Portfolio Tracker

365Architect

Dashboard Projects 0 Tasks 0 Costs Daily Log Settings

Portfolio Manager

v2.1

Dashboard

Auto-save

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Project

Define the project scope, status, and key details. Fields marked Name and Slug are required.

Name *

Display name for the project

Slug *

URL-friendly identifier (letters, numbers, hyphens)

Status

Priority

Internal priority label (free text)

Health

Location

File path or repository location

Goal

High-level objective for this project

Last Action

Next Action

Separate multiple items with ; — they'll sync as tasks

Blockers

Risks

Task

Break work into actionable items. Fields marked Title are required.

Title *

Clear, actionable description of what needs to be done

Project

Priority

Type

Distinguish between work items, risks, and blockers

Status

Est. Cost ($)

Estimated cost in dollars (optional)

Description

Additional context or requirements

Cost Entry

Track spending against projects. Fields marked Date are required.

Project

Date *

Description

Brief note about what the cost was for

Cost ($) *

Stage (optional)

Project phase or milestone this belongs to

Tokens In

LLM input token count (if applicable)

Tokens Out

LLM output token count (if applicable)

Daily Log

Record what you accomplished, what's blocking you, and your priorities. Fields marked Date are required.

Date *

Today's Spend ($)

Total money spent today across all projects

Priority 1

The single most important thing you need to accomplish today

Priority 2

Secondary priority — only if Priority 1 is done

If Time Permits

Nice-to-haves if you finish your priorities early

Completed

What you actually got done — list completed tasks or milestones

Blocked

Anything preventing progress — dependencies, approvals, or issues

Decisions Made

Key decisions made today for future reference

Risks

New or changed risks to flag

Daily Activity