Strategy and structure
Users, Portfolios, Programs, StrategicGoals. Define authenticated internal participants and the strategic structure for investment decisions.
- Users
- Portfolios
- Programs
- StrategicGoals
Data model
The canonical records behind portfolio governance.
26 tables · 58 relationships
How the model is organised
Proposals and scoring
Scorecards, ScorecardDimensions, Proposals, ProposalScores. Keep review frameworks and proposal evidence tied to their frozen versions.
- Scorecards
- ScorecardDimensions
- Proposals
- ProposalScores
Initiatives and gates
Initiatives, InitiativeProjects, GoalAlignments, StageGates, GateCriteria, GateReviews, GateScorecards. Connect approved initiatives to delivery context and preserve independent gate decisions.
- Initiatives
- InitiativeProjects
- GoalAlignments
- StageGates
- GateCriteria
- GateReviews
- GateScorecards
Budgets and commitments
Budgets, BudgetAllocations, FundingAllocations. Separate approved funding and reserved headroom from reconciled actual spend.
- Budgets
- BudgetAllocations
- FundingAllocations
Benefits and oversight
KPIs, KPIMeasurements, Risks, Dependencies, RoadmapSnapshots, RoadmapTimeline, PortfolioReviews, PortfolioReviewAttendees. Retain dated observations, dependencies and the participants in each portfolio review.
- KPIs
- KPIMeasurements
- Risks
- Dependencies
- RoadmapSnapshots
- RoadmapTimeline
- PortfolioReviews
- PortfolioReviewAttendees
Keys and references
Preserve canonical identifiers and relationship targets. A proposal promotes once; reviewer scores are unique per proposal or gate dimension. Funding and budget currency must agree. External ProjectRef values resolve only through authorized source mappings.
Migration order
- Load Users, StrategicGoals, Scorecards, ScorecardDimensions, StageGates and GateCriteria.
- Load Portfolios, Programs and reviewed Proposals, then Initiatives and GoalAlignments.
- Reconcile Budgets and approved FundingAllocations before BudgetAllocations.
- Load KPI measurements, risks, dependencies and historical roadmap snapshots with original periods.
- Configure restricted views, independent decisions and report scopes; verify test cases before inviting users.
Tables
26 tables
UsersInternal people who log in. The identity master — every owner,master
| Field | Type | Required | Details |
|---|---|---|---|
UserID | text | yes | Stable unique mapping to the authenticated platform principal; never derived from email |
FullName | text | yes | |
Email | text | yes | |
Department | text | ||
Title | text | ||
AppRole | select | yes | Admin, PortfolioManager, ProgramManager, InitiativeOwner, GateReviewer, ProjectManager, Executive, Finance |
OnGateReviewBoard | toggle | yes | Eligible to be assigned to GateScorecards rows |
Active | toggle | yes |
PortfoliosThe top-level grouping — typically one per major business line ormaster
| Field | Type | Required | Details |
|---|---|---|---|
PortfolioCode | text | yes | |
Name | text | yes | |
Charter | text | Markdown — the portfolio's mandate | |
Owner | reference | yes | → Users (PortfolioManager) |
ExecutiveSponsor | reference | yes | → Users (Executive) |
Status | select | yes | Active, Paused, Sunsetting, Closed |
StartDate | date | yes | |
TargetMixRunPercent | number | Target % Run-the-Business | |
TargetMixGrowPercent | number | Target % Grow-the-Business | |
TargetMixTransformPercent | number | Target % Transform-the-Business | |
AlignmentScore | formula | fx: weighted avg of contained Initiatives.AlignmentScore | |
KPIScore | formula | fx: weighted avg of contained Programs.KPIScore | |
HealthScore | select | Green, Amber, Red, Unknown — derived nightly by kpi-rollup | |
InitiativeCount | number | Derived count of visible Initiatives in this portfolio | |
AllocatedAmount | decimal | Derived current-year BudgetAllocations total in the portfolio budget currency |
ProgramsA collection of related Initiatives within a Portfolio. Usedmaster
| Field | Type | Required | Details |
|---|---|---|---|
ProgramCode | text | yes | |
Name | text | yes | |
Description | text | ||
Portfolio | reference | yes | → Portfolios |
ParentProgram | reference | → Programs (self) — for nested programs | |
Owner | reference | yes | → Users (ProgramManager) |
Status | select | yes | Active, Paused, Sunsetting, Closed |
StartDate | date | yes | |
TargetEndDate | date | ||
AlignmentScore | formula | fx: weighted avg of contained Initiatives.AlignmentScore | |
KPIScore | formula | fx: weighted avg of contained Initiatives' KPI attainment | |
InitiativeCount | number | Rollup |
StrategicGoalsMulti-year strategic goals the Portfolio is driving toward — e.g.master
| Field | Type | Required | Details |
|---|---|---|---|
GoalCode | text | yes | |
Goal | text | yes | One-line statement |
Description | text | Markdown | |
Theme | select | yes | Run, Grow, Transform |
Owner | reference | yes | → Users (Executive) |
MeasureType | select | yes | Numeric, Currency, Percent, Binary, Milestone |
StartValue | number | ||
TargetValue | number | ||
CurrentValue | number | ||
Unit | text | e.g. ARR, NPS, % | |
StartFiscalYear | text | yes | e.g. FY26 |
EndFiscalYear | text | yes | e.g. FY28 |
Status | select | yes | Active, Achieved, Retired |
ScorecardsA reusable scoring framework for either Proposal evaluation ormaster
| Field | Type | Required | Details |
|---|---|---|---|
ScorecardCode | text | yes | |
Name | text | yes | |
ScorecardType | select | yes | ProposalScoring, GateReview |
Description | text | ||
ScaleMin | number | yes | Default 1 |
ScaleMax | number | yes | Default 5 |
Active | toggle | yes | |
Version | number | yes |
ScorecardDimensionsThe dimensions on a Scorecard — e.g. "Strategic Fit", Line item of Scorecards.line item
| Field | Type | Required | Details |
|---|---|---|---|
Scorecard | reference | yes | → Scorecards |
Sequence | number | yes | |
DimensionCode | text | yes | |
Name | text | yes | |
Description | text | What "great" looks like | |
Weight | number | yes | 0–100; sum across dimensions should equal 100 |
InvertScale | toggle | When true, adjusted score = frozen ScaleMin + frozen ScaleMax − raw score before averaging; retain raw and adjusted values |
ProposalsIntake of a new Initiative idea before approval. Lives in thetransaction
| Field | Type | Required | Details |
|---|---|---|---|
ProposalNumber | text | yes | |
Title | text | yes | |
Description | text | yes | Markdown |
Sponsor | reference | yes | → Users |
Submitter | reference | yes | → Users |
SubmittedAt | date | yes | |
Source | select | yes | IntakeForm, ExecAsk, PortfolioPlanning, Other |
ProposedPortfolio | reference | → Portfolios (suggested home) | |
ProposedProgram | reference | → Programs | |
EstimatedCost | currency | USD | |
EstimatedBenefit | currency | USD | |
EstimatedDurationMonths | number | ||
Scorecard | reference | → Scorecards (the framework used) | |
WeightedScore | formula | fx: SUM(DimAvgScore × DimWeight) / SUM(DimWeight), using complete eligible reviewer scores at the frozen framework version | |
LastScoredAt | date | ||
BacklogRank | number | 1 = top | |
Status | select | yes | Backlog, UnderReview, Approved, Promoted, Rejected, Deferred |
PromotedToInitiative | reference | → Initiatives (when Status = Promoted) | |
DecisionAt | date | ||
DecisionNotes | text |
ProposalScoresReviewer scores on a Proposal — one row per Reviewer per Line item of Proposals.line item
| Field | Type | Required | Details |
|---|---|---|---|
Proposal | reference | yes | → Proposals |
Reviewer | reference | yes | → Users |
Dimension | reference | yes | → ScorecardDimensions |
Score | number | yes | Within Scorecard's scale |
Notes | text | ||
ScoredAt | date | yes |
InitiativesA discrete strategic bet that the Portfolio is funding — thetransaction
| Field | Type | Required | Details |
|---|---|---|---|
InitiativeNumber | text | yes | |
Name | text | yes | |
Description | text | Markdown | |
Portfolio | reference | yes | → Portfolios |
Program | reference | → Programs | |
Sponsor | reference | yes | → Users (Executive) |
Owner | reference | yes | → Users (InitiativeOwner) |
SourceProposal | reference | → Proposals (when promoted) | |
StartDate | date | yes | |
TargetEndDate | date | yes | |
ActualEndDate | date | ||
EstimatedCost | currency | yes | USD — masked from ProjectManager |
EstimatedBenefit | currency | yes | USD — masked from ProjectManager |
BenefitType | select | yes | RevenueLift, CostSavings, RiskReduction, ComplianceMandatory, StrategicCapability, Other |
RiskLevel | select | yes | Low, Medium, High, Critical |
CurrentStage | reference | → StageGates (current gate row) | |
Status | select | yes | Proposed, Approved, InFlight, ReadyForGate, OnHold, Completed, Cancelled |
AlignmentScore | formula | fx: SUM(GoalAlignments.AlignmentWeight) capped at 100 | |
HealthScore | select | Green, Amber, Red, Unknown — written by the roadmap-recompute workflow as min(linked Projects' health enum, KPI rollup status, Risks max-score band) | |
PercentComplete | formula | fx: SUM(InitiativeProjects.ProjectPercentComplete × InitiativeProjects.ContributionPercent) / SUM(InitiativeProjects.ContributionPercent) — weighted by ContributionPercent | |
KPIAttainment | formula | fx: avg attainment across own KPIs |
InitiativeProjectsThe bridge to pm-projects. One row per delivering Project. A Line item of Initiatives.line item
| Field | Type | Required | Details |
|---|---|---|---|
Initiative | reference | yes | → Initiatives |
ProjectRef | text | yes | ProjectNumber from pm-projects (cross-app reference by code) |
ProjectName | text | yes | Snapshot of Project name for display |
ContributionPercent | number | 0–100; how much of the Project's effort counts toward this Initiative | |
LinkedAt | date | yes |
GoalAlignmentsThe cascade from Initiative to StrategicGoal. One row per Line item of Initiatives.line item
| Field | Type | Required | Details |
|---|---|---|---|
Initiative | reference | yes | → Initiatives |
StrategicGoal | reference | yes | → StrategicGoals |
AlignmentWeight | number | yes | 0–100; sum across an Initiative's rows capped at 100 |
Rationale | text | Why this Initiative ladders to this Goal |
StageGatesThe named gate stages an Initiative passes through — typicallymaster
| Field | Type | Required | Details |
|---|---|---|---|
StageCode | text | yes | |
Name | text | yes | Discovery, Plan, Approve, Build, Validate, Release, Sustain |
Sequence | number | yes | 1 = first |
Description | text | ||
GateScorecard | reference | → Scorecards (ScorecardType = GateReview) | |
ApprovalThreshold | number | Min weighted score to pass | |
RequiredQuorum | number | Min reviewers needed to make a decision | |
Active | toggle | yes |
GateCriteriaRequired deliverables per gate — e.g. for the Approve gate: Line item of StageGates.line item
| Field | Type | Required | Details |
|---|---|---|---|
Stage | reference | yes | → StageGates |
Sequence | number | yes | |
Criterion | text | yes | |
Description | text | ||
Mandatory | toggle | yes |
GateReviewsA single gate review event for an Initiative passing through atransaction
| Field | Type | Required | Details |
|---|---|---|---|
GateReviewNumber | text | yes | |
Initiative | reference | yes | → Initiatives |
Stage | reference | yes | → StageGates |
Scorecard | reference | yes | → Scorecards (gate's GateScorecard at review-open time) |
Facilitator | reference | yes | → Users (PortfolioManager) |
ScheduledAt | date | yes | |
HeldAt | date | ||
Status | select | yes | Scheduled, InReview, Approved, ConditionallyApproved, Rejected, Deferred, Closed, Cancelled |
WeightedScore | formula | fx: SUM(EligibleDimensionAverage × FrozenDimensionWeight) / SUM(FrozenDimensionWeight) | |
Quorum | formula | fx: count of DISTINCT eligible non-conflicting Reviewer identities with all required dimensions Submitted at the frozen version; abstentions do not satisfy decision quorum | |
DecisionRationale | text | ||
Conditions | text | Markdown — required follow-ups if ConditionallyApproved | |
DecidedAt | date | ||
CriteriaEvidence | longtext | Versioned criterion-by-criterion evidence and required deliverable references frozen when review opens |
GateScorecardsOne row per Gate Reviewer per ScorecardDimension on the Line item of GateReviews.line item
| Field | Type | Required | Details |
|---|---|---|---|
GateReview | reference | yes | → GateReviews |
Reviewer | reference | yes | → Users |
Dimension | reference | yes | → ScorecardDimensions |
Score | number | Within Scorecard scale — masked from Initiative Owner pre-decision | |
Vote | select | Approve, ConditionallyApprove, Reject, Abstain | |
Notes | text | ||
Status | select | yes | NotStarted, InProgress, Submitted |
SubmittedAt | date |
BudgetsA budget envelope per Portfolio per FiscalYear. Budgets containtransaction
| Field | Type | Required | Details |
|---|---|---|---|
BudgetNumber | text | yes | |
Portfolio | reference | yes | → Portfolios |
FiscalYear | text | yes | e.g. FY26 |
Currency | select | yes | USD |
TotalAmount | currency | yes | USD — the envelope set by Finance |
AllocatedAmount | formula | fx: SUM(BudgetAllocations.Amount) | |
RemainingAmount | formula | fx: TotalAmount − AllocatedAmount | |
SpentAmount | currency | USD — actuals fed in from Finance | |
Status | select | yes | Draft, Approved, Locked, Closed |
ApprovedBy | reference | → Users (Finance) | |
ApprovedAt | date |
BudgetAllocationsPer-Initiative budget allocation inside a Budget envelope. One Line item of Budgets.line item
| Field | Type | Required | Details |
|---|---|---|---|
Budget | reference | yes | → Budgets |
Initiative | reference | yes | → Initiatives |
Amount | currency | yes | USD — masked except Finance + PortfolioManager + own InitiativeOwner |
FundingAllocation | reference | → FundingAllocations (source approval) | |
AllocatedAt | date | yes | |
Notes | text |
FundingAllocationsA funding request for an Initiative — submitted by thetransaction
| Field | Type | Required | Details |
|---|---|---|---|
RequestNumber | text | yes | |
Initiative | reference | yes | → Initiatives |
Requester | reference | yes | → Users (InitiativeOwner) |
FiscalYear | text | yes | |
RequestedAmount | currency | yes | USD |
ApprovedAmount | currency | USD | |
Justification | text | yes | |
Status | select | yes | Draft, Submitted, UnderReview, Approved, PartiallyApproved, Rejected, Withdrawn |
ApprovedBy | reference | → Users (Finance + PortfolioManager) | |
ApprovedAt | date | ||
RejectionReason | text | ||
PortfolioApprovedBy | reference | → Users; distinct Portfolio Manager decision signer | |
PortfolioApprovedAt | datetime | Recorded portfolio co-approval time | |
FinanceApprovedBy | reference | → Users; distinct Finance decision signer | |
FinanceApprovedAt | datetime | Recorded Finance co-approval time |
KPIsKPI definitions per Initiative — what we are measuring, howmaster
| Field | Type | Required | Details |
|---|---|---|---|
KPICode | text | yes | |
Initiative | reference | yes | → Initiatives |
Name | text | yes | |
Description | text | ||
MeasureType | select | yes | Numeric, Percent, Currency, Binary, Milestone |
Unit | text | e.g. ARR$, NPS, % adoption | |
TargetDirection | select | yes | HigherIsBetter, LowerIsBetter |
BaselineValue | number | ||
TargetValue | number | ||
CurrentValue | number | Latest measurement (refreshed by kpi-rollup) | |
AmberThreshold | number | Crossing this flips Status: Green → Amber | |
RedThreshold | number | Crossing this flips Status: Amber → Red | |
Cadence | select | yes | Weekly, Monthly, Quarterly, Annual, Adhoc |
Owner | reference | yes | → Users (typically InitiativeOwner or named ProjectManager) |
Status | select | Green, Amber, Red, Achieved |
KPIMeasurementsMeasured values per KPI per period. Submitted by the KPI Ownertransaction
| Field | Type | Required | Details |
|---|---|---|---|
MeasurementNumber | text | yes | |
KPI | reference | yes | → KPIs |
PeriodEnd | date | yes | |
Value | number | yes | |
ReportedBy | reference | yes | → Users |
ReportedAt | date | yes | |
Source | select | Manual, ProjectImport, IntegrationFeed | |
Notes | text |
RisksRisks per Initiative. Likelihood × Impact composite drives thetransaction
| Field | Type | Required | Details |
|---|---|---|---|
RiskNumber | text | yes | |
Initiative | reference | yes | → Initiatives |
Title | text | yes | |
Description | text | ||
Category | select | yes | Schedule, Cost, Scope, Resource, Technical, Vendor, Regulatory, Adoption, Other |
Likelihood | select | yes | Rare, Unlikely, Possible, Likely, AlmostCertain |
Impact | select | yes | Negligible, Minor, Moderate, Major, Severe |
Score | formula | fx: Likelihood-rank × Impact-rank (1–25) | |
Mitigation | text | ||
Owner | reference | yes | → Users |
Status | select | yes | Open, Mitigating, Closed, Realized |
IdentifiedAt | date | yes | |
ClosedAt | date |
DependenciesCross-Initiative dependencies. The dependency-risk-detectortransaction
| Field | Type | Required | Details |
|---|---|---|---|
DependencyNumber | text | yes | |
DownstreamInitiative | reference | yes | → Initiatives (the one that needs the upstream) |
UpstreamInitiative | reference | yes | → Initiatives (the one being depended on) |
Type | select | yes | DeliverableHandoff, SharedResource, TechnicalPlatform, PolicyChange, DataDependency, Other |
Description | text | ||
NeedByDate | date | When the downstream needs the upstream's deliverable | |
RiskFlag | select | OK, AtRisk, Slipping, Blocked | |
Status | select | yes | Open, Resolved, Cancelled |
RaisedBy | reference | yes | → Users |
RaisedAt | date | yes |
RoadmapSnapshotsFrozen point-in-time snapshots of the portfolio roadmap.transaction
| Field | Type | Required | Details |
|---|---|---|---|
SnapshotNumber | text | yes | |
Portfolio | reference | yes | → Portfolios |
SnapshotDate | date | yes | |
GeneratedBy | select | yes | Scheduled, Manual |
GeneratedAt | date | yes | |
InitiativeCount | number | Snapshot count | |
Notes | text | Markdown — for manual snapshots taken before a re-plan |
RoadmapTimelineOne row per Initiative captured in a RoadmapSnapshot. The Line item of RoadmapSnapshots.line item
| Field | Type | Required | Details |
|---|---|---|---|
Snapshot | reference | yes | → RoadmapSnapshots |
Initiative | reference | yes | → Initiatives |
StartDate | date | yes | Snapshot of Initiatives.StartDate at snapshot time |
TargetEndDate | date | yes | Snapshot of Initiatives.TargetEndDate at snapshot time |
CurrentStage | text | yes | StageGate name at snapshot time |
HealthScore | select | yes | Green, Amber, Red |
PercentComplete | number |
PortfolioReviewsQuarterly portfolio review meeting record. Generated by thetransaction
| Field | Type | Required | Details |
|---|---|---|---|
ReviewNumber | text | yes | |
Portfolio | reference | yes | → Portfolios |
ReviewQuarter | text | yes | e.g. FY26-Q1 |
ScheduledAt | date | yes | |
HeldAt | date | ||
Facilitator | reference | yes | → Users (PortfolioManager) |
PacketURL | text | Generated PortfolioReviewPacket PDF link | |
Status | select | yes | PacketPrepared, Scheduled, InProgress, Completed, Cancelled |
DecisionsSummary | text | Markdown — what got greenlit / paused / killed / refunded | |
RebalanceActions | text | Markdown — concrete actions for next quarter | |
StructuredActions | longtext | Validated action list: action, initiative, decision owner, due date and originating review; decisions never execute funding transfers implicitly |
PortfolioReviewAttendeesAttendee roster for a PortfolioReviews meeting — one row per Line item of PortfolioReviews.line item
| Field | Type | Required | Details |
|---|---|---|---|
PortfolioReview | reference | yes | → PortfolioReviews |
Attendee | reference | yes | → Users |
RoleAtReview | select | yes | Facilitator, ExecutiveSponsor, PortfolioManager, ProgramManager, InitiativeOwner, Finance, Observer |
InviteStatus | select | yes | Invited, Accepted, Declined, Tentative |
Attended | toggle | Set post-meeting | |
NotesContributed | text |