Project Second Brain IDE.AI - Template System

🎯 Overview

Project Second Brain IDE.AI is a comprehensive project management framework that unifies strategy, delivery, documentation, and automation in a single Markdown-based workspace. This template system enables teams to manage client projects with transparency, efficiency, and minimal administrative overhead.

Core Philosophy: Strategy as Code | Project Management as Code | Delivery as Code

📋 Using This GitHub Template

For Template Users

1. Click the "Use this template" button at the top of this repository
2. Choose a name for your new repository
3. Select whether it should be public or private
4. Click "Create repository from template"
5. Clone your new repository and start customizing!

What Gets Copied

✅ Included in template:

• All project structure and folders
• Documentation and markdown files
• GitHub Actions workflows
• Issue and PR templates
• .gitignore configurations
• LICENSE file

❌ Not included:

• Issues and Pull Requests
• Wiki pages
• Repository settings
• Stars, watchers, or forks

🚀 Quick Start

Create a New Client Project

# Clone this repository
git clone [repository-url] PROJECT_TEMPLATE_IDEAI
cd PROJECT_TEMPLATE_IDEAI

# Create a new client workspace
./create_project.sh "Client-Name" [optional-project-name]

# Navigate to the new client folder
cd Client-Name

Manual Setup (Windows)

1. Copy the CLIENT_TEMPLATE folder
2. Rename it to your client's name
3. Fill in _context/context.md with client information
4. Complete project documents in sow_projects/project_1/

📁 Repository Structure

PROJECT_TEMPLATE_IDEAI/
├── README.md                          # This file
├── CLIENT_TEMPLATE/                   # Base template for new clients
├── templates/                         # Document templates
├── _context/                          # Template system context
├── scripts/                           # Automation scripts
└── [Documentation Files]              # Framework guides and orientations

📚 Key Documentation

Getting Started

• Project_Manager_Orientation.md - Guide for non-technical PMs
• Developer_Orientation.md - Quick start for developers
• SOW_Writer_Orientation.md - Contract and proposal guidance

Framework Guides

• Project_2nd_Brain_IDEAI.md - Complete system overview
• Project_Governance_Framework.md - Processes and standards
• Directory_Structure_Template.md - Detailed folder structure
• Automation_Framework.md - Available automations and setup

Approach Documents

• IDEAI_Common_Tasks_Approach.md - Task automation ideas
• Timkeeping_Approach.md - Time tracking methodology
• jira_automation_approach.md - Jira integration details
• teams_power_bi_automation_approach.md - Microsoft integrations

🎯 Key Features

For Project Managers

• ✅ Weekly executive status reports
• ✅ Automatic Jira ticket syncing
• ✅ Time tracking without pain
• ✅ Client communication management
• ✅ Risk and milestone tracking

For Developers

• ✅ Offline Jira browsing
• ✅ Architecture documentation alongside code
• ✅ IDE.AI integration (Cursor, Windsurf)
• ✅ Git-based version control
• ✅ Natural language ticket creation

For Leadership

• ✅ Real-time project visibility
• ✅ Power BI dashboards
• ✅ Budget and schedule tracking
• ✅ Teams integration for updates
• ✅ Complete audit trail

🤖 Automation Capabilities

Core Automations (Safe to Enable)

• Daily Jira Pull - Syncs ticket data automatically
• Email Processor - Converts emails to Markdown
• Weekly Digest - Generates status summaries

Optional Automations

• Timekeeping Assistant - Suggests time entries from activity
• Status Synthesizer - AI-powered report generation
• Teams Integration - Posts updates to channels
• Watchlist Alerts - Notifications for critical tickets

🛠️ Technology Stack

• Git - Version control and history
• Markdown - Primary documentation format
• YAML - Configuration and metadata
• n8n/Power Automate - Workflow automation
• Python/Bash - Custom scripts
• Teams/SharePoint - Collaboration
• Power BI - Analytics and dashboards

📋 Templates Included

• charter.md - Project charter template
• understanding.md - Discovery documentation
• approach.md - Solution design template
• exec_status.md - Weekly status report
• sow.md - Statement of Work template
• change_order.md - Change request template
• timesheet_entry.md - Time tracking template

🔐 Security & Compliance

• Access Control: Teams groups and Git repository ACLs
• Secret Management: 1Password references only, no hardcoded secrets
• Audit Trail: Complete Git history of all changes
• Data Protection: Sensitive data tagging and isolation
• Compliance: SOC 2, GDPR-ready structure

👥 Team Roles

Project Manager

Maintains status, coordinates delivery, manages stakeholder communication

Developer/Architect

Documents technical decisions, maintains code artifacts, updates tickets

SOW Writer

Creates and maintains contracts, change orders, and procurement documents

Executive

Reviews weekly status, monitors risks, approves milestones

🚦 Getting Help

1. Start with orientation documents for your role
2. Review the governance framework for processes
3. Check approach documents for specific workflows
4. Use templates to create new documents

📈 Success Metrics

• Adoption: % of projects using the framework
• Freshness: Age of key documents
• Automation: Features enabled per project
• Quality: Jira sync accuracy and report timeliness

🔄 Continuous Improvement

This framework is designed to evolve:

1. Start Simple - Basic Markdown and Git
2. Add Automation - Enable features gradually
3. Expand Structure - Grow with your needs
4. Refine Processes - Update based on usage

📝 License & Support

Developed by Viscosity North America, Inc.

For support or questions:

• Review documentation in this repository
• Contact project owner: Jerry/Team
• Last updated: November 2025

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"One living workspace per client that ties together strategy, delivery, visibility, and code awareness. Markdown first. Exports only when needed. Light jobs keep it fresh."