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Custom Modules: turn your firm's methodology into a reusable deployment module
For firms with proprietary methodology to encode. Author a module once; deploy a role-gated instance per project. Includes template authoring and a public API.
Template authoring
Build modules with the same primitives we use for Deployment Home and Change Management — fields, workflows, AI prompts.
Role-gated instances
Deploy a module to a project with role-aware visibility baked in. No bolt-on permissions to maintain.
In short
What Custom Modules do
Custom Modules let you turn a methodology that lives in a spreadsheet into a working module. Upload the workbook, describe what the module should do, and PredictiveDeployment drafts the sections and fields for you to review.
Once published, the module is deployed per project with the same roles as the rest of the platform, so clients, integrators and your team each see the right parts.
How it works
- 1
Upload a workbook
Start from the Excel file your team already uses for this kind of work.
- 2
Describe the module
Explain in plain language what it should capture and who fills in what.
- 3
Review the draft
Check the generated sections and fields, and adjust before publishing the template.
- 4
Deploy to a project
Add the module to a client project; access follows each person's project role.
Spreadsheets vs. Custom Modules
| Spreadsheets, decks and shared drives | With PredictiveDeployment | |
|---|---|---|
| Methodology | A template file copied for every client | A published module reused across projects |
| Access | Whoever has the link | Project roles decide who sees and edits what |
| Files | Attachments in email | Stored with the project they belong to |
Frequently asked questions
What is a custom module?
A custom module is a workspace you design for your own methodology: the fields, sections and checklists your team uses, deployed per project with the same roles as the rest of the platform.
How do I build a custom module?
Upload an Excel workbook you already use and describe what the module should do in plain language. PredictiveDeployment drafts the module from the workbook and your prompt, and you review and adjust it before deploying it to a project.
Who can see a custom module's data?
Only people assigned to the project it is deployed on, with the role they hold there. Files uploaded to a module are stored per project and are not visible to anyone outside it.
Do I need a developer?
No. Modules are built from your workbook and a description. A platform admin publishes the template and deploys it to projects.
Is there a free trial?
Yes — request a 14-day guided pilot from the contact page, with onboarding support and no credit card.