Two projects claim the same resource savings. Who reconciles the portfolio?
Portfolio benefit overlapAssign a portfolio-level benefits reconciliation process with business owners. Keep contributing projects visible without counting the same released capacity more than once.
What to do now
- Map overlapping benefit claims
- Identify the shared operating measure
- Agree attribution and accountability
- Report the combined benefit once
When to escalate
Escalate when
Overlapping claims materially distort investment decisions.
Who decides
The portfolio decision authority
Example
Two automation initiatives contribute to one measured reduction in manual processing hours.
Mistake to avoid
Adding all business-case savings without checking shared assumptions.
Prevent a repeat
Review whether active commitments fit available capacity and current priorities rather than just tracking project counts.
Suggested ApprovedFlow setup
- Projects
- Resources
- Documents
- Approvals
Use project and capacity records to support portfolio decisions, then record approved priorities and consequences explicitly. See the platform
Related cases
- The same dependency appears in many project plans. Who should own it?Shared dependency governance
- Projects compete for the same users during rollout. What should we coordinate?Change-capacity overload
- Several projects claim the same savings. How do we avoid double counting?Duplicate benefit attribution
- Our business case assumes savings that nobody can explain. Should we accept it?Unsupported benefit assumptions