Glossary

Hosts multiple Spaces across several domains or geographic locations within an organization. Account management is reserved for Enterprise level subscriptions as they involve more complex project management capabilities.

Proggio’s built-in AI assistant. Anna can answer questions about your projects, surface insights, and help you navigate your workspace – all from within the platform.

When assigning a project, workstream,task , or sub-task, you can assign someone ownership of that item. You can also assign a group of people.

Like other PPM solutions out there, Proggio has a “board view option.” This view is based on a Kanban board. You can move Projects or tasks in this view through various stages of your customized processes.

The budget view is an easy way for users to plan out budget costs and view the budget items of their projects in the portfolio. This is also another way in the project module to view budget items in a specific project.

Proactively planning ahead is essential to maintain realistic timelines and goals. The buffer feature is an item you can put in a project plan to build in space in your timeline between items that may need a safety net of time for one task to be completed before starting another one.

This is a characteristic of your business that is essential or a key indicator of success for your business or team. Here are some examples:

• Market share increase
• Cost reduction
• Complexity
• Duration
• Levels of risks
• Expected monetary outcome/profit
• Resources
• Expected market share
• Technology barriers
• Level of expertise
• Infrastructure

To help users keep track of items that are dependent on each other, Proggio consolidates those items into one list. This is the coordination plan. It is a summarized list of those dependent items. You can view the coordination plan on the portfolio level and on the project level.

Every team and organization is different. As a result, your data should be customized to the specific needs, views, and perspectives your decision-makers need to make decisions. Custom fields are a way for you to create your data fields to sort your project and portfolio data. Create fields for data that are important for your business drivers and then use those fields to sort and organize your data to understand what the full data picture looks like.

Dashboards provide an overview of relevant KPIs at the project or portfolio level, keeping you on track with your portfolio, projects, and tasks status. You may also share the dashboards with the relevant stakeholders to have a clear view of your space.

There are three types of dashboards.

1. Portfolio dashboard – Using portfolio-level widgets and saved views such as ‘Project Explorer’, ‘Project prioritization’, Project risks’ or ‘Portfolio notes’ for monitoring and reporting status at the portfolio level
2. Project dashboard – Using project level widgets such as ‘Project map’, ‘Project summary’, ‘Plan vs actual’ or ‘overdue tasks’ to gather quick insights on specific projects. This type of dashboard allows you to filter the information presented across all widgets by selecting different projects from the dashboard level project selector dropdown
3. Tasks dashboard – Using a combination of widgets such as ‘My Tasks’, ‘Project map’, or ‘Project notes’ for allowing quicker execution efforts for a user’s tasks and subtasks across multiple projects.

When viewing your project or portfolio map, you have the option to view data fields on the left side of the screen. By dragging over the expansion bar on the left side of the map to the right, you will uncover data fields that provide important contextual information you may need for planning and decision-making.

This is an item that requires the completion of another item to begin. You can easily set up a dependency in the project map by dragging a line between the dependent items. You can make tasks or milestones dependencies.

The project dynamic view allows you to focus your view on certain tasks within a specific project timeline. You can share it with other stakeholders, so they see the relevant data of that project you wish to share. A dynamic view is a live link and will be updated immediately when there are changes in the project.

Stay on top of the latest updates of the items that you are involved with Proggio’s feed. Find all the conversations you are tagged in and all the updates for your projects and tasks on this screen to give you an update in one place.

You can attach files and documentation to any task or sub-task by selecting the “Files” tab in the task’s window.

A chart for managing projects that was invented in the early 1900s by Henry Gantt. This style of project planning limits users by preventing them from seeing the whole picture on one screen, making it difficult to extract data to make decisions and scenario plans. This form of project planning is outdated compared to the new portfolio and project map that does the opposite for users, making it easy to plan and make decisions with an intuitive and visual data platform.

Create internal groups within your Space to manage workloads for a team of individuals rather than a single person. Useful for development teams, design departments, content writers, and similar collaborative functions. Once created, groups appear in the assignee and sharing dropdowns across Proggio. Groups are set up from a user profile.

This is for when you have an area of work in a project that requires simultaneous work to be done at the same time but still needs to be represented in the planning.

This is a measurable statement that clarifies what is necessary for a business driver to happen or be achieved. Business drivers are key indicators of your business is success. These terms are used to determine what weighs more in Proggio’s prioritization matrix.

This is the process that an organization customizes and builds to accept work or projects that are necessary to achieve business goals. This process can be customized and built to achieve operational excellence in Proggio’s settings module.

This is a view in which users can see all of their projects listed in a portfolio or all the tasks or subtasks listed for a specific project. In that list, important selected or filtered fields of data about the listed items are listed next to their corresponding items. This gives users the ability to filter data in a customizable way.

A built-in import tool that allows you to bring existing Microsoft Project files into Proggio. Resources, tasks, and timelines are mapped automatically, with the option to add team member emails and send Proggio invites during the import process.

Proggio’s patented portfolio view that gives you the entire scope of your portfolio on one screen. See all active projects at a glance, drill down into any project, and navigate all the way to Workstream and Task level – without ever leaving the map.

When working on a task or sub-task, you can message someone directly within it to notify them that you need their input. Use the “@” sign followed by the person’s name to tag them. Proggio will notify them and invite them to respond.

Milestones are used in project management to mark specific points along a project timeline. They are a key part of any project plan which shows you the direction of where the current stage of the project is going. The milestone in itself carries no duration but in many instances, it will impact the total project duration. In Proggio, setting milestones as target dates will visually stand out of the project and will not impact the project duration as normally acceptable in project management.

A defined set of criteria to allow the PM to restrict or allow access to specific details within a Space environment across all the involved stakeholders.

Proggio’s patented portfolio-level view that gives you the entire scope of your project portfolio on one screen. Drill down from portfolio to project, and from project to Workstream, Task, or Subtask — all without leaving the map. Built on Workstreams, which enable the full portfolio scope to be visualized in one place.

Proggio’s patented portfolio-level view that gives you the entire scope of your project portfolio on one screen. Drill down from portfolio to project, and from project to Workstream, Task, or Subtask — all without leaving the map. Built on Workstreams, which enable the full portfolio scope to be visualized in one place.

In hectic and evolving economic conditions, business goals, and stakeholder expectations are always shifting. Proggio’s prioritization matrix automatically calculates the priority of a project based on your business drivers. This provides an objective prioritization process that automatically determines what are the most important projects for your team to work on, saving you time and money.

This is where you can add tasks to your project as backlog items without scheduling them on the timeline. They carry no start/end dates and are assigned to you by default, but can be reassigned to anyone in your Space. When ready, drag and drop them onto the ProjectMap™ and organize them under the relevant Workstream or Task.

This is an overall indicator of the status of the work that is part of a project getting done on time and meeting deadlines. This is displayed on the portfolio map’s data curtain to the right of the map.

This is the person who has been assigned ownership in Proggio over a project

Proggio’s patented project view that gives you the entire scope of a single project on one screen. Built with Workstreams, Tasks, and Milestones on a timeline-based block diagram, it allows you to plan, track, and manage all project work in one place.

Proggio’s patented project view that gives you the entire scope of a single project on one screen. Built with Workstreams, Tasks, and Milestones on a timeline-based block diagram, it allows you to plan, track, and manage all project work in one place.

A stature of a stakeholder invited into the Space that defines their level of involvement across the Space.

Users can take a screenshot in Proggio of the portfolio map, project map, or resource plan. In the share menu, users can select the screenshot option

Users can select to share project and portfolio maps, dashboards, and other various views of the portfolio or projects. You can select in this who you want to share with, or a group of people in Proggio. You can share a live link or a screenshot.

Snapshot is Proggio’s built-in scenario planning tool where you can work in an environment to plan out hypothetical scenarios without impacting your actual data. In a few clicks, you can move tasks and subtasks around in your projects. You can also save those scenarios and review or share them later.

Includes an array of portfolio management capabilities for a single domain within an organization. Such as, project planning, task management, resource leveling, prioritization, budget and more. The Space is where all portfolio related information is typically managed by a PMO function and utilizes Proggio’s patented technology.

A feature unique to Proggio that allows you to dig deeper into your project by double-clicking on a milestone or task in the project or portfolio map.
The split view opens and shows you the next layer of information, giving you important context without leaving the map.

As the name implies, this is a project within a larger master project. Sub project allows you to create a detailed plan for a process or operation on a new ProjectMap™ grid which carries the duration boundaries of the sub project length, which is also the duration of the task container it is created under. The sub project can be assigned to a specific owner to manage, within the scope of the master project.

A granular to-do item nested within a Task. Subtasks allow team members to break down work into smaller, actionable steps while keeping everything organized under the relevant Task on the ProjectMap™.

Tags are custom tags that you can create to filter and sort projects.

The building blocks of a ProjectMap™. Tasks represent the key areas of work within a project and are organized under Workstreams on the timeline. Each Task can contain Subtasks — granular to-do items assigned to team members to track detailed progress.

In the Proggio task view, users can label the various tasks that are assigned to them to organize their work and filter the work that needs to be done. Users can also customize these filters.

These are users on Proggio who have access to the platform to only see what tasks they have been assigned from various projects from their organization’s portfolio.

Users who have tasks assigned to them can access their tasks through the tasks board view. This view is based on a kanban board. You can move tasks in this view through various stages of your customized processes.

Proggio’s ProjectMap™ and Portfolio Map are built on an expandable and collapsible timeline. With this patented technology, you can see everything in your portfolio down to any project, and then down to any Workstream, Task, or Subtask on the same screen.

Proggio’s AI-powered project creation tool. Generate a full project plan by entering a text prompt, uploading an image, or importing an Excel file – TimelineGPT builds the timeline structure for you automatically.

The best way to understand the concept of Workstreams, is to try and break down the core areas of operation in your project while keeping a high level approach. Each Workstream should represent an essential component in your project plan. It can be a department in your organization (i.e Operations or Marketing) or an ongoing area of work in your project (i.e Testing or Implementation) and also a centralized feature you’re developing for your product.