Give the project a name and (optionally) upload one or more Excel files (hold Ctrl to pick several). After you select them, you'll see a preview below showing exactly which sheets map to which section before you click Create project. Recognized sections: Subcontractor Bids, Consultant Bids, Vendor Directory, Onboarding, Drawing Status, Stacking Plan.
Add more data to this project from one or more Excel files (hold Ctrl to pick several). Sheets are matched to sections automatically — anything we can't auto-detect, you'll be able to assign manually in the preview below. New rows are appended to your existing data (nothing gets overwritten).
Pick a trade, check the companies you want to add to this project, click Add. Status fields start blank — fill them in per project on the bid tab.
Reference file for the library. Paste an external link OR upload a file (up to 5 MB).
Pick an existing trade or add a new one. The company will be added to the master library only — to also add it to a specific project, use the bid tab in that project.
Pick a trade from the library — or click + Add new at the bottom to type a brand-new name.
Due Diligence is never part of "full access" — only admins and people you check it for can see it.
Every new invoice on this project prefills with this routing — tier 1 approves first, then tier 2, then tier 3 (blanks skipped). You can still change the chain on any individual invoice.
On . Approved COs revise the contract value; pending ones don't count until approved.
Against .
Generates a G702/G703-format payment application from the Accounting tab's committed & paid amounts — schedule of values, completed to date, retainage, and the payment-due certificate. The application number and previous-certificates amount carry forward automatically.
The standard acquisition checklist — check what this deal needs. Each item lands on the tracker at Not Started; items already on the checklist aren't listed.
Every standard filing by agency — check what this project needs. Each one lands on the tracker at Not Started; filings already on the tracker aren't listed. Nothing is added until you confirm.
Check what this project needs — the common lines are pre-checked. Nothing is added until you confirm.
Enter a floor label and one or more suites. For each suite, leave the Company blank to mark it as Vacant. Lease end is month + year.
Fill in the company and lease-end date to convert this suite to leased. Leave the company blank (or enter "Vacant") to mark it vacant.
Floor-level notes. Leave blank to clear.
Track milestone status for a consultant's drawings. Only Consultant is required.
Only Company is required. Use the dropdowns for yes/no/n/a; leave dates blank if not applicable.
Fill in the details below. Only Company and Name are required.
Fill in the details below. Only Company is required.
Fill in the details below. Only Company is required — leave anything else blank if you don't have it yet.