Help & Docs

Everything you need to use mAI Priority.

mAI Priority helps teams score initiatives, gather delivery evidence, model ROI, plan work, and export to the tools they already use — without turning prioritization into overhead.

Features

What's in the app

Portfolio backlog

Add initiatives to a shared backlog and score each one on Value, Urgency, and Effort from 0–10. The priority score is calculated as (value × value weight × urgency × urgency weight) / max(effort × effort weight, 1) — computed server-side, never client-supplied — giving every conversation the same transparent starting point. Filter by project type, status, or tag.

SDLC readiness

Each initiative moves through eight lifecycle phases: Idea → Discovery → Requirements → Solution Design → Ready for Delivery → Exported → Validated → Archived. A readiness checklist tracks required evidence. An initiative cannot advance to delivery without: a problem statement, value hypothesis, success metrics, a solution proposal or tech stack, an approved requirement, acceptance criteria, at least one test case, and no unresolved high-impact risks.

Requirements

Capture functional and non-functional requirements with descriptions and acceptance criteria. Requirements start in draft status and are promoted to approved once reviewed. Approved requirement count feeds directly into the readiness score.

Risks

Log risks with title, impact level (Low / Medium / High), and mitigation plan. Track each risk through Open, Mitigated, or Accepted status. Open high-impact risks block an initiative from reaching Ready for Delivery.

Decision log

Record decisions with context and rationale so future team members understand why a direction was taken. Decision logs make handovers cleaner and avoid repeated discussions.

Test cases

Define test cases with steps and expected results. Track run status — Not Run, Passed, Failed, or Blocked. Link test cases to specific requirements. At least one test case is required for delivery readiness.

Kanban board

Break a ready initiative into tasks across To Do, In Progress, and Done columns. Assign tasks an owner, due date, estimate, and type (Research, Requirement, Design, Development, Test, Release). Flag blocked tasks and add notes. Time estimates roll up to project-level effort tracking.

Timeline view

Visualize start and projected end dates across the portfolio in a Gantt-style chart. Bar color reflects the priority score (green ≥ 6, amber ≥ 3, red < 3). Translucent confidence bands show how early or late a project could finish. A Today marker reveals what is overdue, on track, or upcoming at a glance.

AI helpers

Portfolio AI and Project AI draft planning artifacts — kanban tasks, requirements, risks, decisions, test cases, readiness evidence, and architecture diagrams — shown as proposals you review before anything is saved. The AI can never delete your data. Included from the Starter tier and up on the hosted SaaS.

Financial Cost Analysis & ROI

Every project has a Financials tab, on every plan including Free, with four input cards: one-time investment (Dev, QA, PM, and Design hours across Planning, Development, Testing, Design, Documentation, and Deployment, priced by rates set once in Settings → Financial & Staffing, plus infrastructure, tools, and other one-time costs), ongoing monthly costs (hosting, licenses, and maintenance hours), and annual value (direct cost savings, time saved per user or by role, and revenue potential). From these it computes six live outputs — total investment, annual cost, annual value, net gain per year, payback period, and 3-year ROI. At the portfolio level, a 'Where to invest next' value map plots every initiative by return and by priority. Financials is also a selectable section in the PDF and PowerPoint stakeholder report export.

Export

Export a project or the full portfolio as CSV or Markdown. CSV targets: Azure DevOps, Jira, Trello, GitHub Issues, and generic CSV. Markdown targets: Microsoft Planner, Teams/Wiki, and documentation sites. Exports include scoring data, requirements, risks, decisions, test cases, tasks, and estimates, so a receiving team has the backlog context without re-explaining it from scratch.

Workflow

How to use mAI Priority

Follow this sequence to keep things lightweight. The goal is better decisions, not a second project management system.

  1. 1Open the portfolio backlog and add an initiative with a short, concrete name.
  2. 2Score value, urgency, and effort using the same 0–10 scale across all initiatives so comparisons are fair.
  3. 3Fill in the project's research sections: problem statement, value hypothesis, stakeholders, success metrics, and solution proposal.
  4. 4Add requirements (with acceptance criteria), risks, decisions, and test cases as evidence develops.
  5. 5Check the readiness panel. Resolve open risks and approve at least one requirement before moving to Ready for Delivery.
  6. 6Break the initiative into kanban tasks. Assign owners, estimates, and types.
  7. 7Use the timeline view to check sequencing and capacity before committing to a delivery window.
  8. 8Model the investment, cost, and expected value on the Financials tab to see payback and 3-year ROI.
  9. 9Export to your delivery tool of choice when the handover evidence is complete.

Readiness

What an initiative needs before delivery

The readiness panel in each project tracks the artifacts below. Required items must be complete before an initiative can move to Ready for Delivery; optional items add context but don't block the gate.

  • Problem statementRequired
  • Value hypothesisRequired
  • Stakeholders
  • Success metricsRequired
  • Solution proposal or tech stackRequired
  • ≥1 approved requirementRequired
  • Acceptance criteriaRequired
  • ≥1 test caseRequired
  • No open high-impact risksRequired

Timeline view

The timeline page shows every project that has a start date as a horizontal Gantt chart. Open a project, set its Start date and Projected end date, and it will appear on the timeline automatically. Projects without a start date are excluded.

Bar color = priority score
Green bars (score ≥ 6) are high priority. Amber bars (score ≥ 3) are medium. Red bars (score < 3) are low. Tag colors override score colors when a project is tagged.
Confidence bands
Each bar has a lighter translucent band on both sides. The left band shows how early the project could finish (optimistic %). The right band shows how late it could slip (pessimistic %). Both percentages are set per project in the edit modal.
Today marker
A red vertical line marks today's date so you can see at a glance which projects are running late, on track, or not yet started.
Sidebar and navigation
The left sidebar lists all projects with a start date, sorted earliest first. Click any bar or sidebar row to open that project's detail page. Hover a bar for a tooltip with name, type, score, start date, end date, and confidence dates.

Scoring

How the priority score works

Score each initiative on three dimensions using a 0–10 scale. Weights for value, urgency, and effort are configurable per workspace, so comparisons stay meaningful for your portfolio.

  • Value (0–10)Strategic, financial, or customer impact.
  • Urgency (0–10)Time sensitivity — deadlines, market windows, risk exposure.
  • Effort (0–10)Cost and complexity. Higher weighted effort lowers the score.
Formula
Score = (V × value weight × U × urgency weight) / max(E × effort weight, 1)

High weighted value and urgency with low weighted effort rises to the top. Visual meters scale against the current maximum possible score for your workspace's weights.

AI helpers — always review before applying

Two AI helpers are available inside the app. Both show every suggestion as a proposal you review before anything is saved. The AI can never delete your data. On the hosted SaaS, AI helpers are included from the Starter tier and up.

1. Ask
Use the Portfolio or Project AI panel to ask a planning question or request a draft.
2. Review
A proposal panel shows every suggested change before anything is applied.
3. Approve
Accept the full proposal or discard it. Nothing changes until you confirm.

Portfolio AI

Available on the backlog page. Sees all projects, their scores, tasks, and readiness. Use it to get a cross-portfolio view before a planning meeting.

  • Summarize the portfolio by score, status, and readiness
  • Identify projects that are blocked or under-specified
  • Suggest the next planning actions across the backlog
  • Draft new projects or propose priority and date updates

Project AI

Available on each project page. Sees the single project's full context: research sections, tasks, requirements, risks, decisions, and test cases.

  • Draft a kanban plan and break work into tasks
  • Fill in missing readiness evidence (problem statement, value hypothesis, success metrics)
  • Generate requirements with acceptance criteria
  • Draft risks with impact levels and mitigations
  • Document decisions with context and rationale
  • Write test cases linked to requirements
  • Sketch architecture diagrams as Mermaid

Example prompts

"Review the portfolio and suggest the next three planning actions."
"Which projects look high-value but are not ready for delivery?"
"Create a practical kanban plan for getting this project to delivery."
"Draft risks and mitigations for this project."
"What readiness evidence is missing — and propose the updates."
"Sketch an architecture diagram for the current solution design."

Financial cost analysis & ROI

How the ROI numbers are built

Four input cards feed three formulas. Every number on the Financials tab traces back to hours, rates, and dollar inputs you control — nothing is estimated by the AI. Available on every plan, including Free.

Each project's Financials tab is organized into four cards. Together they compute six live outputs that also power the portfolio-wide "Where to invest next" value map.

Investment (one-time)
Hours per role (Dev, QA, PM, Design) across six SDLC phases — Planning, Development, Testing, Design, Documentation, Deployment — multiplied by hourly rates set once in Settings → Financial & Staffing. Plus one-time infrastructure/setup, tools & licenses, and other costs. Sums to Total investment.
Ongoing costs (monthly → annual)
Hosting/infrastructure, licenses & subscriptions, and maintenance Dev/QA hours per month, annualized. Sums to Annual cost.
Value & savings (annual)
Direct cost savings, time saved (hours per user per period × users affected, plus custom time-savings rows by role), and revenue potential. Sums to Annual value.
ROI summary
Total investment, annual cost, annual value, net gain per year, payback period, and 3-year ROI — recomputed live as any input changes.
Formulas
Net gain / year = Annual value − Annual cost
Payback period = Total investment / Net gain per year (when net gain is positive)
3-year ROI = ((Annual value × 3 − Annual cost × 3 − Total investment) / Total investment) × 100

Financials is also one of the selectable sections — alongside Summary, Score, Research, Tech Stack, Requirements, Solution, Architecture, and Risks — in the stakeholder report export, available as both a themed PDF and a PowerPoint deck, so the same numbers you see in the app go straight into a leadership review.

Export to your delivery tools

Export a single project or the full portfolio when the handover evidence is ready. Exports include scoring data, requirements, risks, decisions, test cases, tasks, and estimates.

CSV
  • Azure DevOps
  • Jira
  • Trello
  • GitHub Issues
  • Generic CSV

Structured columns aligned to each tool's import format.

Markdown
  • Microsoft Planner
  • Teams / Wiki
  • Documentation sites

Human-readable output for wikis, handover documents, and team channels.

Note on GitHub Issues: import is CSV-based through GitHub's own bulk-import tooling, which is picky about column headers — check the mapping before a large import rather than assuming a one-click match.

Need a narrative instead of a backlog file? Each project also has a separate Stakeholder Report export — PDF or PowerPoint, with selectable sections (Summary, Score, Research, Tech Stack, Requirements, Solution, Architecture, Financials, Risks) and a light or dark theme. It's a different export path from the CSV/Markdown backlog export above — built for presenting to stakeholders, not for importing into a delivery tool.

Reference

Key terms

Initiative
A project or idea in the portfolio backlog, tracked through the SDLC lifecycle.
Priority score
(value × value weight × urgency × urgency weight) / max(effort × effort weight, 1) — the calculated ranking number.
SDLC phase
One of the eight lifecycle stages an initiative moves through: Idea, Discovery, Requirements, Solution Design, Ready for Delivery, Exported, Validated, Archived.
Readiness %
The share of required delivery-readiness artifacts completed for an initiative.
Requirement
A functional or non-functional description of what must be true, with acceptance criteria.
Risk
A threat with an impact level and mitigation plan.
Decision log
A record of a key decision with context and rationale.
Test case
Steps and expected results for verifying a requirement or behavior.
Kanban task
A unit of work on the project board with owner, estimate, and type.
Estimate
Time prediction expressed in hours, days, weeks, or months.
Timeline view
Gantt-style portfolio chart. Bar color reflects priority score; confidence bands show optimistic and pessimistic finish windows; a Today marker shows what's overdue, on track, or upcoming.
Confidence band
A translucent extension on a timeline bar showing how early (left) or late (right) a project could realistically finish, set as a percentage on the project.
Portfolio AI
AI helper on the backlog page. Reviews all projects and drafts cross-portfolio planning suggestions as a proposal.
Project AI
AI helper on a project page. Drafts kanban tasks, requirements, risks, decisions, and test cases for that project as a proposal.
Total investment
One-time labor (Dev, QA, PM, Design hours across six SDLC phases) plus infrastructure, tools, and other one-time costs.
Annual value
Direct cost savings, time saved (per user or by role), and revenue potential, summed for one year.
Net gain / year
Annual value minus annual cost.
Payback period
Total investment divided by net gain per year — how long until the investment pays for itself.
3-year ROI
((annual value × 3 − annual cost × 3 − total investment) / total investment) × 100 — return over a three-year horizon.
Where to invest next (value map)
Portfolio-level chart comparing every initiative's investment against its net gain per year; bubble size reflects project scale.
Priority quadrant
Portfolio-level chart plotting effort against value × urgency, with "Quick wins" and "Money pits" corners labeled.