Projects Guide

Portfolio list

Open Projects for the delivery-portfolio overview. Filter by health, status, service, mode, owner, or client; switch list/card views; rename inline; edit status and health inline; bulk-update or bulk-delete; export to CSV. Saved views, import, and duplicate merging are available from the toolbar. You need projects read to see it, plus create/edit/delete for the matching actions.

Project workspace

Open a project for tabs:

Overview — derived vs manual health, status/health actions in the rail, AI status report, save-as-template, and (for retainers) Generate next cycle.
Plan — milestones and deliverables side by side.
Governance — risks and decisions.
Team, Connections, Finance, Timeline, Meetings, Activity — staffing, linked deals/orgs, profitability, a merged milestone/deliverable/task timeline, meetings, and the audit trail.

Deleting a project archives it but retains its children.

Milestones

Milestones are name + due date with inline edit, complete/reopen, and delete. Overdue and completed badges roll up into portfolio progress and derived health — keep due dates honest and close completed milestones promptly.

Deliverables and artifacts

Deliverables carry name, due date, description, and an artifact kind/template picker, with a status flow (reaching accepted stamps accepted_at). Each deliverable owns at most one artifact: start one from a template, then review, approve, and publish it through the artifact review panel. The row button is icon-only by design — artifact status is exposed via its tooltip and inside the dialog.

Delivery Studio

Delivery Studio generates AI drafts per deliverable. Entry is gated by a rollout flag plus delivery:create (delivery:manage covers brand-contract and spend-ceiling changes). The flow is Generate (surface, recipe, or brief) → Review (draft history, preview, click-to-anchor comments, draft comparison, self-check score and cost badges) → Revise (instruction or open comments) → acceptance checklist → Promote into the artifact. Watch the spend ceiling and estimate/remaining indicators while generating.