Portfolio Front Door Bundle

Control what enters your portfolio and how much governance each project gets

Every project starts as a request. This bundle gives you a proper front door: capture, score and approve every request in one place, then classify each approved project into a tier so it gets the right level of governance- not too much and not too little.

What's included

Bundle price: $59, saving you $15 on buying each tool separately.

Who it's for

•    PMOs and portfolio managers who receive more requests than they can deliver

•    Organisations that apply the same heavy governance to every project, large or small

Files you'll receive

•    Excel workbooks for demand management and project tiering

•    PDF guides'

Compatibility

•     Works in Microsoft Excel 2016 or later / Microsoft 365 on Windows and Mac

•     Word and PowerPoint files open in Microsoft Office 2016 or later / Microsoft 365

•     Not designed for Google Sheets or Apple Numbers: protected formulas and some features may not work there

Licence

One purchase licenses one named user / one organisation to use and adapt the files for internal use. Consultants may use the files to deliver work for their clients / with one client per licence. You may not resell, share or redistribute the files, in original or modified form.

Refunds

Because these are instant digital downloads, all sales are final / refunds are available within 14 days if a file is faulty and we can't fix it. If anything doesn't work as described, contact us through the Contact page and we'll help.

Frequently asked questions

Can I edit the files? Yes. Excel formulas are protected so they can't break by accident; you fill in the white input cells. Word and PowerPoint files are fully editable, so you can add your own logo and terminology.

Will it work in my currency? Yes. All templates are currency-neutral and work anywhere in the world.

Do I get updates? Yes, free updates to this version are sent to your download link / Updates are released as new versions.

How do I get my files? You get a download link by email straight after purchase.