Portfolio: Implement
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Process Areas
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Process Areas
New Process Area
No template defined yet
Click "+ Add Area" to start building your master process template.
Select a project to manage its process areas and sub-processes.
Team
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Team
- Add their email to the Clerk Allowlist (dashboard.clerk.com → User & Authentication → Restrictions)
- Click + Add Member below and enter their email, name, and role
- Share the app URL — they sign up via Clerk and get the assigned role automatically
They'll get this role automatically when they sign in. Share the app URL with them.
| Name | Role | |
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| Invited |
No users yet. Users appear here after they sign in for the first time.
Developers
Developers assigned to cases in Zoho. They don't need a Command Center account — add their name as it appears in Zoho.
| Name | Skill | Hrs/Wk | Actions | |
|---|---|---|---|---|
If Zoho uses a different spelling (e.g. "S. Chen" vs "Sarah Chen"), add it here. Cases with that name will map to this developer.
No developers added yet. Click "+ Add Developer" to register developers from your Zoho projects.
Security & Permissions
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Security & Permissions
Control which roles can access each page. Changes take effect on next page load.
| Page | |
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| - |
Feature Flags
Toggle system behaviors. Changes take effect immediately.
Project Access
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Project Access
Manage which users can access each project. Admin and SX roles automatically see all projects.
| User | Role | Actions | |
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Project Visibility
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Project Visibility
Toggle Sync off to stop pulling this project's cases and tasks from Zoho and hide it from all user-facing views (Dev Landscape, Dispatch, Dev Funnel, Flight Board). Toggling it back on will re-sync from scratch on the next 15-minute case-sync cycle.
Delete All additionally wipes this project's CC↔Zoho interaction history (tag queue, write queue, sync conflicts, cycle changes). Timeline data, notes, audit log, developer roster, and access grants are never deleted.
| Project | Category | Zoho ID | Sync | Delete All |
|---|---|---|---|---|
This will DELETE the following Zoho-mirror data for this project:
The project row itself, timeline data, notes, audit log, CC↔Zoho queues, and all user-generated data remain. The sync_enabled flag will be set to 0.
The project will start syncing again. Its case_sync_state will be cleared so the next 15-minute cycle pulls fresh data from Zoho.
Nuclear: delete all project data
This will DELETE:
NOT deleted: project row itself, timeline data, sub-process notes, audit log, developer roster, project access grants, health feedback, global settings.
Irreversible. Project will be left with sync_enabled = 0.
API Sync Health
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API Sync Health
Monitor Zoho data sync operations — completeness, accuracy, and service health.
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No dev cases found for this project
Dev cases have billing codes starting with 24x or 25x.
Change orders
| CO # | Amount | Status | Signed | Description | |
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No line items yet. Add one manually using "+ Line item" above.
| Line | Phase | Tasks | Original | + CO | Adjusted | Current Est. | Actual | Var → Orig | Var → Adj | Var → Actual | Risk | |
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Loading Zoho tasks...
No Zoho tasks synced for this project yet.
Tasks sync from Zoho every 2 hours. If this project just got set up in Zoho,
wait for the next cycle or have an admin trigger a manual sync.
Check tasks to attach them to . Tasks already linked to another line are shown dimmed.
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Loading history...
No prior changes to Current Estimate.
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No PCS cases found for this project
PCS cases have a non-empty classification (development category).
Dispatch Board
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Dispatch Board
No developers found. Add developers in the admin settings.
Dev Funnel
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Dev Funnel
Development Pipeline — Diamond Flow| Project |
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Dev Landscape
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Dev Landscape
No dev cases found
Flight Board
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Flight Board
| Project | Milestone | Stalls | |
|---|---|---|---|
| Developer | |
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Business Board
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Business Board
Loading utilization data...
Developer Utilization
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| Team Average |
Capacity Forecast
No business data available
Ensure time logs have been synced from Zoho.
Task Budgets
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Task Budget Alignment
Review per-task budget vs. estimate vs. actual. Type directly in the Est h and Budget h cells; a save bar appears at the bottom when you have unsaved changes.
| Line Item | Current Est. | Sum of Tasks | Δ | Linked | Unlinked |
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| Task | Assignee | Status | Est h | Budget h | Actual h | Proj h | Margin | Act−Bud | Drift | Rate | Sync | |
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No tasks returned for this project.
The alignment endpoint returned zero rows. Possible causes: tasks have not synced from Zoho yet, the project picker ID does not match
tasks.project_id / tasks.zoho_project_id, or the project has a different ID in zoho_projects. Refresh, or check server logs for the last sync.
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