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- Portfolio Management
- Integrations
Integrations
Connect project delivery and finance without duplicating their authority.
- Portfolio Management
- Project Management
- Strategy tools
- Accounting
- Calendar and documents
Delivery context
- Project Management. Resolve initiative project project ref to authorized project identifiers and import permitted health and dates.
- Strategy tools. Map approved organizational goals explicitly; do not create employee goals automatically.
Finance and reporting
- Accounting. Import reconciled actual spend by portfolio, year and currency; a funding approval is not a journal.
- Calendar and documents. Share review invitations and evidence links with the authorized audience.
How connections are governed
Pin composed skill revisions and configured integration mappings. Use stable external identifiers, idempotent import keys and observed acknowledgments. Quarantine missing or conflicting references, preserve the prior valid snapshot and expose feed freshness. Never widen record permissions through an integration.
Set up Portfolio Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.