Guides
Step-by-step instructions for common workflows in DigitalCore. Each guide walks you through a specific task with detailed instructions and screenshots.
Available Guides
| Guide | Description |
|---|---|
| Monthly Check-in | Record actuals for revenue, costs, KPIs, and capacity hours |
| Setting Up Templates | Configure finance, performance, and capacity templates for engagements |
| Creating Scenarios | Model what-if situations and evaluate options |
| Executive Summaries | Generate AI-powered reports for stakeholders |
| Rate Cards & Pricing | Configure roles, rates, and contract pricing |
| Data Import | Bulk import entities and financial data from Excel/CSV |
| SLA Management | Configure breach detection and penalty automation |
| Governance & Decisions | Use the structured decision-making framework |
| Using the AI Assistant | Natural language interaction for monitoring, recording, and reporting |
| Portfolio Dashboard | Navigate the dashboard and act on attention items |
| Strategy & OKRs | Set up objectives, key results, and AI initiatives |
Getting Help
If you can’t find what you need in these guides:
- Concepts — Understand the underlying ideas: Concepts
- Platform Reference — Screen-by-screen documentation: Platform
- AI Assistant — Ask questions directly in the app
- Support — Contact us at support@digitalcore.app