Portfolio visibility · Autessa IDF Manager
Portfolio dashboard
Autessa IDF Manager opens on a portfolio dashboard: headline counts (total disclosures, awaiting review, approved, and filed or granted), a pipeline chart with a bar for every stage, and recent activity. Click any stage to open the list filtered to it.
- Portfolio counts at a glance
- Click a stage to open the list filtered to it
The problem
How healthy is the invention pipeline?
IP leaders are asked the same questions every quarter: how many ideas came in, how many are waiting, how many we filed. Answering from a spreadsheet takes an afternoon. A dashboard that counts the pipeline live answers it in a glance.
What you get
- Total disclosures, awaiting review (Submitted plus Under Review), approved (cleared to file), and filed or granted (protected).
- A pipeline chart with one bar per stage, in pipeline order, colored by stage.
- Click a stage to open the Patent Ideas list filtered to that stage.
- Recent activity across all disclosures for Reviewers and Admins.
- A personal greeting and a New idea button for anyone who can create disclosures.
How it works
How does portfolio dashboard work in Autessa IDF Manager?
Open IDF Manager
The dashboard is the first screen.
Read the counts
See the size of the portfolio, the review backlog and what is protected.
Drill in
Click a pipeline stage, such as Under Review, to see exactly which disclosures are there.
Every option
Dashboard tiles and charts
| Option | What it does |
|---|---|
| Total disclosures | Every disclosure in the portfolio. |
| Awaiting review | Submitted or under review. |
| Approved | Cleared to file. |
| Filed or granted | Protected. |
| Pipeline | Draft, Submitted, Under Review, Approved, Filed, Granted, On Hold, Rejected, each clickable. |
| Recent activity | The latest eight changes across the portfolio (Reviewers and Admins). |
Permissions
Who can do what?
Admin, Reviewer, Contributor and Viewer. Anyone not given a role is a Viewer.
| Role | Can |
|---|---|
| Everyone | See the counts and the pipeline chart. |
| Reviewer | Also see recent activity. |
| Admin | Also see recent activity. |
| Contributor | Start a new idea from the dashboard. |
Connected
How it connects to the rest of IDF Manager
FAQ
Questions about portfolio dashboard
Does Autessa IDF Manager have an IP portfolio dashboard?
Yes. The dashboard counts total disclosures, those awaiting review, approved, and filed or granted, and charts every pipeline stage. Clicking a stage opens the filtered list.
Who sees recent activity on the dashboard?
Reviewers and Admins. Contributors and Viewers see the counts and the pipeline chart.
Start your invention program
Try portfolio dashboard in Autessa IDF Manager
Autessa IDF Manager opens on a portfolio dashboard that counts disclosures awaiting review, approved, and filed or granted, charts every pipeline stage, and links each stage to its filtered list.
Disclosure form · review pipeline · reviewer scoring · role-based access
100% customizable, code and all
Make Autessa IDF Manager fully your own.
Use it out of the box, then change anything. Ask Autobot, Autessa’s AI builder, for a new field, screen, report, workflow or agent and it builds it into your copy of the app. Or open the code and edit it yourself. Nothing is locked: the app, its data and its code are yours.
Start free and make it yours