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Screen: Projects › All projects (portfolio)

web/portfolio.html — the All projects view of Projects (17 Oct 2026). Until then it was its own menu item, "Clients" (and "Projects" before 14 Oct 2026, feedback #79). It has no menu item of its own: the Projects link lights for it, and a By client | All projects switch at the top moves between it and web/accounts.html. The Clients menu item is now the admin-only client records page, web/clients.html. This is SABLE's canonical action surface for the portfolio. The Drive workbook was a one-time baseline (6 Aug 2026) and is retired: there is no roster sync on this page, and project records are edited here. The page opens on the Current filter by default.

What you can do here​

  • Add a project. Lead/admin users add a project to an existing client, or create a new client and its first project together — project manager, team, operating profile, domains, and connector ids are saved as one canonical record in a single transaction.
  • Correct project data. Admins open a project and choose Edit project data to fix lifecycle, ownership, team, dates, hours, domains, systems, connector ids, contacts, or operating context. The save is reviewed, conflict-protected, and recorded in the audit trail.
  • Filter the portfolio table by tier, project manager, client, system, or project. Turn on Group by person to see each person's current projects gathered under their name. Opening a row shows operating context, identifiers, milestones, status history, and proposals.
  • Post a manual status update from the project drawer. Daily meeting, email, Asana, Toggl, Calendar, and manually selected evidence create proposals for human review rather than silently changing a judgment field.
  • Reconcile source conflicts. Exact ids match automatically; ambiguous rows stay open for a person to resolve.

Each project can store one clickable Drive folder link. SABLE does not change Drive permissions, delete Drive files, or bulk-import the folder's contents from here — that matters given Drive ingestion is currently paused by decision. Add selected evidence through Library instead.

The workbook cutover​

Preview validates all seven workbook tabs and shows match/create/conflict counts before anything is written. Apply is idempotent, preserves every row with provenance, creates no deletes, and keeps unknown values unknown rather than guessing at them.

Sensitive context stays internal​

Special handling and distribution rules are restricted to lead/admin viewers and never appear on any client-facing surface, including the Client Portal.

Where the code lives​

  • web/portfolio.html
  • web/api/portfolio.js, portfolio-actions.js, portfolio-options.js — see the Portfolio API
  • trigger/portfolio.ts