Steer your multi-year investment plan (PPI), operation by operation
The PPI sets out the authority’s major investments over several years: schools, roads, sports facilities, energy renovation. The vote is a matter for finance and elected officials. Delivery belongs to the technical services. In between, tracking often lives in a spreadsheet nobody dares touch any more.
Gladys turns each PPI operation into a tracked project, with its schedule, budget and actual progress. Finance, technical services and senior management finally look at the same figures.
Each operation becomes a tracked project
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A project sheet per operation
Description, lead department, lead elected official, key deadlines.
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A schedule
Studies, tendering, works, handover, with milestones and dependencies in a Gantt chart.
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A budget
Expenses and revenue (grants included) tracked throughout the operation.
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Documents and discussions
Stored with the project: contract documents, site meeting minutes, decisions.
Multi-year tracking, just like your PPI. For each operation, Gladys tracks the overall envelope of the operation (your programme authorisation) and its breakdown year by year (your payment appropriations). For each financial year, you compare planned and actual figures and immediately see the variances to carry over or arbitrate.
The PPI from above
The portfolio view brings together every PPI operation. At a glance you see:
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operations ahead of schedule, on time or late;
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budget used compared with budget planned;
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operations that overlap on the multi-project Gantt;
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the workload of technical services, to arbitrate before launching a new operation.
Prepare budget trade-offs
During the budget policy debate, you need to know which operations to postpone, speed up or drop. Gladys gives you an up-to-date picture of the PPI, not the one from the last export. PowerPoint reports generated from Gladys feed straight into finance committees.
Connect the PPI to the mandate plan
Each PPI operation serves a commitment of the mandate. In Gladys the link is made: when an operation moves forward, the corresponding commitment moves forward too. See Mandate plan tracking.
Frequently asked questions
Does Gladys replace our financial management software?
No. Your financial software remains the accounting reference. Gladys is for the operational steering of operations.
Can we bring in our existing PPI spreadsheet?
Yes, with the Excel import (guide “Importing projects from Excel”).
Who updates the operations?
The project managers in each department. Finance and management consult without re-entering anything.
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