Two workbooks.
One reviewable charter.

Select your roadmap and responsibility files, check the mapping, then review the draft. No model, external connector or automatic approval.

{"format": "pt-charter-compat-1", "project": {"title": "Community workshop renewal", "purpose": "Replace a fictional workshop booking process with a reviewed shared plan.", "sponsor": "Workshop steering group", "in_scope": "Booking workflow\nEquipment register\nOperator handover", "out_scope": "Payment collection\nHistorical record migration", "assumptions": "Volunteer owners confirm the plan before any work starts.", "success_measures": "Each selected capability has an accountable owner and a reviewed completion date."}, "profile": {"scenario_sheets": ["Scenario A", "Scenario B"], "score_sheet": "Scores", "extension_sheet": "Extensions", "responsibility_sheet": "Responsibilities", "dependency_sheet": "Dependencies", "affirmative_prefix": "yes", "milestone_terms": ["Foundation", "Service readiness"], "headers": {"roadmap": {"workstream": "Workstream", "capability": "Capability", "target_workstream": "Target workstream", "target_capability": "Target capability", "alternative": "Alternative", "availability": "Availability", "team": "Team", "status": "Status", "start": "Start", "end": "End", "relevance": "Relevant"}, "extensions": {"workstream": "", "capability": "Capability", "target_workstream": "", "target_capability": "", "alternative": "", "availability": "", "team": "Team", "status": "Status", "start": "", "end": "", "relevance": ""}, "score": {"criterion": "Criterion", "weight": "Weight", "area": "Feature area", "guidance": "Scoring guidance"}, "responsibility": {"area": "Area", "notes": "Notes", "comments": "Comments"}, "roles": {"Delivery": "Delivery", "Operations": "Operations", "Sponsor": "Sponsor"}, "dependency": {"area": "Area", "primary": "Primary responsibility", "team": "Team"}}}, "report": {"drivers": "", "integration": "", "transition": "", "risks": "", "phases": [{"title": "Initiate", "description": ""}, {"title": "Prepare", "description": ""}, {"title": "Enable", "description": ""}, {"title": "Govern", "description": ""}, {"title": "Validate", "description": ""}, {"title": "Transition", "description": ""}], "architecture": [{"title": "Current state", "items": []}, {"title": "Transition", "items": []}, {"title": "Target state", "items": []}]}, "records": {"roadmap": [], "extensions": [], "responsibilities": [], "dependencies": [], "scores": []}, "coverage": {"scenario_sheets": [], "ignored_roadmap_sheets": [], "ignored_responsibility_sheets": []}}

1. Select the two workbooks

Plain XLSX only, at most 2 MB each. Import replaces all mapped records. Save your JSON first; page edits disappear on reload.

Roadmap workbookDownload synthetic roadmapResponsibility and dependency workbookDownload synthetic responsibilities

2. Set the project boundaries

TitlePurposeSponsorIn scopeOut scopeAssumptionsSuccess measures

Workbook mapping and report configuration

Change exact sheet/header names to match your own templates. Blank optional header names omit that field; no fuzzy or hidden aliases are used. Roles are buyer-named. Configure milestone search terms, narrative, six phases and three architecture tiers here. Unmapped source columns remain in the JSON bundle; report previews show mapped fields.

Profile and report settings JSON

{
  "profile": {
    "scenario_sheets": [
      "Scenario A",
      "Scenario B"
    ],
    "score_sheet": "Scores",
    "extension_sheet": "Extensions",
    "responsibility_sheet": "Responsibilities",
    "dependency_sheet": "Dependencies",
    "affirmative_prefix": "yes",
    "milestone_terms": [
      "Foundation",
      "Service readiness"
    ],
    "headers": {
      "roadmap": {
        "workstream": "Workstream",
        "capability": "Capability",
        "target_workstream": "Target workstream",
        "target_capability": "Target capability",
        "alternative": "Alternative",
        "availability": "Availability",
        "team": "Team",
        "status": "Status",
        "start": "Start",
        "end": "End",
        "relevance": "Relevant"
      },
      "extensions": {
        "workstream": "",
        "capability": "Capability",
        "target_workstream": "",
        "target_capability": "",
        "alternative": "",
        "availability": "",
        "team": "Team",
        "status": "Status",
        "start": "",
        "end": "",
        "relevance": ""
      },
      "score": {
        "criterion": "Criterion",
        "weight": "Weight",
        "area": "Feature area",
        "guidance": "Scoring guidance"
      },
      "responsibility": {
        "area": "Area",
        "notes": "Notes",
        "comments": "Comments"
      },
      "roles": {
        "Delivery": "Delivery",
        "Operations": "Operations",
        "Sponsor": "Sponsor"
      },
      "dependency": {
        "area": "Area",
        "primary": "Primary responsibility",
        "team": "Team"
      }
    }
  },
  "report": {
    "drivers": "",
    "integration": "",
    "transition": "",
    "risks": "",
    "phases": [
      {
        "title": "Initiate",
        "description": ""
      },
      {
        "title": "Prepare",
        "description": ""
      },
      {
        "title": "Enable",
        "description": ""
      },
      {
        "title": "Govern",
        "description": ""
      },
      {
        "title": "Validate",
        "description": ""
      },
      {
        "title": "Transition",
        "description": ""
      }
    ],
    "architecture": [
      {
        "title": "Current state",
        "items": []
      },
      {
        "title": "Transition",
        "items": []
      },
      {
        "title": "Target state",
        "items": []
      }
    ]
  }
}

3. Review the mapped source

0All roadmap records

0Selected for relevance

0Responsibility records

Counters use all roadmap records. Relevance means blank or starting with your configured prefix. Preview caps: 18 mapping, 12 responsibility, 10 dependency and first 10 score rows; complete normalized records and unmapped columns remain in saved JSON. Scores are textual guidance, not a computed rating.

Capability mapping / 0 displayed

Source sheet / row	Mapped values
No mapped records yet.

Responsibility records / 0 displayed

Source sheet / row	Mapped values
No mapped records yet.

Dependency records / 0 displayed

Source sheet / row	Mapped values
No mapped records yet.

Score guidance / 0 displayed

Source sheet / row	Mapped values
No mapped records yet.

Selected sheets: Not imported. Unselected roadmap sheets: None. Unselected responsibility sheets: None.

4. Save or export

Save the versioned JSON to retain the complete normalized records, mapping and report configuration. Import a saved bundle to continue; this application stores no history. Edit individual records in your workbook and reimport, or edit the saved JSON before importing.

Import compatibility JSON

I reviewed the selected source and all report content. This export is a draft, not approval.