AI Project Prioritisation Dashboard

Getting Started

Follow these steps to start using the dashboard effectively:

1. Understanding the Interface

• Project Table - Main view showing all projects with their scores
• Action Buttons - Top row buttons for various operations
• Priority Column - Shows project ranking (drag rows to reorder)
• Score Columns - Six evaluation areas with calculated scores

2. Sample Data

The tool comes with a sample AI project to help you understand the structure. You can:

• Click on the sample project to view detailed information
• Edit it to understand the scoring system
• Delete it when you're ready to add your own projects

3. Navigation Tips

• Click any project row to view detailed information and charts
• Use drag-and-drop to reorder project priorities
• The help icon (?) is always available in the top-right corner

Adding Projects

There are several ways to add new projects to your dashboard:

Method 1: Add New (Manual Entry)

1. Click the "➕ Add New" button
2. Fill in basic information: Title, Description, Objective, Benefit, Owner
3. Add stakeholders (name and role)
4. Rate each question in all six sections (0-10 scale)
5. Click "💾 Save Project"

Method 2: Add from JSON

1. Click "📄 Add JSON"
2. Paste JSON data (single project or array of projects)
3. Click "✅ Validate & Add"

Method 3: Import from CSV

1. Click "📁 Upload CSV"
2. Select a CSV file matching the export format
3. Review the preview
4. Choose to replace or add to existing data
5. Click "📁 Upload Data"

Editing Projects

You can modify existing projects to update information or adjust scores:

Editing Process

1. Click on any project row to open the detail view
2. Click the "✏️ Edit" button
3. Modify any fields as needed
4. Update ratings for individual questions
5. Click "💾 Save Changes" or "❌ Cancel"

What You Can Edit

• Basic project information (title, description, objective, benefit, owner)
• Stakeholder details (add, remove, or modify)
• Individual question ratings (automatically updates section scores)

Automatic Score Recalculation

When you change individual question ratings, section scores are automatically recalculated using the predefined multipliers. This ensures consistency across all projects.

Managing Data

Efficiently organize and maintain your project portfolio:

Prioritizing Projects

• Drag and drop rows to change priority order
• Priority numbers update automatically
• Higher numbers indicate higher priority

Bulk Operations

1. Click "☑️ Select Items" to enter selection mode
2. Check boxes next to projects you want to manage
3. Use "Select All" or "Clear Selection" as needed
4. Click "🗑️ Delete Selected" to remove multiple projects
5. Click "❌ Cancel" to exit selection mode

Data Persistence

• Data is stored locally in your browser
• Use "💾 Save Data" to download a backup JSON file
• Data persists between browser sessions
• Clearing browser data will remove your projects

Import/Export Data

Work with external tools and share data across teams:

Exporting Data

CSV Export (📊)

• Downloads a spreadsheet-compatible CSV file
• Includes all project information and calculated scores
• Perfect for reporting and external analysis
• Automatically handles special characters and line breaks

JSON Export (💾)

• Creates a complete backup of all data
• Preserves all detail including individual question responses
• Can be re-imported later for full restoration

Importing Data

CSV Import (📁)

• Supports files exported from this tool
• Can add to existing data or replace all data
• Shows preview before importing
• Automatically reconstructs question-level data from scores

JSON Import (📄)

• Accepts single projects or arrays of projects
• Validates data structure before importing
• Preserves all detail when importing complete project data

Scoring System

Understanding how projects are evaluated and scored:

Six Evaluation Areas

• Operations - Efficiency gains, error reduction, process improvements
• People - Team impact, skill development, productivity improvements
• Business - Cost benefits, revenue impact, strategic value
• Governance - Compliance, risk management, strategic alignment
• Security - Data protection, access control, privacy considerations
• Development - Technical complexity, implementation challenges

Rating Scale

• 0-2: Minimal impact or very high complexity/risk
• 3-4: Low impact or high complexity/risk
• 5-6: Moderate impact or moderate complexity/risk
• 7-8: High impact or low complexity/risk
• 9-10: Very high impact or very low complexity/risk

Weighted Scoring

Each question has a predefined multiplier that affects its contribution to the section score. This ensures that more important factors have greater influence on the final evaluation.

Score Calculation

Section Score = Σ(Question Rating × Question Multiplier)

Total Score = Sum of all section scores

Charts & Analysis

Understanding the visual analytics provided by the tool:

Radar Chart

The radar chart shows a project's performance across all six evaluation areas:

• Each axis represents one evaluation area
• Larger areas indicate higher scores
• Balanced projects show roughly circular patterns
• Spiky patterns indicate strong performance in some areas, weak in others

Interpreting Patterns

• High Business + Low Development: Quick wins with good ROI
• High Operations + High People: Transformational opportunities
• Low Governance + High Impact: May need additional planning
• High Security Concerns: Require careful risk assessment

Comparative Analysis

Use the table view to compare projects side-by-side:

• Sort by clicking column headers
• Look for patterns across similar project types
• Identify outliers that may need special attention

Tips & Best Practices

Get the most out of your AI project prioritisation process:

Data Entry Best Practices

• Be consistent in your rating approach across all projects
• Involve multiple stakeholders in the rating process
• Document assumptions and reasoning for high-impact ratings
• Review and update scores as projects evolve
• Use clear, descriptive project titles and descriptions

Prioritisation Strategies

• Quick Wins: High Business value + Low Development complexity
• Strategic Initiatives: High across multiple dimensions
• Foundation Projects: High Governance + Security scores
• Innovation Projects: High People + Operations impact

Portfolio Management

• Maintain a mix of quick wins and strategic initiatives
• Consider dependencies between projects
• Factor in resource constraints and timelines
• Regularly review and update project information
• Document lessons learned for future evaluations

Collaboration Tips

• Export data to share with stakeholders
• Use CSV exports for executive reporting
• Take screenshots of radar charts for presentations
• Maintain backup copies of your project data

Keyboard Shortcuts

• Esc: Close any open modal
• ?: Open this help guide (when not in input fields)
• Enter: Confirm actions in modals