Projects Overview — three personas, one route

Same /proj URL, role-aware composition. Each overview is built around the one question that role actually asks — not the same skeleton with cells hidden. Reading left → right, attention zooms out (ticket → project → portfolio) and money visibility steps up through the three tiers RBAC already supports.

Source of truth: docs/projects-dashboard-role-differentiation.md §3 · visual vocabulary from .design-review/pms2-*.html · mock for team review — not a build spec
1 Employee / ContractorUnit: a ticket (mine) · Cost: none →
2 PM / ManagerUnit: a project (I lead) · Cost: margin health badge →
3 Finance / OwnerUnit: the portfolio · Cost: full $ + margin
Projects · Overview Employee · Maya Chen
Caps canViewAll canViewMargin canViewCost
Tue · May 13
Morning, Maya — where are you needed today?
7
Open assignments
2
Due today
1
Blocked on you
31h
Logged this week
My week28h planned · 9h capacity left
Tue
Atlas · APIBeacon · blocked
Wed
Atlas · API1:1 review
Thu
Northwind · QA
Fri
PTO ½ day
Mon
Atlas · API
My capacity this weekplanned hours vs 8h/day
8h
9h
7h
6h
4h
8h
TueWedThuFriMon
My assignmentsgrouped by project · 3 projects
AT
Atlas Replatform — Build auth refresh endpoint
SYM-4821 · in progress · due Thu
In progress
BE
Beacon Mobile — Wire offline sync queue
SYM-4790 · blocked on you · design handoff overdue
Blocked
NW
Northwind CRM — QA regression pass
SYM-4655 · todo · due today
Due today
AT
Atlas Replatform — Token rotation tests
SYM-4830 · todo · due Mon
Todo
Removed for this role — not hidden
Org capacityDecisions queueCross-app radarProject health rollupBurn / forecast
Cost framing None. Hours only — no money anywhere. ICs can't act on velocity or burn, so health charts would be noise. This is a purpose-built "My Projects" lens, reusing existing me-centric surfaces.
Projects · Overview PM / Manager · Dan Ortiz
Caps canViewAll canViewMargin · led projects canViewCost
Tue · May 13 · 4 projects you lead
Morning, Dan — are your projects on track?
2
At risk
5
Decisions pending
3
Blockers
2
Over-allocated
Delivery health · projects I leadmargin = ratio only, no $
AT
Atlas Replatform
On track · sprint burn 0.96 · 0 blockers
▲ Healthy
NW
Northwind CRM
Timeline slip 6d · critical path · scope +3
▼ Thin
BE
Beacon Mobile
2 blockers · 1 key-person risk · burn 1.21
▼ Underwater
VX
Vertex Data Pipeline
On track · sprint burn 1.02 · 1 blocker
▶ Healthy
Decisions pending5
Approve Northwind scope change
+3 tickets · timeline impact
Today
Reassign Beacon offline sync
owner blocked 2d
Now
Sign off Atlas auth design
ready for review
Queued
Team allocationover-allocated by name
PK
Priya Kapoor
Beacon + Northwind
124%
JL
Jon Lee
Atlas + Vertex
108%
MC
Maya Chen
Atlas
82%
Sprint burndownactive sprint · all led projects
Ideal Actual remaining· tracking ~2 days behind
Cross-app radarkey-person risk · contract expiry
Priya Kapoor — sole owner of Beacon sync layer
key-person risk · no backup assigned
Risk
Contractor MSA — Vertex — expires in 18d
renewal not started
Expiring
Cost framing Margin health badge — ratio only, never $. Surfaces the existing can_view_margin tier (automatic for a lead PM) as a thresholded Healthy / Thin / Underwater signal + trend. Threshold is finance-owned; PM sees pass/fail, not the bar. Raw margin_pct stays on the project Cost tab.
Projects · Overview Finance / Owner · Rae S.
Caps canViewAll canViewMargin canViewCost · org-wide
Portfolio · 14 active projects · Q2
Morning, Rae — which projects make or lose money?
24.6%
Portfolio margin
$1.84M
Burn to date
+6.2%
vs forecast
3
Margin at risk
Worst-margin projectsOpen /proj/cost →
Beacon Mobile Lumen Health · fixed-bid
−4.1%margin
$214kcost
$205krevenue
Northwind CRM Northwind Co · T&M
8.3%margin
$312kcost
$340krevenue
Halo Analytics Halo Inc · retainer
11.0%margin
$178kcost
$200krevenue
Atlas Replatform Atlas Corp · fixed-bid
31.4%margin
$486kcost
$709krevenue
Burn vs forecastcumulative · Q2 by week
Forecast Actual burn+$240k proj.
FX rollup3 currencies
USD
9 projects
$1.21M
EUR → USD
3 projects · rate 1.08
$0.47M
GBP → USD
2 projects · −1.4% drift
$0.16M
Margin by projectcentered at 0% · color = health
Beacon Mobile−4.1%
Northwind CRM8.3%
Halo Analytics11.0%
Vertex Pipeline18.5%
Atlas Replatform31.4%
Cost framing Full cost + margin — the headline. Money is the differentiator, front and center. Surfaces are mostly promotion of what already lives at /proj/cost & /proj/portfolio — the overview headlines the actionable list (worst-margin) and deep-links the reference detail.
Subtraction → composition Today the IC view is the manager page with cells hidden. This is a lens built for the IC — the removed cells are gone by design, not greyed out.
The key design call Margin shows as a health badge + trend, not a raw % and never $. A threshold on a non-invertible ratio is itself non-invertible — so it leaks strictly less than the number.
Headline, then link The overview is a place to decide — it contains the actionable worst-margin list and deep-links the reference detail (forecast bridge, full cost tab) rather than rebuilding it.