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- Portfolio Management
- Who it's for
- Professional services groups
Professional services groups
Govern internal investment programs alongside the client-delivery systems your teams already use. Use portfolio decisions for strategic work; project invoices, timesheets and client acceptance remain in the delivery application.
How Portfolio Management is set up for you
Investment intake
Compare proposals for service development, systems improvement and capability building with an agreed scorecard.
Delivery links
Connect initiatives to the relevant external project records without giving every portfolio user access to client billing detail.
Budget visibility
Review approved allocations and reconciled spend with Finance before approving further funding.
Features to start with
Strategy and portfolios
Connect strategic goals to portfolios, programs and the initiatives that carry them forward.
Proposal intake and scoring
Give investment proposals a consistent route from first idea to a defensible priority.
Funding and budgets
Approve initiative funding against a clear view of the portfolio budget and commitments.
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.
- Project Manager
- Read-only on Portfolio context for own Projects (so a delivering PM can see how their Project fits the Initiative narrative) and write on KPI measurements they are named owner of.
- 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.