Portfolio backlog
Add initiatives to a shared backlog and score each one on Value, Urgency, and Effort from 0–10. The priority score is calculated as (value × value weight × urgency × urgency weight) / max(effort × effort weight, 1), giving every conversation a transparent, consistent starting point. Filter by project type, status, or tag.
SDLC readiness
Each initiative moves through eight lifecycle phases: Idea → Discovery → Requirements → Solution Design → Ready for Delivery → Exported → Validated → Archived. A readiness checklist tracks required evidence. An initiative cannot advance to delivery without: a problem statement, value hypothesis, success metrics, an approved requirement, acceptance criteria, at least one test case, and no unresolved high-impact risks.
Requirements
Capture functional and non-functional requirements with descriptions and acceptance criteria. Requirements start in draft status and are promoted to approved once reviewed. Approved requirement count feeds directly into the readiness score.
Risks
Log risks with title, impact level (Low / Medium / High), and mitigation plan. Track each risk through Open, Mitigated, or Accepted status. Open high-impact risks block an initiative from reaching Ready for Delivery.
Decision log
Record decisions with context and rationale so future team members understand why a direction was taken. Decision logs make handovers cleaner and avoid repeated discussions.
Test cases
Define test cases with steps and expected results. Track run status — Not Run, Passed, Failed, or Blocked. Link test cases to specific requirements. At least one test case is required for delivery readiness.
Kanban board
Break a ready initiative into tasks across To Do, In Progress, and Done columns. Assign tasks an owner, due date, estimate, and type (Research, Requirement, Design, Development, Test, Release). Flag blocked tasks and add notes. Time estimates roll up to project-level effort tracking.
Timeline view
Visualize start and projected end dates across the portfolio in a Gantt-style chart. Bar color reflects the priority score (green ≥ 6, amber ≥ 3, red < 3). Translucent confidence bands show how early or late a project could finish. A Today marker reveals what is overdue, on track, or upcoming at a glance.
AI helpers
Portfolio AI and Project AI draft planning artifacts — kanban tasks, requirements, risks, decisions, test cases, and readiness improvements — as proposals you review before anything is saved. The AI can never delete your data. Available as a Pro feature on the hosted SaaS.
Export
Export a project or the full portfolio as CSV or Markdown. Supported targets include Azure DevOps, Jira, Trello, GitHub Issues, Microsoft Planner, Teams/Wiki, and generic CSV. Exports include scoring data, requirements, risks, decisions, test cases, tasks, and estimates — everything a receiving team needs to start without a separate handover meeting.
Understand the Value (ROI)
Every initiative gets a full business case: total investment, annual value, payback period, and 3-year ROI. The break-even chart shows the exact month the initiative pays for itself.