Area 400 · Autessa IDF Manager
Portfolio visibility
Portfolio visibility in Autessa IDF Manager shows where every disclosure sits, lets anyone find a disclosure in seconds, and explains the workflow to each person in terms of their own role.
- Portfolio counts at a glance
- Click a stage to open the list filtered to it
The area
What does portfolio visibility cover?
Portfolio visibility answers the questions IP leaders get every quarter. Autessa IDF Manager’s dashboard counts the pipeline, its list finds any disclosure by inventor, tag or text, and its built-in guide teaches each person the process for their own role.
Why it matters
- The whole pipeline at a glance, one click from the filtered list
- Find duplicates and related ideas in seconds
- Training that never goes stale
Features
Everything in portfolio visibility
Portfolio dashboard
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.
Read more →Search, filters and sorting
Autessa IDF Manager searches every invention disclosure across titles, reference codes, sections, inventors, collaborators and tags, with a stage filter that shows live counts and a "/" shortcut to search.
Read more →Role-aware guide
Autessa IDF Manager includes a built-in guide that adapts to the reader: it lists what your role can do, hides steps you can never take, and explains every pipeline stage and where it can go next.
Read more →FAQ
Questions about portfolio visibility
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.
Can I search invention disclosures by inventor?
Yes. Search matches inventors, collaborators and the author, as well as titles, reference codes, tags and the disclosure text.
Does IDF Manager include training for inventors?
Yes. A built-in guide walks each person through the disclosure process for their own role, explains the pipeline and lists what they can and cannot do.
Start your invention program
See portfolio visibility in Autessa IDF Manager
See your invention pipeline at a glance, filter disclosures by stage, search across inventors, tags and text, and learn the workflow from a role-aware built-in guide.
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