01

Project command centre

Project Overview

The Overview is the project’s working control surface, not a decorative dashboard. It places the project identity, milestone, today’s priorities, next reminder, latest note, active members, storage usage and section readiness in one view, so the team can understand what is happening and move directly to the record that needs attention without assembling a status report by hand.

The localized Sample project overview with priorities, reminders, project knowledge and delivery status.
The localized Sample project overview with priorities, reminders, project knowledge and delivery status.

What this area includes

Project facts

Keep the client, category, milestone and expected handover in one stable project header.

Today's priorities

Bring assigned and team tasks together with urgency, due time and activity context.

Reminder and latest note

Surface the next commitment and the newest project knowledge beside the work.

Members and storage

Review the active team and controlled file usage without leaving the overview.

Section status

Move directly into engineering, execution, revisions, commercials or handover with a factual status.

02

Commercial control

Commercials

Commercials keeps the financial story beside the engineering and delivery record instead of in a disconnected spreadsheet. The overview combines contract value, receipts, actual and committed cost, forecast and payment progress; the underlying areas then cover budgets, collaborators, expenses, payments, commitments, commercial notes and modification requests under explicit permissions.

The real Commercials overview from the Sample project, including budget, cost and commitment context.
The real Commercials overview from the Sample project, including budget, cost and commitment context.

What this area includes

Overview

Read the approved budget, spending, receipts and open commitments in one summary.

Budget

Define project currency, budget categories and warning thresholds.

Collaborators

Track commercial shares and visibility for authorized collaborators.

Expenses

Record, import, review and approve costs with supporting evidence.

Payments

Follow expected and received client payments with dates and references.

Commitments

Keep purchase and contractual obligations visible before they become expenses.

Notes

Retain commercial decisions and context in a protected project notebook.

Modification requests

Connect technical change with schedule and cost impact without exposing restricted values.

03

Working project knowledge

Project Office

Project Office turns daily coordination into durable project knowledge. Reminders keep time-sensitive follow-ups visible, the Project Notebook preserves meetings, procedures, decisions and site observations in a searchable structure, and Project Tasks connect responsibility, priority, due date, discussion and evidence to the work that must be completed.

What this area includes

Reminders

Schedule personal or project follow-ups and keep due commitments visible.

Reminders: Schedule personal or project follow-ups and keep due commitments visible.
Reminders: Schedule personal or project follow-ups and keep due commitments visible.

Notes and Project Notebook

Organize meetings, procedures, decisions and site observations in a searchable hierarchy.

Notes and Project Notebook: Organize meetings, procedures, decisions and site observations in a searchable hierarchy.
Notes and Project Notebook: Organize meetings, procedures, decisions and site observations in a searchable hierarchy.

Project tasks

Plan work by topic, assignee, priority and due date with comments and attachments.

Project tasks: Plan work by topic, assignee, priority and due date with comments and attachments.
Project tasks: Plan work by topic, assignee, priority and due date with comments and attachments.
04

Structured engineering record

Engineering

Engineering replaces disconnected spreadsheets with project-scoped registers for equipment, software and firmware, I/O, industrial networks, network design and plant zones. Records remain searchable and reviewable, explainable validation identifies exact problems, and controlled import/export lets existing project data move in and out without losing structure or history.

What this area includes

Equipment

Control tags, specifications, locations, systems and installation facts.

Equipment: Control tags, specifications, locations, systems and installation facts.
Equipment: Control tags, specifications, locations, systems and installation facts.

Software and firmware

Record product versions, licenses, firmware and installed equipment.

Software and firmware: Record product versions, licenses, firmware and installed equipment.
Software and firmware: Record product versions, licenses, firmware and installed equipment.

I/O register

Manage addresses, signal types, scaling, fail-safe state and field relationships.

I/O register: Manage addresses, signal types, scaling, fail-safe state and field relationships.
I/O register: Manage addresses, signal types, scaling, fail-safe state and field relationships.

Network register

Keep IP, VLAN, protocol, PROFINET name, switch and port assignments together.

Network register: Keep IP, VLAN, protocol, PROFINET name, switch and port assignments together.
Network register: Keep IP, VLAN, protocol, PROFINET name, switch and port assignments together.

Network design

Review the physical and logical industrial network as a project design.

Network design: Review the physical and logical industrial network as a project design.
Network design: Review the physical and logical industrial network as a project design.

Zones

Group equipment, I/O and network records by meaningful plant area.

Zones: Group equipment, I/O and network records by meaningful plant area.
Zones: Group equipment, I/O and network records by meaningful plant area.

Validation

Run explainable checks and resolve findings against the exact record.

Validation: Run explainable checks and resolve findings against the exact record.
Validation: Run explainable checks and resolve findings against the exact record.

Import and export

Map existing spreadsheets, validate before import and export controlled records.

Import and export: Map existing spreadsheets, validate before import and export controlled records.
Import and export: Map existing spreadsheets, validate before import and export controlled records.
05

Field execution

Execution & Commissioning

Execution uses the approved engineering record as the basis for field verification. Teams can complete I/O checkout, run versioned FAT/SAT and commissioning checklists, raise punch items with ownership and priority, and retain comments and attachments against the exact item so unfinished work and accepted evidence remain visible.

What this area includes

I/O checkout

Record Pass, Fail, Pending or Not Applicable results against controlled I/O points.

I/O checkout: Record Pass, Fail, Pending or Not Applicable results against controlled I/O points.
I/O checkout: Record Pass, Fail, Pending or Not Applicable results against controlled I/O points.

Checklists

Run versioned FAT, SAT, panel, PLC/HMI, network and pre-commissioning checks.

Checklists: Run versioned FAT, SAT, panel, PLC/HMI, network and pre-commissioning checks.
Checklists: Run versioned FAT, SAT, panel, PLC/HMI, network and pre-commissioning checks.

Punch items

Assign failed work, priority, discipline, evidence and review state.

Punch items: Assign failed work, priority, discipline, evidence and review state.
Punch items: Assign failed work, priority, discipline, evidence and review state.

Field evidence

Keep comments and controlled attachments connected to the tested item.

Field evidence: Keep comments and controlled attachments connected to the tested item.
Field evidence: Keep comments and controlled attachments connected to the tested item.
06

Controlled project files

Storage

Storage explains exactly how secure capacity is being used without exposing raw provider paths. It separates project files from reserved and available space, shows pending or failed transfers honestly, identifies the largest records and keeps every download behind the same project authorization and checksum-verification boundary.

The Sample project storage overview with capacity, transfers and controlled file records.
The Sample project storage overview with capacity, transfers and controlled file records.

What this area includes

Capacity

See used, reserved and available secure capacity before uploading more data.

Project files

Review files by source section without exposing remote storage paths.

Transfers

See pending, failed and completed remote transfers instead of receiving premature success.

Largest files

Identify the records consuming the most capacity while preserving authorization.

07

Immutable file history

Revision Vault

Revision Vault gives each controlled document a permanent, reviewable history. Immutable revisions, approval states, installed versions, Golden Copies and backup-verification records show which file was reviewed, what reached the field, what it replaced and whether the protected copy remains recoverable—without overwriting earlier evidence.

What this area includes

Documents and revisions

Register documents, upload immutable revisions and follow their complete timeline.

Documents and revisions: Register documents, upload immutable revisions and follow their complete timeline.
Documents and revisions: Register documents, upload immutable revisions and follow their complete timeline.

Installed Versions

Relate the current field state to approved predecessors and Golden Copies.

Installed Versions: Relate the current field state to approved predecessors and Golden Copies.
Installed Versions: Relate the current field state to approved predecessors and Golden Copies.

Backup status

Track verification history, due dates and recoverability for protected backups.

Backup status: Track verification history, due dates and recoverability for protected backups.
Backup status: Track verification history, due dates and recoverability for protected backups.
08

Governed change

Lifecycle

Lifecycle governs change from the first request to verified closure. The team records scope and reason, evaluates safety, production, technical, schedule and authorized cost effects, follows guarded review and approval states, and keeps every linked document, task, revision and execution result attached to the decision.

A localized Sample lifecycle record with impact, status and linked engineering evidence.
A localized Sample lifecycle record with impact, status and linked engineering evidence.

What this area includes

Modification request

State the scope, reason, proposed change, priority and responsible people.

Impact and risk

Assess safety, production, technical, schedule and authorized cost effects.

Controlled status

Use guarded transitions for review, approval, implementation and closure.

Linked evidence

Attach documents, revisions, tasks and execution records to the decision.

09

Purpose-built project views

Project Passports

Project Passports assemble a purpose-built view of the controlled project for a defined audience. Authorized users choose the included notebook, task, engineering, execution, storage and lifecycle records, decide between a live or frozen snapshot, apply access and expiry boundaries, and issue a revocable QR path with printable labels.

Public output of the shared Sample Project Passport, rendered from its controlled published version.
Public output of the shared Sample Project Passport, rendered from its controlled published version.
Open the live Sample Passport

This link opens the real read-only public output. It is not a mock-up or a marketing-only page.

What this area includes

Content selection

Select notebook, tasks, engineering, execution, storage and lifecycle records.

Content selection: Select notebook, tasks, engineering, execution, storage and lifecycle records.
Content selection: Select notebook, tasks, engineering, execution, storage and lifecycle records.

Live or snapshot

Choose a current controlled view or a frozen publication state.

Live or snapshot: Choose a current controlled view or a frozen publication state.
Live or snapshot: Choose a current controlled view or a frozen publication state.

Controlled publication, QR and labels

Set executor, expiry, access and downloadable-file boundaries, then issue a short revocable link with printable PNG, SVG and PDF labels.

Controlled publication, QR and labels: Set executor, expiry, access and downloadable-file boundaries, then issue a short revocable link with printable PNG, SVG and PDF labels.
Controlled publication, QR and labels: Set executor, expiry, access and downloadable-file boundaries, then issue a short revocable link with printable PNG, SVG and PDF labels.
10

Verified delivery

Handover

Handover measures readiness against the actual records rather than a manually maintained checklist. It evaluates engineering registers, revisions, installed state, backups, tests, punch work and As-Built evidence, then lets an authorized team select the accepted content and freeze a versioned package with a manifest, checksums and auditable source state.

The real Sample handover page with readiness rules, selection and package history.
The real Sample handover page with readiness rules, selection and package history.

What this area includes

Readiness

Evaluate registers, revisions, installed state, backups, tests, punch work and As-Built evidence.

Package builder

Start from a Project Passport or make a controlled section-by-section selection.

Immutable packages

Preserve version, source state, manifest, checksums and downloadable artifacts.

11

Accountable access

Project Members

Project Members makes access part of the controlled project record. Invitations follow an expiring acceptance flow, roles describe delivery responsibility, section permissions separate engineering, execution, commercial and member-management authority, and activity remains reviewable without exposing unrelated account information.

The Sample project member view showing real roles and permission boundaries.
The Sample project member view showing real roles and permission boundaries.

What this area includes

Invitations

Invite a known collaborator through a controlled, expiring decision flow.

Project roles

Assign ownership and delivery responsibility within the project.

Section permissions

Control engineering, execution, commercial and member-management capabilities separately.

Activity

Review member participation without exposing unrelated account data.

12

Relevant follow-up

Notifications

Notifications keeps actionable events reviewable without turning delivery channels into a data leak. The inbox separates project and personal context, filters and stable references make events findable, read state is isolated per recipient, and channel preferences control which categories may reach email, browser notifications or Telegram.

The real localized project notification centre in the shared Sample context.
The real localized project notification centre in the shared Sample context.

What this area includes

Project inbox

Keep project-specific events separate from personal global notifications.

Filter and references

Find events by status and stable public reference.

Read state

Mark individual or visible notifications as read without changing another recipient.

Delivery preferences

Control email, browser and Telegram categories from the authenticated account.

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