Back to top
SoftExpert no LinkedIn SoftExpert no Twitter SoftExpert no Facebook SoftExpert no Youtube


SoftExpert Project and Portfolio Management (PPM) software is the most comprehensive solution for prioritizing, planning, managing and executing projects, portfolios and business initiatives. The software fits any project-focused business applications across the company, such as strategic initiatives and investments, product development, innovation and six sigma programs, service delivery, asset maintenance, resource capacity planning, software development and implementation, construction, etc.

The software helps organizations complete projects on-time and within budget by enabling project managers and team members to optimize time and deadline scheduling, resource utilization, milestone and deliverable completion, cost and revenue accounting, etc.

Project and Portfolio Management [PPM] Project and Portfolio Management [PPM]

The modular, scalable suite includes project planning, workforce scheduling, cost and revenue accounting, document management, quality management, risk management, portfolio management, process management, demand and service management, and others.

SoftExpert PPM provides a comprehensive set of workflow and collaboration capabilities guiding managers and team members throughout the end-to-end project lifecycle starting from capturing business demands to solution delivery.

Effectively prioritize competing investments

SoftExpert PPM software gives managers a real-time view into their organization's investments, initiatives and resources, and empowers decision makers to prioritize their investment based on key selection criteria such as benefits, timeframe, cost and risk to ensure better alignment with the organization's business strategies and governance policies.

The software streamlines a step-by-step objective method for evaluating and comparing project proposals, capturing ideas, requests or initiatives across the enterprise via web forms and then following by automated workflow and approval processes. This process is configured end-to-end according to the specific company´s rules and procedures, including visual dashboards and reports, delivering a faster and more efficient method to find the optimal portfolio mix.

Plan accurate project schedules and deliverables

Quickly and easily develop detailed and professional project schedules complete with task descriptions, durations, resource assignments and task dependencies. Maintain a complete model of the organization's capacity and resource planning, skills inventory, total workload and resource demand, and plan how to mitigate risks.

Interactive activity Gantt charts allow planners, schedulers and project managers to communicate a more accurate and complete graphical representation of a project’s schedule, while calendar and activity network views provide team members with an intuitive view for displaying their assignments, along with the required information to perform the work.

By providing a graphical analysis of resource and role utilization, SoftExpert PPM shows resource scheduling and allocation across all projects, and highlights resource conflicts to project and resource managers, resulting in eliminating unexpected delays or unforeseen resource limitations. Non-project demand for ongoing operations are also planned for pre-allocation and time tracking, revealing true availability for project work.

Execute the plan effectively

SoftExpert PPM effectively improves team-based collaboration and coordination, ensuring that project schedules stay on track and that delays are minimized. The software streamlines communication and information distribution through graphical workflow modeling, interactive configurable forms, and rich visual dashboards, ensuring quality, repeatability and control to the delivery of project tasks and work packages.

Reduce project cycle time with a proactive email notification service integrated with the workflow engine that automates and tracks the flow of all project work, including activity status updates, timesheet notifications, milestone approvals, assignments and resource allocations, issue resolutions, scope changes, and many others.

SoftExpert PPM software also provides project teams and third-parties with an enterprise-wide collaborative web-based environment to create, capture, store, organize, secure, and manage a wide variety of document formats, including MS-Office, CAD, PDF, etc. Through a built-in version control workflow, documents are routed for review and approval, with a rich set of visualization, annotation and audit trail capabilities. Users anywhere can easily find and retrieve the latest document version using full-text search, custom metadata, taxonomic classifications, etc.

The best fit for every size or location

SoftExpert PPM gives anytime, anywhere access to project information and documentation through flexible web-based user interfaces. Through business process automation capabilities, users have alternate interfaces including interactive dashboards and simple forms to consume role-specific information.

SoftExpert for Project and Portfolio Management software can easily scale from a few users on small projects to thousands of users engaged in millions of activities across hundreds of projects. The solution is built on a robust Java architecture and is designed to deliver high performance with tight security, flexible integration and real-time reporting and analytics.

Download Center

Select the materials of interest and fill out the form to download:
More Resources:
Please wait...

Project and Portfolio Management [PPM]

(If you can't see this video, click here)

Screenshots (Click to Enlarge)

Project control - Gant
Project control - Resources
Resource calendar
Status report

The Challenge

One of the common problems faced by project-oriented organizations is having too many projects compared to their limited capacity.

Identifying the total number of active projects and their status within the company portfolio is difficult or cumbersome. Most of the time, resource allocation is either performed ad hoc or in an inefficient and imprecise manner.

[+] Read More


Traditionally when enterprise professionals discussed the ROI of an investment, they were mostly thinking of the “financial” benefits. Today, organizations must also consider the “non-financial” benefits of an investment.

Financial Benefits include impacts on the organization's budget and finances, e.g., reduced costs or increased revenues.

[+] Read More

About SoftExpert

SoftExpert is a market leader in software and services for enterprise-wide business process improvement and compliance management, providing the most comprehensive application suite to empower organizations to increase business performance at all levels and to maximize industry-mandated compliance and corporate governance programs.

Founded in 1995, SoftExpert has a rich history of innovation and growth as a true industry leader. More than 300,000 users from 2,000 organizations worldwide trust SoftExpert applications to ensure the highest standards of efficiency, quality and innovation for their products, services and processes.

By streamlining and integrating all levels and operations, SoftExpert applications also enable organizations to address an ever-increasing variety and number of international standards, laws and regulations that affect business operations by delivering enhanced compliance capabilities based on industry-specific best practices.

SoftExpert solutions are used by leading corporations in all kinds of industries, including consumer products, automotive, food and beverage, mining and metals, high tech and IT, energy and utilities, government and public sector, financial services, transportation and logistics, healthcare, education, medical devices and many others.

Along with its extensive network of resellers spread across all continents, SoftExpert also provides hosting, implementation, post-sales support, and validation services for its solutions to ensure that customers realize the maximum value from their investments.

Follow Us

Comercial -   Partners

Ombudsman -

Copyright © SoftExpert Software for Performance Excellence.
All trademarks, trade names, service marks, and logos referenced herein belong to their respective companies.