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Welcome to Sageon Business

What Sageon Business is, who it's for, and what to do in your first 10 minutes.

Invite your team

Add team members, assign roles, accept invitations.

Create your first project

Set up a portfolio, programme and project to start tracking delivery.

Business overview

Your org-wide rollup dashboard - what every KPI means.

Portfolios, programmes & projects

How the three-tier delivery hierarchy works.

Managing portfolios

Create, edit and structure portfolios; how rollups work.

Managing programmes

Group related projects into a coordinated programme.

Project overview page

Reading the project home screen: KPIs, milestones, RAID summary, SOFT report.

RAID logs

Log risks, assumptions, issues and dependencies.

Tasks and Kanban boards

Plan work using boards, sprints, epics and story points.

Gantt charts

Build a visual schedule with dependencies and baselines.

Milestones

Mark key dates, gates and deliverables; how RAG rolls up.

Project financials

Budget, actuals, forecast and EVM at project level.

Change requests

Raise, route and approve scope/cost/schedule changes.

Decisions log

Capture every key decision with rationale and impact.

Lessons learned

Record and share lessons across the org.

Stakeholder management

Map influence, interest and engagement strategies.

SOFT reports

Strengths, opportunities, failures, threats - auto-drafted from project data.

Project Initiation Meeting (PIM)

Run a structured kick-off and capture everything that comes out of it.

Project Management Plan (PMP)

Build and maintain the 17-section project plan.

Communications strategy

Plan and track stakeholder comms cadence and channels.

Project resources & bookings

Allocate people to a project and track utilisation.

Purchasing & procurement

Track purchase orders, vendors and procurement spend.

Project links

Cross-link projects to show dependencies and shared deliverables.

Pulse (CRM) overview

What Pulse does and when to use it.

Opportunities and pipeline

Log opportunities, move them through stages, forecast pipeline value.

Contacts

Build a contact list with companies, roles and key-contact flags.

Bids and bid management

Create bids, link them to opportunities, track win/loss.

Bid calculator

Model labour, materials, overhead, contingency and margin in one place.

Campaigns

Plan and track marketing/sales campaigns with budgets and outcome metrics.

Tribe (HR) overview

What Tribe covers and how it connects to projects.

People records

Add and manage employee records; what each field is for.

Org chart

Visualise reporting lines and team structure.

Onboarding workflows

Standardised new-starter checklists with owners and due dates.

Leave management

Request, approve and track leave; configure leave types and balances.

Attendance

Track presence patterns and flag anomalies.

Compliance and mandatory training

Right-to-work, GDPR, fire safety and other compulsory training tracking.

Performance and appraisals

Run appraisal cycles, set objectives, track progress.

Development plans

Competency radars, skills gaps and individual development planning.

Skills matrix

See team-wide skill levels in one view; spot capability gaps.

Engagement (surveys & feedback)

Run pulse surveys and track engagement over time.

Compensation and salary bands

Manage pay, salary bands and reward statements.

Training and learning

Assign training modules, track completion and pass rates.

HR analytics

Headcount, tenure, employment splits and starter/leaver charts.

HR settings

Configure departments, positions, leave types, salary bands and benefits.

Tally overview

Time entry, resource bookings and approval workflow.

Logging time

Daily and weekly time entry against projects and tasks.

Resource bookings

Plan who works on what and when; surface conflicts.

Sage - your AI advisor

What Sage can do, how to ask the best questions, and the daily limit.

Sage actions - creating records via chat

The full list of things Sage can create or update for you.

Managing your team

Add, remove and change roles for team members.

Module toggles

Turn modules on or off for your whole org.

Module access permissions

Set the minimum role for viewing and editing each section.

Custom roles

Create up to 5 named custom roles for your organisation.

Plans, billing and cancellation

Standard vs Pro vs Enterprise, upgrade/cancel, data retention.

Roles and permissions

Built-in roles, custom roles and how access works.

Privacy, security and your data

Where your data lives, what Sage sends, your GDPR rights, and links to every policy.

PMO acronyms explained

RAID, EVM, CPI, SPI, SOFT, RAG, RACI and more.

Common issues and fixes

Email problems, missing sidebar items, login loops.