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Comprehensive view of all project portfolios
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Opportunities
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Files
Dashboard
Risk Register
Risk Log
Early Warning
Updates
Risk Appetite
Contacts
What-If
Insights
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PDF · Excel · Word · Drawings · CSV · Primavera
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Meeting minutes · Change order · Correspondence
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Risk Appetite & Tolerance
Define acceptable thresholds — Claude uses these to classify risks accurately
Cost & Schedule
% of contract
SAR max
days
% of duration
QHSE Levels
Reputation Levels
Probability & Impact Scale
Probability (1-5)
Impact (1-5)
Team Contacts
Add contacts manually or upload a file
Add Contact Manually
Upload Contacts File
Upload CSV or Excel file with columns: Name, Role, Email/Phone
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