Development sector
For consultants and team leadersEngagements, deliverables and your team, in one place
For individual consultants, consulting firms and technical-assistance teams: each engagement with its deliverables against contract dates, the team's work, meetings and the client's requests.
The consultant edition is in development, and so is the My team view. Today's product is built for project implementers. The labels below say which of this edition's modules already run in it.
A consultant runs three assignments at once
A fictional independent consultant, M. Adeyemi, holds three assignments for three clients: an evaluation, a training design and a six-month advisory role, each with its own contract and dates.
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Partly built Engagements
Each assignment is set up as an engagement with a code and a title. Engagements are created today as projects, each with a code and a title. Simple engagements, with further modules added one at a time, are in development.
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Partly built Engagement contracts
Each engagement's contract shows the award and what it draws on. The contract screen shows the award, the evaluation and what the contract draws on. Milestones and deliverables against the contract are in development.
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In the product Risks
The evaluation client's late data is logged as a risk, with the decision to move the draft report.
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Planned Expert inputs
Person-days planned against each contract, and used.
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Planned Time and invoicing
Days worked become each client's invoice.
| Engagement | Client | Contract |
|---|---|---|
| EV-01 Mid-term evaluation | Eastmoor Water Board | Signed |
| TR-02 Training design | Harbour Health Trust | Signed |
| AD-03 Advisory, six months | Northland Skills Agency | Under evaluation |
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
Individual consultants
Each engagement and its deliverables, with one sign-in for the assignments you hold in several workspaces once that is built.
Team leaders
A My team view in every edition: members, their open tasks, this week's load, late items, blockers and the next team meeting. It is in development.
Consulting firms
Engagements across clients, light accounts and, once built, expert inputs and time turned into invoices.
Technical-assistance teams
Contracts and what they draw on today; deliverables and milestones against the contract, and meetings whose actions become tasks, are in development.
What this edition switches on, and what runs today
Of the 29 modules this edition switches on by default, 5 are in the product, 10 are partly built, 12 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
Engagements
Every engagement, its documents and its place in the organisation.
Engagements are created today as projects, each with a code and a title. Simple engagements, with further modules added one 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.
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
Requests and cases
Requests with response clocks, and a named reason for every decline.
Partly built
Engagement contracts
Each engagement's contract, what it draws on, and its milestones and deliverables.
The contract screen shows the award, the evaluation and what the contract draws on. Milestones and deliverables against the contract are 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.
Planned
Expert inputs
Person-days per expert, planned against the contract and used.
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
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.
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.
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:
- Spreadsheet sync Partly built
- Annual work plan Partly built
- Cost table In the product
- Appraisal Partly built
- Recurring operations Built — next release
- Procurement Partly built
- Training events Partly built
- Field capture on a phone Planned
- Advances Partly built
- Interim financial reports Partly built
- Fixed assets Planned
- Results and indicators Partly built
- Targets Built — next release
- 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, Companies, Development partners.
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.