🚀 Getting Started
POD Governance is ValueLabs’ internal platform for tracking project health through Ups & Downs cycle reviews, weekly Priorities & Achievements submissions, and a shared Project Timeline. Every feature is role-gated — you only see what is relevant to your position in the reporting chain.
Signing in
You sign in with a magic link or a 6-digit code — no passwords required.
Roles and what they can do
Every user has a role that controls which modules and actions are available.
| Role | Primary responsibility |
|---|---|
| Project Lead (PL) | Submits weekly Ups & Downs and Priorities & Achievements |
| Project Manager (PM) | First reviewer: approves or returns PL submissions |
| Delivery SPOC | Second-level reviewer in the Ups & Downs and P&A chains |
| Sales SPOC | Reviews after Delivery SPOC; submits their own weekly P&A |
| POD Owner | Reviews Ups & Downs for all projects in their POD |
| Cluster Head | Final approver for Ups & Downs; sees the consolidated P&A digest |
| PMO Associate | Read-only observer across all projects, cycles, and P&A weeks |
| ESO / Recruitment SPOC | Submit their own P&A; read access to assigned projects |
| Project Contributor | P&A-only: submits priorities & achievements, no Ups & Downs access |
| System Admin | Manages users, projects, PODs, scheduler, templates — no workflow access |
📈 Ups & Downs
The Ups & Downs module is a structured cycle review workflow. Each project has a recurring cycle (weekly, bi-weekly, or monthly) during which Project Leads submit account-level highlights (Ups) and risks (Downs).
Approval chain
Submissions travel up a fixed 6-level chain: PL → PM → Delivery SPOC → Sales SPOC → POD Owner → Cluster Head. Each reviewer can approve and forward, or return with a comment.
🎯 Priorities & Achievements
The P&A module captures weekly priorities and achievements for each project lead (and contributors), an AiDE adoption entry, and travels through a bilateral review chain.
🗓️ Project Timeline
The Project Timeline is a shared, per-project running log where any team member can post events (milestones, blockers, announcements), note revisions, and capture items directly into Ups & Downs or P&A drafts.
Who can see what
Event visibility is controlled by the audience setting: Chain (author + everyone at or above them in the reporting chain) or Everyone (all project participants). Events are visible to peers and above.
📊 Reports & Analytics
The Reports screen is available to PMO Associates, Delivery SPOCs, POD Owners, and Cluster Heads. It shows cycle statistics, Priorities & Achievements trends, AiDE adoption, return rates, and notifications delivery metrics.
🔔 Notifications
Notifications keep you informed about everything that needs your attention — cycles awaiting your review, Priorities & Achievements returned for revision, weekly digests, approaching deadlines, and bilateral approvals. They appear in two places: the 🔔 bell in the top bar (a quick dropdown of the latest items) and the full Notifications screen (the complete, filterable history).
The notification bell
The bell in the top bar shows an unread count badge. Click it for a dropdown of recent notifications; click any item to jump straight to the relevant cycle, Priorities & Achievements week, or report. A 🔕 icon means notifications are currently snoozed.
The Notifications screen
Open Notifications from the sidebar for the full, day-bucketed feed. Each row shows the category, title, message, and time. Unread rows are tinted light blue.
| Action | What it does |
|---|---|
| Click a row | Marks it read and navigates to the related item |
| Mark all read | Marks every unread item read — with a 5-second Undo if you change your mind |
| Unread only | Toggles the list to show only items you have not yet read |
| Category filter | Narrows the list to one type (Review, Digest, Deadline, etc.) |
| Clear filters | Resets the category filter and the unread-only toggle |
Notification categories
| Category | When you get it |
|---|---|
| Review | A cycle or P&A submission is waiting for your approval |
| Returned | Your submission was sent back with reviewer comments |
| Digest | The weekly P&A digest is ready to view |
| Deadline | A cycle or P&A window is closing soon |
| Approved | An item you submitted completed its approval chain |
Preferences & snoozing
Control which notifications you receive — and how — from the Notification Preferences card on your Profile. You can mute individual project timelines and snooze all notifications for a set period (the bell shows 🔕 while snoozed). Email notifications mirror the in-app feed and respect the same preferences, including the weekly digest frequency (Weekly, Daily, or Off).
📋 Audit Log
Every state-changing action in the portal is recorded in the append-only audit log. Admins see the full app-wide log; other roles see the log filtered to their projects and submissions.
🔌 MCP Integration
POD Governance ships an MCP (Model Context Protocol) server that lets AI agents (Claude, GitHub Copilot, etc.) query and update the portal via natural language.
Generating a Personal Access Token
You need a PAT to authenticate your AI agent with the MCP server. Go to My Profile → MCP Access Tokens, click Create token, copy the plaintext secret (shown only once), and paste it into your AI agent configuration.
pgmcp_ are MCP-scoped. Every call is logged under Admin → MCP Interaction Log.👤 Profile & Tokens
The My Profile screen lets you manage all personal settings: your display name and account details, appearance (light/dark/system), email notification preferences, MCP access tokens, and active sessions.
- Appearance — choose Light, Dark, or System theme
- Email Notifications — digest frequency, include/exclude sections, snooze, preview, test send
- Project Timeline Notifications — per-project email mute toggle
- MCP Access Tokens — create, view, and revoke PATs for AI agent use
- Active Sessions — view and sign out other devices
⚙️ Admin Portal
The Admin Portal is available to System Admins and PMO Associates. It provides management screens for the entire platform.
| Section | What you can do |
|---|---|
| Projects | Create, edit, and deactivate projects; assign all 6 SPOC roles |
| PODs | Create and manage PODs; assign POD Owners and Cluster Heads |
| Users & Roles | Invite users, change roles, deactivate accounts, multi-role assignments |
| Org Hierarchy | Visual tree of reporting relationships with expand/collapse |
| Reporting Relationships | Configure direct-report pairs that drive the approval chain |
| Scheduler | Manage recurring cycles, global automation settings, view run history |
| Email Templates | Edit, enable/disable, and test-send any system email template |
| Reports & Exports | On-demand CSV exports for cycles, P&A, users, returns, audit logs |
| Audit Log | App-wide append-only audit trail with CSV export |
| MCP Tokens | Manage all PATs across the platform; view expiry and revoke |
| MCP Interaction Log | Per-token activity log with slow-call flags and search |