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.

Read the page, top to bottom

Open Apps → Tollgate Portfolio and select your Plan.
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.
Check the Control Centre. It sits beside the investments table and lists what needs a person.

Awaiting your decision holds the investments that wait on you. That is a business case submitted for funding, or a close-out submitted for sign-off. Each entry shows the sponsor and the wait in days. Out for decision holds submissions that wait on an approver with no Jira account. See Out for decision.
Scan the investments table. One sortable table holds every investment, worst first.

The table runs from Discovery to Archived, and the eyebrow above it counts the rows. Each row carries enough of its tracking picture to judge it without drilling in. The Investment cell shows the name, the project key and one status line. See What the status line says. Beside it sit Stage (the act, then the stage), Health, Confidence and the Outcome in the investment’s own words. Then Baseline → forecast and Variance. The Variance cell draws a bar on a zero line and prints the figure. Terminal rows dim and sort last.

On a laptop-width screen the Control Centre sits beside the table. The Theme and Baseline → forecast columns then hide so the rest stay readable. Group by still offers Theme. The Variance bar carries the money signal.
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.
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 status line then says Reads Red, not yet rated. It never says Marked Red, so it does not imply the PM rated it. For the exact thresholds, see RAG, confidence and health.

What the status line says

Under each investment’s name the table prints one line. It states the worst thing true of that investment right now, as a fact. Tollgate checks in the order below. A row shows the first line that applies.

Line	Meaning
Closed · Realised · Not realised · Archived Aug 12, 2026	The investment is complete. The date is the archive date.
The Red reason itself, for example Cost: forecast 30% over baseline	The PM marked the investment Red and Tollgate found the driver.
Marked Red, no reason	The PM marked it Red and Tollgate found no driver.
Reads Red, not yet rated	Cost or confidence reads Red. Nobody set an Overall rating.
3 materialised risks	Risks that occurred and need a decision.
Approval pending 9 days	The business case is with the sponsor.
Sign-off pending 20 days	The close-out is with the sponsor.
2 decisions pending	Decisions waiting in the register.
2 changes await approval	Change requests proposed and not yet approved.
Review overdue 124 days · Review due in 60 days · Review due today	The benefit review, for an investment in realisation, against its review cadence.
No status update yet · Update overdue 12 days	The PM’s status update against the reporting cadence.
Thesis in draft · Business case in draft	Not yet submitted.
Initiation 5 of 6 done · Initiation underway	The initiation checklist.
Confidence not set	The Outcome confidence has no rating.
On plan, ends Nov 2026 · On plan	Nothing needs attention. The month is the forecast delivery end.

A Red reason is free text. The narrow table can cut it short. Hover the line to read all of it.

Drill in when you need to

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