Getting Started with ClearVerso
Bring your projects. Keep your documents.
Getting started with ClearVerso doesn't mean starting from scratch. Bring supported project information into your workspace and continue using the document management tools your organisation already knows.
Bring your existing project data
Already managing your project information in Excel?
ClearVerso provides an Excel import capability to help bring supported project records into your workspace, reducing the need to enter everything manually.
Get started with the information you already have and begin managing your project through ClearVerso's connected governance tools.
Less manual setup. A more straightforward way to get started.
Your documents stay where they are
ClearVerso works alongside the document management systems your organisation already uses.
Link your project to its existing SharePoint site, Microsoft Teams files, OneDrive, Google Drive or another document repository.
Your project team can access the configured document location directly from ClearVerso, while documents remain in their existing repository.
No unnecessary document migration. No duplicate document storage.
Built by project professionals, for project professionals.
ClearVerso was designed from real experience delivering complex projects and transformation programmes. It brings governance, delivery, resources and reporting together without adding unnecessary complexity.
Projects do not fail because people do not work hard.
They become difficult to control when information is spread across spreadsheets, emails, meetings and disconnected systems.
ClearVerso creates a single source of truth for project governance, delivery and executive oversight.
The ClearVerso Welcome Period
Great software should earn your trust
before it earns your subscription.
That’s why every new ClearVerso organisation starts with 60 days of full access. Bring your projects. Bring your team. Use ClearVerso as part of your real working day — then decide.
60 days. No card. No commitment. No pressure.
Mission Control
See the whole organisation in one place.
Mission Control gives leaders an organisation-wide view of project health, delivery, risks, issues, resources and areas requiring attention.
- Organisation, portfolio and project visibility
- Health Scores
- Executive insight
- Attention and watch lists
- Resource availability
- Project-level drill-down
Resources & Activity
Resource workload and governance activity at a glance.
See organisation workload, capacity and availability alongside a live feed of governance activity and upcoming events — all without leaving Mission Control.
- Organisation workload and capacity
- Resource availability and upcoming absence
- Approaching-capacity warnings
- Live governance activity feed
- Upcoming events and milestones
- Healthy, approaching and over-capacity indicators
Governance Intelligence
Turn governance data into meaningful insight.
Understand risk exposure, issue status, project health, task performance and decision activity through clear, real-time governance analytics.
- Risk status and weighting
- Issue trends
- Project RAG
- Decision tracking
- Task analytics
- Portfolio filters
Delivery Health
Track delivery health across every active project.
Health Scores compare risks, issues and overdue actions across the portfolio, so leaders can see exactly where to focus management attention.
- Project Health Scores out of 100
- Risk exposure by project
- Task closure performance
- Overdue action tracking
- Well-governed vs attention-required status
- Portfolio delivery benchmarks
Project Command Centre
Every project has its own command centre.
Give project managers and sponsors a clear view of project health, current priorities, key risks, issues, milestones, meetings and team capacity.
- Executive summary
- Today's focus
- Attention required
- Project Health Score
- Upcoming meetings
- Team capacity
Executive Reporting
Create board-ready highlight reports in minutes.
Generate consistent weekly highlight reports directly from live project information, with downloadable PDF and PNG outputs, report history and Health Score trends.
- Structured reporting workflow
- Latest and previous reports
- Health Score tracking
- PDF and PNG export
- Report comparison
- Consistent executive presentation
Financial Overview
Because colouring the numbers green doesn't make them green.
Know where your project budget really stands.
Project finances don't need to be complicated to be understood.
ClearVerso brings your allocated budget, contingency and expenditure together in one clear view, helping Project Managers and senior stakeholders see how much has been spent, where it's been spent and what's remaining.
Track CAPEX and OPEX resource expenditure, record supplier costs and see how spending accumulates week by week.
Every adjustment is auditable, and financial snapshots can be included in your Weekly Highlight Reports.
ClearVerso doesn't replace Excel or your existing finance systems. It gives your project team a clear, consistent view of the financial position that matters.
Flexible Task Management
Plan and manage delivery your way.
Move seamlessly between list, board, calendar, timeline, workstream, owner and analytical views without duplicating project information.
- Kanban board
- Timeline and Gantt views
- List view
- Dependencies
- Milestones
- Calendar
- Recurring tasks
- Workstream and ownership views
- Analytics
Task Analytics
Understand task performance across the portfolio.
See total tasks, completion rates, overdue and blocked items, priority breakdowns and workload by owner and workstream — all updated in real time.
- Total, in-progress and overdue counts
- Completion rate tracking
- Priority and status breakdowns
- Tasks by owner and workstream
- Due-this-week and upcoming views
- Recurring series management
Structured Governance Logs
Every RAID item captured, tracked and owned.
Risks, issues, dependencies, decisions, changes, assumptions, queries and lessons — each with its own structured log, owner, RAG status and escalation path.
Branding & Customisation
Reports that look like yours.
Customise highlight report colours, logos and branding so every exported report matches your organisation's identity — with a live preview before you save.
- Custom report header colours
- Organisation logo on every report
- Live PDF/PNG preview
- Reset to ClearVerso defaults
- Consistent executive presentation
External Collaboration
Bring stakeholders into governance without giving everyone a licence.
Share controlled links that allow external stakeholders to submit risks, issues, tasks and queries directly into a project's governance workflow.
- No login required
- Project-specific submission links
- Controlled review and approval
- External task collaboration
- Reduced email and spreadsheet administration
Everything needed to govern successful delivery.
Governance
- Risks
- Issues
- Assumptions
- Dependencies
- Decisions
- Change Requests
- Queries
- Lessons Learnt
- Audit Trail
Delivery
- Mission Control
- Portfolio Oversight
- Project Health Scores
- Tasks
- Timelines
- Project Calendars
- Notifications
- Data Import
Resources
- Resource Management
- Capacity & Workload
- Availability Planning
- People Directory
Reporting
- Highlight Reports
- Executive Reporting
- Health Score Trends
- Report Comparison
- Financial Overview
Collaboration
- External Submission Forms
- Document Library Links
- Controlled Review & Approval