This week
What needs your attention, and where to go next.
Assistant
Ask about the jobs. Answers come only from what you can already see in Sentinel.
Schedule
Who works where, day by day. Click a day to assign someone. A person can be on more than one job in a day — Crew Check flags a day over the standard day or claimed by two PMs.
Everyone on the roster for these two weeks: hours, drive time, overtime, cost, and a flag when someone is unassigned, in overtime, or over the limits.
Hours actually worked (QuickBooks Time) next to what was scheduled. Variance = actual − scheduled. Days worked with nothing scheduled, and scheduled days with no time, are flagged.
By job
By person and day
Jobs
Every job with its contract, cost to date, projected margin and this fortnight's labor. Open one for the bid, progress and EAC, commitments, change orders, billing and check-ins.
Drive check
The job folders on the shared Drive against the jobs here: jobs with no folder, folders with no job, the same Job # twice, names off the standard, bid folders left after award. Read only — fix the folders in Drive, link them from each job's page.
Estimating
Drop the bid in, map every line to the cost codes the field will use, distribute labor across phases, and publish it as the job's budget when it is awarded.
Cost code generator
Say what the money bought, get the code. Phase — cost type. Reads the live list.
Finance
QuickBooks is the general ledger and payroll; everything job-level lives here. Tie the ledger to the cost codes first, then the WIP, then send QuickBooks its summarized entries. The cash forecast is company cash: 13 weeks of dated events.
Personnel
The people on the roster, who they report to and what they earn — and, as they arrive, the comp matrix and every pay change.
Settings
Who can do what, pay rules and cost codes, and a log of every change. The roster is on Personnel.
Any company address, whether or not they have signed in: the grant waits for their first sign-in. An address already on the list opens instead of being overwritten. Anyone who signs in without a grant is a viewer.