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Orbit · Portfolio & Project Management

Run every project, portfolio and partner from one place.

Orbit is an intelligent project-execution platform for the businesses that run real-world projects, construction, O&M, AMC services, events and trading, not software sprints. One dashboard, from the C-suite to the site team.

orbit · portfolio
Planned3
In flight2
Done4
4
level hierarchy: portfolio to workstream
6
capability pillars, included in every plan
3
external portals: vendor, customer, partner
3
ways to deploy: cloud, your cloud, on-prem
01 The problem

What slows project businesses down

Construction firms, O&M operators, AMC providers, event managers and trading houses share a common set of operational pain points. Orbit is purpose-built to eliminate them.

No single source of truth

Portfolios, projects, tasks and milestones live in spreadsheets, WhatsApp threads and email chains, with no consolidated view for leadership.

Blind spots in field execution

Site progress, proof-of-work photos, QC sign-offs and delivery confirmations are scattered across mobile messages with no traceability.

Manual payment-milestone tracking

Finance chases payment status by hand. There's no automated alert when a milestone is overdue or a payment risk emerges.

Vendor & subcontractor chaos

Vendors operate without structured portals; access is shared via ad-hoc logins, creating security and audit risk.

Customer approval bottlenecks

Sign-offs are collected on paper or email. With no digital approval chain, disputes and delays pile up.

No early-warning system

Project health turns red only after it's too late. There are no leading indicators for delay, payment risk or vendor performance.

Oversight that won't scale

Adding projects means adding people. There's no way for a CXO or PMO to watch ten times more projects without ten times the headcount.

02 Objectives

Visibility, control, scale

Orbit is designed around three outcomes that compound as your portfolio grows.

01

Visibility

One dashboard for every portfolio, program, project and task, from the C-suite to the site team.

02

Control

Structured workflows for approvals, field updates, vendor coordination and payment tracking.

03

Scale

AI-driven signals and automated alerts, so leaders can oversee far more with far less manual effort.

03 Who uses it

A role for everyone, inside and out

Orbit serves a layered set of people inside and outside the organisation. Each gets a purpose-built experience with role-appropriate data and permissions.

CXO / Owner

Portfolio health dashboard, revenue pipeline, risk register, AI briefings, and partner commissions.

Project Manager

Day-to-day task management, milestone tracking, risk & issue logging, field-update review, and approval orchestration.

Team Member

Task execution, field proof uploads (site photos, QC, delivery), issue reporting, and in-app notifications.

Finance / PMO

Payment-milestone status, invoice sync, data retention, usage metering, and subscription management.

Vendor / Partner

A scoped vendor portal: view assigned tasks, submit progress, upload delivery proofs, and receive payments.

Customer

A customer portal: track progress, review field updates, and sign off on milestones and approvals digitally.

Platform Admin

Tenant provisioning, feature-flag overrides, SSO configuration, IP restriction, and audit-log export.

Portals for people outside your organisation

Unlike generic project tools, Orbit extends structured, permission-gated portals to vendors, customers and partners, not just a shared link.

Vendor Portal

Vendors and subcontractors log in scoped to only their assigned projects, with explicit per-vendor permissions: view, comment, update or approve.

Customer Portal

Customers track deliverables, review proof-of-work uploads, and digitally sign off milestones, ending paper approvals and email disputes.

Partner Portal

Resellers, implementation partners and referral agents access commission dashboards and manage the accounts they've onboarded.

04 Capabilities

Six capability pillars, one platform

Every pillar is production-ready and ships with every plan. Advanced capabilities are gated by plan tier.

Portfolio & Hierarchy Management

  • Four-level hierarchy: portfolio, program, project, workstream
  • Curated and partner-authored project templates
  • A template marketplace partners can publish to
  • Custom project types and statuses, no code required

Execution & Field Operations

  • Task & milestone tracking built for large portfolios
  • Field updates & proof of work, captured from mobile
  • Real-time Green / Amber / Red project health
  • Risk & issue register with full audit trail

Financial & Payment Tracking

  • Payment milestones from planned to paid or overdue
  • AI-powered payment-risk signals
  • Accounting sync (Tally, Zoho Books, QuickBooks, Odoo)
  • Partner commission tracking

Collaboration & Communication

  • Multi-step approval workflows
  • WhatsApp Business and SMS notifications
  • In-app notification centre, 40+ event types
  • Structured vendor and customer portals

AI & Intelligence

  • Delay-risk signals before they hit the Gantt chart
  • Predictive payment-risk flags
  • Automated vendor-performance snapshots
  • Executive AI briefings and project summaries

Platform & Integration Layer

  • Public REST API and signed outbound webhooks
  • Calendar sync (ICS, Google, Outlook)
  • Provider-agnostic file storage
  • Feature flags, plan tiers, and full audit log
05 The foundation

Enterprise-grade, on your terms

You don't need to read the tech stack to buy Orbit. But when your IT team asks, here's what matters.

Security-first by design

Multi-tenant isolation at the database layer, encrypted secrets, rate limiting, and a strong password policy. One tenant can never read another's data.

Deploy your way

Run it as our managed cloud, inside your own AWS / Azure / GCP account, or fully on-premise for regulated or air-gapped environments.

Built to extend, not replace

A public REST API, real-time webhooks, and pluggable providers for email, storage, AI, messaging and accounting let it fit the tools you already use.

Compliance-ready

Right-to-erasure, configurable data-retention policies, and full audit-log export ship as standard, supporting SOC 2, ISO 27001 and GDPR requirements.

Oversee ten times more projects, without ten times the headcount.