Welcome back
Enter the credentials provided by your Administrator.
Forgot your password? Contact an Administrator. Self-service password recovery and new-user signup are not currently enabled.
Inactive projects are retained here. Complete is a separate progress status. Restore a project before editing it.
Portfolio by business unit
Select a bar or segment to open ProjectsBudget or Schedule attention
High riskAdmin
Manage user credentials, roles, business unit permissions and audit history. Saving a user does not send an invitation email.
User Administration Center
Default role: Viewer| Name | User ID | Role | Status | Password | Business Unit Permissions | Updated |
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Recent audit activity
Login history
| When | User ID attempted | Matched account | Outcome | IP address | Browser |
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Help & User Guide
Quick reference for the project meeting workflow.
Info for each module
The blue Info button at the top right explains the module you are viewing in two or three short paragraphs. Use the spreadsheet icon for Workbook view.
Workbook and downloads
Choose a worksheet tab to review the same headings and subheadings as the Excel download. The latest completed fortnight is selected by default. Previous Week Update includes the October 23 workbook’s undated previous notes for that report only. Download one period or a range in a ZIP. Costs, schedule and membership are current.
Archive inactive projects
Open project details and choose Archive project. History and photos remain available in Archive. Editors and Administrators can Restore within their permitted business units. Complete does not archive a project automatically.
Run the progress meeting
- Choose a Business Unit, then open Projects.
- The default order mirrors Bill's workbook.
- Edit Activity Updates in place and click elsewhere to save.
- Double-click an update for the larger editor and full history.
Development workflow
Initiative # replaces the repeated Business Unit column. Activity Updates use the same click-to-edit, click-out save and double-click history workflow as Projects. When approved, use Promote to Project and retain the record's original identity and history.
Sort and reset
Select a column heading to sort ascending, then descending. The complete project row moves inside its major-project section. Refresh clears filters and returns to source order.
Security and access
Viewer is the default role. Editors update approved fields; Administrators manage users, credentials and access. Temporary passwords cannot be retrieved after assignment. Users change them at first sign-in and may use Change password later.