MY MANAGER — FIELD GUIDE
Field Guide · New User Orientation

Read this app
the way you'd read a set of plans.

My MaNaGeR is a construction & project management workspace — Waterfall, Agile, or Hybrid, your call. This guide walks every panel, template, and number on the Dashboard so your first project starts on solid footing.

18 panelsone workspace, zero tab-switching
14 meeting templatesagenda copied in one click
12 AI promptspaste into any chat you already use
Local-firstautosaves to your browser, nothing uploaded
A-00

Welcome & Orientation

ScaleOverview
What you're looking at

My MaNaGeR is a single-page workspace for running a construction or capital project end‑to‑end — charter through closeout — without stitching together five different tools. Everything you enter feeds everything else: a task you add to the WBS shows up in the Gantt, the Kanban board, the RACI matrix, and the Dashboard's Health Score, automatically.

The app doesn't assume one delivery style. At the top of the screen you'll always find three tabs — Waterfall, Agile, and Hybrid — and the panels beneath reorganize around whichever one is active. Hover any of the three (before you pick) and a small card explains what that methodology changes and gives a worked example, so the choice isn't a guess.

The three methodologies

01 — DEFAULT

Waterfall

Sequential, date-driven delivery. WBS tasks cascade off predecessors, the Gantt shows a true critical path, and EVM (SPI/CPI) assumes a fixed baseline. Best when scope and sequence are locked before ground breaks.

02

Agile

Sprint-based delivery. Reveals the Kanban board's sprint tools and unlocks three extra meeting templates — Sprint Planning, Sprint Review, Retrospective — under the Meetings panel.

03

Hybrid

Runs both models side by side — a Waterfall schedule for procurement and structural milestones, Agile sprints for design iteration or punch-list burndown.

Methodology Lock. Once your team commits, lock it in from Settings ▸ Controls. A gold padlock appears in the header as confirmation, and the app blocks mid-project switching — the same discipline as a signed-off drawing set.

How the workspace is laid out

One row of icon tabs runs across the top of the app — that's your entire project. Eighteen panels, grouped here the same way this guide is:

GROUP

Core Docs

Dashboard · Definitions · Charter

GROUP

Plan & Schedule

WBS · Gantt · Kanban · RACI

GROUP

People & Money

Resources · Budget

GROUP

Governance

Stakeholders · Changes · Decision Log · Risk/Issues · Closure

GROUP

Communication

Comms Log · Documents · Meetings

HIDDEN

DMAIC

Appears only once Six Sigma mode is switched on

Local-first, by design. Every change autosaves to your browser's LocalStorage as you type — the "Not backed up" indicator in the header just means it hasn't been exported to a portable file yet. Nothing leaves your device unless you export it or paste an AI prompt somewhere yourself. Sheet A-13 covers backups properly.

Built for the field, not the boardroom

One workspace, from the kickoff meeting to the last punch-list item.

18Panels
36Glossary terms
0API calls made by the app itself
A-01

Your First 15 Minutes

ScaleProcedure
Do these in order

Everything downstream — Health Score, EVM, RACI, the Dashboard — depends on a handful of fields being filled in first. Here's the sequence that gets a new project from blank to fully live.

Pick a methodology and set the basics

Choose Waterfall, Agile, or Hybrid up top. Then open Settings ▸ Controls and set your name (personalizes the greeting) and your Work Week (3–7 days) — it feeds both Resource Utilization and Budget's labor-cost math.

Fill out the Charter

Your project's identity document — Sponsor, stakeholders, requirements, deliverables, KPIs, scope, budget. Already have one written? Use Upload Existing Charter (.docx/.pdf/.txt) or Paste Charter Text to auto-fill the fields instead of retyping.

Establish realistic target dates

Before a single task exists, open Establish Charter Target Dates in the Charter panel — it reasons through a realistic duration, a weather-season contingency, and a management reserve, then proposes dates to lock in.

Build the WBS

Paste a plain-text outline (blank line = new main task, indents = subtasks) or add tasks by hand. Set predecessors so downstream dates cascade automatically as the schedule shifts.

Set RACI

Rows and columns populate live from your WBS tasks and your Resources/Stakeholders lists — nothing to re-enter. Click a cell to cycle Responsible → Accountable → Consulted → Informed.

Save a Baseline

Settings ▸ Controls ▸ Save Baseline snapshots your current schedule and budget before real work starts — the Dashboard's Baseline Variance card has nothing to compare against until you do this once.

Open the Dashboard

Health Score, EVM, Timeline Target Tracker, and Today's Focus are now populated. Sheet A-02 breaks down every number you'll see there.

Back up to a file

LocalStorage protects you against a closed tab, not a wiped browser. Settings ▸ Controls ▸ Save Project to File exports a portable .json — do this before switching devices or closing up for the day.

A-02

Dashboard & Health Score

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Where every number lives

The Dashboard is the only panel that reads from every other panel at once. Nothing here is manually entered — it's all calculated from your WBS, Budget, Risk register, and Charter the moment they have enough data to be honest about it.

One number, 0–100, blending five weighted factors. Until there's enough of the project entered to calculate honestly, it reads "no data yet" instead of showing a fake score.

FactorWeightReads from
Completion30%% complete across WBS tasks
Schedule25%Timeline Target Tracker / critical path drift
Budget20%Planned vs. actual spend
Risk15%Open, unmitigated items in the Risk register
Change volume10%Pending / recent Change Requests

This same score is what gets stamped at the top of every meeting agenda you copy from the Meetings panel — see Sheet A-09.

Earned Value Management, auto-calculated once you have at least one budget line and one dated task. SPI/CPI above 1.0 means ahead of plan / under budget; below 1.0 means behind / over.

SPI

Schedule Perf. Index

Earned value ÷ planned value.

CPI

Cost Perf. Index

Earned value ÷ actual cost.

EAC

Estimate at Completion

Forecast total cost at finish.

ETC

Estimate to Complete

What's left to spend.

Also on the card: SV (Schedule Variance), CV (Cost Variance), PV (Planned Value), AC (Actual Cost), and VAC / TCPI in the forecast strip beneath.

Timeline Target Tracker

Compares the Target Completion Date you locked into the Charter against your Current Planned Finish — the latest end date across all scheduled tasks. Once you slip past target, a badge appears in the header from any panel; clicking it jumps straight back to this card.

Baseline Variance

A different comparison: Settings ▸ Controls ▸ Save Baseline snapshots your schedule and budget at a moment in time. From then on, this card shows how far your live numbers have drifted from that snapshot — independent of the Charter's promised date.

One unified view standing in for four separate checks — a single glance instead of four cards to answer "are we going to make it."

MONTE CARLO

Hit-probability

Live odds of reaching the Charter's Target Completion Date, from the same 1,000-trial simulation engine as the full Monte Carlo panel (Sheet A-07).

WEATHER

Weather Variance

Checks weather-exposed tasks against your Weather Window (a hurricane/rainy-season range plus buffer, set in Settings) and flags any without enough cushion.

CRASH

Crash Candidates

Ranks critical-path tasks by realistic recovery potential — e.g. "add another mason crew" — while excluding anything gated by permits, curing time, or third-party lead time, since more labor can't compress those.

FLOAT

Float Watch

Lists tasks with little or no schedule slack, plus how much float has been consumed against your saved baseline. Recalculates every time you open the Dashboard.

A separate Lead-Time Tracker card sits alongside these, listing days remaining or overdue for anything tracked as a Lead-Time task (permits, procurement) — see Sheet A-04.

A same-day view of what's active right now — refreshed on demand, not on a timer, so it reflects exactly where things stood the last time you hit refresh. Sits beside the Next 3 Priority Actions list and the Active Issues & Blockers card, which is also where you'll find the one-click Weekly Digest and Report Prompt buttons covered in Sheet A-11.

A-03

Charter & Definitions

ScaleOverview
Your project's identity document

Fill the Charter out before real work begins. It locks the Sponsor, stakeholders, requirements, deliverables, KPIs, scope, and budget on record — everything downstream treats it as the source of truth.

FASTEST

Upload Existing Charter

Reads a .docx, .pdf, or .txt file and auto-fills the fields for you. Needs an internet connection the first time, to load the parsing libraries.

OFFLINE

Paste Charter Text

Same auto-fill logic, run on text you paste in directly — works with no connection at all.

HANDOFF

Print Charter

A clean, buttons-hidden printout of just the Charter — full text expanded, legible on paper regardless of your Dark/Light theme setting.

KPIs, with a twist

Add a name, a target value, and how it's measured — standard stuff. The twist: you can optionally link a KPI to a live in-app metric (Health Score, Timeline Variance, Open Risks, and others), and its current value and status will show automatically instead of you tracking it by hand.

Definitions — the glossary that's actually useful

36 plain-language PM and construction terms, each with a note on why it matters inside this app specifically, plus a worked example. A few samples:

TERM

RACI

Who's Responsible, Accountable, Consulted, Informed on each task — cross-referenced live against your WBS and people lists in Sheet A-05.

TERM

CPM

Critical Path Method — the task chain that directly controls your finish date, highlighted in gold on the Gantt.

TERM

EVM

Earned Value Management — the SPI/CPI math behind the Dashboard's forecast card, in Sheet A-02.

The full 36-term list — including WBS, Monte Carlo, DMAIC, float, baseline, and the rest — lives in the app's Definitions panel, one click from the top nav.

A-04

WBS, Gantt & Critical Path

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Where the schedule actually lives

The Work Breakdown Structure is the spine everything else attaches to. Build it once, and the Gantt, Kanban, RACI, and Dashboard all stay in sync automatically.

Three ways to build it

MANUAL

Add Task

Build row by row. Indent / outdent to nest subtasks; collapse or expand the whole tree at once.

FAST

WBS Text Import

Paste a plain outline — blank line starts a new main task, indented lines become subtasks. Paste again later and it merges by matching name instead of duplicating.

AI-ASSISTED

Import Dates for Existing WBS

Pulls your live WBS into a prompt, asks your AI for a dated version, and merges the returned dates back in — nothing duplicated.

Two special task types

TYPE

Lead-Time

For procurement, permits, or anything waiting on a third party. Tracked by Submitted Date / Expected Date instead of Start/End and % Complete. Shows as a dashed card in Kanban and a hatched bar in the Gantt — and feeds the Lead-Time Tracker on the Dashboard.

TYPE

Recurring

For work that runs the whole project — weekly safety talks, ongoing QC. Its Start/End auto-span the full project length and update as the schedule changes. Excluded from Critical Path and Float, same as phase-summary rows.

How dates cascade

Enter a Task ID in the Pred. column. When that predecessor's end date changes, every downstream task recalculates automatically — with a cycle guard, so a circular dependency (A depends on B depends on A) can't lock up the math.

conf:high / conf:low tags. When AI-generated dates come back from the "Generate Dates" prompt, each line carries a confidence badge — high for low-variance work like pouring concrete, low for anything depending on outside parties. These tags feed directly into the Monte Carlo simulator, giving high-confidence tasks a tighter risk spread and low-confidence ones a wider one.

On the Gantt itself

TOGGLE

Critical Path Highlighter

Illuminates in gold the exact chain of tasks controlling your final deadline; every non-critical task dims. Toggle it from the Gantt panel header.

PASSIVE

Deadline Pulse Alert

Any task within 3 days of its end date pulses amber — on the Gantt bar and its Kanban card. No setup required.

The Audit → Correct → Reimport loop. Run the Schedule Logic Audit prompt (Sheet A-11), feed its findings back into the Generate Dates prompt as context, reimport the corrected outline. This is a manual refinement cycle you drive as the schedule evolves — the app won't run it for you.

Every task, one source of truth

The WBS you build once shows up on the Gantt, the Kanban board, and the RACI matrix — never re-entered.

A-05

Kanban & RACI

ScaleOverview

Your WBS tasks, viewed as cards across To Do / In Progress / Blocked / Completed.

TOGGLE

Show Lead-Time Lane

Adds a dedicated swimlane for Lead-Time tasks so procurement and permit items don't clutter the normal columns.

TOOL

Populate Sprint

Set a Sprint Start/End date and every "In Progress" task's dates clamp to fall inside that window — a fast way to timebox your current push.

Rows and columns pull live from your WBS tasks and your Resources/Stakeholders lists — add a person or task elsewhere and it appears here with nothing to re-enter.

CLICK

Cycle a cell

Click to move Responsible → Accountable → Consulted → Informed → blank. Right-click, or Backspace with the cell focused, steps back.

⚠ ALERT

External Accountable

Flags when the person marked Accountable on a task is an external Stakeholder rather than an internal Resource — usually worth double-checking.

⚠ ALERT

Overload warning

Flags any task with nobody Accountable, and any person Accountable for more than 5 tasks — a possible bottleneck worth redistributing.

A-06

Resources & Budget

ScaleOverview
People, hours, and money — connected

Resources and Budget aren't two separate spreadsheets here. One setting — your Work Week — feeds both, and one button pushes labor straight from one panel into the other.

STRIP

Resource Utilization

A visual bar per person showing how much of their available capacity is booked across active tasks. Over 100% means they're over-allocated.

SETTING

Work Week

Set in Settings ▸ Controls, 3–7 days. Determines how many working days someone actually has — and multiplies straight into Budget's labor cost math. Change it and both recalculate instantly.

BUTTON

Push Resources to Budget

Turns your Resources list directly into budget lines — no re-typing names, rates, or allocations a second time.

Budget lines & spend entries

Budget lines set the plan; spend entries record what actually went out the door against each line. The gap between the two is exactly what the Dashboard's Budget Variance card and the EVM engine (Sheet A-02) are reading.

A-07

Risk, Issues & Simulation

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The register that feeds the Health Score

Fifteen percent of your Health Score comes straight from what's open here — so this panel earns its keep beyond just documentation.

WORKFLOW

Risk → Issue conversion

Toggle the switch in the → Issue column and the row visually converts, moving to the Live Issues table with a red alert border. No re-entering the description.

SIMULATION

Monte Carlo Simulator

Runs 1,000 randomized trials of your schedule using each task's duration, your Risk Factor setting, and predecessor chains, then reports P10/P50/P80/P90 completion dates — a realistic range instead of one falsely-precise date. Set a Target Completion Date and it reports your probability of hitting it. Needs at least 2 dated tasks.

Where the spread comes from. Tasks tagged conf:high during AI-assisted dating (Sheet A-04) get a tighter risk spread in the simulation; conf:low tasks get a wider one — instead of every task sharing one blanket Risk Factor.

A-08

Stakeholders, Changes & Closure

ScaleOverview
The record-keeping panels

Four panels that mostly document decisions rather than calculate anything — but they're what you'll actually reach for in a scope dispute or a sponsor review.

A

Stakeholders

Your engagement register — separate from internal Resources, and cross-checked against RACI's "external Accountable" alert.

B

Changes

Log Change Requests here; the Change Control Board meeting template (Sheet A-09) walks the approve/reject/defer decision.

C

Decision Log

A running record of decisions made, separate from the Comms Log — useful when someone asks "wait, who approved that?"

D

Closure

A closeout checklist plus a Lessons Learned form — What Went Well, Improvements, Recommendations. Trigger it as the project approaches completion.

A-09

Meetings & Agenda Templates

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Templates14
Never build an agenda from scratch again

Every template compiles your live project data — Health Score, project name, the works — into a ready agenda and copies it straight to your clipboard. Paste it into a document, an email, or your meeting notes app.

The one meeting every project starts with. Eleven agenda items, built to walk a new team through the entire workspace in a single sitting.

  1. 01Welcome & Introductions + Roles/RACI Confirmation
  2. 02Project Charter Walkthrough (scope, sponsor, targets, budget)
  3. 03Stakeholder Register & Engagement Plan
  4. 04WBS & Deliverables Review
  5. 05Resource & Procurement Plan (long-lead items)
  6. 06Budget Baseline & EVM Setup
  1. 07Risk Workshop (populate register live)
  2. 08Safety/HSE, Quality & Site Logistics
  3. 09Schedule Target + Weather Buffer Confirmation
  4. 10Change Control & Governance Agreement
  5. 11Action Items, Next Steps & Minutes Distribution

What "Copy Template" actually produces

A timestamped, ready-to-paste agenda — project name and current Health Score stamped at the top, every item numbered with a notes line beneath it, and action-item / decisions / next-meeting sections at the bottom. Try it below — this is a real, working copy button.

Preview — Project Kickoff
[Today's date/time | My MaNaGeR | WATERFALL]

PROJECT KICKOFF — AGENDA
==================================================
Project: [Your Project Name]
Health Score: 
Duration: 60–90 min
Date: ____________  Time: ____________
Facilitator: ____________
Attendees: ____________

AGENDA ITEMS
--------------------------------------------------
1. Welcome & Introductions + Roles/RACI Confirmation
   Notes:

2. Project Charter Walkthrough (scope, sponsor, targets, budget)
   Notes:

3. Stakeholder Register & Engagement Plan
   Notes:

   … 8 more items …

ACTION ITEMS
--------------------------------------------------
# | Action | Owner | Due Date | Status
1 |  |  |  | Open
2 |  |  |  | Open
3 |  |  |  | Open

DECISIONS MADE
--------------------------------------------------
-

NEXT MEETING
--------------------------------------------------
Date: ____________  Focus: ____________
30 MIN

Weekly Progress Review

Health Score & KPI trend, schedule variance, budget variance, open risks, blockers, priorities for next 7 days.

45 MIN

Risk Review

Re-score risks (P × I), retire closed ones, add emerging risks, confirm owners, update contingency reserve.

30 MIN

Change Control Board

Review open CRs, assess impact, approve/reject/defer, update baselines, communicate decisions.

15 MIN

Daily Stand-up / Toolbox Talk

Safety moment, yesterday's progress, today's priorities, blockers & help needed.

60 MIN

Steering Committee

Executive summary, Health Score, milestones, budget/schedule status, escalations.

60 MIN

Procurement / Vendor Selection

Bid comparison, scoring, award recommendation, contract next steps.

45 MIN

Quality Review / DMAIC Check

Defect log, root cause, corrective actions, metrics update.

60 MIN

Phase-Gate / Milestone Review

Deliverables completeness, acceptance criteria, go/no-go decision.

45 MIN

Scope Validation

Deliverable walkthrough, formal sign-off, WBS status update, handover items.

60 MIN

Lessons Learned

What worked, what didn't, root causes, actions for future phases.

These three only appear in the Meetings panel once your methodology is set to Agile or Hybrid.

60 MIN

Sprint Planning

Review backlog, confirm team capacity, commit to sprint backlog, define sprint goal.

45 MIN

Sprint Review

Demo completed stories, gather stakeholder feedback, update the product backlog.

45 MIN

Retrospective

What went well, what to improve, action items with named owners.

A-10

Comms Log & Documents

ScaleOverview
RECORD

Comms Log

Every material communication — meetings, calls, emails, site visits — with attendees, a summary, action items, and a follow-up date. Your record of reference in any scope dispute.

REGISTER

Document Register

Tracks drawings, contracts, permits, specs, and inspection reports by version and status, with alerts for anything outstanding.

A-11

AI Prompt Library

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Prompts12
Zero API calls. Zero extra cost.

Each button compiles your live project data into a structured prompt and copies it to your clipboard. You paste it into whichever AI chat you already use, then bring the response back here if you need to. The app itself never calls out to anything — nothing leaves your browser unless you paste it somewhere.

01

Report Writing

A full formal status report.

02

Forecasting

EAC / completion projections.

03

Risk Analysis

Deep dive on your Risk register.

04

Weekly Digest

Internal, team-facing recap.

05

Project Health Summary

Exec/board-toned overview.

06

Visual Output

Asks the AI to return a self-contained HTML dashboard, including a RACI grid if you've built one.

07

Schedule Logic Audit

CPM logic review of your WBS dates.

08

Change Impact Assessment

Scope/schedule/cost/risk verdict on a pending Change Request before it goes to the Sponsor.

09

Client-Facing Update

Plain-language update written for the paying client — no PM jargon.

10

Establish Charter Dates

Proposes realistic Target Start/Completion dates before a WBS exists (Sheet A-03).

11

Generate Dates for WBS

Returns your outline with dates and confidence tags attached (Sheet A-04).

12

Daily Field Status Report

Same-day site-walk digest — see the snapshot diff below.

The Daily Field Report's diff. Click "📸 Snapshot Now" next to the prompt title once it's open, to save today's task statuses. Run the prompt again tomorrow and it shows exactly what changed since that snapshot — a same-day diff instead of a flat status dump.

A-12

DMAIC (Six Sigma Mode)

ScaleOverview

An optional workflow for working a recurring quality or process problem — Define, Measure, Analyze, Improve, Control — separate from one-off Change Requests, which are for scope changes rather than systemic issues. Switch it on in Settings to reveal its tab in the top nav; the Quality Review / DMAIC Check meeting template (Sheet A-09) is built to run alongside it.

Your data, your device

Nothing uploads by default. Your project lives in this browser until you decide to export it.

A-13

Data, Backup & Access

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Where your project actually lives

Every change autosaves to this browser's LocalStorage the moment you make it — no save button, no network call. That also means: one project lives on one browser, on one device, until you deliberately move it.

EXPORT

Save Project to File

Settings ▸ Controls ▸ Save Project to File writes a portable .json — your ticket to a new device, a teammate's laptop, or just peace of mind.

IMPORT

Load Project from File

Settings ▸ Controls ▸ Load Project from File, then pick a previously saved .json to restore it.

SNAPSHOT

Save Baseline

A point-in-time snapshot of schedule and budget, feeding the Dashboard's Baseline Variance card (Sheet A-02).

Copy All — your fastest way into Word

Navigate to any panel and click Copy All. Everything visible on that view is compiled, timestamped, and placed on your clipboard — ready to paste straight into a Word document, an email, or a client report. It works the same way on every panel: WBS, Budget, Risk, RACI, Charter, all of it.

Safety net: Clear All

Hold the Clear All button for a full 10 seconds — a red bar fills across the bottom as you hold — and a 5-second undo window appears immediately after, so an accidental clear is always recoverable.

A-14

Interface & Shortcuts

ScaleOverview
KEY: F

Focus Mode

Collapses everything except your active panel. Press F again to restore; an indicator confirms it's on.

HEADER

Status indicators

The header always shows backup status, timeline status, and methodology lock at a glance — click any to jump to the relevant panel.

SETTING

Theme

Switch between the default dark theme and a light theme — printouts (Sheet A-03) stay legible either way.

SETTING

Your Name

Settings ▸ Controls ▸ Your Name personalizes the header greeting. Leave it blank for a generic welcome.

A-15

Frequently Asked

ScaleSelected

A short list to start with — the app's own Dashboard has a fuller FAQ tab if your question isn't here.

Only for two things: loading the parser the first time you upload a Charter file, and pasting an AI prompt into whatever chat you use. Everything else — WBS, Gantt, Budget, Risk, RACI — runs and saves fully offline.
Your project disappears with it, since it only ever lived in LocalStorage. This is exactly what Sheet A-13's Save Project to File is for — export a .json backup before doing anything that might wipe browser storage.
Yes, until you lock it. Methodology Lock (Sheet A-00) is an optional commitment device, not a permanent restriction — it just stops accidental switching once a team has agreed on an approach.
The formula needs real inputs across all five weighted factors to be honest. Fill in a few WBS tasks with dates, a budget line, and at least one risk entry, and it'll start reporting a number.
Just two dated tasks minimum. Add a Target Completion Date in the Charter too, and it'll report your live probability of hitting it, not just a P10–P90 range.
Comms Log records that a conversation happened — attendees, summary, follow-up. Decision Log records what was actually decided as a result. In a dispute, you'll usually want both.
No — it's an optional panel for teams running a formal Six Sigma quality process. Most projects will never need to turn it on.
Sheet A-16 and beyond

This index has room for what's next.

New panels and features get their own sheet, numbered and slotted in — the guide grows the same way the app does. For now: open My MaNaGeR in the next tab over, start with the Charter, and keep this page bookmarked.