Portfolio
Programme → Project Plan (PP) → Project Study (PS), in one tree.
- Owners, statuses and priorities you define
- Weekly updates with next steps
- Initiation and closure workflows
Biotech Cockpit brings your portfolio, lab planning, documents, purchasing and budget into one workspace, and automates the flows between them. It runs in the browser, on top of your Microsoft 365.
Already in production at a Belgian biotech.
Research project hierarchy and listing.
| Priority | Status | Plan # | Study # | Name | Program | PM | Members | Start | End |
|---|---|---|---|---|---|---|---|---|---|
| High | Ongoing | PP-03 | PS-112 | StudyIn vivo PK study | PRG-01 | LMA | JDESVRKPI | 02/09 | 15/12 |
| Medium | Flowchart approved | PP-03 | PS-113 | StudySolubility screen | PRG-01 | JDE | LMA | 21/09 | 30/11 |
| Critical | Ongoing | PP-04 | PS-118 | StudyTarget engagement assay | PRG-01 | SVR | KPIADAJDELMA+1 | 01/08 | 31/10 |
| Medium | Initiation | PP-05 | PS-121 | StudyTox range-finding | PRG-02 | KPI | SVR | 03/11 | 28/02 |
| Low | Results ongoing | PP-02 | PS-104 | StudyStability study, batch 7 | PRG-02 | TBO | LMAJDE | 12/05 | 20/10 |
In most young biotechs, R&D runs on a shared folder full of Excel files, copied, renamed, locked by a colleague and sent around by email. Every weekly question means opening three files and asking two people.
| Name | Modified |
|---|---|
| Project tracker_v12_FINAL.xlsx | Mon 09:12 |
| Project tracker_v12_FINAL (2).xlsxWhich one is current? | Mon 17:48 |
| Project tracker_v12_FINAL_comments JD.xlsxWhich one is current? | Tue 08:03 |
| Lab planning WK43.xlsxLocked for editing | Tue 10:30 |
| Lab planning WK43 - copy.xlsxWhich one is current? | Tue 10:41 |
| Actions follow-up 1to1.xlsx | Wed 14:22 |
| Tier meeting action log.xlsx | Thu 09:05 |
| Timesheets October.xlsx | Thu 18:10 |
| SOP approval log.xlsx | Fri 11:47 |
| PO register 2026.xlsxLocked for editing | Fri 16:02 |
| Budget forecast v3b DO NOT EDIT.xlsx | Fri 16:55 |
Every programme, plan and study with its owner, status and weekly update.
Who does what, when, and with what capacity left.
Filled from the planning, approved by the manager, ready to justify grants.
Actions extracted from the meeting minutes, each with an owner and a due date.
Review and approval with versions and a full audit trail.
From purchase request to signed PO, routed automatically.
Monthly forecast per project, fed by the POs you sign.
Same projects, same people, same departments across every module. Nothing typed twice.
Switch on the modules you need today and add the others when you are ready. They share the same projects, people and departments, so nothing is typed twice.
Programme → Project Plan (PP) → Project Study (PS), in one tree.
A weekly grid by person and time slot, shared by the whole team.
Protocols, reports and SOPs through review and approval.
From purchase request to signed purchase order.
Annual forecast and 3-year plan, month by month.
Weekly timesheets built from the planning. No double entry.
Actions pulled from your meeting minutes, then tracked to done.
The rituals that keep a growing team aligned.
Representative screens of Biotech Cockpit, shown with sample data.
Everything each person owes, what waits for their approval, and every open action with its owner, due date and status.
Total open actions: 12 · all counters exclude Done.
| Urgency | Type | Item | Project | Action | Requested by | Due |
|---|---|---|---|---|---|---|
| Overdue | Document | SOP-014 Cell passaging v3 | PS-112 | Approval | KPI | Oct 20 |
| Due in 2d | Timesheet | Week 43 · L. Martin | — | Approval | LMA | Oct 25 |
| Due in 5d | Purchase order | PO-2026-0014 · 4 820 € | PP-03 | Approval | SVR | Oct 28 |
| Type | Timing | Owner | Project | Task | Due | Priority | Status |
|---|---|---|---|---|---|---|---|
| A | Overdue | JDE | PS-112 | Re-order HPLC column, stock below minimum | Oct 21 | High | Blocked |
| A | On time | SVR | PS-113 | Draft the solubility report outline | Oct 24 | Medium | In progress |
| A | On time | LMA | PP-03 | Confirm animal facility slot | Oct 27 | Critical | To do |
| D | On time | KPI | PP-04 | Go / no-go on target validation, steering committee | Oct 30 | High | In progress |
| A | On time | ADA | 1T1 · KPI | Prepare training plan for new lab assistant | Nov 04 | Medium | To do |
| A | Done | JDE | PS-112 | Calibrate pipettes, lab 2 | Oct 17 | Low | Done |
A shared weekly grid by person and time slot. Requests from scientists land in a queue the lab manager schedules.
Who does what in the lab, slot by slot.
| W43 · 19/10 | ||||||
|---|---|---|---|---|---|---|
| Operator | Time | Mon 19/10 | Tue 20/10 | Wed 21/10 | Thu 22/10 | Fri 23/10 |
| L. MartinLab 1 | 08:00-10:00 | PS-112Dosing | PS-112Dosing | PS-112Sampling | PS-112Sampling | |
| 10:00-12:00 | PS-112Dosing | PS-112Dosing | Home working | PS-112Sampling | PS-112Analysis | |
| 13:00-17:00 | AdminMeetings | Home working | Off | |||
| J. DewitLab 2 | 08:00-10:00 | AnalyticsHPLC | PS-113Solubility | PS-113Solubility | PS-113Solubility | |
| 10:00-12:00 | AnalyticsHPLC | PS-113Solubility | PS-113Solubility | PS-113Solubility | TrainingGLP | |
| 13:00-17:00 | PS-113Report | TrainingGLP | ||||
| S. VerhaegenLab 1 | 08:00-10:00 | PP-04Cell culture | PP-04Cell culture | PP-04Cell culture | Off | |
| 10:00-12:00 | PP-04Cell culture | PP-04Cell culture | PP-04Cell culture | PP-04Imaging | Off | |
| 13:00-17:00 | Admin1T1 | PP-04Imaging | Off | |||
The week comes straight from the planning. The manager checks the hours per project and activity, then approves or rejects with a reason.
Edit projects and review timesheets for your team.
| Project × Activity (hours) | Dosing | Sampling | Other | Total |
|---|---|---|---|---|
| PS-112 | 16 | 10 | 2 | 28 |
| Admin | — | — | 2 | 2 |
| Home working | — | — | 8 | 8 |
| Total | 16 | 10 | 12 | 38 |
Annual forecast month by month, per project, programme and department, versioned and submitted for approval.
Supplier invoices and finance settings
| Line | Category | Est. | Q1 | Q2 | Q3 | Q4 | FY total | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ||||
| Research | |||||||||||||||
| Project planPP-03 · Lead optimisation | Consumables | 240 | 15 000 | 15 000 | 20 000 | 20 000 | 25 000 | 25 000 | 10 000 | 10 000 | 25 000 | 25 000 | 30 000 | 20 000 | 240 000 |
| Project planPP-04 · Target validation | CRO services | 180 | 15 000 | 15 000 | 20 000 | 20 000 | 15 000 | 85 000 | |||||||
| ProgrammePRG-01 · Fibrosis | Equipment | 60 | 25 000 | 35 000 | 60 000 | ||||||||||
| Operations | |||||||||||||||
| OperationalLab 2 refurbishment | Equipment | 45 | 15 000 | 15 000 | 30 000 | ||||||||||
| PlaceholderNEW-2026-01 | Consumables | 30 | 5 000 | 5 000 | 5 000 | 5 000 | 20 000 | ||||||||
| Company total | 15 000 | 15 000 | 35 000 | 60 000 | 25 000 | 60 000 | 25 000 | 10 000 | 50 000 | 30 000 | 50 000 | 60 000 | 435 000 | ||
● several amounts · ◥ comment · click a cell to edit · Est. = estimated budget (k€)
Every project plan (PP) and project study (PS) with its status, PM, team and dates, and the KPIs on top.
Research project hierarchy and listing.
| Priority | Status | Plan # | Study # | Name | Program | PM | Members | Start | End |
|---|---|---|---|---|---|---|---|---|---|
| High | Ongoing | PP-03 | PS-112 | StudyIn vivo PK study | PRG-01 | LMA | JDESVRKPI | 02/09 | 15/12 |
| Medium | Flowchart approved | PP-03 | PS-113 | StudySolubility screen | PRG-01 | JDE | LMA | 21/09 | 30/11 |
| Critical | Ongoing | PP-04 | PS-118 | StudyTarget engagement assay | PRG-01 | SVR | KPIADAJDELMA+1 | 01/08 | 31/10 |
| Medium | Initiation | PP-05 | PS-121 | StudyTox range-finding | PRG-02 | KPI | SVR | 03/11 | 28/02 |
| Low | Results ongoing | PP-02 | PS-104 | StudyStability study, batch 7 | PRG-02 | TBO | LMAJDE | 12/05 | 20/10 |
On a phone, swipe sideways inside a screen to see all of it.
Click “Extract actions” on a meeting. Microsoft Copilot reads the minutes and lists every action item with its owner, due date and the sentence it comes from. You review the list, untick what you don’t want, and Cockpit creates the tasks for the right people and notifies them. Nobody retypes the minutes, nobody chases by email.
Study · PP-03 Lead optimisation
| Type | Timing | Owner | Created | Subject | Project | Task | Due | Priority | Status | Last update |
|---|---|---|---|---|---|---|---|---|---|---|
| A | On time | LMA | 21/10 | Logistics | PS-112 | Book the animal facility slots for the dosing phase | 28/10 | High | To do | 21/10 · Alex Created from meeting minutes |
| A | On time | SVR | 21/10 | Protocol | PS-112 | Update the sampling schedule in the protocol (v4) | 30/10 | Medium | To do | 21/10 · Alex Created from meeting minutes |
| A | On time | JDE | 21/10 | Supplies | PS-112 | Order the bioanalysis kits | 31/10 | Medium | To do | 21/10 · Alex Created from meeting minutes |
| A | Overdue | JDE | 14/10 | Supplies | PS-112 | Re-order HPLC column, stock below minimum | 21/10 | High | Blocked | 20/10 · Jan Supplier out of stock until November |
| D | On time | KPI | 07/10 | Protocol | PS-112 | Dose groups fixed at 3 levels | — | Medium | Done | 07/10 · Kris Decision recorded |
| A | Done | SVR | 07/10 | Protocol | PS-112 | Circulate protocol v3 for review | 14/10 | Medium | Done | 13/10 · Sofie Sent to reviewers |
A = Action · D = Decision · I = Information
| Time | Mon 19/10 PresentHWOff | Tue 20/10 PresentHWOff | Wed 21/10 PresentHWOff | Thu 22/10 PresentHWOff | Fri 23/10 PresentHWOff |
|---|---|---|---|---|---|
| 08:00-10:00 | PS-112Dosing | PS-112Dosing | PS-113Report | PS-112Sampling | PS-112Analysis |
| 10:00-12:00 | PS-112Dosing | PS-112Sampling | PS-113Report | PS-112Sampling | PS-112Analysis |
| 13:00-15:00 | PS-112Sampling | PS-113Analysis | AdminMeetings | PS-112Analysis | TrainingGLP |
| 15:00-17:00 | AdminMeetings | PS-113Analysis | PS-113Report | PS-113Analysis | TrainingGLP |
| Project | Analysis | Dosing | GLP | Meetings | Report | Sampling | Total |
|---|---|---|---|---|---|---|---|
| PS-112 | 6h | 6h | 8h | 20h | |||
| PS-113 | 6h | 6h | 12h | ||||
| Admin | 4h | 4h | |||||
| Training | 4h | 4h | |||||
| Total | 12h | 6h | 4h | 4h | 6h | 8h | 40h |
The week someone was planned on is the week they submit. Timesheets are built from the lab planning, so nobody types their hours twice, and the manager approves them in a click. When a grant needs justifying, the hours per project are already there.
Regional R&D grants and European programmes ask you to justify personnel costs with timesheets showing who worked on which project, and when. Cockpit gives you that proof in a few clicks: approved hours per person, per project and per period, ready to attach to your expense claim.
No more chasing approvals by email or copying figures from one file to the next. Each step notifies the next person and updates the right record.
Biotech Cockpit runs in any modern browser and works with the tools your team already uses. Nothing to install, nothing to migrate away from.
Your team uses the account it already has. No new passwords to manage.
Files live where they always have. Biotech Cockpit drives the workflow and keeps the metadata in sync.
When finance or the board still wants a spreadsheet, it is one click away.
Biotech Cockpit can be connected to the assistant your team already uses, such as Claude, ChatGPT or Microsoft Copilot, through an MCP connector. Ask in plain language and get answers from your live Cockpit data instead of digging through files.
One action on PP-03 · Lead optimisation is overdue:
One more is due next week: Confirm animal facility slot · L. Martin · due Oct 27.
92 k€ committed out of 240 k€ in the approved 2026 budget, leaving 87 k€ available after actuals.
A walkthrough on a sample biotech, focused on the questions your team asks every week.
Personal access to a demo environment, to try the workflows with your own scenarios.
Your own instance, connected to your Microsoft 365, set up with your statuses, approvers and modules.
Pick a 30-minute slot straight in my calendar, or send a request and I will get back to you. No slides.
Only my free slots are shown. You receive a confirmation email with the video call link straight away.
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