A-LINE

Module · Core

Portfolio Finance

The money at portfolio level: a portfolio tracker and financial summary, with baseline and budget in one place.

In every tier Stage — · Portfolio finance
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The portfolio’s money

The problem it solves

Portfolio-level finance is stitched together from each project’s spreadsheet — there is no single roll-up of tracker, budget and baseline the portfolio can trust.

What it does

A
Portfolio trackerRoll every project’s finances up into one portfolio tracker.
B
Financial summaryThe portfolio’s financial position at a glance, from live data.
C
BaselineSnapshot an approved portfolio plan and track drift against it.
D
BudgetHold and manage the portfolio budget in one place.

How it works

  1. Project finances roll up automatically
  2. Read the portfolio financial summary
  3. Baseline the approved plan
  4. Track budget against actuals across the portfolio

See it in context

Screenshot
Portfolio finance — tracker, summary, baseline, budget
← Finance Project Initiation →

Idea → Delivery → Live service, on a single thread

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