PM Across
Bob's Discount Furniture — Phase 1.2 Extension
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A self-contained, offline project-management workspace for Bob’s Phase 1.2 Extension. Everything runs in this one browser file — no install, no server, no internet, and no data leaves the file.
Because this file is fully offline, it can’t call Fathom live. ⟳ Plan Refresh applies the most recent Fathom review that Chainsight bakes in — it bumps progress on tasks the meetings advanced and adds newly-surfaced action items (de-duplicated, so it’s safe to click again). To load a newer pull without rebuilding, use “Load .json” in the refresh dialog (a sync file Chainsight can regenerate on request).
Make PM Across universal — set up the client/engagement, then save it as a project file. Each client is one portable .json project you can load back later, so one tool manages many clients.
These tell Chainsight which Fathom team and meeting folders to pull from when regenerating the sync for ⟳ Plan Refresh. (An offline file can’t call the Fathom MCP directly, so the pull is done by Chainsight and delivered as a sync file.)
Each assignee has an hourly rate (blank uses the default rate above); it drives the Chainsight internal-effort cost. Removing one reassigns its tasks to Unassigned. Import accepts a .csv — name, optional #hexcolor, optional rate per line — or a .json. Saved with the project.
Tasks are grouped by workstream (Timeline & Board). Renaming updates it everywhere; removing one moves its tasks to the first remaining workstream. Saved with the project.
Every client lives in this one tool — switch with the Project dropdown at the top. New and Duplicate never touch the others; each project is isolated with its own serials, so no mismatch or duplicates.