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PlatformPlatform Reference

Platform Reference

This section follows the live application navigation. Use it as the manual for any page in the product.

The seven workspaces

DigitalCore is organised into seven workspaces. The first five are where you work day to day. The last two are where you set things up.

WorkspaceWhat it is for
PulseYour daily landing screen. Signals, attention items, and recent activity.
PortfolioCross-engagement view of margin, cost, capacity, and risk.
EngagementsManage one engagement: check-ins, health, projects, risks.
DecisionsCases, priorities, AI-generated Responses, and the response loop.
CommunicateReports, client portals, summaries, notifications.
ConfigureServices, contracts, templates, library, AI agents, thresholds, policies.
OrganizationUsers, partners, stakeholders, roles.

How the workspaces connect

Configure rules of the game (services, templates, agents, thresholds, policies) v Engagements where data is recorded (check-ins, hours, KPIs, finance actuals) v Pulse + Portfolio what the data means (signals, health, economics) v Decisions what to do about it (cases, options, approve & apply) v Communicate who needs to know (reports, portals, notifications)

Most operators live in Pulse. Strategy and finance leaders live in Portfolio. Delivery managers live in Engagements. Admins set things up in Configure and Organization.

Getting help

  • Concepts explains the underlying ideas: health colours, signals, capabilities, the response frame.
  • Guides walks through step-by-step workflows.
  • The in-app assistant answers questions while you work.