Administration
Workflow & settings
Stage gates, approvers, thresholds and confidence weights are configuration — not code. Change the rules without a release.
Stage-gate designer
Who approves each move, and how much of the value counts
D
Concept
Confidence
25%
Approvers
Submitter
C
Advanced
Confidence
50%
Approvers
Project Manager
B
Approved
Confidence
75%
Approvers
Project ManagerContraloría
A
Planning complete
Confidence
90%
Approvers
Project Manager
I
Implemented
Confidence
100%
Approvers
Project ManagerContraloría
Rules
Controller escalation≥ $100K / yr
Savings window12 of 18 months
Approval SLA5 business days
Stale-project reminder90 days without update
Implementation warningC/D: 15 days · B/A/I: 30 days
Savings validationMonthly, by Contraloría, before the period lock
Month-end lockValidated actuals + snapshot, reversible
Roles
Productivity DirectorEverything, plus period lock1 users
ContraloríaAccepts projects (B gate) · validates savings (I gate + every month)3 users
Project ManagerAll gates for own projects3 users
RequestorCreate & edit own projects11 users
Read-onlyDashboards & reports24 users
Integrations
Microsoft Entra ID (SSO)Connected
ERP savings extractMonthly · file drop
Outlook / Teams notificationsConnected
Power BI datasetAvailable
Sustainability reportingPlanned