Build a reviewable investment case before committing delivery work.
3 stages · 1 approval
Follow the process from start to finish. Select a step to see who acts and what changes.
New ideas land via the public Idea Intake form (anyone in the org can submit) or directly from a Portfolio Manager / Executive ask. The intake form creates a Proposals row with Status: Backlog, Source: IntakeForm, attaches initial GoalAlignments hints, and notifies the PMO Lead. Sponsor receives a confirmation email. The Proposal is rank-able in the Backlog view but not yet scored.
Record a scoped investment requestPortfolio Manager assigns a Scorecards (ScorecardType: ProposalScoring) to the Proposal and names a panel of Reviewers. Reviewers fill ProposalScores line items — one per Dimension per Reviewer. When reviewers update their scores, the system first reverses lower-is-better scores using the frozen minimum plus maximum minus raw score, then re-aggregates per-Dimension adjusted reviewer averages, computes WeightedScore = SUM(DimAvg × DimWeight) / SUM(DimWeight), writes back to Proposals.WeightedScore, and re-ranks the Backlog. Review the resulting order in the Backlog Ranking report.
Calculate versioned weighted scoresPortfolio Manager (with Program Manager input) walks the ranked Backlog, evaluates fit against the Portfolio target-mix and remaining Budget headroom, sets Status: Approved | Deferred | Rejected with DecisionNotes. Approved Proposals are promoted into Initiatives: a new Initiatives row is created (Name, Portfolio, Program, Sponsor, Owner, EstimatedCost, EstimatedBenefit, BenefitType, RiskLevel, StartDate, TargetEndDate, CurrentStage = first StageGate), GoalAlignments from the Proposal carry over (with the Initiative Owner refining AlignmentWeight per StrategicGoal), and Proposals.PromotedToInitiative is set. The linked goals determine Initiatives.AlignmentScore.
Record independent proposal decision and one promotionProposals, Initiatives
| Stage | Records | Effect |
|---|---|---|
| 1 Capture proposal | Proposals | Record a scoped investment request |
| 2 Score the case | ProposalScoresScorecards | Calculate versioned weighted scores |
| 3 Decide and prioritise | ProposalsInitiatives | Record independent proposal decision and one promotion |
Proposals ranked by WeightedScore with BacklogRank, EstimatedCost, EstimatedBenefit, Cost-to-Benefit ratio, and Strategic Fit dimension score. Filterable by ProposedPortfolio and Source. The Portfolio Manager's working list for the next funding cycle.
Proto cannot supply independent approval, invent a measurement, overwrite a closed gate or infer external accounting success. Authorized people remain responsible for decisions and source policy.
Turn approved investment requests into traceable commitments within the available budget.
3 stages · 1 approval
Review required deliverables and independent scorecards before an initiative advances.
3 stages · 1 approval
Bring delivery dates, risks and measured benefits into a review the leadership team can act on.
4 stages · 0 approvals
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