The whole job. The right view.
Receive, act, confirm. Every participant has a project-specific workspace with current documents, clear responsibilities and visibility limited to their role.
A command center for the entire project, with a working desk for each responsibility.
- Route changes and assign independent design and pricing requests
- Review invoices, retention, waivers and insurance holds
- Track portfolio exposure, overdue decisions and approval escalation
Documents
Contracts, budgets, drawings, RFIs, submittals, billing, compliance and closeout evidence.
Schedule & commitments
Baseline vs. current, dependencies, two-week lookahead, procurement and linked financial commitments.
Access & authority
Role and approval-limit controls apply; above-limit decisions go to the designated approver.
A document sent is not a decision made.
01 / Select & assign
Choose the exact project record and version. Select named recipients or an authorized team, separate action owners from information-only recipients, and name one accountable person.
02 / Request & respond
Set an action—acknowledge, comment, price, answer, review or approve—and a deadline. An item-specific email opens one authorized record. Proposed links expire in 14 days; money actions require sign-in or a one-time code and verified authority.
03 / Preserve the evidence
Keep sender, recipient, version, response and timestamps visible on both sides. Revised terms require renewed review under agreed rules. Receipt, opening, acknowledgment, technical acceptance and financial approval remain separate.
The checklist follows the scope.
Configure requirements from the actual contract and specifications—not a universal checklist. Each item has an owner, reviewer, deadline, current version, acceptance evidence and any renewal or work/payment blocker.
Civil / sitework
Utility coordination, grading, surveys and tests, erosion control, excavation notices and inspections.
Concrete / structure
Shop and rebar drawings, mix designs, pour dates, structural details, tests and required engineered approvals.
Mechanical / plumbing
Equipment data, coordination drawings, procurement dates, inspections, testing/balancing and commissioning.
Electrical / low voltage
Fixture, panel and device schedules, coordination, long-lead dates, tests, labeling and commissioning.
Fire protection / life safety
System drawings, required delegated design, agency reviews, tests and acceptance documentation.
Envelope / roofing
Shop drawings, samples, mockups, manufacturer details, water tests, inspections and warranties.
Interiors / finishes
Finish schedules, samples, substitutions, mockups, room sequencing, punch and care instructions.
Equipment / specialty systems
Dimensions, utilities, fabrication release, startup, delivery, training, spare parts and maintenance manuals.
Inspection & testing
Assigned inspection dates, access contacts, source references, tests, deficiency notices and reinspection evidence.
Consultants & specialty reviewers
Only assigned reviews, documents, due dates and timestamped responses within explicitly granted access.
Facilities & owner operations
Accepted manuals, warranties, training, asset information, turnover deficiencies and warranty service requests.