The project record, sheet by sheet.

Daily operations 7

• SUB-01 Submittals & approvals Where requests stand now, and what came in and went out in a week →
• DLY-02 Daily reports How complete today’s nine sections are →
• PRD-03 Weekly & monthly reports The days of the period: filed, draft and missing →
• MOM-04 Minutes of meeting Meeting items by status →
• TSK-09 Tasks & events Tasks by how close they are to their date →
• PRC-10 Procurement & inventory How much of each material has been issued, and what is left →
• EQP-11 Equipment The state of the equipment fleet →

Projects 4

• PLN-05 Planned vs actual Cumulative progress, month by month →
• SCH-06 Project schedule Each activity’s duration, and the share of it completed →
• BOQ-07 Bill of quantities Quantities completed, by discipline →
• RSK-08 Risk register Probability × impact, and the number of risks in each cell →

Documents 2

• BIM-12 360° site capture & BIM What is kept with the project →
• DOC-13 Document management Who sees a file, by how it is shared →

Reports 1

• KPI-14 Employee KPIs The share of requests completed on time →

Settings 2

• ACL-15 Roles & permissions Who does what, role by role →
• NTF-16 Notifications & mail What is sent automatically, and when →

Enablement 1

• HLP-17 Help centre The guides in the system, and how long each takes to read →