- 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.