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- Portfolio Management
- Frequently asked questions
Questions, answered
Answers about portfolio governance, delivery connections and getting started.
Portfolio Management
9 questions
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How do I get started?
Click Get started, then use Proto to configure Portfolio Management for your business. Load your strategy, portfolio owners, review criteria and approved budgets.
Does this replace project delivery software?
No. Link initiatives to authorized project records for dates and health while tasks, staffing, time and billing remain in their operating systems.
How are proposals compared?
Use versioned scorecards, dimension weights and assigned reviewers. Preserve scores and rationale before an independent proposal decision.
Who approves funding?
Portfolio Manager and Finance provide separate decisions. The requester cannot approve their own funding, and allocation requires available approved headroom.
Can a stage advance with missing evidence?
Mandatory criteria, quorum and the applicable decision threshold must pass. Conditional decisions remain subject to recorded conditions.
How are financial actuals handled?
Import reconciled spend using approved period and currency mappings. Funding approval itself does not create a general-ledger posting.
Can executives see every detail?
Executive reports follow portfolio scope and field restrictions. Reviewer scores, risk narratives and budget details retain the access rules in the specification.
What happens when KPI data is late?
Keep the period and last observation visible. Missing or stale evidence must not appear as an achieved target.
Can policy change during a review?
Freeze the scorecard and gate policy used by the open review. Apply a new version through a controlled change with refreshed affected evidence.
Set up Portfolio Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.