Governments
For project implementersPlan, spend and report on a project from one record
For project management and implementation units, government agencies and NGOs that deliver projects: the work plan, procurement, advances, interim financial reports and results in one place, with every figure traced to the records it came from.
This is the edition today's product is built for. The labels below say which modules run in the product now and which are being built.
A ministry's project unit prepares next year's work plan
The project implementation unit of a fictional rural roads project in Northland has a cost table from appraisal and 46 activities. It is October, and the coordinator needs next year's plan agreed before January.
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In the product Cost table
The cost table is uploaded from Excel and checked against the financing plan.
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In the product Activities
The coordinator lists the activities of the plan with their steps, to see which are ready for next year.
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In development Annual work plan
A draft work plan is derived from the cost table and confirmed by the director.
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Partly built Pipeline steps
Each activity moves through the unit's approval steps, and the screen shows the step it is at. 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.
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In the product Executive overview
The director reads the executive overview: activities by step, and their coverage.
| Activity | Unit | Step |
|---|---|---|
| 1.2.1 Culvert design review | Engineering | Approved |
| 2.1.4 Road safety training | Safety unit | Technical review |
| 2.3.2 Maintenance contracts, lot 2 | Procurement | Budget check |
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
Project coordinators
Work plan progress, pending approvals and disbursement status in one place.
Finance and procurement officers
Invoices, advances, the interim financial report workbook and procurement plan lines, each linked to the plan.
Monitoring and evaluation officers
Indicators against their targets. A missing reading is shown as a dash, not as zero; a named "not recorded" state is in development.
Implementing units
Plan and report on their own activities, and see only their own work.
Ministries and executing agencies
The agency a project unit answers to. The edition is designed for its staff to read the unit's plans, approvals and reports without changing them; viewers are free up to the plan's limit.
What this edition switches on, and what runs today
Of the 41 modules this edition switches on by default, 6 are in the product, 19 are partly built, 15 are built for the next release, 0 are in development and 1 is 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 work plan
The annual work plan and budget.
Deriving, confirming and withdrawing a work plan run in the engine today; their screen is in development. Designing a plan line by line, copying last year's, and Excel import and export are in development.
In the product
Cost table
Cost lines with their financing source, checked against the financing plan, and an Excel upload that previews before it writes.
Partly built
Appraisal
Reads an appraisal document and reports which assumptions it can tie to a cited page.
Works where the separate checking engine is installed. It is not packaged with the product yet.
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.
Planned
Field capture on a phone
Readings and photos captured on a phone without a signal, and synced later.
Money
In the product
Invoices and expenditure
Invoices, their aging and monthly expenditure.
Partly built
Advances
Advances and what came back.
Advances and a reconciliation total are in the product. Showing an unrecorded return on every row is in development.
Partly built
Interim financial reports
The interim financial report workbook and withdrawal applications.
The interim financial report workbook is in the product. Withdrawal applications are not a record yet; they are in development.
Built — next release
Accounts
Books of account: vouchers, ledgers, a day book and a trial balance.
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
Financier view
A read-only summary for financiers, and spending and plans read by financing source.
A read-only programme summary for financiers is in the product. Reading spending and plans by financing source is in development.
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.
Built — next release
Closure
What stands between a project and closing, the sign-offs, the completion report and the archive.
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:
- Expert inputs Planned
- Fixed assets Planned
- Time and invoicing Planned
Editions are designed to change the words and the menu, never what the product can do. The other editions: Companies, 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.