A live operational hub for your project. Paste in meeting notes, let the AI extract the structured data, and track everything from budget to risks - all in one place, all connected.
Up and running in three steps
Create a project
From the Portfolio Dashboard, click + New project. Give it a name and it's ready. You can run multiple projects and switch between them at any time.
Paste your meeting notes
Go to Meeting Input and paste in your notes - raw text is fine. The AI pulls out decisions, actions, risks, budget items, milestones, assumptions, and dependencies automatically.
Review, tick, commit
A review panel shows everything the AI found. Tick what you want to keep, untick anything off-mark, then hit Commit selected. Data flows into the relevant sections immediately.
What's in the Command Centre
Thirteen sections, all updated by Meeting Input or added to manually.
All your projects at once - RAG health, decisions needed, and pending change requests across the board.
Red / Amber / Green status for the current project, with open decisions, overdue actions, and pending changes at a glance.
Paste raw notes. AI extracts structured data across all sections. Review and commit what's relevant.
Things you're assuming to be true. Mark Valid, At Risk, or Broken - escalate broken ones to the Risk Register in one click.
Track budget lines with allocated, spent, and forecast amounts. Totals calculated automatically.
Milestone list - planned date, forecast date, owner, and status per milestone.
Monthly view of milestone dates, risk deadlines, issue deadlines, and decision dates together.
Status-coloured bars with variance labels. Click any row to see details, open actions, risks, and dependencies.
Open / In Progress / Closed. Click the status to cycle it. Use ✓ to mark resolved in one click.
Log decisions with owner and date. Attach actions directly to decisions. Overdue items surface automatically.
Formal change requests: Pending, Approved, or Rejected. Tracks cost impact, schedule impact, and drawing references.
Open issues with owner, deadline, and a blocking flag for anything stopping the project cold.
What is waiting on what - and who owns the blocker. Statuses: On Track, At Risk, Blocked. Populated from Meeting Input when notes mention "blocked by", "waiting for", or "can't start until".
- ▶Click statuses to cycle them. On risks, assumptions, actions, dependencies - one click advances the status. No edit mode needed.
- ▶Meeting Input is the fast lane. One paste can update decisions, risks, budget, milestones, and more simultaneously.
- ▶Undo last import. If an extraction brings in something wrong, the Undo button removes everything from that batch - nothing else.
- ▶Broken assumptions can be escalated to the Risk Register in one click - the ⚠ button on any At Risk or Broken assumption.
- ▶Standalone actions in the Decision Log can be linked to a specific decision using the Move button.
- ▶The Portfolio Dashboard aggregates across all your projects - a single screen for the big picture.
- ▶Export in one click. The Project RAG Summary exports a PowerPoint status deck (RAG, risks, milestones, Gantt) or an Excel workbook of every register. The Portfolio Dashboard exports a leadership portfolio pack.
- ▶Client-ready meeting report. After extracting notes on Meeting Input, the Weekly Meeting Report button builds a branded Word document (attendees, summary, actions, conclusion) you can send straight to a client. It is a separate AI pass, so it uses one extraction; always give it a read first.
- ▶Back up your work, or sync it. Your data lives in this browser by default. On the Portfolio Dashboard: Download backup saves everything as a file, Restore loads it elsewhere, and Enable cloud sync (optional) makes your projects follow your login across devices.