Read the Tollgate Portfolio

Mode: how-to. Read the Portfolio view to see where every investment stands, and decide where to invest, hold, or stop.

The Portfolio gives a sponsor or investment committee the rounded picture of each investment — health, confidence, cost, and outcome together — without drilling into each one. It has no single “anchor” metric: you read them as a set.

Note

The Portfolio needs a connected Jira Plan (Jira Premium). If you haven’t connected one, start with Connect a Jira Plan.

Read the page, top to bottom

1. Open Apps → Tollgate Portfolio and select your Plan.

2. Start with the steering headline and summary. This is the at-a-glance read.

   The dashboard leads with how many investments are off track, the spend at risk, the RAG (red/amber/green) distribution, and confidence counts. Terminal investments (Closed / Archived) are excluded from these totals — they’re census, not spend at stake.

3. Check the Awaiting your decision queue. Rows needing your decision are highlighted.

   The queue sits above the investments table and lifts investments that are Submitted (awaiting funding) or ClosingSubmitted (awaiting close-out sign-off).

4. Scan the investments table. Every investment renders in one sortable table, from Exploring through to Archived.

   Each row carries enough of its tracking picture to judge it without drilling in. It shows health/RAG, Outcome confidence, cost baseline→forecast with variance, the outcome in its own terms, and stage. Terminal rows are dimmed and sort last.

5. Use the action tiles to focus.

   Select a dashboard tile to filter the table to its culprits and scroll it into view. Select the active tile again to clear the filter.

6. Group by theme or stage. Themes are your own categories — operational area, programme, or benefit type.

   Group or sort to see where a comparison is valid. Tollgate scaffolds the comparison. It doesn’t fabricate one cross-everything value score.

What the health verdict means

Each row’s On track / At risk / Off track verdict is the Overall rating the PM set on that project’s Investment Health dashboard. The Portfolio repeats their judgement rather than computing a second opinion, so the two surfaces never contradict each other.

If nobody has set an Overall rating yet, the Portfolio falls back to reading the data: the worse of cost variance and Outcome confidence. The row’s action line says so, rather than implying the PM rated it. For the exact thresholds, see RAG, confidence and health.

Tip

A row’s verdict that disagrees with its cost figures is the useful signal, not a fault. The PM tells you something the numbers alone don’t. Select the row and ask them.

Drill in when you need to

1. Select a row to open that project’s Tollgate tab for the full case file.
2. For a portfolio-wide question, use Ask Tollgate — see Ask Tollgate for briefings and insights.

Tip

Cost and Outcome confidence are always comparable across investments. Whether benefit is comparable is your call — the tool won’t force a single value score or forbid the comparison.