https://pocketpmo.co.uk/changelog Every meaningful Pocket PMO update — features, improvements and fixes. en-gb Fri, 04 Sep 2026 00:00:00 GMT https://pocketpmo.co.uk/changelog#v3-16-reports-with-the-story-behind-the-numbers https://pocketpmo.co.uk/changelog#v3-16-reports-with-the-story-behind-the-numbers Fri, 04 Sep 2026 00:00:00 GMT feature

Private briefing notes on any report: add the context you would normally say out loud — "five of twelve units installed, one faulty swap cost us three days" — and the report assistant answers with that depth. The note is never printed on the report

Choose your report host at the moment it matters: the first time you share a report you pick your own face and name, or keep the default AI host. No avatar step buried in sign-up any more

Governance Centre: a proper home page for governance with rolled-up stats, and a left menu grouped into Documents, Reports and Logs instead of a flat list

Project pages rebuilt as a command centre: one banner, health, completion probability and next milestone up top, a "needs you today" panel, and Project settings collapsed at the bottom of the menu where it belongs

App Store redesigned around proper app tiles so modules are easier to scan and install

Every AI action now shows a real progress indicator instead of a silent spinner

Launch offer live: 15-day free trial, 50% off your first three months, and a free guided setup session — requests now raise a support ticket and email us, so nothing is missed

Marketing site standardised: one header style, one desktop width, and the problems we solve ranked up front with links that land on the right page

Fixes: email confirmation now hands you back to your original tab, the offline notice no longer appears while you are online, the first visit no longer reloads itself, whiteboard autosave is off, lessons and roadmap items stay inside the client they belong to, and the shared report page renders on the server again

]]> https://pocketpmo.co.uk/changelog#v3-15-one-way-in-every-request-starts-on-the-roadmap https://pocketpmo.co.uk/changelog#v3-15-one-way-in-every-request-starts-on-the-roadmap Tue, 01 Sep 2026 00:00:00 GMT improvement

All intake lands on the roadmap backlog (Later) — the in-app New request form, your shareable stakeholder form and the embedded form. Nothing skips straight into the pipeline any more

The pipeline board opens with a read-only Backlog column mirroring unprioritised roadmap items, with Prioritise · Next and Prioritise · Now buttons so you can raise the entry without leaving the board

Prioritising to Now or Next is the only route into the pipeline, and it raises exactly one entry — pre-filled with MoSCoW, horizon, dates, investment, value, confidence and strategic goal

Roadmap edits now flow down to the linked pipeline entry, so the two can never drift apart

Moving an item back to Later parks its entry as Deferred instead of deleting it, and an approved decision is never walked back

Approving a pipeline entry pulls its roadmap item up to Now, keeping one item and one truth across the lifecycle

Help guides, request-form confirmations and terms updated to describe the roadmap-first path

]]> https://pocketpmo.co.uk/changelog#v3-14-your-face-on-your-reports-and-one-floating-agent https://pocketpmo.co.uk/changelog#v3-14-your-face-on-your-reports-and-one-floating-agent Sat, 29 Aug 2026 00:00:00 GMT feature

Create your own AI team: name each agent and give them a face. Upload a photo and it is stylised into a portrait, or pick from the built-in team — your names and faces then follow the agents everywhere they appear

Your avatar on shared reports: add your face right after sign-up (or later from your account), and every snapshot you publish is hosted by you — recipients see "Hosted by you", your portrait, and "Ask [your name]" on the report assistant

Better report answers: the report assistant now replies in a set shape — a bold headline answer, labelled bullets with the exact figures, and a closing "so what" line — in plain British English, strictly from the frozen report data

One floating agent: the per-board widgets (pipeline brief, standup, portfolio brief) are gone. There is now a single floating agent, pinned to the bottom corner on mobile and desktop, wearing the right agent face for where you are and able to run those actions on request

Lifecycle agents that do the work: your PMO lead, programme manager and project manager now act on their own boards — adding roadmap items with MoSCoW and goals, moving pipeline items through approval, handing you to project creation, drafting snapshots and filing lessons — always as a proposal you approve

Pipeline is on by default, no enabling step, and boards update live without a refresh

Sign-up now asks for your password twice, and photo uploads accept iPhone HEIC files with an honest progress indicator

]]> https://pocketpmo.co.uk/changelog#v3-13-interactive-snapshots-guided-setup-and-a-leaner-project-menu https://pocketpmo.co.uk/changelog#v3-13-interactive-snapshots-guided-setup-and-a-leaner-project-menu Wed, 26 Aug 2026 00:00:00 GMT feature

Ask this report: published snapshots now carry an optional assistant that answers questions strictly from the frozen report data — nothing live, nothing outside that report. You switch it on or off per snapshot and see how many questions were asked

Guided project setup: a progress ring shows what is still missing on a project, and the in-project coach offers the next step (RAID item, budget, scope) and can create it for you from plain English on your confirmation

Leaner project menu: new projects start with an Essentials tab set, and you add the rest yourself from "More tools" or project settings, so nothing overwhelms you on day one

Free plan builder, no signup: build a real plan on the public sandbox with AI-suggested tasks and weekend-aware rescheduling, then import it into a proper project — the wizard collects the client, sponsor, PM and scope, drafts RAID items and backfills the roadmap and pipeline entries

The project plan now uses the same clean board styling as the sandbox, with UK dd MMM dates and inline editing

A calmer, higher-contrast look across marketing and the logged-in app — deeper ink and blue gradient bands so sections no longer wash into each other

Onboarding takeover: while the five getting-started steps are showing, the dashboard keeps them front and centre instead of pushing the lifecycle off the screen

Glossary term tips inside the product, plus clearer cancellation and plan management in your account

]]> https://pocketpmo.co.uk/changelog#v3-12-scope-approval-procurement-and-quality https://pocketpmo.co.uk/changelog#v3-12-scope-approval-procurement-and-quality Sun, 16 Aug 2026 00:00:00 GMT feature

Scope register: add scope as individual items and move each one between in review, approved, out of scope and removed, so a scope change is a decision with a trail rather than an edit to a text box

One-click import turns your existing in-scope and out-of-scope text into items, nothing is lost

Change requests can be linked to the scope item they affect, and the project summary shows an approved / in review roll-up that deep-links into the Scope tab

Light procurement: a contracts and suppliers register with committed value, renewal and expiry warnings 90 days out, and an AI-drafted Procurement Plan

Light quality: acceptance-criteria coverage, latest test pass rate and the areas needing attention rolled up inside project Health, with an AI-drafted Quality Plan

Both new registers update in real time across your team and are covered by the same audit history and access rules as the rest of the project

]]> https://pocketpmo.co.uk/changelog#v3-10-snapshots-at-every-lifecycle-stage https://pocketpmo.co.uk/changelog#v3-10-snapshots-at-every-lifecycle-stage Tue, 18 Aug 2026 00:00:00 GMT feature

Shareable snapshots now cover every lifecycle stage: roadmap, pipeline, lessons library, project status and the portfolio, each with an on/off sharing switch so a link can be retired without deleting it

Status report snapshot available straight from the Projects header, so the grid and the shared report always tell the same story

Roadmap gains the same AI signal rail as the other boards: value in the plan, strategic alignment, sequencing gaps and the items that need a decision

Portfolio board tidied: one delivery confidence score shared by the value lens and the execution summary, duplicate stat cards removed and the programme brief restored to the top

Lessons library no longer repeats its summary cards, the 360 lessons loop rail leads instead

]]> https://pocketpmo.co.uk/changelog#v3-11-smart-scheduling-in-the-project-plan https://pocketpmo.co.uk/changelog#v3-11-smart-scheduling-in-the-project-plan Sat, 15 Aug 2026 00:00:00 GMT feature

Ripple reschedule: change any task date and Pocket PMO works out every knock-on task and milestone, then asks before writing anything, with a before and after list and a warning if it pushes past the project end date

Move everything, move blocking work only, or leave it alone, each applied as one batch with a single audit entry

Add work with AI: describe what you need in plain English and get dated tasks with durations, owners and the dependencies they imply, scheduled around the existing plan

Parallel or sequential: the planner judges whether new work can run alongside the plan or must wait, and proposes the dependency instead of guessing

Replan options: resequence, compress or descope built from your real tasks, each dated and applied through the same approval, now with clear feedback when a suggested change cannot be dated

Overdue quick action: shift a slipped task and everything after it in one click

]]> https://pocketpmo.co.uk/changelog#v3-9-governance-centre-agent-inbox-and-assistant https://pocketpmo.co.uk/changelog#v3-9-governance-centre-agent-inbox-and-assistant Fri, 14 Aug 2026 00:00:00 GMT feature

Governance Centre: one hub for governance with a rolled-up home page, grouped navigation for the document library and document generation, the report and snapshot suite, scheduled reports and project logs

Agent Inbox promoted out of the AI menu to top-level navigation, with Automations as a tab inside it, so background findings and the rules that raise them sit together

Focus tab consolidated: alerts, findings and things to do are now one ranked list using shared delivery-signal thresholds instead of competing panels

Pocket PMO on the go: installing the app on your phone opens the voice assistant rather than a shrunken desktop app, with natural spoken replies and a session history

Quick voice commands from the dashboard lifecycle widget: hold the orb, speak the update, approve the draft it logs

Meetings tidied up: real clock times on agenda items, mobile-friendly date fields, honest progress indicators and shareable project snapshots in place of Word and PowerPoint packs

App Store redesigned with Apple-style app icons and clearer add-on states

Menu tightening: low-usage tools moved under More tools, scheduled reports moved into Governance and the global daily standup entry removed (it still lives in every project)

Larger, clearer lifecycle ring on mobile with swipeable dashboard widgets and a footer that sits correctly in the installed app

]]> https://pocketpmo.co.uk/changelog#v3-8-status-reports-and-executive-charts https://pocketpmo.co.uk/changelog#v3-8-status-reports-and-executive-charts Thu, 06 Aug 2026 00:00:00 GMT feature

New "Status report" tab on the dashboard: pick any live project and read a full board-grade status report — health, RAG, RAID, tasks, milestones and workload — without leaving the dashboard

Share a snapshot: generate a login-free link to the status report, with a project switcher so one link covers your portfolio. Frozen at the moment you generate it, with an AI-drafted executive summary you can collapse

Executive summaries are collapsed by default and the report is far denser, so key numbers land above the fold

Charts and graphs across the whole product moved to one gold-standard set: gradient donuts with centre totals, ranked bars, stacked workload columns and trend areas — project health, portfolio dashboards, finance, coverage, benefits and prioritisation all match

Lifecycle ring previews now open on click rather than hover, and always stay inside the window

Lessons you own (including AI-drafted ones) can be edited and shared organisation-wide straight from the lessons library

Public request forms inherit your organisation logo and brand colour automatically, with a one-tap "Use organisation logo" reset

Assignment emails are more reliable: the server now falls back to a teammate's account email when a project resource has none recorded

Portfolio and project side menus lead with Overview, with "Back to dashboard" moved to the footer

Dashboard layout fixes: the status report and PMO widgets scroll inside their own panel instead of stretching the dashboard, and the project list fills the space above Documents and Recent activity

]]> https://pocketpmo.co.uk/changelog#v3-7-project-phases-and-governance https://pocketpmo.co.uk/changelog#v3-7-project-phases-and-governance Wed, 05 Aug 2026 00:00:00 GMT feature

Project phases: run a follow-on phase inside the same project instead of creating a new one. Every register stamps to the live phase, closed phases become read-only, and the phase switcher only appears once a second phase exists

Completing the Closure stage now prompts you to either close the project or start a new phase, with the same route offered from step one of the closure dialog

Reporting, roll-ups and dashboards follow the current phase by default, with historic and merged views available so one project stays the single source of truth

Confidential projects: a per-project toggle limits visibility to the creator and organisation admins. Everything else in a licence is now visible to your PMO team by default

Proactive delivery watcher: a scheduled scan raises findings for drift, stale items and unowned work, and drafts fixes for you to approve. Nothing is executed or sent automatically

Default client: star a client to make it your default so the dashboard never opens empty, falling back to your last visited client, then your first client

"Draft a project" replaces "New private project" on the Drawing Board, and every private project shows its roadmap horizon with a fast-track route to a client

Fixed duplicate pipeline requests when moving roadmap items between Now and Next, with database safeguards to prevent recurrence

Density pass on the dashboard and project pages brings key numbers above the fold with far less scrolling on laptop screens

People fields across tasks, RAID and roadmap now assign teammates with an in-app notification and email, and update in real time for everyone

]]> https://pocketpmo.co.uk/changelog#v3-6-straightened-lifecycle-fast-track https://pocketpmo.co.uk/changelog#v3-6-straightened-lifecycle-fast-track Tue, 28 Jul 2026 00:00:00 GMT feature

The roadmap is now the true source. Creating a private project on your Drawing Board automatically raises a linked roadmap item (Later) instead of jumping the queue into the pipeline

Prioritising a roadmap item to Now or Next creates the pipeline entry for you, pre-filled with the roadmap and exec lens — MoSCoW, horizon, dates, investment, value, confidence and strategic goal

Pipeline entries show a "From roadmap" link back to their source, and roadmap items correctly say "Open project" or "Open pipeline entry"

Approving a pipeline entry that came from a private project now offers "Promote private project to a client" — no more duplicate projects

New "Fast track" action on Drawing Board projects pushes straight to a client while still writing the audit trail: roadmap moves to Now, an approved pipeline entry is created and the project carries a "Fast tracked" label

]]> https://pocketpmo.co.uk/changelog#v3-5-meeting-packs-and-m365-menu https://pocketpmo.co.uk/changelog#v3-5-meeting-packs-and-m365-menu Sat, 25 Jul 2026 00:00:00 GMT feature

New "Microsoft 365" menu in the project header brings every connected action into one discoverable place — Prepare meeting, Schedule Teams, Post to Teams, Email via Outlook, Save to SharePoint

Prepare meeting… drafts a fully editable agenda from your live project data for five templates: Project kickoff, Weekly status, Stage gate review, SteerCo, Project closure

Approval-First throughout — nothing sends until you review the drafted agenda, attendees, subject and duration and click through the scheduling confirmation

Exports (PDF / SharePoint uploads) use your organisation branding and adaptive logo rather than PocketPMO defaults

Full UAT script pack added at docs/uat/m365-integration-uat.md (12 suites — connection, calendar, email, Teams, SharePoint, Meeting Packs, discoverability, branding, permissions, errors, mobile/a11y, marketing)

]]> https://pocketpmo.co.uk/changelog#v3-4-private-space-drawing-board https://pocketpmo.co.uk/changelog#v3-4-private-space-drawing-board Tue, 07 Jul 2026 00:00:00 GMT feature

New Private Space pinned in the workspace switcher: capture notes, ideas, boards and rough projects without exposing anything to your client organisations

Drawing Board hub with its own dashboard, sidebar and full-width desktop canvas — client-scoped pages (Dashboard, Portfolio, Pipeline, RAID, AI Hub) are hidden while Private is active so you cannot leak context between workspaces

Quick-capture shortcuts: ⌘⇧N for a new note, ⌘⇧I for a new idea — works from anywhere in the app

Promote to client: convert a private project, note or idea into a real client project (or attach a note to an existing one) with a 30-day undo window. Promotion now correctly switches your active workspace to the destination client

Bi-directional linking between Drawing Board items and client projects, with a new Workshop tab on each project surfacing linked private notes and ideas

Delete actions across notes, ideas and boards fully wired up with optimistic UI and audit logging

Marketing site standardised on the max-w-[1400px] container for a consistent desktop layout

]]> https://pocketpmo.co.uk/changelog#v3-3-ai-de-personified https://pocketpmo.co.uk/changelog#v3-3-ai-de-personified Mon, 01 Jun 2026 00:00:00 GMT improvement

New "Needs your attention" dashboard panel, quiet, scannable list of AI drafts awaiting approval, overdue tasks, unowned RAID items and unmitigated high risks. No avatars, no chat prompts

Daily Standup renamed to Daily Brief, a concise summary generated on demand, not a personified conversation

AI chat / voice assistant demoted to opt-in panels so the dashboard leads with deterministic widgets (Completion Probability, Execution Friction)

Marketing repositioned: "AI Capabilities, On Demand", workflows you trigger (generate report, draft risks, rebalance capacity, simulate change) rather than colleagues that "do standups"

Policies, help guides and tooltips updated to match: AI is the tool, the PM stays in control

]]> https://pocketpmo.co.uk/changelog#v3-2-consistency-and-polish https://pocketpmo.co.uk/changelog#v3-2-consistency-and-polish Wed, 27 May 2026 00:00:00 GMT improvement

AI Hub split into Portfolio AI (native runners for Capacity Rebalance and Priority Scenario) and a discovery directory for project-embedded tools, same pattern mirrored in each project's AI Tools tab

Governance features now live inside their parent tabs: Health Checks under Health, Baselines under Plan, Benefits under Reports, no more bolted-on top-level tabs

Mobile fixes across Baselines, Benefits, Communications Plan, Lessons Learned, Health Checks, Timesheets, Capacity Heatmap and Prioritisation, no more horizontal scroll

Dismissed pop-ups (PWA install prompt, cookie banner, app-install tiles, tutorials) now stay dismissed permanently, re-trigger the install prompt from the menu when you want it back

Security hardening: HTML-escaping applied to all transactional email templates (assignment, enterprise enquiry, report share, team invite) to prevent injection

]]> https://pocketpmo.co.uk/changelog#v3-1-governance-suite https://pocketpmo.co.uk/changelog#v3-1-governance-suite Sat, 23 May 2026 00:00:00 GMT feature

Multi-factor authentication (TOTP) via authenticator apps, enrol from Settings → Security

Project Baselines: snapshot your plan and track schedule/scope variance with an AI-drafted variance narrative

Benefits Register: define KPIs, capture measurements, visualise trends and get an AI realisation forecast from Morgan

Capacity Heatmap (/portfolio/capacity): see over- and under-allocation across the portfolio with AI rebalancing suggestions

Communications Plan, Lessons Learned, 4-dimension Health Checks and Timesheets, all available per project from the sidebar

Portfolio-wide pages for Programme Milestones, Risk Exposure, Prioritisation scenarios and a cross-project Lessons Library

Granular notification preferences with Quiet Hours and daily/weekly Digest mode

]]> https://pocketpmo.co.uk/changelog#v3-0-microsoft-365-integration https://pocketpmo.co.uk/changelog#v3-0-microsoft-365-integration Sat, 23 May 2026 00:00:00 GMT feature

Connect your Microsoft 365 account from Settings → Integrations (OAuth with PKCE, AES-GCM encrypted tokens, admin-consent aware)

Milestones automatically sync to your Outlook calendar on create, update and delete when calendar sync is enabled

Send snapshot and status reports from your own Outlook mailbox, PDF attachments and HTML body via Microsoft Graph

One-click "Post to Teams" and "Save to SharePoint" actions on project reports, with per-project Team/channel and SharePoint folder linking in Project Settings

Install gated via the App Store (microsoft_365 tile); soft-revoke on disconnect preserves audit history; expired OAuth state rows are auto-pruned

]]> https://pocketpmo.co.uk/changelog#v2-9-snapshot-finance-summary https://pocketpmo.co.uk/changelog#v2-9-snapshot-finance-summary Thu, 30 Apr 2026 00:00:00 GMT improvement

New persistent project side menu on desktop & tablet, collapsible icon rail, grouped & collapsible sections, remembers your layout

Mobile keeps the familiar bottom-sheet menu, no behaviour change on phones

Summary and Report are now a single tab with a Focus / Full toggle and a direct "Open full report" link

Project Snapshot gains a Finance module, budget vs forecast vs actuals breakdown with a clean empty state and Print/Save PDF

Portfolio Timeline filters now scope per tab, with Milestones chips for Active, At Risk, Overdue, Due this week and Done

Global label polish, consistent status and delivery-approach casing across RAID logs and Pipeline

Legacy ?tab=report links automatically redirect to the merged Summary view

]]> https://pocketpmo.co.uk/changelog#v2-8-app-store-modular https://pocketpmo.co.uk/changelog#v2-8-app-store-modular Mon, 27 Apr 2026 00:00:00 GMT feature

New App Store at /apps, install only the modules you need (AI Hub, AI Project Team, Daily Standup, Pipeline, Change Board, Meetings, Audit Pack)

Core experience stays focused: Projects, Plan, RAID, Dashboard and one-click Reports are always on

Smart prompts surface install suggestions in context (e.g. 3+ change requests → install Change Board)

Brand-new "First value in 5 minutes" activation checklist replaces the legacy onboarding, auto-progresses as you create your first project, task and report

Change Board now mirrors Pipeline, installable on demand with shareable & embeddable submission forms

]]> https://pocketpmo.co.uk/changelog#v2-7-audit-wip-dashboard https://pocketpmo.co.uk/changelog#v2-7-audit-wip-dashboard Mon, 27 Apr 2026 00:00:00 GMT feature

New PMO module: Master WIP table with revenue-to-recognise, cost-to-complete and audit-ready scoring per project

Evidence register, upload QS reports, UAT certs and invoices, or link existing project documents and change requests in two clicks

IFRS 15 / FRS 102 disclosure pack with selectable governance components (evidence register, sign-off log, change & variance log, management rep letter)

Editable WIP, evidence and exceptions exports with full change history captured in wip_change_log

Inline edit of contract value & cost-to-complete, sign-off workflow, and a one-click "Generate Audit Pack" PDF

Streamlined manual project creation, Basics step now uses progressive disclosure with collapsible People & Tabs sections

]]> https://pocketpmo.co.uk/changelog#v2-4-snapshot-visual-refresh https://pocketpmo.co.uk/changelog#v2-4-snapshot-visual-refresh Fri, 10 Apr 2026 00:00:00 GMT improvement

Flat-design PDF and HTML snapshots aligned to the new brand

AI-drafted exec summary on every project & portfolio snapshot

Same link, fresh data, viewers always see the latest published version

]]> https://pocketpmo.co.uk/changelog#v2-3-gpt-5-2-reasoning https://pocketpmo.co.uk/changelog#v2-3-gpt-5-2-reasoning Fri, 03 Apr 2026 00:00:00 GMT feature

Faster, sharper governance drafts from Taylor

Better cross-project dependency reasoning from Jordan

Multilingual coverage extended to 30+ languages, end to end

]]> https://pocketpmo.co.uk/changelog#v2-2-approval-first-ai https://pocketpmo.co.uk/changelog#v2-2-approval-first-ai Fri, 27 Mar 2026 00:00:00 GMT improvement

No AI-suggested item is created until you click Approve

Per-agent on/off toggles in Settings → AI

Audit log of every AI proposal, approval and rejection

]]>