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Overview

Product Management Overview

The Product Management (PM) module is where you plan what to build. It gives you a place to capture feature ideas, prioritise them using RICE scoring, group them under strategic initiatives, bundle them into releases, and hand finished specs off to engineering as projects. It is built for MSP product owners who need to run a disciplined roadmap alongside the rest of concorbit.

The PM module is available on the concorbit (Starter) plan and above and must be activated from Settings > Modules. It is not auto-enabled on new tenants.

URL: /pm/roadmap
Required permission: pm.view

Key Concepts

The PM module has five entities that form a hierarchy: a Product contains Initiatives, Features, and Releases; a Feature can belong to one Initiative and target one Release.

Products

Products are the top-level containers. A single tenant might track "MSP Platform", "Internal Tools", and "Mobile App" as separate products, each with its own roadmap. Each product has a name, description, colour (used on the roadmap), an owner, and an icon.

Initiatives

Initiatives are strategic themes that group related features, for example "Improve onboarding speed Q3 2026" or "Stripe billing parity". They give you a level of abstraction between "strategy" and "backlog items". Each initiative belongs to one product, has a status (draft, planned, active, completed, cancelled), an optional target quarter (e.g. 2026-Q2), and optional start and end dates.

Features

Features are the unit of backlog work: specific things you might build. Each feature belongs to a product, optionally to an initiative, optionally targets a release, and is scored using RICE (see Backlog). Features move through a lifecycle: backlog -> under review -> planned -> in development -> testing -> shipped (or wont do).

Releases

Releases are named versions (e.g. "v2.3 - Payments refresh") that bundle features for ship. A release has a status (planning, in development, testing, released, cancelled) and a target date. See Releases.

Dev handoff

Once a feature is planned, you can spawn a Projects-module project directly from the feature detail page with one click. See the Dev Handoff section in Backlog and the Projects overview.

How the Pieces Fit Together

Product
  |
  +-- Initiative (theme)
  |       |
  |       +-- Feature (RICE-scored) --> Release (ship bundle)
  |                  |
  |                  +-- Project (dev handoff to Projects module)
  |
  +-- Release (version)

  • A product has many initiatives, features, and releases.

  • A feature belongs to exactly one product; optionally one initiative; optionally one target release.

  • A release belongs to exactly one product.

  • An initiative belongs to exactly one product.

Typical Workflow

  1. Create a product at /pm/products/create (only needed once per product line).

  2. Define an initiative for the strategic theme (e.g. "Q2 self-serve onboarding").

  3. Add features to the backlog under that initiative and score them with RICE.

  4. Plan a release: create the release, then on each feature set target_release_id to bundle it in.

  5. Ship: as features move to in_development and testing, the release progress bar fills. Flip the release status to released when done.

  6. Hand off to engineering: click Create Project on any non-shipped feature to spawn a Projects-module project linked back to the feature.

Permissions

The PM module has five permissions. Grant them in Settings > Roles.

PermissionGrants
pm.viewRoadmap, backlog, and all read views
pm.createCreate products, features, initiatives, releases
pm.editEdit any PM record and trigger the dev handoff
pm.deleteDelete any PM record
pm.manageMark a feature as shipped or wont_do

The dev handoff endpoint (POST /pm/features/{feature}/create-project) requires pm.edit. It also requires projects.create on the user, because it creates a record in the Projects module: the project is created as the calling user's owned project.

Where to Find Things

PM lives in the sidebar under Product Management with three entries:

  • Roadmap (/pm/roadmap): the grouped timeline view across all products. See Roadmap.

  • Backlog (/pm/backlog): the flat, RICE-sorted feature list. See Backlog.

  • Releases (/pm/releases): the release list. See Releases.

Products and Initiatives do not have sidebar entries. You reach them from the Roadmap (every product header is clickable), from /pm/products, and from /pm/initiatives.