Onboarding pack · Start here
The onboarding pack
What PMO Assist does, area by area, and why it matters to the people who answer for delivery. Each feature page explains the idea in a minute, what teams can do, and what leadership gets. Each story page describes one role's week as user stories, with acceptance criteria that double as a demo script.
The features
One page per area.
Portfolio & health
Every project you answer for, by client and programme, each judged on what its contract pays for, with the reason beside every rating and warnings before it turns.
Open →Dashboards
A personal glance, shaped to your role: key figures with the change since last week, what needs attention, and panels that open the full list.
Open →Projects & delivery
Backlogs, sprints, boards, releases, milestones with baselines, and intake, on one structure so figures mean the same thing in every project.
Open →People & capacity
Who we have, what they can do, how much of their week is promised, and what their time costs. Overbooking goes to the person's manager before it happens.
Open →Time & leave
One weekly timesheet across every project, with rules that keep hours honest, and leave that follows the reporting line into capacity.
Open →Status & delivery reports
A weekly status that writes itself from what moved, and a delivery report that says where a project stands against what was promised. Both shareable by link.
Open →AI assistance
AI drafts, sizes and summarises. Every figure is computed first, and nothing changes until a person accepts it.
Open →Access & governance
Account roles, project roles and templates named for the access they give. Nobody can raise their own access, and rates stay with those who staff the work.
Open →User stories by role
Use them as an onboarding checklist or a demo script.
Own
Account owner
Sets up client accounts, hires the project manager and team, and runs every project under the account. 10 stories.
Open →Follow
Executive & sales viewer
Reads health, plans and published reports across the accounts they follow, and never edits. 8 stories.
Open →Oversee
Delivery manager
Portfolio health, staffing, exceptions and cross-project reporting, and delivery models. 12 stories.
Open →Run
Project manager
Project set-up, staffing at a cost, releases and milestones, sprints, intake, reports and team time. 12 stories.
Open →Deliver
Team member
Daily work, timesheets, leave and profile. 10 stories.
Open →The Leadership walkthrough tells the whole journey as one story, from an account owner's first sign-in to the client's weekly deck.