Understanding the True-Up
True-up
Early Preview — True-up is currently in early access and requires a Pro or Team account.
True-up lets you take a named snapshot of your entire portfolio at a point in time, then compare it against the current live state to see exactly what has changed. It is designed for periodic review cycles — quarterly reviews, board reporting, post-project retrospectives — where you need a stable, auditable baseline to compare against.
Opening True-up
From the Intelligence Hub on the right side of the desktop, click True-up. The tool opens at the landing view with two actions.
Creating a Snapshot
Click Create True-up to open the snapshot creation modal.
Label (required) — a short name for the snapshot, for example Q1 2026 Review or Pre-platform Migration. Maximum 120 characters.
Notes (optional) — free-text commentary to accompany the snapshot, such as context about the state of the portfolio at that point in time.
Click Create Snapshot to submit. A snapshot of the complete portfolio is generated in the background, capturing:
- All portfolio items (Data and AI) and their driver assignments, costs, savings, and roadmap phases
- All initiatives (Data and AI)
- All fixed drivers and their weight and impact scores
- All cost drivers
Once created, a success notification confirms the snapshot is saved, and the assessment coverage state is updated across the app so driver age badges reflect the new true-up date.
Snapshots are immutable once created. They represent the state of the portfolio at the moment of creation and cannot be edited.
Selecting a Snapshot
Click Select True-up to browse your existing snapshots. Each entry shows:
- The snapshot label
- The date and total item counts (e.g. 14 products · 6 initiatives)
Click any entry to open it in the detail view.
Detail View
The detail view has a left sidebar for navigation and a main panel that displays the selected section.
Sidebar Sections
| Group | Section | What it shows |
|---|---|---|
| (none) | Overview | High-level count cards comparing snapshot vs current |
| Portfolio | Drivers | Fixed driver weight and impact changes |
| Portfolio | Products | Per-product diff — drivers, costs, savings, roadmap phases |
| Portfolio | Initiatives | Initiative list comparison |
| Finance | Costs | Cost changes across the portfolio |
| Finance | Savings | Savings/impact changes across the portfolio |
| Roadmap | Roadmap | Roadmap phase changes |
Overview
Six count cards display snapshot counts next to current live counts, with a coloured delta badge:
| Card | Description |
|---|---|
| Products (Data) | Data portfolio items at snapshot vs now |
| Products (AI) | AI portfolio items at snapshot vs now |
| Initiatives (Data) | Data initiatives at snapshot vs now |
| Initiatives (AI) | AI initiatives at snapshot vs now |
| Total Drivers | All fixed drivers at snapshot vs now |
| Cost Drivers | Cost driver definitions at snapshot vs now |
A green badge indicates additions since the snapshot; red indicates removals; an em-dash indicates no change.
Drivers
Compares fixed drivers only — variable driver scores are per product and are shown in the Products section.
A summary bar at the top shows the total count at snapshot time, the current count, and badges for the number of drivers added, removed, changed, or unchanged since the snapshot.
Below the summary:
Radar charts — one chart per category (Governance, Architecture, People). Each chart overlays the snapshot state (dashed outline) against the current state (solid outline) for driver weights, making it easy to spot which dimensions have shifted.
Bar charts — two horizontal bar charts, one for weight and one for impact. Each driver appears as a pair of stacked bars: a faded bar for the snapshot value and a solid bar for the current value. Added drivers are labelled [NEW] and removed drivers are labelled [DEL]. A delta label appears beside any bar that has changed.
Products
Lists all portfolio items from the snapshot compared with the current state. Items are sorted so changed items appear first, followed by added, removed, and unchanged.
A summary bar shows total counts and change badges, matching the style used in the Drivers section.
Each product row displays:
- Name and type badge (Data or AI)
- NEW or REMOVED badge if the item was added or deleted since the snapshot
- Strategic value with a snapshot→current delta if it changed
- Drivers — count per category (Gov / Arc / Pep) with deltas showing how many driver assignments were added or removed
- Costs — one-time and recurring cost totals from the snapshot
- Savings — one-time and recurring savings totals from the snapshot
- Roadmap — initiative phase assignments, with new phases and removed phases highlighted
Snapshot Statuses
True-up snapshots carry one of three statuses:
| Status | Meaning |
|---|---|
| Draft | Newly created; work in progress |
| Final | Marked as the authoritative record for this review cycle |
| Archived | Older snapshot retained for reference |
Tips
- Create snapshots before major changes. Take a snapshot before beginning a significant round of driver re-scoring, adding new initiatives, or restructuring your portfolio. This gives you a clean before/after comparison.
- Use labels that are meaningful to your review cycle. Labels like Q4 2025 Board Review or Post-Initiative-Launch are easier to navigate than generic dates.
- The Drivers section focuses on fixed drivers. Variable driver scores are embedded in individual product assessments and visible in the Products section.
- Assessment coverage tracks your last true-up. Driver age badges across the platform reference the most recent true-up date, so running a true-up resets outdated scoring indicators.