PM System.

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PM System.
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Hours by person

Hours typed on finished cards, by the quarter each card was finished. A card counts for its owner — or whoever made it, if nobody owns it — and is never split. Same numbers as the Summary.

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Estimated vs actual

Finished cards where you both estimated and logged the time. Measured against your first estimate, not a revised one.

What your time went to

Your calendar knows when you worked, not what the work was. Put a block in one of the practice's work categories — the same ones cards use — and it stays there; a repeating block is filed every time it happens. Only your own calendar is read, and nothing you see here — no titles, no names, no email addresses — is ever stored by this app.

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Talk it through

It can see when your blocks are — the day, the time, how long, how often, whether anyone else was invited. It cannot see titles, names or email addresses, and it never asks for them. What you type here is saved so it remembers the conversation, so avoid typing client names; clear it whenever you like.

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See your Calendar & Drive. Read-only.

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Connect a Google account to see Calendar events and Drive documents.

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Upcoming events
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Recent Drive files
— click a Doc to read it
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Open in Drive
Checklists
Select a checklist, or create one.
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Grant pipeline
GrantStation ↗
FunderStatusEligibleContact DeadlineRequestOutcome ProjectYear
No grants yet. Add one, or import the spreadsheet on the server.
Team Summary

A philanthropist-ready write-up of what the team finished, is doing, and has planned. Type directly to edit any section, or ask Claude to revise it below the text.

Feedback
Everything you've sent, and where it stands.
My profile
Birthday
Day and month only — used for renewal reminders. We don't store the year.
Compliance & repeating tasks
License, insurance and CE renewals, plus anything you do on a schedule. Each one can put a card on your board before it's due.
Tools
PHI Mock Data Generator
Download it, then open it in Chrome. It makes demo-safe copies of Headway / TherapyNotes exports — fake names & details, real dates & amounts — entirely on your computer. Nothing is uploaded.
Download
Work categories
The fixed list of work types every project, card, and time entry is filed under. Only you can add to it — that is what keeps a report groupable. Projects are added by anyone, from the board, and each one belongs to a category here.

Add compliance item

days before it's due
Cards are private to you unless you add someone here.
If a card isn't finished when the next one is due, it stays as one card and notes what was missed.

Progress —

Add grant

Compare with Drive sheet

Add directory

New card

👀 View only. Only the people on this card can change it. Ask one of them to add you.

Project access

Who can see a project, and everything on it. Projects that existed before this are open to everyone; ones you make now start private to you.

New project

New note

New projects start visible only to you — use ⚙ Access on the board to let anyone else in.

Review proposed cards

Note

Feedback
Pick Broken or Feature request first.
Thanks — got it.