📋 How This Works

A simple guide to using the ASH Project Status Tracker

🤔 What Is This Tool?

This is your project checklist helper. It automatically looks through your project folders on the shared drive and tells you what's there and what might be missing.

Think of it like a friendly assistant who checks all your folders for you and gives you a quick report card on each project.

🚦 The Color System (Like a Stoplight)

🟢

GREEN = You're All Set!

The project has most of what it needs. Everything looks good. No action needed.

🟡

YELLOW = A Few Things Missing

The project is mostly there, but a few items are missing. Worth checking on when you have time.

🔴

RED = Needs Attention

Important items are missing from this project. Take a look at this one soon.

🔍 What Does It Check For?

📄 Important Documents

  • ✓ NOC (Notice of Commencement)
  • ✓ Building Permits
  • ✓ Approved Sub List

📁 Trade Folders

  • ✓ Are the trade folders there?
  • ✓ Do they have bids inside?
  • ✓ Are there enough bids (3+ is ideal)?

📋 Job Setup Checklist

  • ✓ Reads your PDF checklist
  • ✓ Shows what's done vs. what's not
  • ✓ Lists all your subcontractors

🏗️ Subcontractor Bids

  • ✓ Counts bids per trade
  • ✓ Shows which trades need more bids
  • ✓ Helps ensure competitive pricing

👆 How To Use It (Step by Step)

1

Look at the Main Page

When you open the tracker, you'll see all your projects listed. The "Most Active" boxes at the top show your 5 busiest projects.

2

Click on Any Project

Just click on a project name to see all the details. You'll see what's in the folder and what might be missing.

3

Check the Score

Each project has a score out of 100. Higher is better! The score tells you how complete the project folder is.

4

See What's Missing

Scroll down to see the trade checklist grid. Green squares mean you have bids. Gray or red means you might need more.

🎯 Understanding the Score

Each project gets a score from 0 to 100. Here's what goes into it:

What We Check Points
📄 NOC Document Found 20 points
📄 Permit Found 20 points
📁 Trade Folders Exist 10 points
📋 3+ Bids Per Trade 30 points
✅ Approved Sub List 20 points
Total Possible 100 points

💡 Helpful Tips

  • 📱 Check it daily - A quick look each morning helps catch missing items early.
  • 🔄 It updates automatically - When you save files to the shared drive, the tracker sees them within a few minutes.
  • 🎯 Focus on the red ones - Those need the most attention. Green ones are doing great!
  • 📂 Keep your folders organized - Put files in the right folders and the tracker will find them.

Need Help?

If something doesn't look right or you have questions, just ask! This tool is here to make your job easier, not harder.

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