Use this as a working project management portal, not a presentation board.
The interface now supports clickable advisors, role-based planner administration, communication portals, and document uploads tied to specific tasks.
Dedicated internal thread for coordination
Separate thread for advisor support
Every upload is attached to a selected task
Today’s working queue
Direct work items that need action
Attach final documents to the selected task before review
Use the advisor communication portal to request guidance
Restricted to executive and planning administrator roles
Task checklist manager
Only executive and planning administrator users can access the checklist manager and assignment controls.
Edit task
Task edits are stamped with the current session.
My assignments
Standard planners see only their assigned work here and can update assignment status without entering the admin checklist manager.
Advisor support
Choose an advisor from this page and jump directly into the advisor communication portal.
Select an advisor here to route into the communication portal with the chosen advisor already selected.
Task-linked document upload
Every upload is tied to a specific task record.
Attached documents
Uploads show task, uploader, and related note.
Planner to planner portal
Internal project communication between planners.
Please review the finance assumptions before we package the approval file.
I will update the forecast note and send it back today.
Planner to advisor portal
Ask a specific advisor for guidance tied to project work.
Select an advisor from the Advisors page or the dashboard shortcuts, then start the conversation here.
Approval queue
Executive sign-off is stamped with the current signed-in user.
Approval rule
Only executive access can approve or sign off reviews.
Approval and sign-off lines record the acting user and access level so the visible workflow shows who performed the action.
Planner roster
Add and edit planner records. Restricted to executive and planning administrator access.
Add or edit planner
The form switches between add mode and edit mode.
Teams
Add, edit, and delete planners from one team-management screen.
Team actions
Use this form to add a new planner or update an existing planner.
Phase access control
Only one phase can be opened at a time, and only executive or planning administrator users can open the next phase.
Phase rule
Later phases remain inaccessible until they are opened in sequence.
Phase 1 is open for work. Executive or planning administrator access is required to move to the next phase.
Patrice, Legal Compliance Agent
Registrations, permits, licensing packets, and legal readiness.
Molly, Finance Planning Agent
Budget structure, assumptions, forecasts, and finance review support.
Jordan, Facility Planning Agent
Site evaluation, lease preparation, layout, and buildout sequencing.
Avery, Operations Readiness Agent
Training, launch preparation, SOP rollout, and readiness coordination.
Advisor preview
Click an advisor card to open the advisor portal context.
Select an advisor to show guidance and route communication to that advisor.