Steerline
How it works
Steerline is opening soon. Three steps, about five minutes, and no set-up project. You keep working in the spreadsheet your PMO already maintains. Steerline reads it and gives you the picture your steering committee asks for.
Template, upload, check, report
Template
Download the Steerline template: one sheet, seventeen columns your PMO already tracks, such as initiative name, business unit, start, baseline end, current phase and approved budget. Paste in what you have; the guidance sheet explains every column.
Upload and check
Upload the file. We check every row before anything is saved and tell you exactly what to fix, row by row. A file with errors is never saved and never uses one of your five saved uploads.
Report
Your insight is ready as soon as the file is clean: fourteen measures, a baseline-versus-revised timeline and the initiative table, all filtered by business unit. The Calculation methods panel explains how every figure is worked out, so you can defend it in the room.
Limits
When Steerline opens, a free workspace holds up to 500 initiatives per upload, in a file of up to 1 MB. Your report always shows your latest clean upload, and a free workspace can save 5 uploads. You can make 20 upload attempts a day, including attempts that fail the check.
Want to see the report before you prepare your file? The sample report shows it on 100 invented initiatives. Inside your workspace, Try it with a sample portfolio loads the same sample in one click, not counted in your five uploads.
FAQ
- Do I need to change how my PMO works?
- No. If your team keeps a portfolio list in a spreadsheet, you already have most of the template's columns. Steerline reads your data as it is. It doesn't ask you to adopt a new method first.
- Where does my data go?
- Into your own workspace, which is kept separate from every other workspace. Your data is never used to train AI. The Privacy Notice has the details.
- Who else can see my workspace?
- Only you. Each free workspace belongs to one account.
- How are the figures calculated?
- Every measure’s rule is set out in the Calculation methods panel on the report, for example how “overdue” is defined and which grace period applies. Nothing is a black box.
- Can I get the report as a file?
- Yes. Two portfolio reports every month are free once you register. Need more? Contact us.
- What if my file doesn't match the template?
- The file needs the template’s columns exactly. The check names any missing or extra column, so you can fix the file and upload it again. A file that fails the check is never saved.
- Is it really free?
- Yes. The workspace, the on-screen insight and two portfolio reports every month are free, within the limits above. No card is needed.
Template and sample downloads
- Steerline template (.xlsx): the seventeen columns, with a guidance sheet. Download the template
- Sample portfolio (.xlsx): the same 100 invented initiatives as the in-app sample, so you can see a filled-in file. Download the sample
Both files are also available inside your workspace when Steerline opens.