Portfolio pulse
Where attention is needed
A quick read on project risk, follow-up, and funding pressure.
Status dashboard
Project portfolio
| Project | Grant manager | Current stage | Health | Next action | Due | Last reviewed | Funding window |
|---|
No projects match the selected filters.
Jacob-level scan
Milestone stage matrix
Nested by grantee. Red / yellow / green by lifecycle stage. Open a project for the vertical milestone path.
No projects match the selected filters.
One grantee, projects and products
Log a meeting
Choose the grantee once. Add only the project or grantee-wide product updates discussed; blank cards remain unchanged.
Follow-up workbench
Action queue
Manage pending follow-ups here. Overdue items appear first. Changes last until you reload the page.
No open follow-ups match the selected filters.
Decision support
Funding
Indicators prompt review; they do not make funding decisions.
Experimental model
Benefit projection
Review proposal-stage expectations, narrative community-priority evidence, planning updates, and separately reported closeout results. Project-level application-packet fields (illustrative) appear on each card and in project details. All values are synthetic and unverified.
Non-project deliverables
Product tracking
Regional and administrative products, separate from named projects.
| Product | Reference | Status | Expected | Delivered | Grantee | Grant manager | Notes |
|---|
No products match the selected filters.
Illustrative locations
Project map
Mock California pins clustered by fictional grantee. Multi-site programs use one grant-region center. Not real project coordinates.
No projects match the selected filters.