Scope and ownership

Contract Portfolio Board

A project charter, future processes, requirements and stakeholder analysis need a home. Try placing them in three possible contract packages, or keep them with the people shaping and operating the project.

What this is · how to use it

Turn a rough project or contract idea into a portfolio shape. Add candidate artefacts, sort them into workstreams, move workstreams between packages, and keep context, concept-of-operations or internal ownership items separate from proposed supplier scope.

  1. Select an artefact using its checkbox, then choose a destination and press Move selected. Selection never deletes an item. You can select several.
  2. Use Edit selected for its title and notes. Review ticks record that you have looked at an item; they do not mean approved or complete.
  3. Add and rename workstreams, move them with their contents, or split selected contents into a new sibling workstream. Up/down controls change the reading order.
  4. Use Undo/Redo for changes, including imports and resetting the example. Save locally stores the current board in this browser; that saved version reopens on your next visit. Export JSON to keep a portable copy.
Context, internal ownership and concept of operations

Context holds background, assumptions and constraints that explain the work. Internal ownership holds work or decisions you intend to retain. Concept of operations (ConOps) describes how the future service or capability will be used and operated. These are thinking aids: moving a card does not establish a supplier obligation or transfer accountability.

Each artefact has one primary home. Use its notes to explain shared interfaces; split an idea into distinct artefacts if it represents separate work. The three contracts are editable planning placeholders, not a procurement recommendation. The board does not assess cost, legality, completeness, dependencies or contractual responsibility.

No artefacts selected.

Changing a filter clears selection. Ordering uses all items in a destination, including filtered items. Remove is undoable.

A small planning board: up to 300 artefacts and 60 workstreams. Changes stay in this tab until you save or export. Filters, selection and undo history are not saved.