Features — AI-Native Portfolio Governance Modules

PortfolioInSite settings showing 19 governance modules with enable/disable controls inside Jira Cloud

Modular Architecture

Pay for what you use. Enable what you need.

PortfolioInSite isn't a monolithic tool — it's 19 purpose-built modules across 5 build phases. Start with free MoSCoW scoring. Add paid modules as your governance maturity grows. No all-or-nothing licensing.

M01 MoSCoW Scoring — free forever
13 paid modules across governance, intelligence, and reporting
Enable or disable per project
Auto-Scoring method: Rule-based or Claude API

M01 — Foundation (Free)

MoSCoW Scoring Engine

The foundation every prioritisation decision builds on. Weighted, Fibonacci-normalised scoring across five criteria. Score your backlog consistently, defend your decisions with data, and stop prioritisation by opinion.

5-criteria weighted scoring framework
Fibonacci rank normalisation
Score once, govern everywhere
Visual scoring interface inside Jira
Free forever — no feature gating

PortfolioInSite AI-assisted scoring with Claude API integration and confidence thresholds

M05 + M14 — The AI Differentiator

Auto-Scoring & AI-Assisted Prioritisation

Start with rule-based auto-scoring that applies your governance criteria consistently. Graduate to Claude API-powered scoring that analyses backlog items and recommends scores with confidence levels — keeping humans in the loop where it matters.

Rule-based auto-scoring for consistent triage
Claude API scoring with confidence blending
Auto-accept above configurable confidence threshold
PMO review flagged below review threshold
Full audit trail of AI vs. human decisions

M04 — Demand Governance

Demand Intake Pipeline

5-stage Kanban with drag-and-drop triage. Capture demand from stakeholders, auto-score at the front door, and surface only what matters to the steering committee. Ageing indicators flag stalled requests. Capacity guardrails prevent over-commitment.

5-stage Kanban: Submitted → Triage → Scoring → Approved → Rejected
Auto-scoring on intake
Ageing indicators for stalled items
Capacity guardrails against over-commitment
Drag-and-drop triage workflow

PortfolioInSite health scores with composite indicators and zombie detection

M07 — Program Intelligence

Health Scores & Decay Detection

Composite health indicators with zombie detection. RAG status, risk scores, and trend analysis across your portfolio. Items that stall get surfaced automatically — not buried in a backlog nobody reads.

Composite health scoring per project and program
RAG status indicators (Red, Amber, Green)
Zombie detection — flag items decaying in the backlog
Trend and trajectory analysis
Automated escalation workflows

M11 — Decision Intelligence

Scenario Modelling

What-if analysis with side-by-side comparison. Model different prioritisation scenarios before committing resources. See the impact of trade-offs before they become commitments.

Create multiple prioritisation scenarios
Side-by-side scenario comparison
Impact analysis on capacity and delivery
Stakeholder presentation-ready outputs
Save and share scenarios for steering review

M08 — Investment Governance

Investment Mix

Category allocation tracking — Run, Grow, Transform. Set target percentages, monitor actual allocation, and detect drift before it becomes a boardroom surprise. Investment visibility that leadership actually uses.

Configurable investment categories (Run/Grow/Transform)
Target vs. actual allocation tracking
Drift detection and alerting
Boardroom-ready investment visualisations
Historical allocation trend analysis

And More

The full governance toolkit

Every module designed to solve a specific portfolio governance problem. Built by practitioners who've run enterprise PMOs.

📊

Steering Committee Reports

Auto-generated Confluence reports for leadership. Progress snapshots, risk highlights, and investment mix visibility — ready to present, not hand-assembled.

M03

⚖️

Capacity & Demand

Velocity and gap analysis across teams. See committed effort against available capacity in real time. Know before you're over-committed.

M06

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Change Impact Tracking

Weekly diff reports showing what moved, what's new, and what was killed. Full audit trail of every portfolio decision.

M09

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Dependency Mapping

Graph visualisation with cycle detection. See cross-team dependencies, identify blockers before they cascade, and map impact paths across your portfolio.

M10 — In UAT

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Stakeholder Voting

Multi-user Delphi consensus scoring. Aggregate stakeholder perspectives into defensible prioritisation decisions.

M12

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Notifications & Alerts

10-rule alert engine. Automated notifications for scoring changes, health threshold breaches, ageing items, and governance milestones.

M15

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Data Import/Export

CSV and JSON data management. Bulk import scoring data, export portfolio snapshots, and integrate with external reporting tools.

M16

🏗️

Forge-Native Architecture

Built on Atlassian Forge — not a bolt-on. Zero external dependencies, full data residency compliance, and native Jira Cloud integration. Your data never leaves Atlassian.

Platform

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Australian Built & Supported

Designed in Sydney by practitioners who've led enterprise delivery across banking, automotive, telecommunications, and government. 17+ years of real-world governance built into every module.

Agility Ops

19 modules. One governance platform.