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- Portfolio Management
- Implementation
How a Portfolio Management rollout works
Configure strategy, approval policy and connected evidence before rollout.
Agree governance
The Portfolio Manager confirms portfolio ownership, goals, scorecards, gate criteria and distinct funding approvers.
Prepare source data
Reconcile the proposal backlog, initiatives, budgets and KPI history with retained identifiers.
Verify decisions
Run independent proposal, gate and funding cases, including conflicts, duplicate commands and unavailable headroom.
Invite the team
The Portfolio Manager reviews executive and operational views with scoped accounts, then enables the approved connections.
What the customer provides
Provide portfolio ownership, strategy goals, scoring weights, gate criteria and quorum, approval delegation, approved budgets, currencies, initiative identifiers and authorized delivery/finance mappings.
Changing it afterwards
Version scoring and gate policy between review cycles. Material changes invalidate affected decisions. Preserve previous review evidence and budget history; corrections use linked records and independent approval. Repeat affected permission, concurrency and reporting cases before rollout.
Set up Portfolio Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.