BUSINESS OVERSIGHT AND INTEGRATIONS
PROJECT CONTROL
Business oversight and integrations
Get a company view of current work
Review schedule progress and forecast
Review company activity by person and date
EXPLORE THE DETAIL
Jump to the records and checks that support each part of the job.
BUSINESS OVERSIGHT AND INTEGRATIONS
Use company-level and project-level views for different questions. The information available depends on the records entered and the person's access.
The company overview brings together project activity, money, items waiting for decisions, exposure and the coming week.
Open a project or commercial record from its relevant section to follow up in context, rather than treating the company overview as a replacement for project detail.
Project insights compare accepted work with the baseline, show the schedule index and forecast finish, and provide programme views such as an S-curve, look-ahead, package progress and milestone trend.
Charts need enough dated and planned task data to be meaningful. Cost, labour and quality charts are not currently part of this insights view.
Browse recorded company activity to see what happened, who did it and when. Filter the activity by date range, category, person or search term, then page back through older records.
The activity view can report an integrity issue. It is an activity history, not a promise of a general-purpose audit export.
BUSINESS OVERSIGHT AND INTEGRATIONS
Keep people in control of assisted work and give integrations only the access they need.
Supported workflows can help prepare a first draft from project details or read selected documents into a reviewable result. Examples include scope, safety and document workflows.
AI output is a starting point, not an approval. A person needs to check the source material and proposed result before applying or relying on it.
Company administrators can review configured connections, integration delivery health and failed sends. This makes it easier to spot when a connected workflow needs attention.
API keys are read-only and each key is limited to the access scopes selected for it. Sensitive commercial scopes are not included unless explicitly enabled.
COMMON QUESTIONS
No. The overview helps surface company-wide items and gives links into relevant records. Detailed planning, delivery and commercial work remains on each project.
No. The documented API keys are read-only, and their data access is limited to the scopes selected when the key is created.
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