Solution Configuration

The solution configuration combines package settings, sector roles, project relationships and interface placement. Package-specific controls are documented by their owners; platform deployment and identity enforcement remain separate.

Roles and workspaces

Map project managers, team leads, engineers, architects, sales teams, executives and reviewers to explicit workspace purposes. A management relationship is not blanket authorization to all evidence. Separate business administration from platform operations and developer authoring.

Project and customer relationships

Configure canonical project identifiers and project types: internal, commercial, delivery, R&D and improvement. Preserve many-to-many relationships where a meeting or document covers several projects. Bind authoritative customer, opportunity and plan sources through Evidence, Project and Commercial packages.

Evidence coverage and source authority

Select eligible sources and processing purposes, then define authoritative plan and SOW versions. Keep ingestion freshness, coverage and unresolved mappings visible. A KPI without sufficient evidence shows uncertainty or unavailable status rather than a fabricated positive result.

Navigation and package contributions

Compose the sidebar and contextual tabs from installed interfaces. The screen atlas identifies owners and enrichers. Removing or disabling a package triggers dependency and navigation validation; unavailable destinations are not left as broken menu items.

Private and restricted capabilities

Personal development uses private role-aware guidance and personal evidence. Ethics review requires an explicit activation decision and authorized reviewers. Case details and personal coaching are not included in ordinary cross-project briefings. Platform operators do not automatically receive business-content access.

Change control

Apply settings through versioned overlays. Inspect the ChangeSet and affected packages, qualify the complete composition in Testing and Staging and promote with the required authority. Record exact resolutions in the environment lock and retain recovery plans for migrations and external effects.