Admin›System Configuration
⌘K
Users & Roles
App access and permission roles /system/users
Total
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Active
—
Invited
0
Archived
—
— users
| Name / Email | Role | OPCO Scope | Last active | Status | |
|---|---|---|---|---|---|
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Regions
Top of Region → Country → OPCO hierarchy /system/regions
Total regions
—
Active
—
Countries linked
—
Archived
0
System data — Portfolio Admin only. Cannot delete while countries are linked. Changes are transparent — all displays update automatically.
— regions
| Region | Code | Countries | OPCOs | Status | Modified | |
|---|---|---|---|---|---|---|
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Countries
Linked to regions · feeds OPCO creation form /system/countries
Total
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Active
—
Regions covered
—
Archived
0
— countries
| Flag | Country | ISO | Region | OPCOs | Status | |
|---|---|---|---|---|---|---|
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Project Types & Sub-types
Defines lifecycle template at project creation /system/projectTypes
System data — read-only this release. Types define milestone templates. Contact the Portfolio Architect to add types.
🏗 Core Model Development
Framework / platform — cross-OPCO
TemplateCore Model
Sub-typesNone
Projects—
🚀 Solution Deployment
Single-OPCO deployment
TemplateDeployment
Sub-typesNone
Projects—
🏭 CDC Automation
Physical site — sub-type required
Sub-types (6)
Automation in existing building
Extension with automation
Extension without automation
New building with automation
New building without automation
Relocation without automation
Projects—
Phases & Milestones
Lifecycle templates per project type /system/phases /system/milestones
Phase template
★ = Key Deliverable · phases defined by start/end milestone
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Quick add milestone
Milestones first, phases second. Phases derive duration from boundary milestone dates.
CDC Automation Types
Technology classification · feeds CDC complexity score /system/cdcAutomationTypes
Selected at Type Gate when creating a CDC project and locked after first save. Feeds the CDC Complexity Dashboard (future).
— types
| Code | Name | Description | Projects | Weight | Status | |
|---|---|---|---|---|---|---|
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Complexity score formula
Computed at render — never stored in Firestore
Sub-type weight
Automation type weight
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OPCO experience modifier
Formula: Score = sub_type_weight × automation_type_weight × experience_modifier · Example: New building + Cable + No experience = 1.5 × 1.4 × 1.0 = 2.1
Audit Log
Configuration changes and admin events /system/auditLog
| Timestamp | User | Action | Entity | Detail |
|---|---|---|---|---|
No audit entries yet Actions appear here as you configure the system. | ||||
Portfolio Management
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— projects
Project
Type
OPCO
Phase progress
Health
Status
Version
PM
📋
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Programmes
— programmes
📂
Loading programmes…
New project
Type not selected
Unsaved
—
Type
Required
ID Card
—
Phases
—
Team
Needs date
Budget
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Change
—
0
Type mandatory first · locked after save
Required first
▾
Select project type before filling any other section. Type locks after first save. Milestone template loads on confirmation.
Core Model
Framework / platform development. Cross-OPCO scope.
→ Core Model template
Solution Deployment
Deploying a defined solution to an OPCO.
→ Deployment template
CDC Automation
Physical site automation. Sub-type required.
→ Sub-type selects template
1
ID Card identity · location · ownership · goals
—
▾
Location — Region → Country → OPCO
+ to create inline
Business scope
Business capabilities (select all that apply)
No capabilities loaded — save config data first
Ownership
Project identity
2
Phases & Milestones dates unlock Team section
—
▾
Template loads after Type Gate is confirmed.
Confirm type to load milestone template.
3
Team & Workload FTE% · bounded by milestone dates
Needs ≥1 date
▾
Enter at least one planned milestone date in Section 2 to unlock the workload table.
4
Budget & RFA authorized envelope · remaining live
—
▾
Can't find your RFA? Contact Portfolio Admin to add it.
5
Change Management populations · impact detail per row
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▾
| Family | Sub-family | OPCO | Headcount | Impact | Assessment | |
|---|---|---|---|---|---|---|
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Programs
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Total programmes
—
across all OPCOs
On Track
—
all projects green
At Risk / Off Track
—
has at-risk projects
Linked projects
—
across all programmes
— programmes
📂
Loading programmes…
← Back to programmes
—
/programs
Linked projects
—
On Track
—
At Risk / Off
—
Total CAPEX
—
Health breakdown
ADR-08 — full breakdown always shown, not just worst-case headline
Linked projects
—
| Project | Type | OPCO | Phase | Health | Status | PM | CAPEX | |
|---|---|---|---|---|---|---|---|---|
No projects linked yet. | ||||||||
Dashboard
Portfolio analytics & insights
Projects by status
CAPEX by OPCO (€M)
Upcoming milestones — next 90 days
Execution Plans
Select a project to view its execution plan
Resource Management
FTE allocation across projects · cross-project heatmap · overallocation flags /workload
Team members
—
with workload records
Overallocated
—
avg FTE > 100%
Avg utilisation
—
across all months
Active projects
—
with team assigned
FTE Heatmap
Colour scale: white = 0% · green = 50% · amber = 80% · red = >100%
👥
Loading workload data…
Workload records are created when you assign team members to projects.
Change Management
Population impact matrix across the portfolio · family × project /changeAssessments
Projects assessed
—
Populations impacted
—
High impact rows
—
process/tools/culture/knowledge = High
Total headcount
—
Impact matrix
Rows = population · Columns = project · Cell = highest impact dimension
🔄
Loading change data…
Change assessments are created when you fill Section 5 in the project wizard.
All assessment rows
Every population assessment across all projects
| Project | Family | Sub-family | OPCO | Headcount | Process | Tools | Culture | Knowledge | Notes |
|---|---|---|---|---|---|---|---|---|---|
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Investment Dashboard
RFA envelopes · committed vs authorised · overallocation flags /config/rfas
Total authorised
—
across all active RFAs
Committed
—
sum of project CAPEX
Over-committed
—
RFAs exceeding envelope
Available
—
remaining to allocate
RFA Registry
Authorised envelopes vs committed project CAPEX
| Code | Title | OPCO | Year | Status | Auth CAPEX | Committed | Remaining | Utilisation | Projects |
|---|---|---|---|---|---|---|---|---|---|
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Project CAPEX breakdown
All projects with a budget allocation
| Project | Type | OPCO | RFA | CAPEX (€M) | Status | Health |
|---|---|---|---|---|---|---|
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OPCOs
Company profiles — linked to system Region → Country hierarchy /config/locations
Total OPCOs
—
Active
—
Countries covered
—
Archived
0
— OPCOs
| OPCO | Code | Country | Region | Employees | Branches | Verticals | Status | |
|---|---|---|---|---|---|---|---|---|
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Business Areas
Domain → Area two-level hierarchy /config/businessAreas
Domains
—
Active
—
Total areas
—
Archived
0
Domains & Areas
Click a domain to expand its areas · Areas stored as area_id FK on projects
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Project Roles
Assignable roles for project team members /config/projectRoles
Total roles
—
Active
—
Archived
0
In use
—
— roles
| Role name | Description | Status | |
|---|---|---|---|
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Solutions
Vendor products deployable by projects /config/solutions
Total solutions
—
Active
—
Archived
0
Projects linked
—
— solutions
| Solution | Vendor | Description | Projects | Status | |
|---|---|---|---|---|---|
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Populations
Family → Sub-family taxonomy for Change Management /config/populations
Families
—
Sub-families
—
Archived
0
Used in projects
—
Stored as text strings on Change Assessments — archiving a family does not break existing assessment rows. Safe to reorganise.
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Team Members
Assignable people = Admin users (auto) + name-only placeholders master list = Admin → Users
Total members
—
Active
—
Archived
0
On active projects
—
— members
| Name | Source | OPCO | Default role | ||
|---|---|---|---|---|---|
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RFA Registry
Investment authorisations — CAPEX & OPEX envelopes per programme /config/rfas
Total RFAs
—
Approved
—
Pending / Review
—
Total auth. CAPEX
—
— RFAs
| Code | Title | OPCO | Year | CAPEX (€M) | OPEX (€M/yr) | Status | Amendment | |
|---|---|---|---|---|---|---|---|---|
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Business Capabilities
Assign capabilities to projects · grouped by category /capabilities
Suppliers
External resource providers · linked to team members & budget lines /suppliers
Budget Nature
Cost categories for budget lines · CAPEX / OPEX classification /budgetNatures