MRANTI · DATA TEAM

PMO Monthly Update

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One form, scope-specific routing. Your email resolves the exact initiatives and scope rows assigned to you in PMO INFO. Each scope keeps its own owner, weight and lifecycle status.
01 / OWNER PROFILE

Who is submitting?

The prototype uses the actual PMO INFO owner-email mapping. In production this can be resolved automatically from Google SSO.

MASTER DATA
Waiting for owner email.
02 / INITIATIVE

Select the initiative to update

Only initiatives containing scope rows mapped to the signed-in owner are displayed.

OWNER FILTERED
Load an owner portfolio first.
03 / SCOPE UPDATE

Update the scopes you own

Each selected scope calculates its weighted score automatically: milestone progress × master weight.

AUTO SCORE
Select an initiative first.
04 / EVIDENCE, ISSUES & IMPACT

Explain what changed

These fields mirror the PMO reporting logic from the whiteboard and existing Jotform tracker: actual milestone progress, evidence, issues, dependencies and impact.

QUALITATIVE UPDATE
Select at least one scope to update.
05 / FINANCIAL UPDATE

Record actual disbursement

Capture actual disbursement and claims submitted to Finance against each scope included in this monthly update.

FINANCE
Select at least one scope to update.
06 / REVIEW & SUBMIT

Review the monthly record

Confirm the selected scope updates before sending them into the PMO validation and approval workflow.

READY FOR N8N
WHAT HAPPENS NEXT Submission workflow
1Scope owner submitsThis form
→
2n8n validationOwner · scope · status · evidence
→
3Approval layerConfigured in n8n
→
4PMO governanceReview / exceptions
→
5Official outputsTracker · dashboard

PMO DASHBOARD

Portfolio reporting snapshot

Master-data coverage plus submissions created in this prototype.

PMO INFO

Scope lifecycle

LOCAL PROTOTYPE

Recent submissions

CORPORATE KPI

Corporate KPI monthly update

A compact working form retained in the same Performance Hub shell.

Weighted score0.00

CORPORATE KPI DASHBOARD

Corporate performance view

Updates entered through the prototype KPI form appear here immediately.

LOCAL PROTOTYPE

KPI submissions