See every agent project in one place, prioritize by strategic value, and manage delivery on a board or table
Why the Portfolio
Individual agent projects are easy to start and hard to coordinate. The Portfolio is the organization-wide view of every project moving through the pipeline -- from backlog idea to operationalized agent. It answers the questions a leader actually asks: what are we building, who owns it, what is highest value, and what is stuck. Without it, you get fragmented parallel experimentation; with it, you get a coordinated program.
How to Access
1
Open Portfolio from the Sidebar
Portfolio sits in the left sidebar, just above Projects. It is available to organization admins.
2
Pick a View
Toggle between Table and Board. Table is best for sorting and scanning; Board is best for managing flow across stages.
3
Sort, Tag, and Prioritize
Sort by strategic score, edit effort / ROI / alignment inline, and apply strategic tags to group related work.
Key Features
View
Table & Board Toggle
One dataset, two lenses. The Table sorts and compares; the color-coded Board shows each project's stage and flow at a glance.
Scoring
Strategic Score
Every project gets a score derived from effort, ROI, and strategic alignment, so the highest-leverage work rises to the top.
Organize
Departments & Tags
Group projects by department and apply strategic tags to slice the portfolio by theme, initiative, or owner.
Status
Consistent Status Pills
Status colors match between the Projects list and the Portfolio, so a project reads the same everywhere.
Risk
Blocked Surfacing
Blocked projects are flagged in place with their blocker reason, so stalled work is visible instead of silently parked.
Inline Edit
Edit Without Leaving
Adjust effort, ROI, alignment, and tags directly in the view; the strategic score recomputes immediately.
How the Strategic Score Works
The score balances value against cost. ROI and strategic alignment push a project up; effort pushes it down. Because effort, ROI, and alignment are editable inline, re-rating a project immediately re-ranks it -- the sort always reflects your latest judgment, not a stale snapshot. Use it to decide sequencing, not as an absolute truth: it is a forcing function for the prioritization conversation.
Table vs Board
Table
Compare & Rank
Sort by strategic score, status, or department. Best when you are deciding what to work on next.
Board
Manage Flow
Color-coded columns delineate each stage. Best when you are tracking how work is moving and where it is piling up.
From Idea to Operationalized Agent
1
Capture
New ideas land in the backlog -- from a discovery session, a department request, or a promoted Org Readiness action item.
2
Prioritize
Rate effort, ROI, and alignment. Sort by score to decide sequencing and assign a department owner.
3
Build & Track
As a project moves through Discover, Design, Build, and Evaluate, its status updates on the board so the whole org sees progress.
4
Operationalize
Shipped agents reach the operationalized stage. The portfolio becomes the running record of what your organization has put into production.
Tip: Org Readiness action items can be promoted straight into the portfolio as backlog projects -- so closing an organizational gap is tracked the same way as building an agent.