👁 Viewing as Executive — read-only, screens limited to strategic oversight.
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Command Center
Untitled Project · Wednesday, July 8, 2026
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Project Health
LIVE
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Project Gantt Chart
LIVE
Go-Live Dates
LIVE
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SOW Analysis → Generated Artifacts
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Project Plan 0
RAID Log 0
Decision Log 0
Parking Lot 0
| ID | Type | Description | Confidence |
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Today + Upcoming
AUTO-GENERATED
No upcoming events yet — meetings appear here once scheduled.
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Capture Activity
LIVE
No activity yet.
Portfolio
Every project you're running, at a glance — click one to open its full workspace
Projects
Portfolio digest
R6–R8 · SCHEDULED REPORTING
PM Workspace
A consolidated view of open items requiring action or ownership, including escalations, overdue items, budget exceptions, and governance gaps
Priority inbox
SORTED BY SEVERITY
Escalations
HIGH-CONFIDENCE OPEN RAID ITEMS
Overdue decisions
Overdue milestones
Overdue tasks
VIEW ALL →
Over-budget categories
Over-allocated resources
RACI gaps
Traceability gaps
Unread communications
Artifacts pending review
RAID Log
Risks & Issues — Untitled Project · seeded from SOW + live capture
Risk matrix
PROBABILITY × IMPACT · SEVERITY
All items
| ID | Type | Description | Logged | By | Confidence | Status |
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Activity
RECENT CHANGES
Decision Log
Create a decision, then route it for approval — nothing's binding until it's approved
All decisions
| ID | Decision | Confidence | Approver | Status |
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Activity
RECENT CHANGES
Resource Management
Team roster, RACI assignment, and allocation across the engagement
Upload a roster
👥
Drop a roster file here, or click to browse
.csv or .xlsx with columns: Name, Role, Org, RACI, Allocation, Start Date, End Date, Notes — download the template if you're not sure of the format
Time & effort tracking
R8 · LABOR · T&M
Team roster
| RACI | Name / Role | Org | Allocation | Status | Dates |
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Activity
RECENT CHANGES
Traceability
Every deliverable traced back to its SOW source and forward to acceptance criteria
Traceability matrix
| ID | Deliverable | Source Reference | Linked | Status | Confidence |
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Deliverable acceptance & sign-off
R4 · ACCEPTANCE LEDGER + PAYMENT GATING
Activity
RECENT CHANGES
Communications
Emails sent to this project's dedicated address, logged here for the record
This project's address
📧
Anyone can send something to this address to have it logged here. Since there's no real mail server behind it, use "Log an email" to add one directly, or share the test link above to simulate an inbound message.
Inbox
Activity
RECENT CHANGES
RACI Matrix
Who's Responsible, Accountable, Consulted, and Informed — by activity, across the team
Matrix
CLICK A CELL TO CYCLE R → A → C → I → BLANK
Activity
RECENT CHANGES
Governance Wizard
Choose how this project's governance runs, then set up what's still missing
How should this project be managed?
🔌
Integrate with existing tools
Keep using Jira, Smartsheet, SharePoint, or Microsoft Project as the source of truth — EPIP connects to them and reflects what's there instead of replacing them.
📄
Let the SOW build it natively
Upload the SOW and EPIP generates the plan, RAID log, resources, budget, and traceability directly — everything lives in this platform, nothing else to connect.
Connected systems
SOW-driven setup
Governance health check
Need a governance template regardless?
ALWAYS AVAILABLE
Whichever path you pick, you always have an industry-standard governance document ready to go — generated live from this project's actual RACI, sponsor, and escalation data.
Budget
Planned vs. actual by category, change orders, and variance against the contract value
Earned value (EVM)
R10 · PV · EV · AC
SAP ECC connection
Budget by category
ON BUDGET
| Category | Type | Planned | Actual | Variance | Status | Confidence |
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Change orders
0 TOTAL
| ID | Change order | Amount | Status | Requested |
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Activity
RECENT CHANGES
Lessons Learned
What's working, what isn't, and what to carry into the next phase or engagement
Feedback survey
ASK FOR LESSONS LEARNED
Generate a shareable link, send it to the team, and any feedback submitted comes straight into this log — tagged so you know it came from the survey.
All lessons
| ID | Category | Lesson | Ref. | By | Logged | Status |
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Activity
RECENT CHANGES
Notes
Freeform notes for anything that doesn't have its own log yet
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All notes
Activity
RECENT CHANGES
Meetings
Agendas, minutes, and action items — one place per meeting
All meetings
R6 · MEETING MANAGEMENT
Activity
RECENT CHANGES
Parking Lot
Open questions and assumptions — not yet resolved, not yet risks
All parked items
GRADUATES TO RAID WHEN CONFIRMED
| ID | Open question | By | Confidence |
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Activity
RECENT CHANGES
Change Log
Every capture, edit, resolve, reclassification, and import — in order
Activity
SESSION HISTORY
| When | Action | Detail | By | Approval |
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Artifact Marketplace
Every project artifact — AI-generated, company standard, or customer-supplied — classified, versioned, and ready to reuse
SharePoint connection
Browse artifacts
0 ARTIFACTS
Upload a template or branded asset
🗂
Drop a file here, or click to browse
Slide decks, Word templates, logo files, brand guideline PDFs, OCM plans, test scripts, announcements — anything the team should reuse
Activity
RECENT CHANGES
📄 SOW Analyzer START HERE
Everything in EPIP flows from this document — upload the Statement of Work, and it seeds the plan, RAID log, resources, budget, traceability, and templates automatically
1
Upload SOW
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EPIP analyzes it
→
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Plan, RAID, Resources,
Budget & Traceability seed automatically
Budget & Traceability seed automatically
→
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You review & refine
across the rest of EPIP
across the rest of EPIP
Upload a SOW
START HERE
📄
Drop a SOW here
or click to browse
Extracts what your SOW contains
Plan & milestones
RAID log
Resources
Budget
Traceability
✓Every SOW you run is filed to the Document Repository → Contracts automatically, tagged SOW.
PDF · Word · Text accepted
Active SOW
SOW Analysis → Generated Artifacts
Upload & rerun history
| ID | File | Summary | By | Date |
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Activity
RECENT CHANGES
Calendar
Consolidated view of system-scheduled and Outlook-synced meetings, with reminders 15 minutes prior to each event while this session is active
Outlook connection
Upcoming
Month view
Activity
RECENT CHANGES
Reporting
Every report this project can generate, in one place — pick one to preview and export
Recently generated
LAST 5
Standard reports
Custom report builder
PICK YOUR SECTIONS
Combine any of the reports above into a single document — useful for a steering committee packet or a monthly status bundle.
Project Info
Core project metadata — referenced across the dashboard, plan, and calendar
Project details
Steering committee
| Name | Title | Org | Cadence |
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Activity
RECENT CHANGES
Plan on a Page
Untitled Project — one-page rollup of phases, milestones & open items
Project Gantt Chart
LIVE
Phases at a glance
Project Plan SOW
Untitled Project — phases, milestones & tasks
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Baseline & variance
R1 · VS APPROVED BASELINE
Schedule & Critical Path
Integrations
Phases, milestones & tasks
⠿ Drag phases, milestones, or tasks to reorder them or move them into a different phase / milestone. Use the checkboxes to select several and act on them at once.
| ID | Task Name | Start | Finish | Duration | % Complete | Predecessors | Assigned To | Status | Amount | Timeline |
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Activity
RECENT CHANGES
Overdue Tasks
Every open task past its due date, grouped by who owns it
By person
Upcoming Tasks
Open tasks due in the near term, soonest first
Due soon
Data Audit
Scans every module for broken references, duplicate IDs, malformed data, and missing required fields — data accuracy, not day-to-day escalations
Data quality confidence by category
HIGHER = MORE TRUSTWORTHY
Findings
Document Repository
General project files — contracts, meeting minutes, correspondence, approvals — organized by folder and tag, separate from the Artifact Marketplace's generated deliverables
Files
Activity
RECENT CHANGES
Administration
IT & Access Management · workspace
Total Users
0
Invite your team to begin
Personas
4
PM · Executive · Team + Owner
Active Delegations
0
None scheduled
Escalation Rules
0
Governance defaults
Users & Access 0
Personas & Roles 3
Delegations 3
Escalation 0
IT & Security
User Directory
SYNCED · MICROSOFT ENTRA ID
| User | Persona | Projects | Status | |
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| No users yet — invite your team with the button above. | ||||
Personas at a glance
3 ROLE VIEWS + OWNER
Owner / IT Admin0
Project Manager0
Executive0
Team Member0
Recent admin activity
LIVE
No activity yet.
🛡 EPIP defines three role-based personas (Project Manager, Executive, Team Member) that restrict navigation and actions to each role's scope — plus an Owner / IT Admin tenancy role for workspace administration. Delegations can temporarily reroute approvals without changing a persona.
Project Manager
The default full-access persona — every screen and action across their assigned projects.
✓ Full access to all modules
✓ Edit plan, RAID, decisions, budget, RACI
✓ Run reports & exports
0 members
Executive
Strategic, read-only. Portfolio, Command Center, PM Workspace, Project Info, Budget, RAID, Decisions, Reporting, Calendar, Plan, Lessons.
✓ View strategic & financial screens
✓ Reporting & portfolio rollups
✕ Editing (read-only)
0 members
Team Member
Working screens only. Plan, tasks, RAID, decisions, calendar, notes, communications, lessons, RACI, Marketplace.
✓ Work the plan, tasks & logs
✕ Budget & financial modules
✕ Portfolio & admin
0 members
Owner / IT Admin TENANCY
Workspace administration — a production role beyond the three UI personas (per the Gap Analysis identity model).
✓ Manage users, personas & delegations
✓ IT & security settings, integrations
✓ Full project access
0 members
🔄 A delegation reroutes decision approvals and escalation ownership to a named delegate for a defined date range — with a persistent banner across the workspace showing who is currently covering. Status is derived from the dates; access reverts automatically when the period ends. Your own active delegation drives the out-of-office banner and the escalation "→ delegate" routing.
Delegations
Sign-in & Identity
SSO
Single Sign-On
Microsoft Entra ID (Azure AD) · configure your organization tenant
Multi-factor authentication
Required for all users
Automatic user sync
Provision & deprovision from Entra ID directory
Session timeout
Sign users out after inactivity
Audit & Compliance
SECURITY
System Audit Log
Immutable, append-only record of every session action
Data residency
Customer data kept in-region; never used for model training
SOC 2 readiness
Controls & evidence in progress
Integrations
DATA EXCHANGE
Jira
Two-way task & issue sync (Atlassian OAuth)
Outlook / Microsoft 365
Calendar & email (Microsoft Graph)
SharePoint
Document sync
Smartsheet
Plan & schedule sync
SAP ECC
Milestone & spend actuals · scoped as its own workstream
API & Service Keys
SYSTEM
AI reading key
Anthropic · server-side, never exposed to the browser
Service token
Portal ↔ API authentication
Escalation rules
CHANGES APPLY IMMEDIATELY ACROSS THE APP
| ID | Rule | Threshold | Severity | Escalate To | SLA | Active |
|---|
Activity
RECENT CHANGES
Invite user
They'll receive a sign-in link via Microsoft Entra ID.
Access takes effect on → first sign-in
Saved.
Section
Not built yet in this prototype
This section isn't wired up yet — tell me what it should show and we'll build it next, the same way we just did for the RAID Log.
