Platform Capabilities

One workflow for delivery, governance, and client alignment.

Designed for teams that need speed in editing and rigor in approvals.

Build

Structured document editing

  • Create breakdowns from empty state or templates.
  • Edit CR -> Work Item -> Team -> Task hierarchy in one view.
  • Use presets, catalogs, and batch actions for faster scope setup.

Control

Version governance

  • Push minor and major versions with consistent metadata.
  • Baseline compare for contract-level change tracking.
  • Role-based visibility for internal and client audiences.

Prove

Review and exports

  • Approval workflow with notes, status, and history.
  • Threaded comments with assignee support.
  • Diff HTML/PDF and client package export for handoff.

Typical team flow

  1. Create a document in a controlled space.
  2. Add structure and tasks in the WBS editor.
  3. Publish a version and review compare output.
  4. Request approval, resolve comments, and export client-ready files.
Open test playground Spec v1 Security Pricing