Facility responsibility
Assign primary and backup facility managers to the locations and projects they support.
Multi-site facility governance
Coordinate facility projects and approvals across your portfolio
Scope-to-Go Portfolio maps facilities, responsibility, approval authority, backup coverage, and organization standards so multi-site teams can use one project workflow without losing local accountability.
Facilities directors
Regional managers
Portfolio administrators
Approving managers
Scale the workflow without flattening responsibility.
Configurable approval routes
Use organization-defined approval levels, dollar thresholds, owner routes, and required steps—or disable approvals when they are not needed.
Coverage and delegation
Set backup coverage and date-bound delegation so projects do not lose continuity when someone is unavailable.
Role-based access
Control who can view, edit, send, approve, manage coverage, or administer the organization.
Organization memory
Reuse approved standards, requirements, assets, vendors, and source documents without silently applying them to every project.
Audit and recovery
Preserve activity history, retention controls, exports, offboarding records, and organization recovery options.
Approvals when required
Route the project by policy, value, facility, or owner.
Organizations can define which approval levels apply, who fills them, when thresholds trigger them, and how unavailable approvers are escalated or delegated.
Simple when they are not
Keep the original FM-led workflow available.
Portfolio organizations can turn approvals off and allow the assigned facility manager to use the core workflow without unnecessary tiers.
Map the operating structure
Create a Portfolio workspace →Connect the right people to the right facilities before the next project starts.
Portfolio: $499/month for multi-site project control.
Portfolio includes up to 25 team members, document-assisted scope building, organization standards, asset/CMMS imports and governance. Annual billing is $5,389.20, a 10% discount versus twelve monthly payments.
Before you choose a workflow
What is the team limit?
Portfolio includes up to 25 team members. Review role and facility responsibilities during setup so the right people can access the right projects.
Can Portfolio use documents to help prepare a scope?
Yes. Its Document-Assisted Scope Builder supports documents and existing estimates. The facility manager reviews the generated scope and resolves assumptions before issue.