Project toolbox
Every tool for this project, organised into 9 workspaces. Counts show active records for quick workload scanning. 67 tools in total.
Your dashboard, action queue, and the project activity feed.
Variations, change events, claims, contracts, and cashflow.
Variations, claims, forecasts, and cost control workflow.
Variation register.
Issue variation instructions for subbie acknowledgement.
Progress claim register — accounts receivable.
Head and subcontract register.
Issue and countersign subcontracts.
Cashflow projection.
Budget, cost codes, forecasts, payables, retention, and EOM.
Project budget register.
Cost code structure.
Cost forecasting.
Invoices, expenses, and payroll not tied to a commitment.
Field-raised time & materials day tickets for extra-work billing.
Retention settings and tracking.
Pay-when-paid report — subcontractor claims (AP).
Accounts receivable / payable aging dashboard.
End-of-month close-out.
Approve site timesheets routed to you as the site PM (payroll cut-off).
Finance overview.
RFIs, submittals, drawings, specifications, and BIM models.
One register for correspondence, notices, instructions, and the inbound mailbox.
One register for letters, contractual notices, site instructions, programme + rectification notices. Pick a type to compose.
Numbered formal site instructions with cost / time impact.
Notify subbies of on-site requirements and lead times.
Issue rectification notices for defects / NCRs.
HSEQ: incidents, inspections, permits, SWMS, and quality co-signs.
Health, safety, environment, and quality home.
Incident logging and corrective actions.
Live incident investigations queue.
Safety observations.
Lightweight site notes — distinct from inspections and punch.
ITPs, inspections, and closeout tracking.
Permit-to-work register.
Safe Work Method Statements.
Review subbie-submitted SWMS.
Toolbox talk records.
Co-sign ITP hold and witness points.
Tail-end defects and incomplete handover items.
Packages, RFQs, POs, deliveries, daily log, programme, and meetings.
Packages, bid comparisons, and award recommendations.
Requests for Quotation under each procurement package.
Purchase order register.
Inbound delivery tracking.
Daily site diary — weather, manpower, and notes.
Read-only Gantt + critical path. Imports P6/MSP; tabs across to the editable Register.
Editable milestone, lookahead, and slippage register — create items and run the Open->Approved workflow.
Numbered project meetings with agenda and actions.
Handover register: O&M manuals, warranties, as-builts, certificates, spare parts, training.
Document library with folders and version history.
Document library with folders and version history.
Ad-hoc / general project documents (site photos, general PDFs) that no module owns. Upload and manage them here.
Configurable form templates with typed fields and fillable responses.
Asset register.
Room / space register.
People, companies, distribution, reports, admin, and the assistant.
People and roles on this project.
Companies engaged on this project.
Reusable named recipient lists for RFIs, submittals, and correspondence.
Workspace-wide reporting.
AI assistant scoped to this project.
Workspace administration.
Operator landing — diagnostics, integrations, watchdogs.
Anthropic assistant cost caps.