The portfolio
vocabulary, defined.

Vantage's user-facing audit log. Filter by user, action type, and date range. CSV export is available on all tiers.

Vantage's structured project brief format: Aim, Discovery, Solution. Covers problem, in and out of scope, stakeholders, risks, and open questions. Generated by the AI brief studio.

The Vantage module that generates a full ADS brief for any initiative using workspace context and AI grounding. One-click drafts that humans review and refine.

The practice of constraining an AI response to a known set of source documents. Vantage grounds brief generation in the workspace knowledge base so output references real specs and SOWs.

An immutable, append-only record of every change in the system, with user, timestamp, and before/after diff. Required for SOC 2 CC7.2 and downstream forensics.

A constraint that limits how far an AI score can deviate from the deterministic baseline. Vantage caps AI adjustments so AI is an advisor, not the sole decision-maker.

A team-level forecast of available effort over a time window, used to detect over-allocation when scheduling initiatives onto a roadmap.

The blended numeric score Vantage assigns to every initiative, combining a deterministic RICE or WSJF baseline with bounded AI adjustments. Explainable per initiative.

The geographic constraint on where customer data is stored and processed. Vantage operates with US-only data residency.

A large body of work that decomposes into multiple stories or tasks in an engineering tracker. In Vantage, an epic typically maps to one or more initiatives.

A unit of strategic work in Vantage, larger than an engineering ticket and smaller than a product line. The atomic scoring and scheduling unit.

The structured pipeline through which new R&D requests enter the portfolio. Every submission is AI-scored on arrival, then triaged, promoted, parked, or rejected.

Atlassian's engineering issue tracker. Vantage syncs bidirectionally with Jira so prioritized work flows out for execution and status flows back for reporting.

Vantage's repository of uploaded specs, SOWs, and strategy documents. The AI agent indexes every document and grounds answers in your actual files.

A proposed standard file at /llms.txt that tells AI assistants what a website is about and where to read more. Vantage publishes one at vantage-now.com/llms.txt.

Long-Range Plan. The multi-year revenue and investment projection that Vantage tracks per product line in the Strategy Hub.

An open protocol that lets AI agents call tools and read context from external systems over a standard interface. Vantage exposes a public MCP server at /mcp for AI agents.

The combination of scoring inputs, weights, and AI adjustment rules used to rank initiatives in a workspace. Configurable per organization.

Objectives and Key Results. A goal-setting framework. Vantage integrates OKRs through the Strategy Hub so initiatives can be linked to objectives.

A reservation of capacity on a team's calendar that a scheduled initiative occupies. Slots are the atomic unit of capacity-aware scheduling.

The full set of initiatives a product or R&D organization is choosing to invest in across a time horizon. The unit of decision in portfolio management.

Vantage's drag-and-drop view that shows initiatives ranked by composite score with cost and resource rollups. The home view for portfolio leaders.

A strategic grouping of related products with its own revenue target and investment envelope. The top of the Vantage strategy hierarchy.

A bundle of related initiatives shipped together, typically tied to a single strategic theme. Programs aggregate initiative cost and resource demand.

A pattern where a language model is given retrieved documents at inference time to ground its response. The Vantage AI agent uses RAG against the workspace knowledge base.

Role-Based Access Control. Vantage ships admin, member, and read-only viewer roles, with custom roles available on Enterprise.

A scoring framework: Reach, Impact, Confidence, Effort. Vantage uses RICE as one of its deterministic baselines under the composite score.

A time-bounded plan for delivering a portfolio of initiatives. In Vantage, the roadmap is a capacity-aware Gantt with planning versions and PNG export.

A saved set of scoring weights that produces an alternative rank order without disturbing the live portfolio. Used to model revenue-, strategic-, or risk-weighted views.

System for Cross-domain Identity Management. Available on Enterprise to provision and de-provision users from your identity provider automatically.

An auditing framework that confirms a service organization manages customer data securely. Vantage operates under SOC 2 controls covering security, availability, and confidentiality.

Single sign-on via SAML 2.0 or OIDC. Standard in the Enterprise tier. Required for centralized identity, deprovisioning, and audit.

The degree to which an initiative's expected outcomes match the organization's investment themes and product-line targets. A direct input to the composite score.

A high-level investment direction that initiatives are scored against, typically reviewed annually. Themes are how portfolios get expressed at the executive level.

The Vantage module where product lines, revenue targets, and investment themes are maintained. Connects strategy to every scored initiative.

A third-party service provider that may process customer data on behalf of Vantage. The current list is published at /trust/subprocessors.

Strengths, Weaknesses, Opportunities, Threats. A planning artifact captured per product line in the Strategy Hub.

Architectural separation between customer workspaces enforced at the database row level. Vantage enforces tenant isolation via PostgreSQL row-level security on every table.

A common synonym for Strategic Theme. Some workspaces use the shorter term in the prioritization board.

The intake-stage review where requests are scored, deduped, and either promoted to a project, parked, or rejected. Vantage automates the scoring step.

Throughput per team per sprint, used in capacity planning when Jira integration is enabled. Feeds the capacity-aware Gantt.

Weighted Shortest Job First. A scoring framework Vantage offers alongside RICE for portfolio prioritization. Common in SAFe contexts.