{"id":13088,"date":"2019-10-31T09:15:41","date_gmt":"2019-10-30T21:15:41","guid":{"rendered":"https:\/\/www.psoda.com\/global\/?page_id=13088"},"modified":"2025-07-13T22:11:23","modified_gmt":"2025-07-13T22:11:23","slug":"features","status":"publish","type":"page","link":"https:\/\/www.psoda.com\/global\/features\/","title":{"rendered":"Features"},"content":{"rendered":"

Explore Psoda\u2019s vast features that work together<\/h1><\/div><\/div>\n
\n
\"Access
Access control lists<\/div><\/div>
Access control lists<\/div>
Key feature<\/div>
Restrict access for your users to make sure they are editing and viewing what they should with Psoda\u2019s detailed access control lists.<\/div>Explore access control lists<\/a><\/div>
<\/div><\/div><\/div>\n
\"Actions
Actions<\/div><\/div>
Actions<\/div>
Allocate unscheduled activities that you would like certain users to undertake.<\/div>
Allocate an owner\/s<\/div>
Escalation<\/div>
Risks and issues<\/div>
Workflow<\/div><\/div>
<\/div><\/div><\/div>\n
\"Aggregation
Aggregation<\/div><\/div>
Aggregation<\/div>
Key feature<\/div>
Experience the power of cohesion and clarity. Our platform seamlessly aggregates your project data, transforming it into a comprehensive programme and portfolio view.<\/div>Explore aggregation<\/a><\/div>
<\/div><\/div><\/div>\n
\"Assumptions
Assumptions<\/div><\/div>
Assumptions<\/div>
Record any assumptions you\u2019ve made in the planning of your project. Test your assumptions over time and if any are proven false, make sure to revisit your plans\/risks\/benefits to make the appropriate updates.<\/div>
Escalation<\/div>
Actions<\/div><\/div>
<\/div><\/div><\/div>\n
\"Attachments
Attachments<\/div><\/div>
Attachments<\/div>
Upload files and attach it to any asset in Psoda. From comments to projects, Psoda makes it quick to upload documents using drag and drop. Experience version control on your files making document management easy.<\/div>
Documents<\/div>
Spreadsheets<\/div>
Images<\/div>
Version control<\/div><\/div>
<\/div><\/div><\/div>\n
\"Automation
Automation<\/div><\/div>
Automation<\/div>
Key feature<\/div>
From automated emails to uncovering elusive data with Psonar, our platform empowers you to automate nearly any function, freeing you up to focus on what truly matters.<\/div>Explore automation<\/a><\/div>
<\/div><\/div><\/div>\n
\"Benefits
Benefits and lessons<\/div><\/div>
Benefits and lessons<\/div>
Use benefits to record the goals of your organisation, programmes and projects and record lessons on your project as you learn them.<\/div>
Measurements<\/div>
Benefits map<\/div>
Issues<\/div>
Lesson escalation<\/div>
Psonar AI technology<\/div><\/div>
<\/div><\/div><\/div>\n
\"Budgets
Budgets<\/div><\/div>
Budgets<\/div>
Manage your project budgets using Psoda\u2019s comprehensive budgeting features. Roll up your budgets to programme, portfolio and organisation level for complete visibility of your money.<\/div>
Capex, opex and more budget types<\/div>
Expense items<\/div>
Purchase orders<\/div>
Baseline<\/div>
Transactions to move money<\/div><\/div>
<\/div><\/div><\/div>\n
\"Calendars
Calendars<\/div><\/div>
Calendars<\/div>
Easily keep track of your actions, tasks, milestones, meetings, risks and leave with Psoda\u2019s calendar view.<\/div>
Tasks<\/div>
Actions<\/div>
Milestones<\/div>
Meetings<\/div>
Leave<\/div>
Risks<\/div><\/div>
<\/div><\/div><\/div>\n
\"Change
Change history<\/div><\/div>
Change history<\/div>
Keep track of any changes to items in Psoda with our comprehensive change history log. Get complete visibility of who is changing what in your organisation. <\/div>
Track data changes<\/div>
Restore old data<\/div><\/div>
<\/div><\/div><\/div>\n
\"Change
Change requests<\/div><\/div>
Change requests<\/div>
Use Psoda\u2019s change requests to manage changes on your project e.g. changes to scope and or budget.<\/div>
Track changes over time<\/div>
Escalation<\/div>
Risks<\/div>
Assumptions<\/div>
Workflows<\/div><\/div>
<\/div><\/div><\/div>\n
\"Checklists
Checklists<\/div><\/div>
Checklists<\/div>
Create tailored checklists on your programmes and projects that appear at certain stages in the workflow.<\/div>
Templates<\/div>
Link to workflow states<\/div>
Custom dropdown options<\/div>
Comments<\/div><\/div>
<\/div><\/div><\/div>\n
\"Comments
Comments<\/div><\/div>
Comments<\/div>
Use comments to communicate with other users in Psoda about specific items or to leave notes for yourself. Comments can be added to just about anything including risks, issues, actions, tasks, etc.<\/div>
Comment against anything in Psoda<\/div>
Attachments<\/div>
Notifications<\/div><\/div>
<\/div><\/div><\/div>\n
\"Contracts
Contracts<\/div><\/div>
Contracts<\/div>
Psoda\u2019s contracts are used to record the metadata of a contract on your project and to track the lifecycle of those contracts.<\/div>
Upload contract<\/div>
Vendors<\/div>
Review dates<\/div>
Budgets<\/div>
Forms<\/div><\/div>
<\/div><\/div><\/div>\n
\"Custom
Custom fields<\/div><\/div>
Custom fields<\/div>
Create every field you need to succeed. Psoda has a bunch of different custom field types, meaning any data you need to be captured, can be.<\/div>
Disperse through every level<\/div>
Dropdowns<\/div>
Dates<\/div>
Text<\/div>
Currency<\/div>
And more field types!<\/div><\/div>
<\/div><\/div><\/div>\n
\"Dashboards
Dashboards<\/div><\/div>
Dashboards<\/div>
Key feature<\/div>
View information exactly the way you desire. Personalise your dashboards with ease, selecting the key performance indicators, graphs and visualisations that align perfectly with your goals.<\/div>Explore dashboards<\/a><\/div>
<\/div><\/div><\/div>\n
\"Decisions
Decisions<\/div><\/div>
Decisions<\/div>
Record any decisions that were made during the life of your project so that you can refer back to those decisions later on and also see who was involved in the decision<\/div>
Agreed by<\/div>
Escalation<\/div>
Approval date<\/div><\/div>
<\/div><\/div><\/div>\n
\"Defects
Defects<\/div><\/div>
Defects<\/div>
Psoda\u2019s defects can be used to record any problems that were found in the products produced from your projects and to track how they are resolved.<\/div>
Defect types<\/div>
Allocation<\/div>
Severity<\/div><\/div>
<\/div><\/div><\/div>\n
\"Dependencies
Dependencies<\/div><\/div>
Dependencies<\/div>
Psoda\u2019s dependencies express a one-way dependency between two programmes, projects, or sub-projects, and the impact one has on the other.<\/div>
Impact areas<\/div>
Change flags<\/div>
Dependency maps<\/div><\/div>
<\/div><\/div><\/div>\n
\"Exceptions
Exceptions<\/div><\/div>
Exceptions<\/div>
Psoda\u2019s exceptions are used to record when your forecast project plan is going to be outside of your allowed tolerances.<\/div>
Actions<\/div>
Consequences<\/div>
Options<\/div>
Effects<\/div>
Recommendations<\/div><\/div>
<\/div><\/div><\/div>\n
\"Features
Features and capabilities<\/div><\/div>
Features and capabilities<\/div>
TBD.<\/div>
TBD<\/div><\/div>
<\/div><\/div><\/div>\n
\"Feature
Feature roadmaps<\/div><\/div>
Feature roadmaps<\/div>
Psoda\u2019s features are used to plan out what will be included in your product\/s. You can allocate features to specific releases as well.<\/div>
Allocation<\/div>
Resource estimates<\/div>
Sources<\/div>
Dependents<\/div><\/div>
<\/div><\/div><\/div>\n
\"Forms
Forms<\/div><\/div>
Forms<\/div>
Build completely unique forms with every common field type available such as dropdowns, dates and text. Control security by setting your forms to public or private.<\/div>
Many field types<\/div>
Public or private<\/div>
Workflows<\/div>
PsodaForms<\/a><\/div><\/div>
<\/div><\/div><\/div>\n
\"GANTT
GANTT charts<\/div><\/div>
GANTT charts<\/div>
Visualise your schedule with Psoda\u2019s GANTT charts. Use drag and drop to update start\/end dates, change progress or link tasks together. Save GANTT charts to word\/excel documents.<\/div>
Milestones<\/div>
Linked tasks<\/div>
Task groups<\/div>
Drag and drop<\/div>
Reporting<\/div><\/div>
<\/div><\/div><\/div>\n
\"GIS
GIS mapping<\/div><\/div>
GIS mapping<\/div>
Use Psoda\u2019s in-built mapping system to pinpoint where the work for your project is taking place.<\/div>
Interactive maps<\/div>
Project outlines and shapes<\/div>
Roll up<\/div><\/div>
<\/div><\/div><\/div>\n
\"Holiday
Holiday calendars<\/div><\/div>
Holiday calendars<\/div>
Create custom holidays for a completely distinctive holiday calendar for a selection of your users.<\/div>
Custom holidays<\/div>
Allocate to specific users<\/div><\/div>
<\/div><\/div><\/div>\n
\"Indicators
Indicators<\/div><\/div>
Indicators<\/div>
Create your own custom indicators that align with your organisations processes. Indicators are used to score an activity for prioritisation or to track the performance of those activities.<\/div>
Custom weightings and scoring<\/div>
Indicator values<\/div>
Colours<\/div>
Sections<\/div>
Use across different assets<\/div><\/div>
<\/div><\/div><\/div>\n
\"Inline
Inline editing<\/div><\/div>
Inline editing<\/div>
Quickly edit single or multiple data on the fly with Psoda\u2019s inline editing functionality. You can rapidly update information directly in tables saving you valuable time.<\/div>
Text<\/div>
Dropdowns<\/div>
Reports<\/div>
Users<\/div>
Dates<\/div><\/div>
<\/div><\/div><\/div>\n
\"Integration
Integration<\/div><\/div>
Integration<\/div>
Key feature<\/div>
Supercharge your productivity. Seamlessly integrate with your other business tools.<\/div>Explore integration<\/a><\/div>
<\/div><\/div><\/div>\n
\"Kanban
Kanban boards<\/div><\/div>
Kanban boards<\/div>
Visualise tasks, risks, milestones and more in the classic kanban card and column format. Completely customise what you see on each card and which columns are visible. Use drag and drop to move items between states.<\/div>
Pipeline project view<\/div>
Task, risk, milestones and more<\/div>
Swimlanes<\/div>
Fully customisable<\/div>
Drag and drop<\/div><\/div>
<\/div><\/div><\/div>\n
\"Meetings
Meetings<\/div><\/div>
Meetings<\/div>
Schedule your meetings with an agenda and preferred attendees. During the meeting you can record minutes and actions.<\/div>
Minutes<\/div>
Actions<\/div>
Agenda<\/div>
Zoom\/video conference links<\/div>
Attachments<\/div><\/div>
<\/div><\/div><\/div>\n
\"Notifications
Notifications<\/div><\/div>
Notifications<\/div>
Subscribe to only the notifications you want to see with Psoda\u2019s specific follow options. Receive emails directly to your inbox and\/or on-screen notifications when you\u2019re working in Psoda.<\/div>
Email<\/div>
In app<\/div>
Fine grain control<\/div>
Quick access links<\/div><\/div>
<\/div><\/div><\/div>\n
\"Risks
Risks and issues<\/div><\/div>
Risks and issues<\/div>
Plan for and monitor risks and issues that will have a significant impact on your project, programme or even across the organisation.<\/div>
Mitigation and post mitigation<\/div>
Convert risks to issues<\/div>
Escalation<\/div>
Custom risk and issue maps<\/div>
Psonar AI technology<\/div><\/div>
<\/div><\/div><\/div>\n
\"Requirements
Requirements<\/div><\/div>
Requirements<\/div>
Use Psoda\u2019s requirements to capture the scope on your projects. Break down high-level requirements into more and more detailed requirements. Group requirements into folders e.g. functional and non-functional requirements.<\/div>
Weightings<\/div>
Allocation<\/div>
Sources<\/div>
Dependents<\/div><\/div>
<\/div><\/div><\/div>\n
\"Resources
Resources<\/div><\/div>
Resources<\/div>
TBD.<\/div>
Plan resources<\/div>
Track resources<\/div><\/div>
<\/div><\/div><\/div>\n
\"Portfolios
Portfolios<\/div><\/div>
Portfolios<\/div>
Psoda\u2019s portfolios are used to cherry-pick programmes and projects for dashboards and reporting. Programmes and projects can appear in more than one portfolio and can also have sub-portfolios to refine the groupings.<\/div>
Dashboards<\/a><\/div>
Budgets<\/div>
Reporting<\/a><\/div>
Indicators<\/div>
Scenarios<\/a><\/div>
Risks and issues<\/div><\/div>
<\/div><\/div><\/div>\n
\"Products
Products<\/div><\/div>
Products<\/div>
Keep track of the products you\u2019re planning or are working on. Products can have releases and features. You can also track issues and change requests against your products.<\/div>
Releases<\/div>
Features<\/div>
Issues<\/div>
Change requests<\/div><\/div>
<\/div><\/div><\/div>\n
\"Programmes
Programmes<\/div><\/div>
Programmes<\/div>
Psoda\u2019s programmes are normally a group of projects managed in a coordinated way to achieve benefits the individual\u2019s projects cannot. Programmes can also be broken up into sub-programmes.<\/div>
Projects<\/div>
Dashboards<\/a><\/div>
Reporting<\/a><\/div>
Scenarios<\/a><\/div>
Risks and issues<\/div><\/div>
<\/div><\/div><\/div>\n
\"Projects
Projects and sub-projects<\/div><\/div>
Projects and sub-projects<\/div>
Psoda\u2019s projects are fixed pieces of work with a planned start date, duration and end date. Projects may be grouped together into programmes to deliver larger goals or benefits to the organisation.<\/div>
Dashboards<\/a><\/div>
Reporting<\/a><\/div>
Budgets<\/div>
Schedules<\/div>
Risk and issues<\/div>
And so much more!<\/div><\/div>
<\/div><\/div><\/div>\n
\"Reports
Reports<\/div><\/div>
Reports<\/div>
Key feature<\/div>
Experience the power of interactive, customisable reports tailored just for you. With our extensive collection of ready-to-use reports and the flexibility to create your very own, we put the control in your hands.<\/div>Explore reports<\/a><\/div>
<\/div><\/div><\/div>\n
\"Roles
Roles<\/div><\/div>
Roles<\/div>
With Psoda you can group users into any number of roles. You can then allocate tasks to these roles or you can set up a role as an escalation authority to receive escalated risks, issues, milestones, etc.<\/div>
Escalation<\/div>
Allocation<\/div>
Managers<\/div>
Tasks<\/div>
Risks<\/div><\/div>
<\/div><\/div><\/div>\n
\"Sagas
Sagas and epics<\/div><\/div>
Sagas and epics<\/div>
TBD.<\/div>
TBD<\/div><\/div>
<\/div><\/div><\/div>\n
\"Scenarios
Scenarios<\/div><\/div>
Scenarios<\/div>
Key feature<\/div>
Say goodbye to guesswork and hello to informed decision-making. Peer into the future and effortlessly explore various scenarios and their potential outcomes without worrying about the fallout if things go wrong.<\/div>Explore scenarios<\/a><\/div>
<\/div><\/div><\/div>\n
\"Skills
Skills<\/div><\/div>
Skills<\/div>
Define the skills for your organisation and get managers and colleagues to rate users based on those skills.<\/div>
Custom skills list<\/div>
Average ratings<\/div>
Comments<\/div><\/div>
<\/div><\/div><\/div>\n
\"Schedules
Schedules<\/div><\/div>
Schedules<\/div>
Build detailed schedules of tasks, task groups and milestones to keep your projects on track. Visualise your schedules through Kanban boards, GANTT charts and dashboards.<\/div>
Tasks and task groups<\/div>
Milestones<\/div>
GANTT chart<\/div>
Kanban board<\/div>
Deliverables<\/div><\/div>
<\/div><\/div><\/div>\n
\"Solution
Solution evaluations<\/div><\/div>
Solution evaluations<\/div>
Psoda\u2019s evaluations are used to score a solution or an RFx response against the requirements on your project.<\/div>
Weighted evaluation of solutions<\/div>
RFx<\/div><\/div>
<\/div><\/div><\/div>\n
\"Testing
Testing<\/div><\/div>
Testing<\/div>
Undertake test management using Psoda\u2019s built-in test features. Manage any defects or unexpected outcomes.<\/div>
Test cases<\/div>
Test runs<\/div>
Test steps<\/div><\/div>
<\/div><\/div><\/div>\n
\"Timesheets
Timesheets and leave<\/div><\/div>
Timesheets and leave<\/div>
Psoda\u2019s timesheets are where you can keep track of time spent on different tasks for a particular week. You can submit your timesheets to your manager for approval.<\/div>
Timesheet tasks from project tasks<\/div>
Leave applications<\/div>
Comments<\/div>
Attachments<\/div>
PsodaTime<\/a><\/div>
PsodaWatch<\/a><\/div><\/div>
<\/div><\/div><\/div>\n
\"User
User stories and personas<\/div><\/div>
User stories and personas<\/div>
TBD.<\/div>
TBD<\/div><\/div>
<\/div><\/div><\/div>\n
\"Users
Users<\/div><\/div>
Users<\/div>
In Psoda users belong to one organisation and can log in and use Psoda either using a username and password or via single sign on.<\/div>
Different licenses<\/div>
Timesheeting<\/div>
User preferences<\/div>
Single sign on<\/div>
Notifications<\/div><\/div>
<\/div><\/div><\/div>\n
\"Vendors
Vendors<\/div><\/div>
Vendors<\/div>
Load vendors at an organisation level so they can be used to track contracts, purchase orders, expenses and materials against a particular vendor. <\/div>
Contracts<\/div>
Purchase orders<\/div>
Expenses<\/div>
Materials<\/div><\/div>
<\/div><\/div><\/div>\n
\"Whiteboards
Whiteboards<\/div><\/div>
Whiteboards<\/div>
Psoda\u2019s electronic whiteboards are used to share your ideas virtually across multiple locations. Everybody can draw on the board at the same time and Psoda automatically saves the sequence of the whiteboard so you can view it again later on.<\/div>
Interactive<\/div>
Multiple people drawing at once<\/div>
Playback in real time<\/div>
White or blackboard<\/div><\/div>
<\/div><\/div><\/div>\n
\"Workflows
Workflows<\/div><\/div>
Workflows<\/div>
Key feature<\/div>
Unleash the full potential of your productivity. Design your own customised workflows complete with powerful automated actions like seamless emailing and instant updates.
\n<\/div>Explore workflows<\/a><\/div>
<\/div><\/div><\/div>\n<\/div>\n

<\/p>\n

Want to see a specific feature in action?<\/h3>
Let us show you what you want to see with a free, personalised demo.<\/div>
Schedule a demo<\/a>