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Helm
STRATEGY · CLARITY · RESULTS
MERIDIAN PROGRAMME · HELICOPTER VIEW
{{ portfolioDate }} · Christopher Farmer · Senior view
← All workspaces
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+ New project from a brief
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{{ pc.stat1 }}{{ pc.stat2 }}{{ pc.stat3 }}
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{{ pc.removeTxt }} {{ pc.cta }}
{{ pgProjects }} projects {{ pgOnTime }} tasks done on time {{ pgLate }} done late {{ pgMoves }} auto-adjustments vs baselines {{ pgAdded }} missing tasks added by the system {{ pgEsc }} escalations need a human
CROSS-PROJECT PREREQUISITE LINKS
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PORTFOLIO WATCH — SHARED RESOURCES & ESCALATIONS
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Helm
Helm AUTOMATED PM
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{{ projClient }} · {{ dayChip }}
{{ feasLabel }}
{{ projCycleLabel }} · ‹ › SWITCH
{{ nv.label }} {{ nv.badge }}
VIEWING AS
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{{ projClient }} — {{ projName }}
{{ viewTitle }} {{ feasChip }}
{{ dayChip }} · {{ dayDate }}
Detail
Log a blocker
The ninety days
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current plan critical path ◆ gate {{ cmdBaselineLabel }}
{{ csl.name }}
{{ cmdToday.label }}
{{ cb.label }}
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{{ cmdCaption }} · click a shaded block to open that task.
{{ cmdCaption }} — turn on Baseline (top-right) to overlay where each task moved from.
HANDLED FOR YOU{{ cmdHandledCount }}
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NEEDS YOU
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{{ cn.recommend }}
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Nothing needs a human right now. Everything is planned, sequenced and inside slack.
WATCHING
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Probabilities re-run nightly · Monte-Carlo
CAPACITY · THIS WEEK7.5h workdays · no weekend or overtime assumptions
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{{ bannerLead }} {{ bannerBody }}
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{{ k.value }} {{ k.delta }}
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Work remaining — plan vs baseline
Tasks Effort-days
{{ cy.label }} {{ cx.label }} DAY {{ dayNum }}
current plan Day-0 baseline {{ chartFootnote }}
Gates & milestones
{{ g.label }} {{ g.stateTxt }}
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NEEDS YOU · {{ needsCount }}
{{ n.title }} {{ n.tag }}
What happened. {{ n.what }}
Already tried. {{ n.tried }}
Recommendation. {{ n.recommend }}
{{ n.impact }}
{{ n.btn1 }} {{ n.btn2 }}
Nothing needs you. The system is self-managing — {{ handledCount }} adjustments this week.
HANDLED FOR YOU · {{ handledCount }} Change log →
{{ h.when }}
{{ h.title }}
{{ h.why }}
TACTICAL — {{ weekLabel }}
{{ wc.head }} {{ wc.count }}
{{ ti.title }} {{ ti.chip }}
{{ ti.meta }}
{{ ti.desc }}
Exactly what is being worked on, day by day — who is on it, and what each task needs before it can finish. Click a task to edit it. Toggle Detail for definitions of done.
+ Add task
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{{ dr.date }}
{{ di.initials }}
{{ di.title }} — {{ di.who }}
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Nothing scheduled — capacity available; the system will pull work forward if any becomes safe to start.
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STRATEGY · CLARITY · RESULTS
{{ projName }} — {{ dayChip }}
{{ projTagline }}
{{ briefIntro }}
Target outcomes
·{{ bo.text }}
Stage-by-stage timeline
{{ bc2.head }}{{ bc2.days }}
{{ bc2.intent }}
·{{ bl.text }}
{{ bc2.more }}
Outputs. {{ bc2.outputs }}
Gate. {{ bc2.gateText }} {{ bc2.gateDay }}
{{ bc2.note }}
Key dependencies and delivery boundary
·{{ bd.text }}
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Provisional source-of-truth model
Record or activity
Provisional authoritative system
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Original Current Delta
{{ zoomLabel }} + zoom
+ Add task
done in progress scheduled — not started on the critical path blocked held / awaiting decision gate / milestone
Each bar spans a task's scheduled working days; a short task shows its name in the space beside it. Hover any bar for slack, dates & confidence — or zoom from the 90-day overview down to a day-by-day view, where every bar carries its date window and on-time confidence.
{{ dEarlier }} moved earlier {{ dLater }} moved later {{ dAdded }} added by system finish Day {{ dFinishB }} → {{ dFinishA }} buffer {{ dBufB }} → {{ dBufA }}d confidence {{ dConfB }} → {{ dConfA }}% Dashed marks under a bar show where that task sat in the Day-0 baseline — click one to open and edit the task.
{{ gs.label }}
DAY {{ dayNum }}
{{ gr.name }}
{{ gr.sub }}
{{ b.label }}
{{ dt.label }}
{{ ganttFootnote }} Click any bar to edit the task — delay it, split it, reassign it, resize it.
EVERY TASK — DRAG THE GRIP TO REORDER, CLICK A ROW TO EDIT + Add task
TASKWORKSTREAMOWNERWINDOWSLACKSTATE
{{ pl.title }}{{ pl.edited }}
{{ pl.desc }} {{ pl.dod }}
{{ pl.ws }} {{ pl.owner }} {{ pl.window }} {{ pl.slack }} {{ pl.state }}
{{ bc.name }} {{ bc.count }}
{{ cd.title }}
{{ cd.meta }} {{ cd.chip }}
{{ cd.note }}
{{ wch.label }}
WORKSTREAM · AUTOMATED TEAM PM
{{ wsName }}
Objective. {{ wsObjective }}
PROGRESS
{{ wsProg }}
NEXT GATE
{{ wsGate }}
STATUS
{{ wsFlag }}
{{ wsNote }}
TASKOWNERWINDOWSLACKSTATE
{{ wt.title }}auto
{{ wt.desc }}
{{ wt.owner }} {{ wt.window }} {{ wt.slack }} {{ wt.state }} blocker
Capacity — next three weeks 7.5h workdays · no weekend or overtime assumptions
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critical-path work scheduled work idle — system will fill or escalate
Start guards — preventing waste
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{{ rt.label }}
{{ rh.h }}
{{ rr.c1 }}
{{ rr.sub }}
{{ rr.c2 }} {{ rr.c3 }} {{ rr.c4 }} {{ rr.act }}
{{ dEarlier }} earlier {{ dLater }} later {{ dAdded }} added finish Day {{ dFinishB }} → {{ dFinishA }} buffer {{ dBufB }}d → {{ dBufA }}d confidence {{ dConfB }}% → {{ dConfA }}% baseline locked Day 0
EVENT HISTORY — TRIGGERS
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SYSTEM MOVES vs BASELINE
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{{ cm.why }}
{{ cm.move }}
No escalations.
The system is resolving everything within its own authority. It will escalate only when deadline, scope, budget or quality cannot be preserved.
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What happened. {{ e.what }}
What the system tried. {{ e.tried }}
Options. {{ e.options }}
Impact. {{ e.impact }}
Recommended decision. {{ e.recommend }}
{{ e.btn1 }} {{ e.btn2 }}
Every task as a node, arranged by stage, with an arrow from each dependency to the work it unblocks. The gold nodes and arrows are the critical (driving) path — the chain that sets the finish date. Dashed arrows are partial dependencies (a task only needs its predecessor part-complete). Click any node to open and edit it.
{{ dgCount }} tasks {{ dgEdgeCount }} dependencies {{ dgDriving }} on the critical path critical path partial dependency ◆ gate / milestone
{{ dgSvg }}
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When money is committed and when it is actually released — every paid line held behind the readiness gate so nothing is spent ahead of a releasable product. If the gate moves, the spend dates move with it.
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{{ bk.v }}
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Cumulative spend — planned vs guard-adjusted
planned outflow guard-adjusted schedule
The line rises gently as labour is earned day by day; payroll settles on calendar month-ends (Days 27 / 55 / 86, plus a small Day-90 run for the days after 31 Mar), so each run differs by the working days in that month. Guarded lump costs — vendor config, security, the optional add-on — only step in on or after the readiness gate (shaded band), so no discretionary cash leaves ahead of a releasable product. Dashed is the unguarded plan, for comparison.
{{ budGateLabel }}
{{ yl.label }}
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Spend pace vs schedule {{ budPace.verdict }}
Budget spent
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Time elapsed
{{ budPace.timePct }}%
{{ budPace.note }}
SPEND LINEAMOUNTSTATUS · RELEASE DAYRELEASE LOGIC
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{{ bl.amt }}
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{{ bl.timing }}
{{ bl.logic }}
Basis. {{ bl.basis }}
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How the system protects spend. {{ budNote }}
MORNING BRIEFING · {{ briefRole }} {{ dayChip }} · {{ dayDate }}
{{ briefHeadline }}
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Reader-ready status pack — what's going well, where we're falling short, and what changed against the approved baseline.
Print / save as PDF
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STRATEGY · CLARITY · RESULTS
AUTOMATED PROJECT
MANAGEMENT SYSTEM
{{ projClient }} — {{ projName }} · STATUS REPORT
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TASK STATUS MIX
{{ report.pieTotal }}
TASKS
{{ pg.label }} {{ pg.n }} {{ pg.pct }}
GOING WELL
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FALLING SHORT / NEEDS ATTENTION
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ORIGINAL vs CURRENT
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WORKSTREAMS
WORKSTREAMPROGRESSFLAGNOTE
{{ rw.name }} {{ rw.prog }} {{ rw.flag }} {{ rw.note }}
Inject a realistic problem and watch the system re-plan: it re-levels resources, pulls safe work forward, protects gates — and escalates only when it runs out of moves. Everything here also updates the overview, timeline, briefing and portfolio.
Reset all demo events
{{ sc.title }} {{ sc.state }}
{{ sc.desc }}
{{ sc.btn }} {{ sc.hint }}
New project from a brief Close ✕
Anything from a one-line idea to a full documented plan. The system reads it, interrogates it — implied tasks, missing information, integration work — then schedules it and tells you if the deadline is realistic.
{{ ingFileNote }} Analyse the brief →
Text and Markdown parse natively; PDFs with a text layer parse here too. Scanned PDFs, DOCX and images route through the full build's OCR/vision pipeline (specced in the handoff) — paste their text for now.
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READ & INFERRED
· {{ ingSummary.explicit }}
· {{ ii.t }} — {{ ii.why }}
ASSUMPTIONS TO CONFIRM
· {{ ia.t }}
· {{ inx.t }}
TASK PREVIEW · {{ ingSummary.taskCount }} SCHEDULED
{{ tp.t }}{{ tp.auto }}
Create the workspace ← Edit the brief
{{ insp.id }} · {{ insp.ws }}
{{ insp.title }}
Close ✕
{{ insp.chipTxt }} {{ insp.conf }} {{ insp.slackTxt }} {{ insp.durTxt }}
{{ insp.blockNote }}
Owner. {{ insp.owner }}
Window. {{ insp.window }}
{{ insp.baseWindow }}
What it is. {{ insp.desc }}
Definition of done. {{ insp.dod }}
Needs. {{ insp.reqIn }}
Depends on. {{ insp.depsTxt }}
Unblocks. {{ insp.succTxt }}
Properties. {{ insp.flags }}
EDIT — THE PLAN RE-SOLVES AROUND WHATEVER YOU CHANGE
On-time confidence is Monte-Carlo over PERT-style duration spreads — it shifts continuously with effort, owner, risk class and upstream changes, never just on/off.
Edit all details… + Add task after
{{ insp.days }} days + {{ ic.label }} Delay by this
Mark complete Split into two… Log blocker… Flag: needs help
EFFORT {{ insp.durTxt }} + REASSIGN {{ ir.label }}
{{ editor.idTxt }}
{{ editor.heading }}
Close ✕
{{ editor.sub }}
TASK NAME
WHAT IT IS / WHAT'S REQUIRED
DEFINITION OF DONE — optional
EFFORT
{{ editor.durTxt }} + {{ dc.label }}
RISK
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TRADE / OWNER
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WORKSTREAM
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PRIORITY
{{ pr.label }}
DEPENDS ON {{ editor.depNote }}
{{ dp.title }} {{ dp.meta }}{{ dp.mark }}
{{ editor.afterNote }}
{{ editor.saveLabel }} Cancel
Split into two tasks Close ✕
“{{ split.title }}” becomes two sequential tasks — name each half and set how the effort divides. Everything that depended on the original now depends on part two. Edit either half further afterwards.
PART ONE — {{ split.durA }}
PART TWO — {{ split.durB }}
EFFORT SPLIT — {{ split.splitTxt }}
+
Split & re-plan Cancel
This change pushes {{ cascade.count }} task(s) later Cancel ✕
Re-planning moves the work below to later dates rather than overlapping it. Tick anything that's already complete — those get locked where they are. Everything left unticked has its timeline extended.
{{ cr.mark }}
{{ cr.title }}
{{ cr.shift }}
{{ cascade.moreTxt }}
{{ cascade.confirmLabel }} Cancel the change
Log a blocker Close ✕
The system will re-plan around it automatically — and escalate only if the deadline, a gate or quality is threatened.
WHICH TASK IS BLOCKED?
{{ bt.title }} {{ bt.meta }}
EXPECTED DELAY
{{ blkDays }} days +
REASON
{{ br.label }}
Log blocker & re-plan Cancel
{{ toastMsg }}
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Helm
STRATEGY · CLARITY · RESULTS
AUTOMATED PROJECT MANAGEMENT
{{ homeDate }} · Christopher Farmer · Senior view
Two ways in. The same automated project manager.
Helm reads a brief, builds the plan, schedules the work and re-plans around problems on its own — whether that is a single fixed-term contract or a multi-project programme where several projects gate each other. Choose a workspace to step inside.
{{ homeSingle.kicker }}
{{ homeSingle.client }}
{{ homeSingle.name }}
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{{ homeSingle.tagline }}
FORECAST FINISH
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TASKS DONE
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ON-TIME CONFIDENCE
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STRUCTURE
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{{ homeSingle.foot }}
Open the contract →
{{ homeProgram.kicker }}
{{ homeProgram.name }}
{{ homeProgram.healthTxt }}
{{ homeProgram.tagline }}
PROJECTS
{{ homeProgram.s1 }}
DELIVERY
{{ homeProgram.s2 }}
CROSS-PROJECT LINKS
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MISSING TASKS ADDED
{{ homeProgram.s4 }}
{{ ch.label }}
{{ homeProgram.foot }}
Open the programme →
YOUR INGESTED BRIEFS · STANDALONE PROJECTS
{{ hc.name }}
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{{ hc.tagline }}
{{ hc.s1 }}{{ hc.s2 }}{{ hc.s3 }}
remove Open workspace →
+ Ingest a new brief — PDF, text or image Helm reads it, interrogates it for missing work and unclear assumptions, then stands up a fresh standalone workspace — proving the same engine handles a single project as readily as the programme above.