Welcome to FridayReport.AI

dashboard

Dashboard

Executive overview of your project portfolio

The Dashboard provides a comprehensive view of your entire project portfolio at a glance. Key features include:

• Portfolio Health Summary:Visual indicators showing project status across all portfolios
• Key Performance Indicators:Track metrics like on-time delivery, budget utilization, and resource allocation
• Recent Activity:Stay updated on the latest changes across your projects
• Risk Overview:Quick view of open risks and issues requiring attention
• Custom Dashboards:Create personalized views for different stakeholder groups
• This Week Panel:Tasks and milestones due in the current week across every project you can see
• Full-Screen Mode:Expand the Executive Overview or This Week panel edge-to-edge for stand-ups and TV dashboards; press Escto collapse

portfolios

Portfolios

Organize and manage project portfolios

Portfolios help you group related projects together for better oversight and strategic alignment:

• Create Portfolios:Group projects by department, program, or strategic initiative
• Portfolio Managers:Assign owners responsible for portfolio health
• Aggregate Reporting:View combined metrics across all projects in a portfolio
• Resource Allocation:See how resources are distributed across portfolio projects
• Strategic Alignment:Link portfolios to organizational goals and objectives

programs

Programs

Coordinate related projects under a single program

Programs sit between portfolios and projects, helping you manage related initiatives that share benefits, budgets, and milestones:

• Program Details:Overview, rollups, benefits, projects, key dates, milestones, status reports, and charter all in one place.
• Rollups:Automatically aggregated risk, issue, budget, and schedule rollups from member projects.
• Benefits Tracking:Capture planned benefits and record actuals over time.
• Dependencies:Link a program to other programs or to specific projects (FS/SS/FF/SF) with lag in days.
• Activity Timeline:Audit who changed what and when across the program.
• Export:Download a complete program report as PDF or Excel.
• Restore:Soft-deleted programs can be restored from the Recycle Bin.

projects

Projects

Full lifecycle project management

Manage projects from initiation to closure with comprehensive tools:

• Project Details:Capture all essential project information including objectives, scope, and stakeholders
• Gantt Charts:Visualize project schedules with interactive timeline views
• Task Management:Break down work into manageable tasks with dependencies
• Portfolio Key Dates:Track important dates for your portfolios
• Status Updates:Generate automated status reports with AI assistance
• Budget Tracking:Monitor project costs and budget utilization

integrations

Integrations

Connect your favorite tools and platforms

Project Management Integrations

Import and sync projects from your existing tools:

• Microsoft Project (.mpp files)
• Microsoft Planner (with milestone detection)
• Planner Premium / Project for the Web (full schedule import with tasks, dependencies, hierarchies, milestones, and resource assignments via Dataverse)
• Project Online
• Jira
• Asana
• Monday.com
• Trello
• Notion
• ClickUp
• Basecamp

Planner Premium Quick Start

1. Set up an Azure App Registration with Dynamics CRM permissions
2. Go to Integrations and click Planner Premium
3. Enter your Dataverse environment URL and authenticate
4. Select plans and import them as full projects with dependencies

ERP Systems

Connect enterprise resource planning systems:

• SAP
• Oracle
• NetSuite
• Dynamics 365
• Workday
• Salesforce

Analytics & BI

Export data to business intelligence platforms:

• Power BI
• Tableau
• Google Analytics
• Looker

Identity & Directory

Sync users and enable SSO:

• Microsoft Entra ID (Azure AD)
• Dynamics 365
• Business Central

tasks

Tasks

Work breakdown and task management

Break down project work into manageable tasks:

• Task Lists:Create and organize tasks within projects
• Assignments:Assign tasks to team members with due dates
• Dependencies:Link tasks to show relationships and critical path
• Progress Tracking:Update task completion and track time spent
• Filters & Views:Find tasks using multiple views and filter options
• Escalations:Escalate a task or milestone straight from the row (including from the dashboard's This Week panel) along a configurable escalation path — user and org-level paths are both supported, and every task tracks a lifetime escalation count
• Voice / Video Notes:Attach a short voice or video recording to an escalation using the built-in microphone & camera picker with a live level meter; uploads share the platform-wide 10 MB limit

issues

Issues & Risks

Proactive risk and issue management

Identify and manage risks before they become problems:

• Risk Register:Log and categorize project risks
• Risk Scoring:Assess probability and impact
• Mitigation Plans:Document response strategies
• Issue Tracking:Log and resolve project issues
• Escalation:Flag critical items for leadership attention

timesheets

Timesheets

Time tracking and reporting

Track time spent on projects and tasks:

• Time Entry:Log hours against projects and tasks
• Approvals:Manager review and approval workflows
• Reporting:Generate timesheet reports for billing or analysis
• Utilization:Track resource utilization rates

resources

Resources

Team and resource management

Manage team members and resource allocation:

• Resource Pool:Maintain a list of available team members
• Skills & Roles:Track competencies and job functions
• Capacity Planning:Balance workloads across the team
• Allocation:Assign resources to projects with time percentages

calendar

Calendar

Visual timeline and scheduling

Visualize project schedules and milestones:

• Calendar Views:Month, week, and day views
• Key Dates:Portfolio key dates and deliverables
• Task Deadlines:Upcoming due dates
• Filtering:View by project, portfolio, or resource

billing

Billing & Credits

Subscription and usage management

Manage your subscription and AI credits:

• Plans:Free, Professional, Business, and Enterprise tiers
• AI Credits:Monitor and purchase AI feature credits
• Seats:Manage user seats and permissions
• Invoices:View billing history and download receipts

organizations

Organizations

Multi-tenant organization management

Set up and manage your organization:

• Organization Settings:Configure name, branding, and defaults
• Multiple Organizations:Switch between different workspaces
• Data Isolation:Complete separation between organizations

users

User Management

Team access and permissions

Manage user access and permissions:

• Roles:Owner, Admin, Member, and Team Member roles
• Invitations:Invite new users via email
• SSO:Single sign-on with Microsoft Entra ID
• Permissions:Control access to projects and features

settings

Settings

Configuration and preferences

Customize your FridayReport.AI experience:

• Organization Settings:General configuration options
• Module Visibility:Show/hide sidebar modules
• Notifications:Configure email and in-app notifications
• Integrations:Connect external tools and services

intakes

Project Intakes

Capture and evaluate new project requests

Streamline how new project requests enter your portfolio:

• Intake Forms:Customizable forms for capturing project requests with all required information
• Approval Workflows:Route requests through appropriate stakeholders for review and approval
• Prioritization:Score and rank incoming requests based on business value and strategic fit
• Conversion:Convert approved intakes directly into active projects
• Pipeline View:Visualize all pending requests and their status in the intake pipeline
• AOP Request:Annual Operating Plan intake (renamed from “AOP Approval”) — collect, score and convert candidate initiatives for the next AOP cycle without leaving Intakes

scoring

Project Scoring

Evaluate and prioritize projects objectively

Use scoring models to objectively evaluate and prioritize projects:

• Scoring Criteria:Define weighted criteria across categories (Strategic, Financial, Risk, Resource, Technical) with configurable weights
• Inline Editing:Click category badges and weight labels to edit them directly on the scoring card
• Score & Justify:Use sliders to set scores (0-10) per criterion with justification notes. Unsaved changes are highlighted with an amber indicator and a Reset button
• Weighted Total:Scores are normalized by max score, weighted, and combined into a single 0-10 scale for objective comparison
• Portfolio Rollup:Saved project scores automatically aggregate into the portfolio Scoring Rollup with configurable aggregation methods (Average, Sum, Min, Max, Weighted Average) and weighted contribution breakdowns
• Key Date Compliance:Portfolio scoring also tracks key date compliance across projects, categorizing dates as Completed, Overdue, At Risk, or Upcoming

benefits

Benefits Tracking

Measure and track project value realization

Track the expected and realized benefits of your projects:

• Benefit Categories:Define financial, operational, and strategic benefit types
• Expected vs Actual:Compare planned benefits against realized outcomes
• Measurement Plans:Define how and when benefits will be measured
• Benefit Owners:Assign accountability for benefit realization
• Reporting:Generate benefit realization reports for stakeholders

decisions

Decision Log

Document and track key project decisions

Maintain a clear record of important project decisions:

• Decision Records:Capture the decision, rationale, and alternatives considered
• Decision Makers:Document who made the decision and when
• Impact Assessment:Record the expected impact on scope, schedule, and budget
• Decision Status:Track pending, approved, and deferred decisions
• Audit Trail:Maintain history for governance and compliance

lessons

Lessons Learned

Capture knowledge for continuous improvement

Build organizational knowledge from project experiences:

• Lesson Categories:Categorize lessons by type: what went well, what could improve, recommendations
• Searchable Repository:Find relevant lessons from past projects
• Action Items:Create follow-up actions to implement improvements
• Phase-Based Capture:Document lessons at project milestones and closure
• Knowledge Sharing:Share lessons across teams and portfolios

custom fields

Custom Fields

Extend data models for your needs

Add custom fields to capture organization-specific data:

• Field Types:Text, number, date, dropdown, multi-select, checkbox, and more
• Entity Support:Add custom fields to projects, portfolios, tasks, and resources
• Required Fields:Mark fields as required for data completeness
• Field Groups:Organize custom fields into logical groupings
• Reporting:Include custom fields in reports and exports

custom links

Custom Links

Add external links to your sidebar

Integrate external tools and resources into your workspace:

• Sidebar Links:Add quick-access links to external tools in the navigation
• Open Options:Open in new tab or embed within FridayReport.AI
• Custom Icons:Choose icons to match your linked resources
• Organization-Specific:Different links for different organizations
• Common Uses:Link to Power BI reports, SharePoint sites, Teams channels, or any web resource

custom tabs

Custom Tabs

Organize sidebar navigation your way

Customize the sidebar structure to match your workflow:

• Custom Groups:Create named groups to organize sidebar items
• Drag & Drop:Reorder modules and links within groups
• Hide Modules:Hide unused modules to simplify the interface
• Per-Organization:Each organization can have its own sidebar layout
• Default Groups:Pre-configured Menu and Help groups as starting points

themes

Themes

Customize the visual appearance

Personalize the look and feel of FridayReport.AI:

• Light & Dark Mode:Switch between light and dark themes
• Accent Colors:Choose from multiple accent color options
• Per-User Settings:Each user can set their preferred theme
• System Preference:Automatically match your device settings

gantt timeline

Gantt & Timeline

Visualize task schedules and dependencies

Every project includes an interactive Gantt-style timeline with rich scheduling features:

• Drag-to-Reschedule:Move bars to change dates; durations recalculate automatically
• Dependencies:Finish-to-start, start-to-start, finish-to-finish, and start-to-finish links — or drag from the edge of one bar to another to create the link visually
• Critical Path:Highlight the chain of dependent tasks driving project completion
• Milestones:Diamond markers for major checkpoints
• Zoom Levels:Day, week, month, quarter, year
• Baselines:Snapshot the planned schedule and track slippage
• Export:Print or export to PDF/PNG for status meetings

invoices

Invoices

Track and manage invoices from external systems

Track invoices imported from external accounting and ERP systems:

• Statuses:Draft, Pending, Paid, Overdue, Cancelled
• Dynamics 365 Sync:Automatic invoice import from Microsoft Dynamics 365
• Filtering:Find invoices quickly by status, project, or vendor
• Project Linking:Tie invoices back to the originating project for cost reporting

simulation

Simulation

Monte Carlo-style portfolio forecasting

Run scenario simulations to forecast portfolio outcomes before they happen:

• Scenarios:Baseline, Optimistic, Pessimistic, Risk-Heavy, Resource Constrained
• Real-Time Controls:Play, pause, and step through simulations
• Budget Variance:Probability-weighted budget projections
• Schedule Variance:Forecast delays and acceleration per project
• Resource Forecasting:Predicted resource demand and capacity gaps

pmo radar

PMO Radar

Portfolio-wide early-warning view of projects that need attention

When to use it:When you own a portfolio (or several) and need a single screen that highlights the projects pulling the portfolio off-track instead of clicking into every status report.

How to access it:Sidebar → PMO Radar(path /pmo-radar). The link is visible to anyone with access to at least one portfolio.

What you see:

• Signal Categories:Schedule, Budget, Quality, Engagement, Risk, Resource
• Severity:Critical, High, Medium, Low
• Filters:Portfolio, owner, severity, signal type
• Drill Down:Click any row to open the underlying project, task, risk, or issue
• Trends:Track red/yellow project counts over time

Tip:Filter by yourowned portfolios first — the unfiltered list often spans more work than is yours to act on.

powerbi agent

Power BI Agent

Ask questions about your portfolio in plain English

When to use it:When you want a chart or number from your portfolio data and don't want to hand-build it in Power BI or Excel.

How to access it:Sidebar → Power BI Agent(path /powerbi-agent).

How it works:

• Plain language prompt:Type a question such as "Which projects are over budget this quarter?" or "Top 10 overdue tasks by owner"
• Suggested visualisation:The agent picks a chart type that fits the answer (bar, line, table, KPI)
• Refine in place:Follow-up prompts like "group by portfolio" or "limit to the last 90 days"
• Permissions respected:Results only include data you already have access to
• Conversation history:Previous prompts and answers stay visible for audit

Tip:Be specific about the time window and grouping ("last 90 days, by portfolio") — vague prompts produce vague charts.

construction overview

Construction Suite

Field-ready modules for general contractors and owners

The Construction Suite layers purpose-built modules on top of every project workspace:

Field activity, weather, manpower, photos

Requests for Information with full audit history

Shop drawings and product data approval flow

Versioned sheets with markup and revisions

Close-out items by location and trade

Inspections, observations, and incidents

Invitations to bid, tabulation, and award

Subcontractor directory with insurance and prequal

PCO, COR, OCO, SCO with pricing build-up

Schedule-of-values billing with retainage

OAC and coordination minutes with action items

Formal letters, transmittals, and notices

Org admins enable the suite on a per-project or per-portfolio basis from Organization Settings → Construction.

daily logs

Daily Logs

Capture what happened on site every day

When to use it:Every day the site is active. The daily log is your contemporaneous field record — used for billing disputes, schedule analysis, and as evidence if a claim arises.

How to access it:Open a project → Construction tab → Daily Logs, or go straight to /daily-logs.

Key fields on a log:

• Log date:The day the work happened (one log per project per day)
• Weather:Condition, temperature, wind speed, precipitation
• Labor entries:Company / trade, headcount, hours worked, notes
• Equipment entries:Equipment name, quantity, hours used, status, notes
• Visitors:Free-text list of inspectors, owners, third parties on site
• Notes:Narrative of the day — activities, delays, deliveries
• Photos & attachments:Upload images and files with each log

Walkthrough:

1. Click New Logand pick a date
2. Fill weather (or accept the auto-suggested values)
3. Add a labor row per crew on site, then equipment rows
4. Write the narrative under Notes, attach photos, save
5. Export the log to PDF for distribution

Tip:Logs back-fill nicely, but it's much harder to remember headcount three days later — get into the habit of logging before you leave the trailer.

rfis

RFIs

Formally raise and resolve design questions

When to use it:Whenever the field needs a written, traceable answer about the design — conflicts on the drawings, missing details, spec clarifications, substitutions.

How to access it:Project → Construction → RFIs(path /rfis).

Key fields on an RFI:

• RFI number:Auto-assigned per project
• Subject & question:The clarifying request itself
• Status:Defaults to Open; closes when an answer is accepted
• Priority:Low / Medium / High (defaults to Medium)
• Category, assigned to, due date
• Distribution list:Additional parties cc'd on the thread
• Cost & schedule impact flagswith optional dollar / day estimates
• References & attachments— link drawings, specs, photos
• Responses:Multiple replies per RFI; one can be marked the officialanswer

Tip:If the answer changes scope, flag the cost/schedule impact when you log the RFI — it makes the change-order conversation much shorter later.

submittals

Submittals

Shop drawings, product data, samples, and mock-ups

When to use it:For every submittal required by the specifications — shop drawings, product data, samples, mock-ups, O&M manuals, warranties, closeout deliverables.

How to access it:Project → Construction → Submittals(path /submittals).

Key fields on a submittal:

• Submittal number, title, description
• Spec section— CSI section reference
• Type:Defaults to Product Data; choose Shop Drawings, Sample, Mock-up, etc.
• Status:Defaults to Pendingthrough review
• Submitted by, reviewer
• Submit / required / received / reviewed datesand lead timein days
• Cost & schedule impactflags
• Attachments & current revision— every revision is kept with its own status and review notes

Tip:Set required datebased on procurement lead time, not the install date — long-lead items often drive the schedule before they're even ordered.

drawings

Drawings

Single source of truth for the current set of construction documents

When to use it:To keep the team working from one current set instead of emailed PDFs that go stale the moment the next addendum drops.

How to access it:Project → Construction → Drawings(path /drawings).

How it's organised:

• Drawing sets— name and discipline (e.g. "Bid Set – Architectural", "IFC – MEP")
• Drawingswithin a set — drawing number, title, discipline, status (defaults to Current), description
• Revisions— each upload is a numbered/versioned revision with the file URL, name, type, and a thumbnail
• Markups— annotate sheets directly in the viewer; the markup data is stored alongside the revision

Walkthrough:

1. Create or open a drawing set
2. Add drawings (number, title, discipline) and upload the file as the current revision
3. When a new revision arrives, upload it on the existing drawing — older revisions remain accessible in history
4. Open a sheet in the viewer to add markups

Tip:Keep set names disciplined ("IFC v3 – 2025-04-15") so the field can tell at a glance which set is current.

punch list

Punch List

Track close-out items from substantial completion to acceptance

When to use it:From substantial completion to final acceptance — anything that needs to be fixed, completed or replaced before the owner signs off.

How to access it:Project → Construction → Punch List(path /punch-list).

Key fields per item:

• Number, title, description, location
• Category— group items (e.g. drywall, MEP, finishes)
• Priority:Low / Medium / High (defaults to Medium)
• Status:Defaults to Open; status changes are kept in a history log
• Assigned to, due date, closed date
• Photos— attach as many as you need; each photo carries a type so you can keep "issue" and "fixed" shots separate

Tip:Filter the list by assignee and export — that's the simplest way to hand each subcontractor their own punch.

quality safety

Quality & Safety

Inspections, observations, and incidents with corrective actions

When to use it:For inspections (planned checklists), observations (one-off field notes) and incidents (recordable events) — and the corrective actions that follow each.

How to access it:Project → Construction → Quality & Safety(path /quality-safety).

What's inside:

• Inspection templates:Reusable checklists you fill out per inspection
• Inspections:Type, location, scheduled date, inspector, status (defaults to Scheduled), overall result, line-item results
• Incidents:Severity, status, narrative, with linked corrective actions
• Observations:Category (defaults to Safety), observation type (Negative / Positive), severity (defaults to Low), status (defaults to Open), with corrective actions

Tip:Don't reserve this module for incidents — logging positive observations and near-misses is what surfaces leading indicators before something goes wrong.

dependencies

Dependencies

Cross-project, program, and external dependencies in one place

What it shows:A unified, read-only table that pulls together three sources of relationships across your organization.

• Cross-project— references created on the Project Dependencies tab linking work across projects.
• Program— program-to-program and program-to-project dependencies from the Programs module.
• External / Vendor— bid invitations and awarded vendors that the project depends on.

Filters & status:Tabs filter by type; each row is auto-tagged On track, At risk, Completed, or Unknownbased on the target's status and dates.

How to access it:Sidebar → Dependencies(path /dependencies).

Note:Task-to-task dependencies inside a single project live on the Gantt; editing happens on the originating object — this page is the cross-cutting view.

bidding

Bidding

Run invitations to bid and award packages with confidence

When to use it:When you're putting work out to bid — anything from a single trade package to a full prime contract solicitation.

How to access it:Project → Construction → Bidding(path /bidding).

Bid package fields:

• Number, title, description, trade category, scope
• Estimated budget, due date, pre-bid date
• Status:Defaults to Draft; awarded packages capture awarded vendor, amount and date
• Bid invitations:One per invited vendor — status defaults to Invited; can be marked declined with a reason
• Bids:Total amount, alternates, bond included flag, valid-until date, evaluation score, recommended flag
• Bid line items:Side-by-side comparison across bidders

Tip:Use the evaluation score to record more than just price — schedule, references and exclusions matter, and the score makes the rationale defensible at award.

vendors

Vendors

Maintain your subcontractor and supplier directory

When to use it:Whenever you need a controlled list of subs and suppliers across projects — bidding, awards, insurance compliance and prequal all read from this directory.

How to access it:Sidebar → Vendors(path /vendors).

Vendor record fields:

• Company name, primary contact name, email, phone, website
• Address, city, state, zip
• Trade specialty
• License number, insurance expiry, bonding capacity
• Status— defaults to Active
• Rating— your overall confidence score

Prequalification:Each vendor can carry a prequalification record with safety, financial, quality and experience ratings, EMR rate, OSHA 300 log, insurance certificate, bonding letter and an overall score. The qualification status defaults to Pending.

Tip:Set insurance expiryon every vendor — it's the single field that prevents you from cutting a check to a vendor whose coverage just lapsed.

change orders

Change Orders

Originate, price, and execute changes to scope, cost, and schedule

When to use it:For every change to scope, cost or schedule — whether you're identifying a potential change, pricing a request to the owner, or issuing a change to a subcontractor.

How to access it:Project → Construction → Change Orders(path /change-orders).

Key fields per change order:

• Change order number, title, description
• Tier:Defaults to PCO(potential); promote up to a Change Order Request, an Owner Change Order, or a Subcontract Change Order as it progresses
• Status:Defaults to Draft
• Reason code, cost impact, schedule impact in days
• Original / revised contract amounts
• Requested / reviewed / approved by & dates
• Promoted from— link back to the lower-tier change it grew out of
• Line itemsfor the cost build-up

Tip:Open a PCO the moment you see a potential change — even before pricing — so the trail starts at the point of discovery, not the day pricing arrives.

construction invoices

Construction Invoices

Schedule-of-values billing for subcontractor invoices and owner pay applications

When to use it:For each billing period — typically monthly — to record what was billed, what was paid and what's left to bill against the contract.

How to access it:Project → Construction → Construction Invoices(path /construction-invoices).

Key fields on an invoice:

• Invoice number, title, description
• Vendor name & email
• Contract amount(base) and total amount(with approved changes)
• Previous billed, current billed, balance to finish
• Retainageheld this period
• Status:Defaults to Draft; track Submitted, Approved, Paid dates
• Period from / period to
• Paid amount

Line itemsfollow a schedule-of-values pattern: each line has a scheduled value and a percent complete that drives current billed.

Tip:Reconcile the schedule of values against approved change orders before each billing — a missed change order on the SOV is the most common cause of an underbilled period.

meetings

Meetings

Run OAC, coordination, and subcontractor meetings with traceable minutes

When to use it:Owner-Architect-Contractor (OAC) meetings, subcontractor coordination, safety stand-downs, pre-installs — any meeting that needs an agenda, attendees, minutes and follow-up actions.

How to access it:Project → Construction → Meetings(path /meetings).

Key fields on a meeting:

• Meeting number, title, description
• Meeting type— defaults to General
• Status— defaults to Scheduled
• Date, start time, end time, location
• Attendees
• Agenda items— title, description, presenter, duration
• Action items— title, description, assignee, due date, status (defaults to Open), priority
• Minutes / notes

Meeting Notes tab:Each project has a dedicated Meeting Notestab where notes appear as collapsible cards in chronological order. Every note supports file attachments (decks, transcripts, photos) up to the platform-wide 10 MB per-file limit, and AI agents scoped to the project can read those notes when answering questions.

Microsoft Teams Meeting Capture:Pull official Teams meeting recaps, transcripts and attendees straight into Meeting Notes. Setup:

• Org setup:An admin enables Teams Meeting Capture in Organization Settings and grants consent
• Personal connection:Each user clicks Connect Microsoft Teamson their profile
• Sync lookback:Choose how far back to pull meetings (e.g., last 7 / 30 / 90 days)
• Allocate org Teams to a project:Map each Microsoft Teams team to its FridayReport project so captures file themselves correctly
• Token expiry notifications:If your Microsoft consent expires you get an in-app notification so you can reconnect — no silent failures

Tip:Capture action items inside the meeting record as they're agreed — they carry an assignee and due date and become visible to owners outside the meeting.

correspondence

Correspondence

Track formal letters, transmittals, and notices

When to use it:For formal contractual communication — letters, transmittals, notices, directives, memos — that you need to find, cite and reference later.

How to access it:Project → Construction → Correspondence(path /correspondence).

Key fields per item:

• Correspondence number— auto-assigned per project
• Type— defaults to Letter
• Subject & body
• From name / from email, to name / to email
• Date
• Status— defaults to Draft
• Priority— defaults to Normal
• Attachments

Tip:Move items off Draftas soon as they're issued — anything still showing Draft is effectively unsent in an audit.

templates

Templates

Spin up new projects, portfolios, and intake forms from reusable starting points

Standardize how new work is created across your organization:

• Project Templates:Pre-configured phases, tasks, key dates, team roles
• Portfolio Templates:Strategy, scoring criteria, standard reports
• Intake Templates:Question set and approval workflow for project requests
• Scoring Templates:Reusable weighted criteria across portfolios
• Save from Existing:Save any project as a template to capture its structure
• Versioning:Evolve templates safely without breaking existing projects
• Agent Templates:A dedicated library of AI agent starting points on /templates— system prompt, model, allowed tools and data scope all pre-filled. When you create a new agent the first step is a template picker, so you can skip the blank slate and tweak from there.
• Drag-and-Drop Attachments:The agent chat composer accepts files via drag-and-drop (PDFs, images, spreadsheets, transcripts) up to the platform-wide 10 MB per-file upload limit.

training

Training (Friday Academy)

Self-paced learning paths for every role on the platform

Friday Academy groups short video lessons, quick quizzes, and walkthroughs into role-based paths:

• Team Member:Timesheets, tasks, issues, calendar, notifications
• Project Manager:Project setup, scheduling, risks, status reports
• Portfolio Manager:Portfolio strategy, scoring, prioritization, PMO Radar
• Org Admin:User management, custom fields/tabs, integrations, templates
• Construction Lead:Daily logs, RFIs, submittals, change orders, pay apps
• Analyst:Power BI, scheduled reports, Power BI Agent
• Lessons:2-5 minute videos, in-product walkthroughs, quick quizzes, certificates

notifications

Notifications

Stay on top of changes that matter to you

When to use it:Tune what you get pinged about so the inbox stays useful.

How to access it:Profile menu → Notification Preferences (or Settings → Notifications).

What you can control:

• In-app inbox:Assignments, status changes, mentions and approvals appear in the bell menu
• Email:Choose whether each event type also goes to email
• Per-event toggles:Turn individual event types on or off independently
• Mentions:Get notified when someone @mentions you in a comment or note

Tip:Start with everything on for a week, then turn off the categories you find yourself ignoring — it's the fastest way to find your signal-to-noise sweet spot.

reports

Scheduled Reports

Automated status reports delivered on your schedule

Build report templates once and let the system deliver them on a recurring cadence:

• Templates:Project status, portfolio health, executive summary, financial roll-up
• Schedule:Daily, weekly, monthly, quarterly with custom send time
• Recipients:Internal users plus external email addresses
• Filters:Limit to selected portfolios, projects, owners, or status
• Format:PDF, Excel, or inline email body
• History:Browse and re-send any past report