Get started

Set up your portfolio with Proto.

Example workspace
Gate Reviews I Need To ScoreGateScorecards
YouStatusNotStartedInProgress
NotStarted
GS-69619GR-43254
GS-27556GR-41583
GS-21603GR-94327
InProgress
GS-34301GR-88181
GS-33384GR-99095
GS-72788GR-47678
Stage-gate governance →
  • 1

    Start with Proto

    Click Start now to create your ERP.AI account, then use Download agent to open Proto and configure Portfolio Management.

    Start now
  • 2

    Prepare your portfolio

    Bring strategic goals, initiative ownership, scorecards, gate policies and approved budgets. Reconcile external project identifiers before connecting delivery data.

  • 3

    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.

    $ curl -s erp.ai/skill.md | paste into your agent
    Download agent
RolesRoles and permissions

Separate proposal preparation, gate review, funding approval and executive visibility.

 ReportsReports and analytics

Review alignment, gate outcomes, funding and observed benefits.

 Data modelData model

The canonical records behind portfolio governance.

 IntegrationsIntegrations

Connect project delivery and finance without duplicating their authority.

 RolloutImplementation

Configure strategy, approval policy and connected evidence before rollout.

 APIAgent reference

Use Proto to configure portfolio governance from the canonical model.

Modules

ERP•AI workspace

Start now Portfolio Management

Create your ERP.AI account and get started with Proto.

Start now Download agent

Customize Portfolio Management. With Proto, your desktop AI agent.

Ask Proto to help you customize Portfolio Management.

Customize
Portfolio Management. Ask: “Adapt Strategy and portfolios.” ProtoYour desktop AI agent
Download nowFree install · ~1 GB · AI usage extra