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Core Records

Portfolios contain projects. Projects contain tasks, milestones, time entries, task-linked documents, notes, and immutable activity records.

Roles

Workspace administrators manage workspace settings and users. Portfolio managers manage portfolios, projects, lifecycle, and reporting. Project managers create and manage assigned projects. Members update assigned tasks and record time. Viewers read workspace data.

Pilot Operations

The production pilot is intended for team-spaces.categori.se. DNSMadeEasy should point that hostname at the CloudFront distribution after the AWS stack is deployed with a matching ACM certificate.