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DC Workforce Portal: menus, pages and features - Coggle Diagram
DC Workforce Portal: menus, pages and features
Manager workspace (desktop)
Global header
🟢 Global search [MVP1]
🟢 Find a resource, project, site or saved view by name from any page [MVP1]
🟢 Notifications panel [MVP1]
🟢 Bell with unread count; open item; mark read; link to inbox [MVP1]
🟢 Business-unit and region switcher [MVP1]
🟢 Switch business unit or region within the user's allowed scope; all pages filter to it [MVP1]
🟢 My account, help and logout [MVP1]
🟢 View own role and scope, help links, sign out [MVP1]
🔵 Command palette (Ctrl/Cmd + K) [MVP2]
🔵 Ctrl or Cmd plus K to jump to resource, project or saved view [MVP2]
Home
🟢 Persona dashboard [MVP1]
🟢 Dashboards for Resource Manager, Project Manager, Program Director, Compliance, HR, Contingent [MVP1]
Workforce
Workforce 360
🟢 Table view with filters [MVP1]
🟢 Workforce table [MVP1]
🟢 One row per resource across FTE, contractor and agency with all WFV-001 columns [MVP1]
🟢 Show, hide, reorder [MVP1]
🟢 Virtualized for 50,000 rows [MVP1]
🟢 Filters [MVP1]
🟢 Filters for every column plus business unit, region, customer experience, clearance, crew, foreman, language, roll-off window, bench, freshness, source [MVP1]
🟢 Data freshness and source badges [MVP1]
🟢 Show source system and last sync per field [MVP1]
🟢 Flag profiles older than tenant threshold (default 90 days) [MVP1]
🟢 Export [MVP1]
🟢 Export current view to CSV or XLSX, permission-checked, watermarked, audited [MVP1]
🔵 Bulk actions [MVP2]
🔵 Assign to scenario, request readiness check, nudge profile update, add to training plan, start redeployment recommendation [MVP2]
🟡 Natural-language search [MVP3]
🟡 Type a plain request [MVP3]
🟡 It becomes editable filter chips. Only the query goes to the model [MVP3]
🟢 Map view [MVP1]
🟢 Resources clustered by home base or current site with toggle [MVP1]
🟢 Timeline view [MVP1]
🟢 Gantt of assignments and availability per resource [MVP1]
🟢 Synchronized with table and map [MVP1]
🟢 Resource profile [MVP1]
🟢 Field-level permissions [MVP1]
🟢 Hide cost rates, contact details, screening status, medical fitness and HR notes from unauthorized roles at API level [MVP1]
🟢 Audit each view [MVP1]
🟢 Resource profile drawer [MVP1]
🟢 Identity, worker type, HR facts with source badge, skills with verification, certifications, authorizations, experience, mobility, availability, assignments, readiness by site, training plan, recommendation history, notes, audit trail [MVP1]
🟢 Saved views [MVP1]
🟢 Personal and shared saved filter sets [MVP1]
Roll-off & Bench
🟢 Roll-off board (0-30, 31-60, 61-90) [MVP1]
🟢 Roll-off board [MVP1]
🟢 Three columns: 0 to 30, 31 to 60, 61 to 90 days, with counts by role and plan status (confirmed, pending, no plan) [MVP1]
🟢 Roll-off and bench alerts [MVP1]
🟢 Alerts for roll-off within 30 days with no plan, bench above threshold, critical-skill roll-off while matching demand is open [MVP1]
🟢 Match engine (resource to demand) [MVP1]
🟢 For a rolling-off or benched resource, ranked next assignments from confirmed and optionally likely demand [MVP1]
🟢 Bench [MVP1]
🟢 Bench view [MVP1]
🟢 Bench list with start date, days, estimated cost (restricted), reason and top three recommended next assignments [MVP1]
🔵 Bench-to-training [MVP2]
🔵 Suggest training for benched resources that closes known future gaps [MVP2]
🟢 Future availability [MVP1]
🟢 Resources becoming available per week by role and region for 26 weeks, with confidence bands [MVP1]
🔵 What frees up if... [MVP2]
🔵 Show who becomes available if a project slips, ends early or extends [MVP2]
Demand & Matching
🟢 Demand list [MVP1]
🟢 List and filter demand by status (forecast, confirmed, open, partially filled, filled, cancelled), priority, site and role; open match results [MVP1]
🟢 Create or edit demand [MVP1]
🟢 Create demand by role, level, headcount, dates, skills, certifications, readiness profile, shift, priority and worker-type policy [MVP1]
🟢 Per week or crew template [MVP1]
🟢 Match results [MVP1]
🟢 Match engine (demand to resources) [MVP1]
🟢 Ranked resources for a demand with Match Score, Readiness Score, ready-by date, worker type, cost indicator and plain-language why [MVP1]
🟢 Score profiles [MVP1]
🟢 Best fit, Fastest to deploy, Lowest cost, Continuity, Development, plus custom profiles [MVP1]
🟢 Profile stored on each run [MVP1]
🟢 Sourcing waterfall [MVP1]
🟢 Configurable order: bench FTE, rolling-off FTE, contractors, agency [MVP1]
🟢 Exceptions for critical priority [MVP1]
🟢 Position explained [MVP1]
🔵 Resource interest as factor [MVP2]
🔵 Show and use resource interest in matching [MVP2]
🟢 Why this score [MVP1]
🟢 Factor points, gates, strengths, gaps, waterfall position, confidence [MVP1]
🔵 Compare candidates [MVP2]
🔵 Compare up to four candidates and show next three alternatives with reasons [MVP2]
Projects & Sites
🟢 Customers, sites and projects [MVP1]
🟢 Create and import customers, sites and projects (form, CSV, project system or CRM adapter) [MVP1]
🟢 Site roster [MVP1]
🟢 Site roster [MVP1]
🟢 Per site and project: who is there, arriving, leaving and their readiness [MVP1]
🟢 Printable roster [MVP1]
🔵 Printable roster and readiness pack [MVP2]
🔵 PDF site roster and readiness pack for inductions [MVP2]
🟢 Assignments [MVP1]
🟢 Assignment lifecycle and approvals [MVP1]
🟢 Proposed to approved to mobilizing to active to completed or cancelled [MVP1]
🟢 Approvals routed to Resource Manager and Project Manager per tenant policy [MVP1]
🟢 Conflict detection [MVP1]
🟢 Warn or block on over-100% allocation, assignment during leave, site not cleared, credential expiring in assignment [MVP1]
🟢 Assignment changes [MVP1]
🟢 Extension, early end and swap with reason codes [MVP1]
🟢 Roll-off views update immediately [MVP1]
🟢 Extension probability [MVP1]
🟢 Enter or estimate extension probability per assignment [MVP1]
🟢 Feeds availability confidence [MVP1]
🔵 Crews [MVP2]
🔵 Create crews (foreman plus members), assign or move as a unit, keep together in recommendations [MVP2]
Plan
Capacity & Scenarios
🔵 Pipeline [MVP2]
🔵 Import opportunities from CRM or CSV with stage, probability, start window, duration, region, capacity and type [MVP2]
🔵 Demand profiles [MVP2]
🔵 Attach profiles to opportunities from templates, the planner, or manually [MVP2]
🔵 Demand vs capacity and gap heat map [MVP2]
🔵 Capacity model [MVP2]
🔵 Weekly supply by role, level and region net of assignments, leave, training and known end dates [MVP2]
🔵 Contractor and agency optional [MVP2]
🔵 Demand views [MVP2]
🔵 Confirmed, probability-weighted likely, and unweighted upside shown separately and stacked [MVP2]
🔵 Gap heat map [MVP2]
🔵 Weeks by role and region coloured by gap, with drill-down to causes and candidate resources [MVP2]
🔵 Scenario workbench [MVP2]
🔵 Scenario workbench [MVP2]
🔵 Create from baseline, change assumptions, compare up to five scenarios on gaps, bench, agency need, overtime, hiring and training need, cost range [MVP2]
🔵 Scenario library (12 scenarios) [MVP2]
🔵 Win or lose opportunity, probability change, slip, scope change, attrition, hiring plan, training plan, worker-type mix, overtime policy, mobility, productivity variance [MVP2]
🔵 Scenarios do not change live data [MVP2]
🔵 Approving a scenario creates draft actions (hiring requests, training plans, agency requests, demand) for review [MVP2]
🟡 Natural-language what-if [MVP3]
🟡 Plain-language question mapped to explicit parameters shown for confirmation before running [MVP3]
🟡 Scenario comparison, simulation and optimizer [MVP3]
🟡 Monte Carlo simulation [MVP3]
🟡 Seeded and reproducible [MVP3]
🟡 P50 and P80 gaps and costs [MVP3]
🟡 Optimizer [MVP3]
🟡 Lowest-cost plan closing gaps to a target coverage across redeploy, overtime, train, hire, contractor and agency options [MVP3]
Scope-to-Crew Planner
🟡 Planner projects [MVP3]
🟡 List planner projects and opportunities with document status and plan version [MVP3]
🟡 Documents and extraction review [MVP3]
🟡 Document upload [MVP3]
🟡 Attach scope (PDF, DOCX), bills of quantities (XLSX, CSV), schedules (MS Project XML, Primavera XER, Excel) and briefs to a project or opportunity [MVP3]
🟡 Scope extraction with citations [MVP3]
🟡 Extract scope with source citations and confidence per field [MVP3]
🟡 Ask up to 10 clarifying questions [MVP3]
🟡 Map work packages to roles and levels [MVP3]
🟡 Estimate and assumptions [MVP3]
🟡 Estimation engine [MVP3]
🟡 Weekly headcount by role and level from quantity, editable productivity norms and complexity, deterministic code [MVP3]
🟡 Plan versus actual [MVP3]
🟡 Compare planner profile with actual assignments and timesheets to calibrate norms (opt-in) [MVP3]
🟡 Output and approval [MVP3]
🟡 Demand profile and lead-time plan output [MVP3]
🟡 Output flows into capacity model and scenarios, plus a readiness and mobilization lead-time plan [MVP3]
🟡 Human approval and document safety [MVP3]
🟡 Nothing becomes confirmed demand without approval [MVP3]
🟡 Documents are untrusted data [MVP3]
🟡 No cross-tenant use [MVP3]
Readiness
Readiness & Compliance
🔵 Readiness board [MVP2]
🔵 Readiness Score and ready-by date [MVP2]
🔵 Score 0 to 100 and ready-by date for any resource against any site [MVP2]
🔵 Ready, Ready with conditions, Not ready [MVP2]
🔵 Readiness board [MVP2]
🔵 Per project or site: incoming resources, status, blocking items, owners, due dates [MVP2]
🔵 Site readiness profiles [MVP2]
🔵 Site Readiness Profiles [MVP2]
🔵 Per site or customer: credentials, authorizations, inductions, training, medical, levels, validity, equivalents, lead times, blocking items [MVP2]
⚪ International readiness packs [MVP4]
⚪ Country rules for UK, Ireland, EU, UAE, Qatar via configurable requirements [MVP4]
🔵 Expiry calendar [MVP2]
🔵 Alerts at 90, 60 and 30 days [MVP2]
🔵 Flag expiry during assignment [MVP2]
🔵 Renewal tasks [MVP2]
🔵 Authorization orders [MVP2]
🔵 Request background checks, drug screens, clearances and inductions via adapters or manual tracking [MVP2]
🔵 Status only [MVP2]
🔵 Consent first [MVP2]
Training
🔵 Course catalog [MVP2]
🔵 Maintain internal and external courses with skills, credential awarded, duration, delivery mode and cost [MVP2]
🔵 Training plans [MVP2]
🔵 Assign courses (internal or external, catalog entries) to people or cohorts [MVP2]
🔵 Track enrollment and completion [MVP2]
🔵 Completion updates credentials and skills [MVP2]
🟡 Skills gap planning [MVP3]
🟡 Compare future demand by skill with capability and propose training cohorts [MVP3]
Mobilization
🔵 Mobilization plans [MVP2]
🔵 Template checklists per assignment (travel, lodging, PPE, tools, induction, badge, per diem) with owners, due dates and lead times [MVP2]
🔵 Feeds readiness [MVP2]
🔵 Checklist templates [MVP2]
🔵 Create mobilization checklist templates with task types, owners and lead times [MVP2]
Contingent Workforce
🟢 Workers by type [MVP1]
🟢 Worker types [MVP1]
🟢 Every resource is FTE, contractor or agency [MVP1]
🟢 Badge and filter everywhere [MVP1]
🟢 Vendor link for agency and contractor companies [MVP1]
🟢 Include or exclude by worker type [MVP1]
🟢 Capacity, matching and KPIs can include or exclude each worker type [MVP1]
🟢 Reports split by type [MVP1]
🟡 Vendors [MVP3]
🟡 Vendor records [MVP3]
🟡 Contract reference, approval, insurance expiry, regions, rate card reference (restricted) [MVP3]
🟡 Contingent compliance flags [MVP3]
🟡 Tenure warnings, contract end dates, prompt to review terms. Platform does not decide employment or tax status [MVP3]
🟡 Agency requests [MVP3]
🟡 Create requests to approved vendors by email, VMS or limited portal [MVP3]
🟡 Submitted workers added as pending-start and go through readiness [MVP3]
🟠Agency-to-FTE conversion [TBD]
🟠Move an agency or contractor worker to FTE (conversion path, tracking and history) [TBD]
Operate
Inbox
🟢 Approvals [MVP1]
🟢 Per-user inbox with approve, edit, reject and reason codes [MVP1]
🟢 Recommendations [MVP1]
🟢 Recommendation records [MVP1]
🟢 Store rationale, factors and gates [MVP1]
🟢 Require reason codes on accept or reject [MVP1]
🟢 Accepting only creates a proposed assignment [MVP1]
🔵 Portfolio rebalancing [MVP2]
🔵 Multi-step plans with net effect on gaps, bench, travel and overtime [MVP2]
🟢 Notification center [MVP1]
🟢 Notifications [MVP1]
🟢 In-app, email and push for approvals, roll-off, bench, readiness blockers, expiries, integration failures and agent proposals [MVP1]
🟡 Digests, Teams and Slack [MVP3]
🟡 Daily or weekly digest emails [MVP3]
🟡 Microsoft Teams or Slack notifications [MVP3]
Agents
🟢 Agent catalog [MVP1]
🟢 Roll-off Watch agent [MVP1]
🟢 Monitors 30/60/90 windows, extension signals, bench aging [MVP1]
🟢 Raises alerts and prompts for plans [MVP1]
🟢 Profile Freshness agent [MVP1]
🟢 Nudges profile and mobility confirmation [MVP1]
🟢 Extracts data from uploaded certificates [MVP1]
🔵 Agent inbox and catalog screens [MVP2]
🔵 Needs-approval queue, your agents, activity log, usage and credits, policies [MVP2]
🔵 Redeployment Agent [MVP2]
🔵 Daily and event-driven proposals for each roll-off and bench resource and each open demand [MVP2]
🔵 Assign, train then assign, swap, keep crew, agency backfill [MVP2]
🔵 Demand and Capacity Planner agent [MVP2]
🔵 Builds demand profiles from pipeline and the planner, proposes scenarios, explains gaps [MVP2]
🔵 Readiness Orchestrator agent [MVP2]
🔵 Computes readiness gaps, sequences actions, drafts tasks and authorization orders, chases evidence [MVP2]
🔵 Credential Verification agent [MVP2]
🔵 Reads certificates, cross-checks issuer where possible, flags mismatches for review [MVP2]
🔵 Overtime and Fatigue Watch agent [MVP2]
🔵 Detects overtime outliers and fatigue risk from time data [MVP2]
🔵 Proposes rebalancing [MVP2]
🔵 Integration Data Quality agent [MVP2]
🔵 Finds anomalies (terminated but assigned, duplicates, missing mappings) and proposes fixes [MVP2]
🟡 Contingent Backfill agent [MVP3]
🟡 Drafts agency requests to approved vendors when internal options are used up [MVP3]
🟡 Training Planner agent [MVP3]
🟡 Turns forecast skill gaps into training cohort proposals with timing and cost [MVP3]
🟡 Forecast Accuracy Coach [MVP3]
🟡 Explains forecast errors and suggests adjustments to probabilities, extension rates and norms [MVP3]
🔵 Agent policies and kill switch [MVP2]
🔵 Agent runtime, scoped tools, policy engine, autonomy levels L0 to L3, immutable action log, kill switches, shadow mode, evaluation sets, per-tenant usage caps [MVP2]
🔵 Activity log [MVP2]
🔵 Every agent run and action with trigger, inputs, tools, outputs, approver, cost and reversal [MVP2]
🔵 Usage and credits [MVP2]
🔵 Runs, cost and credits per agent against tenant caps [MVP2]
🟡 Insights Copilot [MVP3]
🟡 Natural-language questions over permitted data with charts and the query used [MVP3]
KPIs & Reports
🟢 KPI dashboards [MVP1]
🟢 Core KPIs (Phase 1) [MVP1]
🟢 Demand gap, coverage ratio, critical gaps, bench headcount and days, bench cost, roll-off with plan rate, redeployment rate, time to redeploy, internal fill rate, overtime rate and cost, profile freshness [MVP1]
🔵 Readiness KPIs [MVP2]
🔵 Readiness rate, time to ready, expiry exposure, utilization, fatigue risk, recommendation acceptance [MVP2]
🟡 Forecast KPIs [MVP3]
🟡 Forecast accuracy for demand and roll-off at 30, 60 and 90 days [MVP3]
🟡 Pipeline conversion [MVP3]
🟢 KPI library and drill-down [MVP1]
🟢 Drill from any KPI to underlying records, respecting permissions [MVP1]
🔵 Targets and thresholds [MVP2]
🔵 Red, amber, green status per KPI set by tenant [MVP2]
🟡 Scheduled reports and exports [MVP3]
🟡 Fairness monitoring [MVP3]
🟡 Monitor spread of opportunities and travel burden across allowed groupings [MVP3]
🟡 Scheduled reports and export [MVP3]
🟡 Scheduled email reports and CSV export [MVP3]
Admin
Integrations
🟢 Connections and adapters [MVP1]
🟢 Connector framework [MVP1]
🟢 One connector interface (pull, push, webhook, file), scheduler, idempotent upsert by external ID, encrypted credentials, sandbox with fake adapters [MVP1]
🟢 Identity adapters [MVP1]
🟢 Microsoft Entra ID and Okta for SSO and SCIM [MVP1]
🔵 SCIM user provisioning [MVP2]
🔵 Automatic create and remove of users tied to HR status [MVP2]
🔵 PeopleSoft HCM adapter [MVP2]
🔵 Worker master via SFTP extract, Integration Broker or REST [MVP2]
🔵 ADP time adapter [MVP2]
🔵 Hours, overtime, PTO and leave via ADP API or export [MVP2]
🔵 Talent Source (ATS) adapter [MVP2]
🔵 Candidates, hires, start dates and requisitions for pending-start resources [MVP2]
🔵 CRM adapter [MVP2]
🔵 Pipeline opportunities, stages and probabilities from Salesforce or Dynamics [MVP2]
🔵 Project and schedule adapters [MVP2]
🔵 Primavera P6 (XER), Microsoft Project (XML) and Procore for projects, schedules and crew needs [MVP2]
🔵 Screening and site-access adapters [MVP2]
🔵 Authorization status and badges from vendor APIs or manual tracking [MVP2]
🟡 Additional HCM and time adapters [MVP3]
🟡 Workday, SAP SuccessFactors, Oracle HCM Cloud, UKG and other time systems [MVP3]
🟡 LMS, VMS and travel adapters [MVP3]
🟡 Course completions, contingent labor data, bookings and per diem status [MVP3]
🟡 Data warehouse and BI export [MVP3]
🟡 Outbound KPI and fact tables by scheduled export or secure share [MVP3]
🟠CIS / Snowflake data foundation [TBD]
🟠Use CIS/Snowflake as the governed data and intelligence foundation across HR, recruiting, project, training, time and CIS platforms [TBD]
🟢 File imports (CSV/XLSX) [MVP1]
🟢 CSV/XLSX import and mapping UI [MVP1]
🟢 Upload files, map fields in admin UI, validate, reject queue with reasons, reconciliation report [MVP1]
🟢 Non-employee data intake [MVP1]
🟢 Vendor CSV or XLSX, VMS adapter or manual entry with the same validation as HR imports [MVP1]
🟢 Field mapping [MVP1]
🟢 Map source fields to platform fields with transforms and required flags; save as template [MVP1]
🟢 Sync history and reject queue [MVP1]
🟢 Runs with counts (in, created, updated, rejected); reject queue with reasons; retry or fix [MVP1]
🟢 Integration health [MVP1]
🟢 Last run, records processed, rejects, drift alerts (for example terminated worker with active assignment) [MVP1]
🟢 Source-of-record rules [MVP1]
🟢 Per-tenant matrix deciding which system owns each field and the overwrite policy [MVP1]
🟡 API keys and webhooks [MVP3]
🟡 Public REST API and webhooks [MVP3]
🟡 OpenAPI spec for assignments, demand, roll-offs and KPIs [MVP3]
🟡 Outbound webhooks [MVP3]
🟡 Integration platform support [MVP3]
🟡 Same API usable from MuleSoft, Boomi, Workato [MVP3]
Admin & Policies
🟢 Users and roles [MVP1]
🟢 12 roles (Tenant Admin, Integration Admin, Program Director, Resource Manager, Project Manager, Planner, Compliance Coordinator, Mobilization Coordinator, Contingent Manager, HR, Viewer, DC Resource) scoped by business unit and region [MVP1]
🟢 Business units and regions [MVP1]
🟢 Create and edit business units with parent and region; assign users to scopes [MVP1]
🟢 Policies [MVP1]
🟢 Policy settings [MVP1]
🟢 Set bench threshold, roll-off windows, sourcing waterfall, approval chains, overtime and fatigue limits, profile freshness interval, opportunity visibility [MVP1]
🟢 Worker-type rules [MVP1]
🟢 Per tenant: required fields, who maintains them, who sees cost rates, maximum agency assignment length, app access for contractors and agency [MVP1]
🟢 Taxonomy [MVP1]
🟢 Edit roles, skills, credentials, authorizations, site readiness templates and demand profile templates without code [MVP1]
🟢 Templates [MVP1]
🟢 Manage site readiness templates, demand profile templates, crew templates and mobilization checklists [MVP1]
🟢 Audit log [MVP1]
🟢 Log sign-ins, sensitive-field views, exports, assignment approvals, integration changes and agent actions [MVP1]
🟢 Searchable viewer [MVP1]
🟢 Privacy and consent [MVP1]
🟢 Consent records, data minimization, retention schedules per data type, data subject access, correction and deletion workflows, DPA templates [MVP1]
🟢 Plan and usage [MVP1]
🟢 Show the tenant's plan, enabled modules and usage against limits [MVP1]
🟢 Branding and theme [MVP1]
🟢 Tenant branding [MVP1]
🟢 Upload logo, pick one accent colour (contrast-checked) and edit email templates [MVP1]
🟢 Light and dark mode [MVP1]
🟢 Each user picks light, dark or system theme [MVP1]
🟢 Roles and permissions [MVP1]
🟢 Default roles [MVP1]
🟢 Ship the 12 PRD roles as read-only defaults; each role lists its module, page and action permissions [MVP1]
🟢 Custom roles [MVP1]
🟢 Clone a default role and add or remove permissions; sensitive permissions sit in a separate restricted group [MVP1]
🟢 Permission engine [MVP1]
🟢 One permission list (module.page.action) checked on the server for every API call; menus and buttons render from the user's permissions [MVP1]
🟢 View as user [MVP1]
🟢 Admin previews the portal as a chosen user to check what they can see; audited [MVP1]
🟢 Role change audit [MVP1]
🟢 Every role and permission change is logged with who, when and what changed [MVP1]
Platform administration (our team)
Tenants
🟢 Tenant list and provisioning [MVP1]
🟢 Create client tenants, business units (parent and child) and regions [MVP1]
🔵 Tenant configuration export and compare [MVP2]
🔵 Export a tenant's settings, compare with a template or another tenant, and see version history [MVP2]
Plans
🟢 Plans and entitlements [MVP1]
🟢 Plans and entitlements [MVP1]
🟢 Turn modules on per tenant plan (Core visibility, Readiness, Planning and Scenarios, Agents, Integrations pack, Technician app). Pricing in configuration [MVP1]
🟡 Usage add-ons [MVP3]
🟡 Usage-based add-ons for Scope-to-Crew Planner runs and advanced simulation [MVP3]
Taxonomy
🟢 Default taxonomy [MVP1]
🟢 Ship roles, skills, credential types and authorization types as editable JSON loaded at tenant creation [MVP1]
Health
🟢 Tenant health and support access [MVP1]
🟢 Tenant health, time-limited and audited support access with client approval, default taxonomy updates [MVP1]
Usage
🟢 Usage and metering [MVP1]
🟢 Meter active DC Resources per month, manager seats, connector count, agent and planner credits [MVP1]
Feature flags
🟢 Feature flags per tenant [MVP1]
🟢 Turn new or AI features on per tenant (for example natural-language search for a pilot client) [MVP1]
Agency coordinator access (optional)
Agency Portal
🟡 My workers, availability and credentials [MVP3]
🟡 Limited portal for approved vendors to update availability and credentials of their own workers [MVP3]
🟡 Vendors see only their own data [MVP3]
🗂 Legend
🟢 MVP1: PRD Phase 0 + 1
🔵 MVP2: PRD Phase 2
🟡 MVP3: PRD Phase 3
⚪ MVP4: PRD Phase 4
🟠TBD: docx only, decision needed
Technician view (mobile, same portal)
Home
🟢 Next assignment and tasks [MVP1]
🟢 Profile freshness nudges [MVP1]
🟢 Periodic confirm-your-profile prompt (90 days and 30 days before roll-off) with one-tap confirm [MVP1]
🟢 Technician home [MVP1]
🟢 Next assignment card, tasks due, readiness items to complete, confirm-profile prompt [MVP1]
My Profile
🟢 My profile [MVP1]
🟢 View HR facts (read-only, request correction), edit preferred name, languages, contact preferences, optional photo [MVP1]
🟡 My development goals [MVP3]
🟡 State target roles or skills [MVP3]
🟡 Used by Development profile and training suggestions [MVP3]
My Skills
🟢 My skills [MVP1]
🟢 Add or update skills and self-assessed proficiency [MVP1]
🟢 Shown as self-reported until verified [MVP1]
My Certifications
🟢 My certifications [MVP1]
🟢 My certifications [MVP1]
🟢 Upload certificate photo or PDF [MVP1]
🟢 Extract issuer, number and expiry for confirmation [MVP1]
🟢 Expiry reminders [MVP1]
🟢 Verification status [MVP1]
⚪ Low-bandwidth and offline capture [MVP4]
⚪ Low-bandwidth design [MVP4]
⚪ Queue certificate photos for upload [MVP4]
⚪ Full offline later [MVP4]
My Mobility
🟢 My mobility and availability [MVP1]
🟢 Travel willingness, radius, regions, relocation, rotation, passport and licence, blackout dates, preferred available-from [MVP1]
🟢 PTO from HR or time [MVP1]
My Assignments
🟢 My assignments [MVP1]
🟢 Current and upcoming assignments, site details, contacts, induction details, mobilization tasks and readiness items [MVP1]
Opportunities
🔵 Upcoming opportunities [MVP2]
🔵 Upcoming opportunities [MVP2]
🔵 Internal mobility board of open and forecast roles the person is eligible for or close to [MVP2]
🔵 I am interested and notify me [MVP2]
🔵 Visibility set by tenant [MVP2]
🔵 Why am I seeing this [MVP2]
🔵 Matching skills, gaps and suggested training for each opportunity [MVP2]
Notifications
🟢 Notifications [MVP1]
🟢 List of reminders, assignment changes and nudges; tap to open the related screen [MVP1]
My Data
🟢 My data and privacy [MVP1]
🟢 See what data is held, source, who can see it, consent records, request correction or deletion [MVP1]
Settings
🔵 Notification preferences and quiet hours [MVP2]
🔵 Push, SMS or email per preference with quiet hours [MVP2]
Sign-in (all users)
Sign-in
🟢 SSO login [MVP1]
🟢 Sign in with tenant SSO (SAML and OIDC) and MFA [MVP1]
🟢 Email login stub for dev [MVP1]
🟢 Magic link and MFA (contractors, agency) [MVP1]
🟢 Tenant SSO for employees [MVP1]
🟢 Invited magic link with MFA for contractors and agency workers if enabled [MVP1]
🟢 Access denied, session expired, logout [MVP1]
🟢 Show access denied for missing role; session timeout with re-login; logout clears session on all tabs [MVP1]
Cross-cutting
🟢 Applies to all screens and services [MVP1]
🟢 Project setup and repo [MVP1]
🟢 Create the repository, local environment, CI pipeline, coding rules and docs stubs (CLAUDE.md, DECISIONS, COMPLIANCE, KPIS, INTEGRATIONS, DEMO_SCRIPT) [MVP1]
🟢 Design system and app shell [MVP1]
🟢 Theme, light and dark mode, base components, navigation, routing, state handling, responsive layout and accessible patterns [MVP1]
🟢 Backend structure [MVP1]
🟢 API layers, services, utilities, DB connection, authorization-aware data access layer, background job runner, file storage connection [MVP1]
🟢 Database design and entity model [MVP1]
🟢 Design entities and relations (tenancy, people, work, readiness, contingent, planning, recommendations, integration, platform) [MVP1]
🟢 Soft delete [MVP1]
🟢 Audit columns [MVP1]
🟢 Source fields on integrated data [MVP1]
🟢 Synthetic seed data and demo tenant [MVP1]
🟢 Seeded generator for one demo tenant (1,500 resources, projects, assignments, roll-offs, pipeline, time, fake connector files). Reproducible with a seed [MVP1]
🟢 Tenant isolation (row-level security) [MVP1]
🟢 Enforce tenant and scope at the database [MVP1]
🟢 Automated tests prove cross-tenant and out-of-scope reads fail [MVP1]
🟢 Security baseline [MVP1]
🟢 OWASP ASVS L2, encryption in transit and at rest, field-level encryption (contact details, credential numbers, integration secrets), secrets manager, dependency and container scanning, SOC 2 and ISO 27001 readiness [MVP1]
🟢 Implementation services [MVP1]
🟢 Track implementation and integration services as separate statements of work outside the product [MVP1]
🟢 Interaction patterns [MVP1]
🟢 Skeleton loaders, optimistic updates, undo, empty states with next steps [MVP1]
🟢 Accessibility [MVP1]
🟢 Keyboard access, ARIA labels, colour never the only signal, WCAG 2.1 AA [MVP1]
🟢 Performance targets [MVP1]
🟢 50,000 resources with p95 filter under 800 ms [MVP1]
🟢 Matching under 2 s [MVP1]
🟢 Dashboards under 2 s from snapshots [MVP1]
🟢 Availability and resilience [MVP1]
🟢 99.9% target [MVP1]
🟢 Integration retry with backoff [MVP1]
🟢 Core views work if an integration or the model API is down [MVP1]
🟢 Observability [MVP1]
🟢 Structured logs, error tracking, metrics, traces, product analytics on key funnels [MVP1]
🟢 Data integrity [MVP1]
🟢 Soft delete, full audit trail on assignments, readiness and scores, idempotent imports, reconciliation reports [MVP1]
🟢 Compliance backlog [MVP1]
🟢 Counsel-review list: GDPR and UK GDPR, AI-in-employment rules, EU AI Act, works councils, worker classification, background-check law, working time, data transfers [MVP1]
🟢 Responsive [MVP1]
🟢 Desktop-first manager app [MVP1]
🟢 Phone-first technician app [MVP1]
🟢 Latest Chrome, Edge, Firefox, Safari [MVP1]
🟢 Assets export and UX support [MVP1]
🟢 Design handoff, assets, UX clarifications through build [MVP1]
🟢 Testing (unit, integration, end-to-end) [MVP1]
🟢 Over 90% coverage on scoring, readiness, KPI and authz [MVP1]
🟢 Connector tests with fake servers [MVP1]
🟢 Playwright golden paths [MVP1]
🟢 Re-test and bug fixing [MVP1]
🟢 Golden paths 1 and 4 [MVP1]
🟢 Roll-off to redeployment [MVP1]
🟢 Technician profile and opportunity interest [MVP1]
🟢 API Swagger / OpenAPI docs [MVP1]
🟢 Publish API documentation and keep it current [MVP1]
🟢 App build and deployment [MVP1]
🟢 CI/CD with lint, typecheck, unit, integration, e2e, migration checks and security scans [MVP1]
🟢 Environments Dev, Staging, UAT, Prod [MVP1]
🟢 UAT and Go-live support [MVP1]
🟢 UAT with identified stakeholders, go-live support and hypercare [MVP1]
🔵 AI governance [MVP2]
🔵 Model IDs in configuration, versioned prompts, schema-checked outputs, evals in CI, logged actions, usage caps [MVP2]
🔵 Golden paths 2, 3, 5 [MVP2]
🔵 Fill demand internally [MVP2]
🔵 Pipeline scenario [MVP2]
🔵 Integration sync [MVP2]
⚪ Regional hosting (US, UK/EU, Gulf) [MVP4]
⚪ Host a tenant in a chosen region [MVP4]
⚪ Cross-border transfer handling [MVP4]
⚪ Internationalization [MVP4]
⚪ Externalized strings, locale-aware dates, units, currency, country packs [MVP4]
Background services (no screen)
Engines and jobs
🟢 Scoring, readiness, KPI and planning engines; schedulers [MVP1]
🟢 Scoring factors and gates [MVP1]
🟢 Ten factors (skill, certification, customer and site experience, geography and mobility, availability, readiness, cost, continuity, interest, bench priority) and hard gates [MVP1]
🟢 Fairness and compliance guardrails [MVP1]
🟢 No protected attributes or proxies [MVP1]
🟢 Citizenship only as site-mandated gate [MVP1]
🟢 No auto-reject [MVP1]
🟢 Fairness review [MVP1]
🟢 Regulatory flags [MVP1]
🟢 KPI engine and snapshots [MVP1]
🟢 Deterministic, tested KPI definitions with stored snapshots for trends and forecast accuracy [MVP1]