Acuity PPM

Acuity PPM is project portfolio management for PMOs that track projects, proposals and status reports across a portfolio. Agents pull whole-portfolio snapshots in one call, then read and update individual projects, tasks, status reports and proposals.

30 actions Custom auth available

Acuity PPM website Platform Documentation Capability data verified 2026-08-18

The weekly portfolio reporting window opens on a schedule

List Projects returns every active project with its planned and actual cost and its rolled up issue, risk and benefit counts

List Project Milestones and List Project Tasks supply the dates that actually moved this week

Agent checks each project's evidence against the stoplights on its last filed status report

Agent isolates the projects where the evidence no longer supports the color on file

Agent posts a draft narrative and a proposed color for each of those projects to the PMO channel

The PMO lead sets the final color, and only then does Create Status Report file it

What This Integration Enables

Acuity PPM is built for the PMO, not the delivery team. The object of its API is not the task, it is the portfolio decision: which work is approved into the portfolio at all, how it scores against your own criteria, and what color it gets reported in this week. Fifteen of its thirty operations are whole-portfolio snapshots that return every project, every risk, every scoring row and every status report in a single call, which is exactly the shape an agent needs and exactly the shape a human finds unreadable.

FlowRunner agents take that raw portfolio and turn it into a briefing. They pull the snapshots, reconcile planned against actual cost, collate the scoring matrix into one row per proposal, and notice where the milestone dates have drifted away from the stoplight that is currently on file. Then they stop. Acuity PPM publishes no delete route anywhere in its API, so a filed status report can be amended but never withdrawn, and that is a good reason for the judgment in it to belong to a person. Every action here is built and verified against the Acuity PPM API.

Without FlowRunner

Reporting week starts from zero Every cycle, someone rebuilds the same portfolio picture out of exports and email replies

Colors argued after the fact The stoplight gets set before anyone has assembled the milestone slippage that would justify it

Proposals judged on memory Scoring criteria exist, but the comparison across proposals happens verbally in the meeting

With FlowRunner

Evidence assembled before the meeting The whole portfolio, its costs, its risks and its date movement, is pulled and summarized on a schedule

Colors defended by data Each proposed stoplight arrives attached to the specific numbers that changed since the last report

Proposals compared side by side Scoring rows are collated per criterion so the prioritization decision is made against one table

Use Case Scenarios

The weekly status report assembled, not authored

The reporting window opens. The agent calls List Projects for the portfolio-wide snapshot, then List Project Milestones, List Project Tasks and List Issues for the movement underneath it. For each project it compares this week's evidence against the stoplights on the last report from List Status Reports. Most projects have not moved and get a draft report that repeats last week's colors with a one-line narrative. A handful have: a milestone slipped, an issue count doubled, actual cost crossed plan. Those go to the PMO lead as proposals with the numbers attached. The lead decides the colors. Create Status Report files what the lead approved, project by project.
Portfolio cost drift caught in the same week it happens

On a schedule, the agent reads planned against actual cost across the whole portfolio from List Projects and appends each week's row to a sheet in Google Sheets. It watches for projects whose actual cost has crossed a threshold your finance team set, and posts those to a Slack channel with the issue and risk counts from List Issues and List Risks alongside them, so the conversation starts with the exception rather than with a request for a report. Where a project's budget lives in the accounting system, the agent reconciles against QuickBooks Online before it raises anything.
Proposal intake that arrives already scored

A request for new work comes in through a form or an email. The agent creates the record with Create Proposal, filling in the requestor and the proposal portfolio, then reads List Proposal Scores to place it against everything else waiting for approval. Because Acuity returns one row per proposal per scoring criterion, the agent collates those rows into a single comparison table and posts it ahead of the intake meeting. Update Proposal Timeline adjusts the dates as the sponsor negotiates them. The portfolio decision itself stays where it belongs, with the people who own the capacity.

Human-in-Loop Highlight

A status report in Acuity PPM is a judgment published to an executive audience, and this API has no delete. Create Status Report files it, Update Status Report amends it, and nothing withdraws it, so the first color anyone read is the one they remember. That is why the reporting agent never picks a stoplight. It posts the case instead: "Project Harbor is currently reported Green. Since the last report, two milestones moved out by eleven days, open issues went from 3 to 7, and actual cost passed plan. Proposed color Amber on Schedule and Amber on Budget. Confirm, or set them yourself?" The PMO lead answers in the channel, the agent files exactly what was approved with Create Status Report, and the amber is one a person will stand behind in the steering meeting. The agent did the assembling. The person did the calling.

Agent processes routinely

Detects exception requiring judgment

Clear match Continues automatically

Ambiguous Routes to human via preferred channel

Human decides

Agent resumes with decision

Agent Capabilities

30 actions

Portfolio Snapshots

List Projects Returns every active project with its full record, including planned and actual cost, rolled up counts of open issues, risks and benefits, the latest status report fields and your company's custom fields. This is the read a portfolio briefing starts from.
List Project Milestones Returns milestones across every project with their due dates, baseline dates and performance. Used to detect date drift without walking projects one at a time.
List Project Tasks Returns tasks across every project with planned and actual dates, owner and performance. The company-wide view, as opposed to the single-project read.
List Issues Returns the issues raised across every project with priority, owner, action plan and resolution. Used to spot the projects where issue volume is outrunning the reported color.
List Risks Returns the risks recorded across every project with likelihood, severity, response plan and owner. Used for exposure summaries and escalation thresholds.
List Benefits Returns the benefits tracked across every project with baseline value, measurement and current standing. Used to check whether delivered work is still expected to pay for itself.
List Decisions Returns the decisions logged across every project with who made each one and when. Useful when a governance review needs the decision trail rather than the work.
List Lessons Learned Returns lessons learned across every project with the phase each came from, its impact and the recommendation. Used to surface relevant precedent when a new proposal resembles a past project.
List Project Resources Returns the resource plan across every project. Acuity returns one row per person per period rather than per person, so an agent aggregates before a human sees it.
List Project Scores Returns the scoring matrix for active projects, one row per project per criterion with its weight and the option chosen. Collated, this is the portfolio ranking.
List Status Reports Returns every status report across every project, with each dimension's stoplight and the narrative sections. Used to compare this week's evidence against what was last published.
List Proposals Returns every proposal with its full record. A proposal is work that has been asked for but not yet approved into the portfolio.
List Proposal Milestones Returns milestones across every proposal with their due dates and performance. Used to test whether a proposed schedule is credible against comparable delivered work.
List Proposal Resources Returns the resource plan across every proposal, one row per person per period. Used to check whether the pipeline can be staffed at all.
List Proposal Scores Returns the scoring matrix for proposals, one row per proposal per criterion. This is the raw material a prioritization decision is made from.

Projects

Get Project Returns one project. Acuity identifies it by a token that comes from List Projects, so a single-project read follows a snapshot rather than standing alone.
Get Project Tasks Returns the tasks belonging to one project, scoped rather than company wide. Used when a flow is working a single engagement.
Create Project Adds a project to a portfolio. The portfolio is named rather than identified, and most other fields are renameable in your Acuity configuration, so a flow maps its own vocabulary onto yours before writing.
Update Project Changes a project's fields. Used to write back status, phase, owner or custom field values from the system where the change actually originated.
Update Project Timeline Moves a project's start and finish dates. Acuity exposes this separately from the general update, so a schedule change is its own deliberate operation.

Tasks

Get Task Returns one task by its numeric id. Used to confirm current state before writing.
Create Task Adds a task to a project. Used when work identified elsewhere, in an issue tracker or a meeting, needs to appear on the project record.
Update Task Changes a task, including closing it. The write behind keeping the PMO's view in step with delivery.

Status Reports

Get Status Report Returns one status report by its numeric id, with its stoplights and narrative sections.
Create Status Report Files a status report against a project, with a stoplight for each dimension and the narrative sections. This is the operation the human gate on this page exists for, because nothing in the API withdraws a filed report.
Update Status Report Changes a status report that has already been filed. The amendment path, and the only correction available after publication.

Proposals

Get Proposal Returns one proposal. Acuity identifies a proposal by the same token field it uses for projects, which is the vendor's own naming throughout.
Create Proposal Raises a proposal, which is work asked for but not yet approved into the portfolio. Requestor is required here and has no equivalent on a project, so intake captures who asked.
Update Proposal Changes a proposal as its scope, sponsor or estimates are negotiated before approval.
Update Proposal Timeline Moves a proposal's start and finish dates, separately from its other fields.

Frequently Asked Questions

What can FlowRunner do with Acuity PPM?

FlowRunner agents can run List Projects, List Project Milestones, and List Project Tasks in Acuity PPM, plus 27 more actions.

Does connecting Acuity PPM to FlowRunner require OAuth?

Acuity PPM uses a custom authentication method to connect to FlowRunner.

Can Acuity PPM trigger a FlowRunner workflow automatically?

Acuity PPM doesn't currently expose triggers in FlowRunner. It connects as an action step inside workflows started by another trigger.

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