Read one project's overview

What the project is, then what it needs: the site sheet, its dates by category, its week, its clocks not yet running, its draws and its documents.

A project's overview is the same page as the workspace overview with one deal selected, and it carries the same sections cut to that deal: its open critical dates placed on the days they land, what is past due or close, the work planned inside the week, the clocks that have not started, its draws with the lender, its documents, and the dates that moved because something upstream moved.

It is the page to open when somebody asks how a deal is doing and you have thirty seconds to answer.

The site sheet

Above all of that, and only inside a project, is the sheet of what the deal is: the questions people ask before they ask what is due. The land, with its address, acreage, municipality, lot count, lot type and lot size. The people: owner, developer, seller, builder, lender, GC and the project manager. And the utilities that serve the site, one row per kind.

Nothing on the sheet is stored twice. The lot count is counted from the lot register and the lot type is read from the products those lots are on; the municipality is whichever jurisdiction governs the project today; the lender is the loan's own, and a deal with two loans lists both. Those four rows are read only here and say where they are set instead. A second place to type a fact is a second answer that can disagree with the first.

The rest open where they stand. Address, acreage and lot size are edited by anybody who can change the schedule; the parties and the utilities by anybody who can file documents. Anything not recorded reads "Not on file" rather than leaving a blank, so an empty sheet is a list of questions rather than a gap.

The utility kinds are power, water, sewer, gas and internet unless the workspace says otherwise: the list is a workspace-level knob rather than a fixed set, because a town with one water-and-sewer authority has one counterparty and not two, and a site on a well has neither.

Where to go from here

Every section on this page is a summary of a register that lives on its own tab. Dates and tasks are on the project schedule. Money is on budget and draws. Paper is in the document register.