Product | Financial Planning

Achieve Financial Transparency

Gain visibility into every dollar—whether it’s tribal funding, enterprise revenue, or federal grants—and maintain financial accountability across your Nation.

Streamline Financial Planning for Every Project

Bring budgets, forecasts, and resource plans together for a clear view of financial health across tribal departments, enterprises, and community programs. Tribal PPM – powered by Clarity, adapts to your needs, ensuring every dollar is allocated effectively. Help your teams focus on delivering value while keeping finances on track.

Know where your money is going

Roll up financials across departments or entities to track spending and share with tribal council, boards, or directors to enhance decision-making and inform planning. Create what-if scenarios to model the effects of any budget changes you’re considering.

Know where your money is going - Financial Planning Software for Projects
Align projects and costs in one place - Financial Planning Software for Projects

Align projects and costs in one place

Manage financial and project data in one place to stay organized and simplify budgeting and forecasting. With audit-ready versions and views tailored for departments, programs, or funding sources, users only see the information they need.

Make your spending count

Gain visibility into spend on each project to analyze performance, meet reporting obligations, and plan with confidence using real-time tribal financial data.

Make your spending count - Financial Planning Software for Projects
Eliminate tedious manual reporting - Financial Planning Software for Projects

Eliminate tedious manual reporting

Auto-generate financial reports and customize for different audiences or export to applications like Power BI for deeper analysis. Give everyone the financial data they need—in their preferred format—and the power to create on-demand reports to get the answers they require in real-time.

Capitalize on your financial information

Optimize performance with financial clarity. Whatever insights you need, Tribal PPM can help.

Scenarios

 Model different funding scenarios for grant applications, enterprise growth, or capital expansions.

Reporting

 Tailor financial reports for council briefings, board meetings, or regulatory submissions.

Integrations

 Connect to financial systems already used across government, health, or gaming operations.

OKRs

Align tribal strategic goals with spending and performance tracking.

Timesheets

Support accurate labor tracking for budget audits and resource forecasting across all entities.

Target Planning

Measure roadmap projects against important target metrics and see how changes would affect your plan. Customize priority scoring criteria, weight values, and sort by rank.

Portfolio Overview

Roll up financial data across your projects to monitor portfolio progress by segment. Dig into individual projects to identify and address issues.

Dashboards

Monitor project progress in real-time. Customize views to track specific information and share across users for easy collaboration.

Tasks

Organize and prioritize your work with task views that include list, grid, timeline, Kanban board, and Gantt chart.

Action Item Responder

Simplify collaboration with executives and across departments by empowering users to triage workflows, timesheets, approvals, and more by responding directly from email—without having to log in and check a box.

Get started with your personalized demo

Managing projects efficiently is crucial. Tribal PPM pricing packages are tailored to your specific needs. Contact our team to get your customized package.