How do you run an IT portfolio steering committee without Excel?

Workload lets you set an official project RAG, freeze an immutable committee snapshot, track benefits and critical risks, and feed CODIR widgets — so the PMO runs the room from the product, not a rebuilt slide deck.

IT portfolio steering
without Excel

RAG, committee freeze, value and risks — the Head of PPM path to a credible CODIR.

Frequently Asked Questions

Does RAG replace project status?+

No. RAG is a health signal independent of lifecycle status (PLANNED, IN_PROGRESS…). It is for the committee; status stays operational.

What does committee freeze capture?+

An immutable portfolio snapshot (RAG, value, risks) at T0. You reopen it after the meeting without live recompute.

Do I need Enterprise?+

Subsidiary committee (RAG, freeze, CODIR) is core PPM. Multi-entity consolidation and SCIM are Enterprise — see holding and SCIM pages.

What if everything is P0 — how do we arbitrate under capacity?+

Steering owns health (RAG/freeze). Arbitration decides go/kill/defer when capacity is insufficient. See the dedicated page: IT portfolio arbitration.

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