FEATURES

Everything in Prism, explained plainly.

Seven areas, one database. Pick a column on the left and read what each thing actually does - not what it's called in a comparison table.

66 CAPABILITIES ONE PRICE · ALL INCLUDED ENGINEERING MODULE TOGGLES PER WORKSPACE
NOT SURE WHERE TO START

Most teams live in Plan & track and Engineering. The rest is there when you need it.

THE DAILY SURFACE

Plan & track

Where the work actually lives. Projects sit inside areas inside workspaces, and every task can nest as deep as the job needs.

12 FEATURES
A Prism project in list view, grouped by status
PROJECT - LIST VIEW
The My Tasks personal inbox across projects
MY TASKS
The Inbox capture tray
INBOX
The urgent and important matrix
EISENHOWER MATRIX
The configurable dashboard widgets
DASHBOARD

Workspaces, areas, projects

CORE

Three levels of structure. A workspace is a company or a client, an area is a department or product line, a project is a body of work.

List view

VIEW

A dense table with grouping, sorting, inline editing and a column layout you choose. The default for people who think in rows.

Board view

VIEW

Kanban by status, with drag between columns. Columns come from your own status library, not a fixed set.

Gantt view

VIEW

One project on a timeline with drag-to-reschedule and dependency arrows. Weekends and holidays come from the working calendar.

Task panel

CORE

One task, everything about it: description, checklists, attachments, comments, time, dependencies, links to sprints, milestones and key results.

Unlimited subtasks

CORE

Tasks nest without a depth limit, and each row tells you how many children it has without loading them all.

Dependencies & critical path

CORE

Mark what blocks what. Prism draws the arrows, finds the critical path and moves dependents when a date shifts.

Saved views

CONVENIENCE

Capture view type, grouping, sort, filters and columns as a named view. Keep it personal or share it with the workspace.

Inbox

CAPTURE

A tray for anything not yet filed. Type it now, decide where it belongs later.

My Tasks

PERSONAL

Your work across every project, in time buckets or a flat list, with subtasks nested under their parent and its own filter bar.

Eisenhower matrix

TRIAGE

The urgent/important 2×2, built from your real priorities and due dates. Useful on the mornings that need it.

Archive & Trash

SAFETY

Nothing is really gone. Completed work archives out of the way; deleted work sits in Trash until an admin clears it.

WHY, WHAT, WHEN

Planning chain

Four surfaces that chain together: goals set the why, milestones the what-by-when, sprints the commitment, portfolio the whole map in time.

7 FEATURES
Every project on a single portfolio timeline
PORTFOLIO - ALL PROJECTS ON ONE TIMELINE
Objectives with measurable key results
GOALS - OBJECTIVES AND KEY RESULTS
Dated milestones on a timeline rail
MILESTONES
Sprint planning with a burn-down chart
SPRINTS - BURN-DOWN
The template library
TEMPLATES

Goals (OKRs)

STRATEGY

Objectives with measurable key results - numeric, percentage, currency or done/not-done - with check-in cadence and a status you can defend.

Milestones

DATES

Dated checkpoints on a timeline rail, linked to the goals they advance and the sprints that target them.

Sprints

COMMITMENT

Pull tasks into a dated sprint, watch the burn-down, then close it and say where each unfinished task goes — rolled into the next sprint, named before you commit, or back to the backlog. The closed sprint keeps the record of what it held.

Timeline

THE BIG PICTURE

Every project on one timeline with dependencies across project boundaries. The answer to "will it ship?".

Working calendar

ACCURACY

Per-workspace weekends and holidays, excluded from every duration calculation so plans match the real week.

Publish a sprint to your wiki

REPORTING

Not everyone who needs the sprint will open Prism to read it. Publish one - goal, progress, burn-down, every task with its owner and its detail - straight onto a page in your own company wiki. Change the sprint's dates or goal, or close it, and the page updates itself. You create the page and keep control of who sees it; Prism only ever fills it in, one direction, and it names what is on that page before it replaces anything - whether somebody edited it by hand or it still holds last sprint's report.

Templates

REPEATABILITY

Task and checklist templates for anything you do more than twice, plus starter templates out of the box.

WHO, AND HOW LONG

Time & people

Effort, capacity and permission - the boring parts that decide whether a plan was realistic.

7 FEATURES
Team workload across dates
TEAMS - WORKLOAD
The weekly project by day timesheet grid
TIMESHEET - WEEKLY GRID

Time tracking

EFFORT

Start and stop a timer on a task, or log minutes after the fact. Every entry belongs to a task and a person.

Timesheet

REPORTING

A weekly project × day grid of logged hours, starting on the weekday you chose.

Teams & workload

CAPACITY

Who is carrying what, over which dates. The view you open before promising anything.

Roles & permissions

CONTROL

Admin, member and viewer. Viewers can look without touching; admins hold configuration and users.

Notifications

AWARENESS

In-app notifications on assignment and approaching due dates, plus daily or weekly email digests per person.

Team invites

ONBOARDING

Pre-create members and send invite emails, then assign the licensed seat when they join.

Reporting line

WHOSE WORK

Record who reports to whom, and who may read whose work follows from it: yourself, anyone beneath you in the chain, or an administrator - and nobody else. Sharing a workspace is not enough, and neither is outranking somebody. It is the same boundary the AI assistant answers to when you ask it about a named person's work. Set over the API for now; it has no screen yet.

THE HALF NOBODY ELSE BUILDS

Engineering

A working PLM core: part numbers, revisions, change orders, bills of materials, verification evidence, tolerance stack-up analysis and the ECAD layout handover - switched on per workspace so the rest of the company never sees it.

21 FEATURES
The workspace part library with lifecycle filters
PART LIBRARY
A part detail page showing revisions and FAI status
PART DETAIL - REVISIONS AND FAI
The ECO list with statuses
ENGINEERING CHANGE ORDERS
BOM demand against stock and open purchase orders
SHORTAGE REPORT
The workspace verification overview, one row per part with a plan
VERIFICATION - EVERY PART WITH A PLAN
A tolerance stack-up study: contributors taken from the model, with worst case, RSS and Monte Carlo results side by side
TOLERANCE STACK-UP - THREE METHODS AT ONCE

Part library

FOUNDATION

Every part with its base number, description, lifecycle, cost, category and current revision. Searchable and filterable by lifecycle.

BOM tree

STRUCTURE

Several assemblies side by side as flowcharts, filtered to one project. Click a part to set how many of it THIS assembly uses — the same screw can be used twice in one and five times in another.

Auto-assigned revisions

DISCIPLINE

Nobody types a revision string. Development revisions get numbers, production revisions get letters, and Prism assigns the next one.

ECO workflow

AUTHORISATION

Change orders move Open → Prototype → SfP → Production → Closed, carrying their affected parts and timestamped audit notes.

FAI gating

QUALITY

First Article Inspection must be passed or waived before a part reaches production. The button refuses, not a person.

Multi-level BOMs

STRUCTURE

A collapsible tree with find numbers, quantities, units, reference designators and extended cost rolling up the levels.

Where used / contains

TRACEABILITY

Every parent assembly a part appears in, and every child it consumes, editable in place.

Shortage report

RISK

Every BOM line whose demand isn't covered by stock or an open PO, with the reason and an order-by date from real lead times.

PN templates

YOUR SCHEME

Define prefix, separator and digit count per scope so full part numbers match the drawings you already have.

STEP & drawing viewer

IN-BROWSER

Open the 3D model or the drawing PDF for the revision you are looking at - rotate, pan, zoom, close.

PDM vault scan

YOUR FILES

Point Prism at the shared CAD root; it matches files to part numbers and revisions and offers them from the part page.

Board Exchange

ECAD → MCAD

The layout handover, in the app instead of an attachment. Whoever owns the board drops the file they exported and Prism reads it to decide what it is - an IDF board or a DXF drawing - rather than asking. Each drop becomes v1, v2, v3 on that part: its own series, no change order needed, and the revision letters stay the mechanical engineer's. Limits: 20 MB for an IDF, 80 MB for a DXF.

Declared vs. detected

THE POINT OF IT

The uploader has to answer “did anything change?” before the file will send - and the comparison runs either way. Tick “no change” on a drop where a connector moved and it is still accepted - but the record says so, and names what moved. Better than finding out when the enclosure is already cut.

Layout & drawing compare

BY DESIGNATOR

Components are matched on reference designator, never on position, so nothing is lost when the export order changes - and there is no distance threshold, so every nudge shows. A DXF is compared layer by layer and drawn as both versions on one canvas joined at the origin, in two colours you choose, with an arrow at each change.

What the file cannot tell you

STATED OUT LOUD

An IDF carries placements and the board outline; a DXF carries drawn geometry. Neither carries the netlist. So an empty comparison is worded “no geometric change detected in the IDF” - never “nothing changed” - and it names what that format does not carry.

Verification (DVP&R)

EVIDENCE

Six types out of the box - Thermal, Structural, Fatigue, Vibration, EMC and Design review - and the list is yours to edit per workspace. Plan which ones a part needs, record the evidence, sign it off, and optionally refuse a production release while any required type is missing, stale, unfinished or failed.

Staleness tracking

AUTOMATIC

A new revision flags every older result as stale by itself - re-verify, or carry it forward with a written justification that is itself signed off.

Two signatures, two people

REVIEW

Whoever wrote a verification record cannot also countersign it. A one-person shop can switch that off - but only the workspace owner or someone who hands out roles can, never whoever happens to hold sign-off.

BUY IT, BUILD IT, TRACK IT

Procurement

The paperwork between a released drawing and a box on the bench.

12 FEATURES
Purchase orders, RFQs and work orders in one place
ORDERS - POS, RFQS AND WORK ORDERS
The shortage report driving order-by dates
SHORTAGE REPORT - ORDER-BY DATES
The Readiness page: how many can be built now, all of them by when, and the part that sets the date
READINESS - CAN WE BUILD 50, AND FROM WHEN

Tolerance stack-up

ANALYSIS

Build a dimension chain from the assembly itself and get worst case, RSS and Monte Carlo side by side - because they disagree, and which one you believe is the engineering decision.

Dimensions from the model

ANALYSIS

Pick two faces in the 3D view and the contributors come off the geometry with their nominals already filled in. No transcribing numbers out of CAD into a spreadsheet.

Compressible members

ANALYSIS

Gaskets and thermal pads are checked against the compression range they actually need to hold, and Prism says plainly when no pad thickness can hold it - so the answer is the stack, not a thicker pad.

Several chains per assembly

ANALYSIS

Add more than one path through the same model and compare them, rather than starting a new study every time you want to test a different route.

Purchase orders

BUYING

POs with line items against real parts and revisions, tied back to the part's open-orders view.

Work orders

MAKING

Manufacturing orders for the shop floor, tracked alongside what was bought.

RFQs

QUOTING

Request-for-quote records, with a ZIP of each line's drawing and 3D files bundled straight from the vault.

Suppliers & pricing

SOURCING

A supplier directory with a preferred flag per part, unit prices, quantity price breaks, lead times and the supplier's own part number.

Lead time stages

PLANNING

Split a supplier's lead into tooling, production and shipping so repeat orders forecast honestly.

Shipment tracking

VISIBILITY

Carrier detected from the tracking number, live status, last location and event history in one table.

Readiness

THE ANSWER

Pick an assembly and a quantity: how many can be built now, when the rest can, and which part sets the date - with every excluded quantity named and its fix beside it. Give it a need-by date and it answers backwards: order this by then, pull that order in, or not at any price.

Stock as a ledger

TRUTH

On-hand is the sum of dated movements, never a field somebody edits. A count is a difference, a double count is marked and removable in one press, an over-shipment is received and said, and every receipt lands under the revision it was bought at.

Revision walls

DISCIPLINE

Every new revision answers whether the old stock still works. Behind a wall it never counts for a build, and the change shows what that costs - stock at risk, open orders still buying the old revision, committed builds about to lose it - before anyone approves it.

Promises, sequence, recurring builds

COMMITMENT

Reserve material so two builds cannot spend the same parts. Put competing builds in order and watch every date move. Promise a customer before there is a work order, and commit it in one step. Build 20 a month and see when each part runs out and when its order has to go.

Builds at risk

ALERTS

Every fifteen minutes Prism re-answers every committed build and tells the owner - bell, email, Telegram - when a date moved and why: the order that slipped, the build that took the material, the part held in quarantine. The weekly email carries the same list.

The CM exchange

HANDOVER

Export the kit and the shortage list, publish both to the wiki page your team already reads, and take the contract manufacturer's counts back in at their location - as counts, with every unknown part number named rather than dropped.

MEMORY, AND THE FILING CLERK

Knowledge & AI

One memory you write on purpose, one that writes itself - and AI that files rather than decides.

10 FEATURES
The wiki alongside the auto-filed Knowledge Base
WIKI AND KNOWLEDGE BASE
Freehand drawings and flowcharts on an infinite canvas
BOARDS - DRAWINGS AND FLOWCHARTS

Wiki

YOU WRITE IT

Rich-text pages at workspace, area or project scope with attachments. Decisions, specs, test plans, onboarding.

Reads your attachments

PDF, DOCX, XLSX

Attach a standard and the assistant can quote it, not just name it — citing the page, the section heading or the sheet it took the words from. Files are read in your own browser as you upload them, so nothing leaves the building to be parsed, and a scanned PDF says it has no text rather than looking unread.

Knowledge Base

WRITES ITSELF

The project story: every completed task and its files, filed automatically. Read-only by design, so nobody has to maintain it. Its status summary reads the actual work — who holds what, what is stuck, what each task is about — and rolls project up to area up to workspace.

Boards

SKETCHING

Freehand drawings and flowcharts on an infinite canvas, autosaved, with live thumbnails in the library. Signal-bus line presets (Ethernet, PCIe, CAN, FlexRay, MIPI…) and a drop-in legend keep hardware block diagrams on one convention.

AI text import

PASTE ANYTHING

Paste notes and get a reviewed tree of tasks, subtasks, wiki pages and notes. Nothing is created until you confirm.

Email → task

CAPTURE

Drop an .eml or .msg and the AI pulls out title, priority, due date, description and checklist items.

Task breakdown

ASSIST

Describe an outcome, get a subtask tree you can edit before it exists.

Improve writing

ASSIST

Tidy a description or a comment without leaving the field.

Markdown vault sync

PLAIN TEXT

Mirror tasks, parts, ECOs and wiki pages to disk as Markdown with YAML frontmatter. Your history outlives the app.

Bring your own key

CONTROL

Three of the major hosted model APIs, or the models running inside your own cloud account so prompts never leave it - or leave AI switched off entirely and lose nothing else.

THE PART YOU SHOULDN'T NOTICE

Platform

How Prism behaves when four people are in it at once and one of them is on a laptop in the workshop.

9 FEATURES
The automation rule builder
AUTOMATION - RULE BUILDER
Charts with CSV and PDF export
REPORTS AND EXPORT

Runs on your network

DEPLOYMENT

Self-hosted on a machine you control, reachable across the LAN. A managed cloud edition is on the way.

Live updates

REAL-TIME

Workspace-scoped WebSocket events. A status change lands on every open screen at once.

Command palette

SPEED

Ctrl+K searches tasks, parts, ECOs, wiki pages and orders from anywhere, with recent searches remembered.

Automation rules

LEVERAGE

Triggers on status change, due date or field change; actions that restatus, reprioritise, comment, notify or assign. Every run logged.

Recurring tasks

RHYTHM

Fixed schedules, or spawn-on-completion for the jobs that only repeat once the last one is done.

Audit history

ACCOUNTABILITY

Field-level history on every tracked field, with conflict handling when two people edit at once.

Reports & export

PORTABILITY

Charts, CSV and server-side PDF export across tasks, time and BOMs. Your data leaves whenever you want.

Theming

FIT

Dark and light, plus a brand colour Prism adapts for legibility. Status colours stay fixed - they carry meaning.

Licensed seats

BILLING

Seats are assigned by email and managed by Reportil, with status and expiry visible in Settings → Billing.

HOW IT FITS TOGETHER

Features are cheap. Connections aren't.

Any tool can list a hundred features. What matters is that they share one database, so the link between a task and a part number is a fact rather than an integration you maintain.

TASK → PART

Mention a part number in a task and the part page shows that task under Connections. Both sides stay true.

PART → SCHEDULE

A revision blocked by an FAI gate holds the task that depends on it, which moves the dates on the Timeline.

BOM → PROCUREMENT

BOM demand meets stock and open POs in the shortage report, with the preferred supplier's lead time doing the maths.

DONE → MEMORY

Completing a task files it and its attachments into the Knowledge Base, and mirrors it to your Markdown vault on disk.

Ready when you are.

ONE PRICE PER SEAT · EVERY CAPABILITY ON THIS PAGE INCLUDED