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About proPilot

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🧑‍💼 I'm a user - User guide

Get started with the proPilot, drive data-driven strategy organisation-wide
Log into proPilot
Use proPilot as an application from your computer
Profile: Manage your information
Portal: Quickly access your platform's key tools
Home page: Drive data-driven strategy organisation-wide
Messages and notifications: All of your workspace information available
Workspace: Digitalize your plan to collect and share information
Information module: collect your qualitative information in real time
Interdependencies: Digitize the dependencies between the initiatives in your plan
Scorecard module: collect your quantitative information in real time
Operational KPIs module: collect decentralized KPIs in real time

Visualization module: Enable real-time insights

Graphs & Charts : a wide range of formats to show how the data evolves across time.
Information Table : Track all of the progress of your perimeter at a glance.
Excel Export: Enable real-time Master Plan insights
Aggregated scorecard: Enable real-time indicator insights
Compare tool: Enable real-time indicator insights
External reporting tool: Enable specific insights
Integrated Toucan Toco Visualizations: Access your decision-making reports directly in proPilot!
PowerPoint Export (PPT) — Share your customized visualizations in a ready-to-use report.

History: Complete auditability of your changes
Massive imports: update your scorecard in one go
Task manager: track your tasks in a centralized place
Entity configuration: specific configuration applied to your entity.

🧑‍🔬 I'm a global admin

Instances
Homepage Organizer
Global portal: Provide clear navigation right from the home page
Licence

🧑‍💻 I'm an admin and I want to configure the workspace

Introduction to proPilot configuration: Instances and workspaces
Portal: Guide your teams to the right tools
Design: Create your visual identity
Structure: Your data-driven strategy aligned to your organization
Workflows : Create efficient lifecycle follow up

Information: create efficient qualitative data collection

"Text" Information type
"String" Information type
"Number" information type
"Date" information type
"DateRange" information type
"Strategic KPI" information type
"List" information type
"Multiselect" information type
"Imagelist" information type
"User" information type
"Group" information type

Interdependencies: Enable the tracking of mutual impacts and cross-Links
Scorecard: create efficient quantitative data collection
Operational KPIs: allow decentralized KPI data collect

Workspace visualization: enable operational and strategic real-time insights directly in entities

Create a homepage visualisation
Create an Excel Export visualization
Create a comparison tool visualization
Create an aggregated scorecard visualization
Create an "Information Table" visualization
Create a Multiple Bar Chart visualization
Create a Stacked Bar Chart visualization
Create a Line Chart visualization
Create a Combo Chart visualization
Integrate an embedded Toucan Toco visualization

Units management: improve your data governance with adapted metrics
Synchronize your IT systems with proPilot using webhooks

👩‍💻 I'm an admin and I want to configure the home page of proPilot

Home page configuration of the workspace: Make a good first impression.
Home visualization: Create consolidated real-time insights based on your information in the home page

👨‍💻 I'm an admin and I want to manage the workspace

Massive imports: import and update your strategy with bulk edition
Recycle bin: One step away from permanent deletion of entities

👩‍🏫 I'm PMO: Bring strategy to life

Update center: Ask users to update data.
User management: The right people at the right places
Communication: Communicate to proPilot users
External components: Communicate information to external solutions
Monitoring: Efficient audit and services follow-up
How to freeze scorecard updates in proPilot?

🤖 I'm Sysadmin: getting started with proPilot Self-Hosted

proPilot requirements

Keycloak configuration documentation
MariaDB configuration

proPilot installation and configuration
proPilot updates
proPilot advanced operations

🧙 How to... Popular question about proPilot

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🚀 proPilot Release notes

proPilot 5.6.0
proPilot 5.5.0
proPilot 5.4.0
proPilot 5.3.0
proPilot 5.2.0
proPilot 5.1.0
proPilot 5.0.0
proPilot 4.17.0
proPilot 4.16.0
proPilot 4.15.0
proPilot 4.14.0
proPilot 4.13.0
proPilot 4.12.0
proPilot 4.11.0
proPilot 4.10.0
proPilot 4.9.0
proPilot 4.8.0
proPilot 4.7.0
proPilot 4.6.0
proPilot 4.5.0
proPilot 4.4.0
proPilot 4.3.0
proPilot 4.2.0
proPilot 4.1.0
proPilot 4.0.0

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🧑‍🔬 I'm a global admin

Take complete control over proPilot in case of on premise implementation.

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