Portfolio intelligence
Delivery overview
Current delivery, financial, governance and capacity exceptions.
Connected services
Personal workspace
My work
Assigned work, approvals, deadlines and blocked items across every project.
Controlled work intake
Requests and triage
Capture, route, assess and approve demand using governed request records.
Request queue
Published templates
Project register
Projects and portfolios
Customer, contract, schedule, financial and accountable ownership controls.
Enterprise controls
Programmes, assignments, correspondence and commercial control
Governed roll-ups, individual/team/group responsibility, emailed work instructions, repeatable work, locked capture periods and Ledger publication proposals.
Teams and assignments
Project correspondence
Programme register
Recurring work
Timesheet periods
Billing proposals
Work breakdown
Project plan
Phases, workstreams, epics, stories, tasks, subtasks, deliverables and milestones.
| Work item | Type | Owner | Start | Due | Progress | Status |
|---|
Visual workflow
Board
Review work by state and submit governed status changes.
Schedule control
Timeline and dependencies
Planned dates, duration, progress, milestones and predecessor relationships.
Delivery calendar
Calendar
Starts, due dates, milestones and sprint boundaries.
Capacity and demand
Resources and workload
People availability, role demand, tentative bookings, commitments and over-allocation.
Personal capture
Time and expenses
Fast entry, review and billing preparation.
My entries
Approval queue
Professional services control
Budget, forecast, WIP and billing
Versioned plans, rate cards, contract terms, commitments, margin and Ledger publication preparation.
Financial plans
Contracts and commitments
Billing preparations
Accountable customer delivery
Service operations
Governed agreements, entitlements, requests, SLA commitments, dispatch, delivery evidence, customer acceptance and billable hand-off.
Service request queue
Dispatch and visits
Agreements
Entitlements
Contract cleaning control
Cleaning operations
Customer contracts, controlled sites, People rota references, task specifications, proof of service, mileage, payroll hand-off and safety compliance without duplicating People payroll authority.
Customer sites
Scheduled and completed cleans
Compliance and expiry
Mileage
Controlled People payroll hand-offs
Project controls
Risks, issues, assumptions, decisions and changes
Accountability, impact, response, review, approval and closure evidence.
Meeting agendas and minutes
Portfolio reporting
Reports and drill-through
Delivery, schedule, cost, revenue, resource, risk and profitability views.
Controlled configuration
Methods, workflows and views
Configure lightweight, Kanban, Agile, hybrid, predictive, professional-services and PMO operating profiles.
Lightweight teams
Lists, boards, calendars, simple assignments and collaboration.
Agile delivery
Backlogs, epics, stories, defects, sprints, goals and flow.
Professional services
Demand, utilisation, rates, time, expenses, WIP, billing and margin.
Enterprise PMO
Programmes, dependencies, baselines, forecasts, governance, status and controls.
Workflow definitions
Automation rules
Saved views and custom fields
Enterprise delivery platform
Advanced operations
Scheduling, portfolio scenarios, quality, contracts, knowledge, forms, automation, reporting, search, bulk work, Vault, events, migration, client access, offline synchronisation, governed AI and diagnostics.