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- Portfolio Management
- Get started
Get Portfolio Management running in four steps.
Set up your portfolio with Proto.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up Portfolio Management. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Portfolio Management in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Start with Proto
Click Get started to create your ERP.AI account, then use Download agent to open Proto and configure Portfolio Management.
Prepare your portfolio
Bring strategic goals, initiative ownership, scorecards, gate policies and approved budgets. Reconcile external project identifiers before connecting delivery data.
Invite reviewers and owners
Test a proposal, a funding decision and a stage-gate review with the intended roles. Confirm executive field visibility and independent approvals before inviting the wider team.
Set up Portfolio Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.