Tutorials

Short walkthroughs of the things admins do most

Recorded against the real product, updated when the interface changes. Each one covers a single task end to end.

Importing objectives and setting perspectives

Load a plan from a spreadsheet, assign scorecard perspectives, and set the weights so the roll-up works.

Point Jira, Asana or Linear at the portfolio layer and map projects to the objectives they serve.

Set the plan of record once, and read schedule and cost variance against it from then on.

Define criteria and approvers per gate, and see what happens when a gate closes conditionally.

Generate targets from the goals and projects a person already owns instead of writing them by hand.

Open the distribution, compare drafts, and record what changed and why.

Everything here describes something the product does. The tour shows it running.