EM-WRK-04 · Subject model · W2
Portfolio and Investment Selection
Selection and balancing of initiatives, projects, programs and product investments within the strategy and its constraints.
Queued for research
Claude: not-started; Grok: not-started.
Research note, in Russian: Entire research brief pending
Subject boundary and candidate types
- Portfolio
- PortfolioComponent
- SelectionCriterion
- Prioritization
- InvestmentAllocation
- PortfolioScenario
Deep research questions
- How does a portfolio differ from a program and a catalog?
- How are alternatives and limited resources handled without double funding?
- How are projects and continuous product investments compared?
Verifiable invariants
- The composition has a basis and a period
- Components may be independent of each other
- A rank is not an objective property of the work
End-to-end acceptance scenario
Two portfolios use one initiative with different funding shares; the chosen scenario preserves the decision criteria.
Negative case
All portfolio elements are automatically required to form one program.
Approaches to compare
- PMI: project/program/portfolio
- Process-based and flow-based organization of work; compare Scrum/Kanban against primary sources
- Tracker object practice: container, issue, workflow and binding to the business initiative
Candidates in the live catalogue
- WM-ACT-029 · Program / Portfolio · 0.3.0-research.1 · installable
Semantic fit requires boundary research; a published model does not by itself complete this card.
Result requirements
Every card is executed together with the full research contract: definitions, fields and cardinalities, lifecycle, sources, data mastership, rights, the five object facets, at least eight invariants, positive and negative examples, dependencies, migration and applicability limits.