What’s Included
Two connected operating environments for managing projects, tasks and finance, plus the shared structure that keeps the stack working together.
🚀 OS Launchpad
A reusable input hub for setting the current period and quickly adding projects, tasks, revenue and expenses from one place.
📁 Projects OS
Delivery Portfolio, Task Schedule, Task Workflow Board, Project Delivery Timeline, Intake & Planning and Closed Work Reference for managing projects and tasks from planning through delivery.
💰 Finance OS
A practical finance environment for tracking revenue, expenses, recurring costs, finance files and working time alongside project delivery.
🧭 Built-In Guidance
Helpful dropdown guidance is built into every major section, so practical instructions are always available at the touch of a button.
🧩 Guided Record Templates
Purpose-built structures inside individual records, so important project, task and finance work does not begin from an empty page.
🧭 Stack Navigation
A central navigation layer connecting the OS Launchpad and both operating environments in one place.
⚙️ Platform Backbone
The behind-the-scenes structure that keeps the stack organised and working as one connected system.
Read Delivery at a Glance
Opening every task should not be the only way to understand project health. Start with the wider delivery picture and go deeper when something needs attention.
➡️ Review active projects and the tasks behind them
➡️ Spot blocked work and approaching deadlines
➡️ Prioritise delivery issues before they become surprises
Understand the Commercial Reality
Projects create more than tasks. They create revenue, costs and time commitments that matter while the work is still active.
➡️ Track expected revenue around project work
➡️ Anticipate upcoming and recurring costs
➡️ Measure the effort going into delivery
Start With Structure Ready
A connected project and finance system should save setup time. Begin with the core operating areas already prepared for real records.
➡️ Begin with project and finance structure in place
➡️ Add core records from one starting point
➡️ Avoid building the workspace before you can use it
Move Between Work and Money
Delivery and finance need different views, but they should not feel like unrelated systems. Move between them without losing the wider project context.
➡️ Navigate between project work and finance quickly
➡️ Switch operating areas without hunting through pages
➡️ Reach the right context in fewer steps
