1. Project Identification & General Information
This section captures the high-level details of your project. The information entered here defines the project's basic scope, timeline, and classification. The interactive timeline below will update as you select the planned start and end dates.
Project Timeline Visualizer
2. Client/Owner Details
Specify the primary contact and owner for this project. To streamline data entry, you can use the checkbox to indicate if the billing contact is the same as the primary owner, which will hide the redundant fields.
3. Site & Existing Conditions
Detail the physical characteristics of the construction site. This includes legal identification, size, and environmental factors. Interactive elements like the "Utilities" grid and conditional demolition fields help capture complex information clearly.
Utilities Available
Water
Sewer
Electric
Gas
Storm Sewer
Telecom
4. Design & Engineering Team
List the key firms and contacts responsible for the project's design and engineering. The progress bar below provides an at-a-glance view of the current design phase, updating as you select an option from the dropdown.
Architect/Designer
Structural Engineer
MEP Engineer
Civil Engineer
5. Permitting & Regulatory Approvals
Track the status of all necessary permits and approvals. Entering an "Issued Date" will automatically update the status indicator to green, providing a clear visual cue of what has been completed.
6. Budget & Funding
Define the project's financial framework. As you input the cost estimates below, the donut chart will dynamically update to visualize the allocation between hard costs, soft costs, and contingency funds.
Budget Allocation
7. Project Management
Assign key project management personnel and outline major project milestones. This section helps establish accountability and provides a high-level view of the project's critical path.
Key Milestones
8. Key Stakeholders / Contractors
List the primary contractors and suppliers involved in the project. This serves as a quick reference directory for the core project team.
General Contractor
Excavation Sub
Concrete Sub
Electrical Sub
Plumbing Sub
Lumber Supplier
9. Attachments / Supporting Documents
Use this section to upload and track all critical project documents. This serves as a central repository for plans, reports, permits, and legal agreements.