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ERP.AI Portfolio Management

Portfolio Management

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Modules

Strategy and portfoliosConnect strategic goals to portfolios, programs and the initiatives that carry them forward. Proposal intake and scoringGive investment proposals a consistent route from first idea to a defensible priority. Stage-gate governanceKeep initiative progression tied to the evidence and decision each stage requires.
Funding and budgetsApprove initiative funding against a clear view of the portfolio budget and commitments. Roadmaps and dependenciesKeep executive timing connected to delivery evidence and the dependencies between initiatives. Benefits and reviewsCompare the investment case with observed benefits and make the next portfolio review actionable.

Portfolio Management

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Processes

Proposal to prioritised initiativeBuild a reviewable investment case before committing delivery work. Funding request to allocationTurn approved investment requests into traceable commitments within the available budget.
Evidence to stage-gate decisionReview required deliverables and independent scorecards before an initiative advances. Delivery signals to portfolio reviewBring delivery dates, risks and measured benefits into a review the leadership team can act on.

Portfolio Management

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Industries

Transformation officesCoordinate strategic transformation across programs and accountable initiative owners. Professional services groupsGovern internal investment programs alongside the client-delivery systems your teams already use.
Corporate strategy teamsTurn strategic objectives into a portfolio whose priorities and benefits can be reviewed over time.

Portfolio Management

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Reference

Roles and permissionsSeparate proposal preparation, gate review, funding approval and executive visibility. Reports and analyticsReview alignment, gate outcomes, funding and observed benefits. Data modelThe canonical records behind portfolio governance.
IntegrationsConnect project delivery and finance without duplicating their authority. ImplementationConfigure strategy, approval policy and connected evidence before rollout. Agent referenceUse Proto to configure portfolio governance from the canonical model.

Portfolio Management

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All systems
Modules
Strategy and portfoliosConnect strategic goals to portfolios, programs and the initiatives that carry them forward.Proposal intake and scoringGive investment proposals a consistent route from first idea to a defensible priority.Stage-gate governanceKeep initiative progression tied to the evidence and decision each stage requires.Funding and budgetsApprove initiative funding against a clear view of the portfolio budget and commitments.Roadmaps and dependenciesKeep executive timing connected to delivery evidence and the dependencies between initiatives.Benefits and reviewsCompare the investment case with observed benefits and make the next portfolio review actionable.
Processes
Proposal to prioritised initiativeBuild a reviewable investment case before committing delivery work.Funding request to allocationTurn approved investment requests into traceable commitments within the available budget.Evidence to stage-gate decisionReview required deliverables and independent scorecards before an initiative advances.Delivery signals to portfolio reviewBring delivery dates, risks and measured benefits into a review the leadership team can act on.
Industries
Transformation officesCoordinate strategic transformation across programs and accountable initiative owners.Professional services groupsGovern internal investment programs alongside the client-delivery systems your teams already use.Corporate strategy teamsTurn strategic objectives into a portfolio whose priorities and benefits can be reviewed over time.
Reference
Roles and permissionsSeparate proposal preparation, gate review, funding approval and executive visibility.Reports and analyticsReview alignment, gate outcomes, funding and observed benefits.Data modelThe canonical records behind portfolio governance.IntegrationsConnect project delivery and finance without duplicating their authority.ImplementationConfigure strategy, approval policy and connected evidence before rollout.Agent referenceUse Proto to configure portfolio governance from the canonical model.
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Pricing

Usage-based ERP.AI pricing for Portfolio Management.

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Everything included

  • My Portfolio Dashboard
    Portfolio CodeNameStatusAlignment Score
    Paused

    Strategy and portfolios

    Connect strategic goals to portfolios, programs and the initiatives that carry them forward.

    Included
  • Backlog (Ranked)
    Backlog RankProposal NumberTitleSponsor

    Proposal intake and scoring

    Give investment proposals a consistent route from first idea to a defensible priority.

    Included
  • Gate PipelineScheduled
    Gate Review NumberInitiativeStageFacilitator

    Stage-gate governance

    Keep initiative progression tied to the evidence and decision each stage requires.

    Included
  • Funding Requests Awaiting DecisionSubmitted
    Request NumberInitiativeRequesterFiscal Year

    Funding and budgets

    Approve initiative funding against a clear view of the portfolio budget and commitments.

    Included
  • Roadmap (Latest Snapshot)
    InitiativeStart DateTarget End DateCurrent Stage

    Roadmaps and dependencies

    Keep executive timing connected to delivery evidence and the dependencies between initiatives.

    Included
  • KPIs At RiskAmber
    InitiativeNameBaseline ValueTarget Value

    Benefits and reviews

    Compare the investment case with observed benefits and make the next portfolio review actionable.

    Included
Roles
  • Portfolio Manager
  • Program Manager
  • Initiative Owner
  • Gate Reviewer
  • Project Manager
  • Executive
  • Finance
Processes
  • Proposal to prioritised initiative
  • Funding request to allocation
  • Evidence to stage-gate decision
  • Delivery signals to portfolio review
Reports
  • Portfolio Health Dashboard
  • Strategic Alignment Heatmap
  • Backlog Ranking
  • Roadmap Drift
  • Gate Pass Rate
  • Budget vs. Allocation vs. Spend
  • KPI Attainment
  • Quarterly Review Outcomes

Rate card

machine work, prepaid

Machine work: external API-key requests, imports, workflows, agents and scheduled jobs. Successful external API-key reads and writes use the operation rates below. Starting a managed execution from the interface still starts that metered service.

Credit rate card
Machine workIncluded per $1 of credit
List/filter or get record calls20,000
Search or aggregate calls4,000
CSV or PDF exports100
Record writes4,000
Imported or synced records200,000
File upload in MB2,000
Workflow runs2,000
Code-node compute beyond included in CPU-sec12,000
Agent executions2,000
Scheduled jobs or webhook activations20,000

Read and write rates apply to successful external API-key requests. Ordinary manual work in the ERP.AI interface is $0.

prepaid creditsSmallest pack $5, purchased credits never expire.

Selected monthly operations

Estimated usage$60.00

Each selected quantity divided by its rate per dollar, then added. This is metered usage; buying a credit pack is a separate top-up.

This estimate covers these sliders only. Other operations, retained capacity and model charges are additional. Workflow runs include 5 CPU-sec each; extra code-node compute uses its own rate.

What is free

The base account and ordinary manual work in ERP.AI’s official interface are $0. Viewing, searching, creating, editing, approving, deleting and exporting records in that interface do not consume read or write credits. There is no per-user fee.

Agree the included scope and rollout work before starting.

What is metered
  • external API-key requests
  • imports
  • workflows
  • agents
  • scheduled jobs

The smallest credit pack is $5. The other one-time packs are $20 and $100. Purchased credits never expire; there is no recurring subscription or monthly minimum. Estimate usage from your expected imports, integrations and workflow activity.

Each workflow run includes the first 5 CPU-sec. Code-node compute beyond that allowance uses the separate CPU-sec rate. Failed API results do not settle an App Builder operation charge; measured billable usage from a managed execution can still settle after cancellation or an error.

Each billing account includes 100,000 retained business records and 100 MB of managed file retention. Beyond those allowances, records cost $1 per 100,000 record-months and managed files cost $2 per logical GB-month. Retention is settled daily. Archived and Trash records still count. Shared file references count once; independent copies and saved versions count separately.

Ordinary manual work remains available at a zero balance. New metered work pauses until the billing account has enough credits. Model usage and the Proto Agent fee are described below; they are additional to the operation rates in this table. The platform pricing page carries the current full rate card and account rules.

Model usage and Agent fee

ERP-1 Fast costs $0.05 per 1 million cached input tokens, $0.25 per 1 million uncached input tokens and $0.75 per 1 million output tokens. The 8% Proto Agent fee is added to the exact model amount and shown separately on the receipt.

With an OpenRouter key, OpenRouter bills model inference directly. ERP.AI charges 8% of the exact OpenRouter-reported model cost, plus any separately metered ERP.AI resources used by the run. Usage receipts identify the model, credential source, applied rate-card version and itemized charges.

Implementation and rollout

Configuration, data migration and rollout services are priced separately. The scope depends on your locations, integrations, data volume and support needs. Click Start now to create your ERP.AI account, then use Proto to configure the system for your team.

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Pricing questions

All questions
Can we change it after go-live?

Use Proto to configure and later change the application on a branch you review before release. Its machine work and model usage are metered.

ERP•AI workspace

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