Read the portfolio overview

The first screen after you sign in: what needs somebody now, across every project in the workspace.

The overview is the workspace's front page. It answers what needs a person now, across every deal at once, which is the question somebody actually arrives with.

It opens on a headline rather than on a row of counts: how many active projects there are, with anything still under contract named beside it, and one line under that reading the whole book. Lots and how many are delivered, what is in the ground, what the lenders have funded, what you are floating, and how many dates are past. A segment with nothing in it is left out rather than printed as a zero.

The sections, in order

The book is every active project on one calendar. A project gets a lane: its name, how far into the plan it is and by how much it has slipped, the mix of its lots as a strip of tiles, seven days of weather, and a band running from where its schedule started to the last takedown it has booked. The band fills up to today. On the band sit the project's critical dates, flagged when they are overdue, and its takedowns as ticks. At the right edge is the one date most in need of somebody.

Underneath, on the same calendar, the book's cash: what has been spent, what the lenders have drawn, the float between the two, the plan as a dashed line, and takedown revenue as steps. The axis reaches to the sum of the current budgets.

Below view on money the lanes are unchanged and the cash panel says its figures are hidden for your role rather than drawing them. The ledger line under the headline drops its money segments the same way: a figure you may not see is left out, never printed as a zero.

The chips above the book choose the frame: ninety days, a year, or the whole book. Ninety days is where it opens, because that is the window the Monday digest is cut to.

A project that has not closed on its land yet has no lane. It is counted in the headline instead, and archived projects are not on this page at all.

Needs attention is everything waiting on a person, worst first: critical dates past due or inside the next thirty days, and the asks the modules hold. A document nobody has confirmed, an uncoded transaction in the match queue, a required document not cleared on a draw still being built, a permit round back with comments, a pay application awaiting approval, an obligation coming due, an import read on arrival and waiting for review. Each row opens in the module that owns it; the panel is the index, not the queue. What your access does not reach is not listed. If one kind could not be read, the panel says so above the rows rather than reporting nothing waiting.

This week's work is the tasks planned to happen now. A task in a group that stops for rain, planned on a day with rain forecast, carries the inches beside its group name.

Not ticking is the clocks that have not started, with what each one is waiting on. A date that cannot resolve because an upstream event has not been logged shows up here rather than silently reading as fine.

Draws with the lender lists what has been submitted and not funded, longest out first, with drafts counted underneath.

Documents carries what is awaiting review and what is expected and not filed.

Recent moves is the dates that moved because something upstream moved, with the ones nobody has reviewed marked.

Weather on the lanes

Each lane carries seven days from the National Weather Service: the weekday, the sky, the high with a degree mark, and the expected rainfall on any day with a tenth of an inch or more. It is a glance, not a forecast page. Hovering a day gives the whole of it in words.

The same seven days sit at the right-hand end of a project's own Overview header, beside the day counter, so the forecast is on the page you open as well as the one you scan.

A project needs coordinates before it gets one. Saving an address on the site sheet looks them up; land with no postal address takes them typed in beside the address. Until then the lane says which of the two is missing and links to the field. Weather is United States only, and a site outside the forecast area simply shows nothing.

A raindrop on a lane marks a day where enough rain is forecast and a rain-sensitive group has work planned; the same day is tinted in the strip and names the work it collides with. Which groups those are, and how much rain counts, are workspace settings under Weather: earthwork and paving to start with, a quarter of an inch in a day. Nothing moves a date because of it: the forecast is a warning, and the schedule is still yours to change.

Opening a project from here

A lane's name opens that project. Every row in the panels below names the project it belongs to and links into it as well. Once a project is selected the tabs across the top stay on that project, so moving from Overview to Schedule to Budget keeps the deal you were reading.

The same body renders inside a project, cut to that project alone, which is why the two read the same way. What changes is the picture at the top: a project draws its own arc and lot board where the portfolio draws the book.

Creating a project

"＋ New project" opens a panel at the top of the overview, above Needs attention, the moment it is pressed, not a screen down and not a modal. It says what a project is here (a deal with its own budget and draw stream) and what happens next: naming it opens the project on its own page, on the planning stage, inside the plan's included count. Underneath that, one line states the billing consequence honestly, read from the same allowance the billing page quotes: "This is the 2nd of 3 included projects," say, or that this one is beyond the included count and what it adds a month. Create stays disabled until the name is at least two characters; Escape or Close returns to the overview with the panel shut.