Corporate sector
For companiesProjects and the work around them, in one record
For small and large companies that run projects alongside day-to-day operations: projects, recurring work, requests, an annual budget and the books, without a financier's forms you do not need.
The company edition is in development. Today's product is built for project implementers. The labels below say which of this edition's modules already run in it.
A 12-person design agency plans a client launch
A fictional studio, Brightline Design, has eight weeks to launch a client's new website on a fixed fee. Twelve people work on it, three of them part-time.
-
Partly built Projects
The launch is set up as a project with a code and a title. Projects are created today with a code and a title. Simple projects, with further modules added one project at a time, are in development.
-
In the product Activities
The work is split into activities with their steps: discovery, design, build, content and launch.
-
Built — next release My team
The team leader sees each person's open tasks and this week's load, so nobody is booked for twelve days in a five-day week.
-
In the product Risks
Late content from the client is logged as a risk with an owner, and the decision to move the launch by a week is recorded.
-
In the product Invoices and expenditure
Supplier invoices for hosting and photography are recorded, with their aging.
-
Planned Time and invoicing
Hours worked on the launch become the client's invoice.
| Activity | Owner | Step |
|---|---|---|
| Discovery workshop | P. Osei | Approved |
| Home page design | L. Moreau | In review |
| Content migration | K. Tan | Waiting on client |
Fictional organisation, people and figures. Each step carries the label of the module it uses; a step labelled In development or Planned describes the design, not today's product. A step labelled Partly built uses a module only part of which runs today; the line under it says which part.
The people this edition is designed around
Managers and team leaders
Their projects, their team's open work and what is late, from records rather than status meetings.
Finance
Invoices, expenditure and, once built, the books of account and an annual budget against actuals.
Operations
Recurring work and incoming requests next to the projects, once those modules are built.
Directors
Project-level status by name, with no single score standing in for the detail.
Big companies
Several business units and a portfolio of projects, each listed by name with no single score standing in for the detail. The portfolio view is in development.
What this edition switches on, and what runs today
Of the 36 modules this edition switches on by default, 5 are in the product, 15 are partly built, 14 are built for the next release, 0 are in development and 2 are planned. Checked against the product on 10 October 2026; the next release checked on 14 October 2026.
Plan
Partly built
Projects
Every project, its documents and its place in the organisation.
Projects are created today with a code and a title. Simple projects, with further modules added one project at a time, are in development.
Partly built
Pipeline steps
The steps work moves through, and where each item stands.
The organisation's chain of approval steps, and each activity's place in it, are in the product. Steps that a project names for itself are in development.
Built — next release
Timeline
Dates from every record on one timeline, and a baseline a manager locks.
Partly built
Annual budget
The annual budget and the plan of work behind it.
An annual work plan derived from a cost table can be confirmed or withdrawn in the engine today; the screen for it is in development. A budget designed line by line, copied from last year's, or imported from Excel is in development.
In the product
Activities
The activities of a plan and their steps.
Deliver
Built — next release
Today and tasks
Daily tasks, a work log, carry-overs and this week's capacity.
Built — next release
My team
For a team leader: members, their open tasks, this week's load, late items, blockers and the next meeting.
Built — next release
Recurring operations
Weekly or monthly work, with missed runs recorded.
Built — next release
Requests and cases
Requests with response clocks, and a named reason for every decline.
Partly built
Procurement
Procurement plans, bids, evaluation and award.
Procurement plan lines are in the product. Bids, evaluation and award run in the engine and their screen is in development; vendors, tenders, purchase orders and goods received are in development.
Partly built
Contracts
Contracts, what they draw on, and their milestones.
The contract screen shows the award, the evaluation and what the contract draws on. Milestones and deliverables are in development.
Partly built
Training events
Training events and their participants.
Training records are kept by the engine. Their screen is in development.
Partly built
Assistant
Ask a question in words.
A text question box is in the product, but production is not connected to a language model, so it refuses each question by name instead of answering. Answers, assistants that work with the person's own access, and an inbox of what they propose are in development.
Money
In the product
Invoices and expenditure
Invoices, their aging and monthly expenditure.
Built — next release
Accounts
Books of account: vouchers, ledgers, a day book and a trial balance.
Planned
Fixed assets
An asset register, handover, and the trace from each asset to its purchase.
Planned
Time and invoicing
Timesheets turned into invoices to the client.
Results
In the product
Executive overview
An overview of activities, their steps and coverage.
Built — next release
Monitoring and alerts
Each project's physical, financial and procurement progress, milestones, reports due, risks and alerts, panel by panel, with no single score.
Built — next release
Portfolio
Every project's status by name, with no single score.
Partly built
Project Book
One project's record, assembled only from records that exist, with a page for what it could not say.
The Project Book and a printable export are in the product. Charts, and PowerPoint, PDF and Excel files, are in development.
Partly built
Results and indicators
Indicators with baselines, targets and reported values.
Results indicators and achievement are in the product. Who recorded a reading is not stored yet, and a named state for a missing value is in development.
Built — next release
Targets
Targets that split down and results that roll up, where the split must add up.
Built — next release
Reports
Progress reports in which every figure traces to the records.
Progress summaries exist in the product today. The report builder is built for the next release.
Partly built
Delay insights
Rule-based delay scores and a bottleneck view.
Rule-based delay scores and a bottleneck view are in the product. One factor of the score is switched off, and the page says so and shows the highest score still possible.
Govern
In the product
Risks
Risks, issues and decisions in one log, with proposals held apart until a person confirms them.
Built — next release
Blockers
Blockers that move up until someone who can decide owns them.
Built — next release
Meetings and decisions
Agenda, attendance, minutes, decisions, and actions that become tasks.
Built — next release
Accountability
Everything open that nobody owns, counted and named.
Partly built
Audit log
Who changed what, and when.
The audit log lists changes for administrators. Refusals and agent actions are not logged yet, and some record types are not logged.
Partly built
Approvals and notifications
Approval requests, their reminders and escalation, and each person's notifications.
Each activity moves through the organisation's approval steps today. Approval requests with reminders, escalation and notifications are in development.
Settings
Partly built
Sign-in and organisation settings
Signing in, the organisation's settings, and switching modules on or off for the organisation.
Sign-in is in the product. Switching modules on or off, and each person arranging their own menu, are in development.
Partly built
Users and access
Accounts, roles and the grants that decide who sees which project.
Users and roles are in the product. A grant editor, and access to one project by default, are in development.
Built — next release
Organisation structure
The organisation names its own levels, such as divisions and departments, or ministries and agencies.
In the product
Plan and usage
What the organisation's plan includes and how much of it is used.
Partly built
Spreadsheet sync
Reads the activity plan from the organisation's spreadsheet and reports what it refused.
A sync from one fixed spreadsheet layout runs and reports today. Reading other layouts is in development.
A label is a claim about the product people can use today
A module counts as in the product only when it runs in the live product. Work that is built and tested but not released yet is labelled Built — next release; work still being built is labelled in development.
In the product
Runs in the product today.
Partly built
Some of it runs in the product today; the note under it says which part.
Built — next release
Built and tested on the release branch, not in the live product yet. It reaches the live product with the next release.
In development
Being built. Not in the product yet, and not offered to customers until it is.
Planned
Designed, not built yet.
Not switched on by default in this edition. Once module settings ship, an administrator will be able to switch on any of these that are built:
- Cost table In the product
- Appraisal Partly built
- Field capture on a phone Planned
- Expert inputs Planned
- Advances Partly built
- Interim financial reports Partly built
- Financier view Partly built
- Closure Built — next release
Editions are designed to change the words and the menu, never what the product can do. The other editions: Projects, Development partners, Consultants and team leaders.
See today's product with fictional data
The public demo runs in your browser on a fictional programme. Its labels are older than this page's; where they differ, the labels on this page are the ones checked against the product.