Delivery Dashboard
Real-time overview across all client engagements
Client Status Overview
Milestone Timeline
Recent UAT Activity
| # | Date | By | Workflow | Issue | SID Status |
|---|
All Clients
Manage client engagements · Click a client to set as active
Project Plan
| Milestone | Category | Scope / Task | Details | Responsibility | Start | End | Status | Comments | Actions |
|---|
FSD & Functional Spec
Jointly managed specification with client
Platform Workflow & Business Rules
| Rule Area | Description | Agreed Rules | vLookUp Notes | Comments | Actions |
|---|
SSO & Integration
SSO URLs
Membership Access Rules
| Status Code | Meaning | Access |
|---|---|---|
| M | Member | ✅ Granted |
| NM | Non-Member | ❌ Denied |
| EXM | Ex-Member | ❌ Denied |
| PM | Past Member | ❌ Denied |
Admin Configuration
Platform settings · unique to each client
Drop Down Masters
Standardised data lists · unique to each client
Dev & QA Plan
Internal development estimates and testing status
| Module | Task | Details | Dev Hrs | QA Hrs | Start | End | Dev Status | UAT by QC | Tech Comments | Release Date | Testing Status | My Comments | Actions |
|---|
UAT Log
End-to-end UAT · jointly managed with client
| # | Date | By | Role | Workflow | Issue Description | Screenshot | SID Status | vLookUp Status | vLookUp Comments | My Comments | Actions |
|---|
Post-Live Issues
Production issue log · jointly managed after go-live
| # | Date | By | Role | Module | Issue Description | Screenshot | Status | vLookUp Comments | Date Closed | My Comments | Actions |
|---|
Content Tracker
Website content, emails, pop-ups, admin handbook · by client