Portfolio Control Cockpit
Moorhouse
1
active/GBP
Upload Centre
Validate portfolio CSVs before committing controlled data changes.
Validate CSV
Upload creates a preview batch only. Summit writes data after a separate confirm step.
Templates
Allowed uploads are limited to initiatives, dependencies, risks and benefits.
entity,operation,record_id,name,category,owner_email,sponsor_email,description,start_date,target_end_date,rag_status,rag_commentary,progress_pct,source_record_id,target_record_id,relation,initiative_record_id,benefit_type,baseline,target,forecast,actual,confidence,realisation_date,supporting_initiative_record_ids,probability,impact,mitigation initiative,create,,Supplier onboarding controls,Risk Reduction,aisha.khan@summit-demo.example,demo@moorhouseconsulting.com,Tighten supplier onboarding and assurance controls,2026-07-01,2027-03-31,green,,0,,,,,,,,,,,,,,, initiative,update,INIT-000004,,,,,,,,amber,Commercial dependency requires sponsor escalation,,,,,,,,,,,,,,,, dependency,create,,,,,,,,,,,,INIT-000004,INIT-000021,enables,,,,,,,,,,,, dependency,update,DEP-000001,,,,,,,,,,,,,blocks,,,,,,,,,,,, risk,create,,,,,,Supplier remediation takes longer than planned,,,,,,,,,INIT-000020,,,,,,,,,4,5,Agree accountable supplier owners and weekly recovery checkpoints
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