Steer

Steer is the programme-level view: a per-person dashboard, spend against plan, and the runway. It’s where a delivery lead, a board reader, or anyone who just wants to know “what needs my attention right now” starts their day.

Your dashboard

Steer → Dashboard is built around your own role, what you see by default depends on what you’re actually able to act on, not a one-size-fits-all layout.

• Everyone gets an attention list, workstream status, and top risks by default.
• Someone who leads a workstream sees “My workstream” lead the page.
• Someone with cost visibility sees a Money card; someone without it doesn’t see a blank space where Money would be, the card simply isn’t part of their page at all.
• A board pack has recently been generated? A “Changed since last board” card can show what’s moved since, again, only shown to someone entitled to see it.

A card you’re not entitled to see is never silently missing with no explanation. In the card library (where you customise your own layout), a card you can’t hold, Money, for instance, if you don’t have cost visibility, still appears, but greyed out and marked “Not for your role,” rather than being hidden as if it never existed.

The attention list is strictly about you

“Needs you” shows exactly what’s waiting for you personally, your own overdue step, a blocker you own, and nothing more. A colleague who isn’t the assignee or owner of the same item won’t see it in their own attention list, even though the same underlying risk might appear, entirely separately, on the programme-wide “Top risks” card everyone sees. Attention is personal; risk visibility is programme-wide. They’re not the same list shown twice.

Customising your layout

Add a card from the library, remove one you don’t want, and your layout is remembered, per person, on the server, so it survives a reload and never affects anyone else’s dashboard. “Reset to my role’s default” puts it back the way it started for someone in your role.

Drilling down from a status pill

Clicking through a work package’s status pill drills down through its deliverables to the specific step actually responsible for the verdict, and stops with an explicit statement that there’s nothing further to explain once you reach the real cause, rather than leaving you wondering if there’s more underneath.

Spend against plan

Steer → Spend against plan shows the year’s budget, actuals and forecast, with a breakdown switch and an always-visible unbenefited spend band, spend that isn’t tied to any benefit yet, shown honestly rather than folded invisibly into a total. Every figure that isn’t a directly recorded actual says so in words , “apportioned by effort,” for instance, so you always know whether you’re looking at a recorded fact or a worked-out share of a coarser one. If a deliverable feeds more than one benefit without a declared split, the figures for each benefit won’t sum to the whole, the page says so explicitly rather than leaving you to notice the arithmetic doesn’t add up.

If you don’t hold cost visibility, this page doesn’t show you a blanked-out chart, it tells you plainly that you don’t hold costs.view, with no chart and no figures rendered at all. See reach for why cost visibility is always its own, separate grant.

Runway and what-ifs

Steer → Runway & what-ifs shows when cumulative spend is projected to cross the budget line, and which deliverables (and the benefits they feed) are still unfinished at that point. A what-if, a day-rate override, a pace change, is computed live and never touches the real plan: you can try a scenario, see the runway move, and clear it again with everything exactly as it was. Nothing here saves a change to a deliverable or a rate unless you separately go and make that change for real elsewhere in the product.

Where to go next

• Reach: why cost visibility, and reach to a workstream, both shape what you see here.
• Derived versus declared status: what the status pills you’re drilling into actually mean.
• The Prove section for how a monthly reading and a board pack turn the same live figures into a periodic, published record.