User Interface Reference

Portfolio Manager uses a two-panel layout with a week navigator on the left and a six-tab notebook on the right. This topic describes each panel and tab.

Main Window Layout

%%{init: {'theme': 'base'}}%%
block-beta
    columns 4

    block:LEFT:1
        columns 1
        WN["Week Navigator\n─────────────\n2026.12\n2026.13\n2026.14\n2026.15 ◄ current\n2026.16\n2026.17\n2026.18\n2026.19"]
    end

    block:RIGHT:3
        columns 1
        TABS["Tab Bar: Dashboard | Sessions | Projects | Milestones | Weekly Review | Settings"]
        CONTENT["Tab Content Area\n(scrollable)"]
    end

Main window: left panel shows the week navigator list; right panel shows six tabs: Dashboard, Sessions, Projects, Milestones, Weekly Review, and Settings.

The minimum window size is 1024 × 768 pixels. The window is resizable; both panels expand proportionally.

Left Panel — Week Navigator

The left panel displays a scrollable list of week keys in YYYY.W format. The list shows the 12 preceding weeks, the current week (highlighted), and at least 4 following weeks. Clicking a week navigates the Sessions and Weekly Review tabs to that week.

The More Weeks ▼ button at the bottom of the list appends 4 additional future weeks each time it is clicked, allowing the timeline to extend as far forward as needed.

Dashboard Tab

Displays a portfolio health snapshot for the selected week:

Element	Description
Week header	The week key and date range (for example, "Week 2026.15 — Apr 13–19").
Project table	One row per active project. Columns: Name, Status, Planned sessions, Done sessions, Remaining sessions, Score.
Portfolio summary row	Aggregate session counts and the portfolio score with a color-coded status badge.
This Week panel	Total planned and done session hours, and a list of upcoming milestones for the week.

Sessions Tab

Lists all sessions for the selected week and provides tools to create, edit, and update them:

Control	Action
Week selector	Text entry plus Previous and Next buttons to navigate weeks.
Session table	Columns: Date, Project, Milestone, Duration, Status, Session (label). Color-coded by status.
New Session	Opens the Session dialog to create a session.
Edit Session	Opens the Session dialog for the selected session.
Mark Done	Advances the selected session directly to Done status.
Delete Session	Removes the selected session after confirmation.
Budget bar	Shows planned hours, done hours, and remaining hours against the weekly budget.

Projects Tab

Control	Action
Status filter	Dropdown to show Active, Backlog, Archive, or All projects.
Project table	Columns: Name, Status, Priority, Started, Milestones (count), Sessions (count).
New Project	Opens the Project dialog to create a project.
Edit Project	Opens the Project dialog for the selected project, including the plan document editor.
Archive Project	Moves the selected project to Archive status after confirmation.
Delete Project	Permanently removes the project and all its sessions and milestones. Requires confirmation.

Milestones Tab

Control	Action
Project dropdown	Selects the project whose milestones are displayed.
Milestone table	Columns: Milestone, Target, Week, Total Min, Status.
Milestone heading	Click to cycle sort: ascending ▲ → descending ▼ → original order. The arrow indicator reflects the active sort direction.
New Milestone	Opens the Milestone dialog.
Edit Milestone	Double-click a row to open the Milestone dialog for the selected milestone.
Set Status / Apply	Changes the status of the selected milestone without opening the dialog.
Delete Milestone	Removes the selected milestone after confirmation.

Weekly Review Tab

Element	Description
Review history list	Left panel listing all saved reviews by week key. Click any entry to view that review.
Week selector	Text entry and navigation buttons for the review week.
Load button	Loads or creates the review for the selected week.
Review form	Eight text fields for reflection (what moved, what stalled, signals, decision for next week) and planning (primary focus, project to deprioritize, risk to watch, first session target). Each field displays three lines of text.
Expand button (⤢)	Each field label row has a ⤢ button on the right. Clicking it opens a resizable popup editor pre-filled with the field's current content. Click Done to apply changes or Cancel (or press Escape) to discard them.
Save Review	Saves the current review.

Settings Tab

Setting	Description
Log level	Logging verbosity. Options: DEBUG, INFO, WARNING, ERROR.
Default session duration (minutes)	Pre-fills the duration field when creating a session. Range: 15–480.
Weekly budget (hours)	Hours available per week for personal projects. Range: 1–100.
Database path	Read-only display of the current database file location. A restart is required after changing this path.