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- Portfolio Management
- Who it's for
- Corporate strategy teams
Corporate strategy teams
Turn strategic objectives into a portfolio whose priorities and benefits can be reviewed over time. Keep organizational goals distinct from employee performance objectives and use explicit mappings when an external strategy tool supplies data.
How Portfolio Management is set up for you
Alignment
Capture the contribution and rationale linking initiatives to company goals.
Evidence
Preserve proposal scores, gate decisions and KPI measurement periods so changes can be assessed with context.
Rebalancing
Use portfolio reviews to assign follow-up actions and request funding changes through the proper approval path.
Features to start with
Strategy and portfolios
Connect strategic goals to portfolios, programs and the initiatives that carry them forward.
Benefits and reviews
Compare the investment case with observed benefits and make the next portfolio review actionable.
Proposal intake and scoring
Give investment proposals a consistent route from first idea to a defensible priority.
Roles on the team
- Portfolio Manager
- The PMO Lead — owns the function. Curates Portfolios, organizes Programs, owns the Backlog ranking, runs the quarterly portfolio reviews, facilitates gate reviews, and owns the rebalance decisions.
- Executive
- Read-only dashboard view — the CEO / COO / business unit GM who consumes the portfolio output without operating the system.
- Finance
- Read-only on Portfolio context with write on Budgets and co-approver on funding allocations. The reconciliation seat between Portfolio plan and the GL.
Set up Portfolio Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.