Guides
Workflow guides for the things you do most often in DigitalCore. Each guide is short and aimed at a specific task.
Run the cycle
- Monthly Check-in - record actuals across finance, performance, and capacity.
- Reading the Portfolio Dashboard - find what needs attention.
- Building an Executive Summary - share a written summary with stakeholders.
Plan and decide
- Scenarios in a Decision Case - generate, refine, compare, and apply options inside a decision case.
- Using Decision Cases - work risks, issues, scenarios, and follow-ups through to outcome.
- Strategy and Priorities - link OKRs to engagements.
Set up
- Setting Up Templates - finance, performance, capacity.
- Rate Cards and Contract Pricing - drive labour costs.
- SLA Penalties and Contract Terms - track missed terms.
- Importing Data from Excel or CSV - bulk loads.
- Using the AI Assistant - ask questions in plain English.