How It Works

Follow each step in Cards.

  • Assignment is a responsibility decision, not merely availability matching.
  • Do not dismiss Pressure just to make a signal disappear.
  1. 01

    Confirm the Card outcome, required role or skill, team scope, and timing.

    Cards screen demonstrating step 1: Confirm the Card outcome, required role or skill, team scope, and timing.Confirm the Card, role, team, and timing
    Step 1 screen focusConfirm the Card outcome, required role or skill, team scope, and timing.
  2. 02

    Review the eligible person’s current Load and other commitments.

    Cards screen demonstrating step 2: Review the eligible person’s current Load and other commitments.Review the person’s Load and other commitments
    Step 2 screen focusReview the eligible person’s current Load and other commitments.
  3. 03

    Assign the Card through the supported Plan or Card workflow.

    Cards screen demonstrating step 3: Assign the Card through the supported Plan or Card workflow.Assign the Card in the planning controls
    Step 3 screen focusAssign the Card through the supported Plan or Card workflow.
  4. 04

    When Pressure shows a constraint, inspect the underlying evidence before intervening.

    Cards screen demonstrating step 4: When Pressure shows a constraint, inspect the underlying evidence before intervening.Open the evidence behind a Pressure signal
    Step 4 screen focusWhen Pressure shows a constraint, inspect the underlying evidence before intervening.
  5. 05

    Record changes to ownership, scope, sequence, or timing so the Project history stays truthful.

    Cards screen demonstrating step 5: Record changes to ownership, scope, sequence, or timing so the Project history stays truthful.Keep ownership and timing changes visible in the Project
    Step 5 screen focusRecord changes to ownership, scope, sequence, or timing so the Project history stays truthful.
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