Brief tab
Four cards each answer one standing question, with a link to the detail behind it:
Card | What it tells you |
Are we on track? | The share of initiatives on plan through the latest figures, and which portfolio carries the risk |
Where is money at risk? | Whether any initiative has spent more than its plan |
What needs me? | How many decisions are waiting on you, and which |
What needs a look? | Any initiative meaningfully over its plan |
Spend vs plan: monthly bars show plan and actual, summed across every initiative you can see, with Over plan highlighted. Months after the latest reported month show plan only.
Initiative health: counts initiatives as On plan, Watch or At risk. Select a count to see those initiatives.
This morning's read: a short summary of the same figures, with chips for what's over plan, under plan or waiting on you. Select a chip (↗) to ask the Portfolio Agent about it.
Ask the Portfolio Agent. Ready-made questions, such as Which initiatives will miss this quarter?, Where can I release budget? and What did we get for the spend?. Each one opens your agent workspace in a new tab with the question pre-filled.
Portfolios tab
Every portfolio you can see, with its owner, actual against plan for the reported periods and its health
Expand a portfolio (▾) to see its initiatives, each with its owner, actual against plan and variance.
Quick view opens the initiative detail without leaving the Brief.
Open initiative → or Open portfolio → takes you to the full page.
Initiative quick view
The quick view shows:
Actual to date
Plan to date
Against plan
Periods reported
Why it reads this way explains the figure in plain language;
Spend by period charts each month: coloured bars are reported actuals, shaded by variance against plan, and grey bars are plan for periods that haven't reported.
Select Open initiative → for the full record.
Decisions tab
"Decisions waiting on you. Each carries what is being asked and the trade-off on either side; approving acts immediately and is audit-logged."
Each card shows the request, how long it has been Waiting, What approving does and the Trade-off.
The actions on each card are:
Approve, or Review and decide for a request that you decide on in Intake.
Ask for options
Defer
Ask the agent ↗ to ask the Portfolio Agent about it.
