# Engagements and planning > The portfolio, engagements, phases, milestones and decisions. Source: https://docs.crossbot.io/pmo/cli/reference/planning Product: pmo · Kind: reference · Status: live · Last verified: 2026-10-21 {/* Generated by scripts/gen-pmo-cli-reference.mjs from `pmo help`. Do not edit by hand. */} The portfolio, engagements, phases, milestones and decisions. On your own computer, `pmo help ` prints the same text, for example `pmo help milestone show`. ## `pmo milestone show` One milestone in full, with its features and activities done. ```sh pmo milestone show --eng ``` **Example** ```sh pmo milestone show cp-ms-readout --eng cross-pmo ``` ## `pmo phase create` Create a phase on an engagement. ```sh pmo phase create --eng --name "" --as person: ``` ## `pmo milestone create` Create a milestone on an engagement. ```sh pmo milestone create --eng --name "" --type --date --as person: ``` ## `pmo milestone set` Replace the features a milestone lists. ```sh pmo milestone set features= | name="" --eng --as person: ``` **Example** ```sh pmo milestone set cp-ms-readout features=cp-feat-factory-parity,cp-feat-board \ --eng cross-pmo --as person:you A write: it needs an identity (--as, or PMO_ACTOR) and PMO_WRITES=1. `pmo whoami --grants` prints what this actor may do above the activity. ``` ## `pmo milestone feature add` List one more feature under a milestone. ```sh pmo milestone feature add --eng --as person: ``` **Example** ```sh pmo milestone feature add cp-ms-readout cp-feat-board --eng cross-pmo --as person:you A write: it needs an identity (--as, or PMO_ACTOR) and PMO_WRITES=1. `pmo whoami --grants` prints what this actor may do above the activity. ``` ## `pmo milestone feature remove` Stop listing one feature under a milestone. ```sh pmo milestone feature remove --eng --as person: ``` **Example** ```sh pmo milestone feature remove cp-ms-readout cp-feat-board --eng cross-pmo --as person:you A write: it needs an identity (--as, or PMO_ACTOR) and PMO_WRITES=1. `pmo whoami --grants` prints what this actor may do above the activity. ``` ## `pmo decision create` Record a decision on an engagement. ```sh pmo decision create --eng --text "" [--date ] [--by ] --as person: ``` **Example** ```sh pmo decision create --eng accelerator --text "Postgres is canonical; the YAML is an export" \ --date 2026-09-10 --by you --as person:you A write: it needs an identity (--as, or PMO_ACTOR) and PMO_WRITES=1. `pmo whoami --grants` prints what this actor may do above the activity. ``` ## `pmo portfolio` The shape, then the exceptions — live from the store. ```sh pmo portfolio — the whole portfolio: the shape, then the exceptions ``` ## `pmo engagement list` The engagements, filtered. ```sh pmo engagement list [] [--client ] [--stage ] [--status ] [--health ] [--owner ] [--q ] [--all] ``` **Example** ```sh pmo engagement list --health red `pmo help filters` prints these filters in full, and the bare-word search. ``` ## `pmo engagement show` One engagement in full: modules, projects and open risks. ```sh pmo engagement show [--history] [--json] ``` **Example** ```sh pmo engagement show accelerator --history ``` ## `pmo engagement create` Open a new engagement from the schema's skeleton. ```sh pmo engagement create --client --slug --name "" [--type billable|internal|pursuit] [--status pursuit|active|paused|closed] ``` **Example** ```sh pmo engagement create --client example --slug example-phase-4 --name "example Phase 4" \ --type billable --status pursuit --as person:you A write: it needs an identity (--as, or PMO_ACTOR) and PMO_WRITES=1. `pmo whoami --grants` prints what this actor may do above the activity. ``` ## `pmo engagement set` Write an engagement field: status, stage, health, summary, last_reconciled, name, client_id, id_prefix, pm, tech_lead, client_lead, client_code, project_code. ```sh pmo engagement set […] [--note ""] ``` **Example** ```sh pmo engagement set accelerator health=yellow summary="Blessed at 0.725" \ --note "after the 2026-09-08 eval runs" --as agent:rag pmo engagement set cady stage=presales --as person:you pmo engagement set big-leagues stage=proof_of_concept --as person:you pmo engagement set american-dental-institute id_prefix=adi --as person:you # once: permanent after the first id A write: it needs an identity (--as, or PMO_ACTOR) and PMO_WRITES=1. `pmo whoami --grants` prints what this actor may do above the activity. ``` ## `pmo engagement channel add` List a Slack room on an engagement. ```sh pmo engagement channel add --workspace --channel --channel-id --audience internal|client|mixed|external [--notes ""] ``` **Example** ```sh pmo engagement channel add cross-pmo --workspace crosssystemsgroup \ --channel project-internal-vault --channel-id C0B0FSGBW94 --audience internal --as person:you A write: it needs an identity (--as, or PMO_ACTOR) and PMO_WRITES=1. `pmo whoami --grants` prints what this actor may do above the activity. ``` ## `pmo engagement channel remove` Take a Slack room off an engagement — the fix for one room claimed by two. ```sh pmo engagement channel remove [--note ""] ``` **Example** ```sh pmo engagement channel remove accelerator C0B0FSGBW94 \ --note "the room belongs to cross-pmo" --as person:you A write: it needs an identity (--as, or PMO_ACTOR) and PMO_WRITES=1. `pmo whoami --grants` prints what this actor may do above the activity. ``` ## `pmo engagement risk add` Raise a risk on an engagement. ```sh pmo engagement risk add --title "" --severity yellow|red [--detail ""] [--source ] ``` **Example** ```sh pmo engagement risk add example-client --title "Databricks has no route to AWS" \ --severity red --detail "Azure-to-AWS network routing is unconfigured" --as agent:rag A write: it needs an identity (--as, or PMO_ACTOR) and PMO_WRITES=1. `pmo whoami --grants` prints what this actor may do above the activity. ``` ## `pmo engagement risk resolve` Close a risk — it leaves current_risks and lands in the history. ```sh pmo engagement risk resolve [--note ""] ``` **Example** ```sh pmo engagement risk resolve example-client risk-data-lakehouse-cicd \ --note "sandbox approved 2026-09-09" --as agent:rag A write: it needs an identity (--as, or PMO_ACTOR) and PMO_WRITES=1. `pmo whoami --grants` prints what this actor may do above the activity. ``` ## `pmo engagement risk set` Correct a risk already raised: its owner, severity, title or detail. ```sh pmo engagement risk set […] [--note ""] ``` **Example** ```sh pmo engagement risk set american-dental-institute bus-factor-one owner=erik-de-paula \ --note "named after the 2026-09-12 review" --as person:you A write: it needs an identity (--as, or PMO_ACTOR) and PMO_WRITES=1. `pmo whoami --grants` prints what this actor may do above the activity. ``` ## `pmo engagement report` The customer view: every module as a client reads it, grouped and numbered. ```sh pmo engagement report [--json] ``` **Example** ```sh pmo engagement report example-client pmo engagement report example-client --json # what the client portal reads ``` ## `pmo engagement timeleft` How much work is left and when it lands: built by, signed off, by group and module. ```sh pmo engagement timeleft [--json] ``` **Example** ```sh pmo engagement timeleft example-client pmo engagement timeleft example-client --json # what the board's Time left section reads ``` ## `pmo engagement timeleft show-settings` The settings time left is computed with — the team, overhead, the client's review — and the holidays. ```sh pmo engagement timeleft show-settings [--json] ``` **Example** ```sh pmo engagement timeleft show-settings example-client ``` ## `pmo engagement timeleft set` Change the settings time left is computed with — a Manager's, recorded in its history. ```sh pmo engagement timeleft set overhead=20 contingency=20 review_days=14 fix_days=14 fix_days_high=28 group_floor=120 capacity=":,…" seed=7 history_start=|none show_to_client=false --as person: ``` **Example** ```sh pmo engagement timeleft set example-client overhead=20 contingency=20 capacity="AI Leader:87,Project Strategist:87,Data Engineer:173,Data Scientist:173" --as person:you A write: it needs an identity (--as, or PMO_ACTOR) and PMO_WRITES=1. `pmo whoami --grants` prints what this actor may do above the activity. ``` ## `pmo engagement timeleft holiday` List a weekday the team does not work, or take one off — a Manager's. ```sh pmo engagement timeleft holiday add|remove ["