerator | monday.com |
|---|---|---|---|---|---|
| Task planning & scheduling | ✓ | ✓ | ✓ | ✓ | ✓ |
| Portfolio roadmap across projects | ✓ | ✓ | ✕ | TEMPLATES | PARTIAL |
| Live portfolio financials — budget, forecast, actuals, variance | ✓ | PARTIAL | ✕ | ✕ | FORMULAS |
| Budgets tracked against the agreed number — movement by change request only | ✓ | ✕ | ✕ | ✕ | ✕ |
| Approvals showing forecast & net effect before you click | ✓ | ✕ | ✕ | ✕ | ✕ |
| Timesheets flowing straight to project cost at the person's rate | ✓ | PARTIAL | ✕ | ✕ | ADD-ON |
| Hours→days normalisation & agreed-rate charging | ✓ | ✕ | ✕ | ✕ | ✕ |
| Resource booking to tasks with capacity planning | ✓ | ✓ | BASIC | BASIC | PARTIAL |
| Automatic accruals & guided month-end close | ✓ | ✕ | ✕ | ✕ | ✕ |
| Legal-entity cost allocation & recharges | ✓ | ✕ | ✕ | ✕ | ✕ |
| PM / Management / Finance reporting from one dataset | ✓ | VIA BI | ✕ | VIA BI | PARTIAL |
| Configurable governance & stage gates | ✓ | RIGID | ✕ | ✓ | WORKFLOWS |
| Azure-native with Entra single sign-on | ✓ | ✓ | ✓ | ✓ | ENTERPRISE |
| Full financial audit trail — every change logged | ✓ | PARTIAL | ✕ | ✕ | PARTIAL |
Honest ticks — competitors get credit where they've earned it. The finance rows are where the conversation ends.
ProjxFIT is the strongest column on the board — strong in every row, not one trick. And if a capability you need isn't on this board, it can be added: the platform is tailor-made on demand.
How ProjxFIT compares
Most PMO and project tools are task-first, with timesheets and finance bolted on afterwards. ProjxFIT is finance-first by design — a fully advanced project financial management tool where timesheets, recharge and month-end are the core of the system, not add-ons. For a finance-led PMO replacing Project Online, that's the difference that decides it — and we think it makes ProjxFIT the strongest fit for that job. We'd rather you test it than take our word for it.
An impression of the ProjxFIT home dashboard greeting a user with items needing attention.
Portfolio, projects, people and pounds — one engine, and you've only seen the edge of it. ProjxFIT is in private preview: join the waiting list and early members see it first — and shape what ships.
Phil will be in touch when your seat opens.
PRIVATE PREVIEW · SEAT RESERVED