Project Setup
Nothing here blocks The Register. Fill in what you know now.
Step 1 — Project
When the SiteRep Works shared project service is connected, existing projects appear here instead of being retyped.
Step 2 — Start Method
Select a spreadsheet to queue it for review.
Column mapping and match-before-create review run in a later pass. No rows are written to The Register until a person confirms the mapping.
Step 3 — Operating Mode
Step 4 — Funding Buckets
Construction Contingency
Internal Contingency
Allowance
Allowance
Owner Change
Bucket balances are never combined automatically. A blank amount stays PC.
Step 5 — Financial Baseline
Step 6 — Team & Trades
Internal Team
- Wes MainsProject Manager
- Dana OrtizSuperintendent
- Marcus HaleProject Engineer
- Ken AlvarezDetails Needed
Trade Partners
- Quality ElectricElectrical
- Fulton MechanicalHVAC / Mechanical
- Basin PlumbingPlumbing
- Cascade DrywallDrywall & Framing
- Basin Plumbing Co.Details Needed
Type now, enrich later. New names are saved as placeholders flagged Details Needed.
Step 7 — Meeting & Review Rhythm
Owner / Client Meeting
Financial Review
Optional. Add only the rhythms this project actually runs. Rhythm tells SiteRep Works when project information becomes important — it never changes a Change Record, and no calendar entries are created.
Step 8 — Review
- Project
- Rivergate Medical Office Building
- Number
- 24-118
- Operating Mode
- General Contractor
- Start Method
- Import (no file selected)
- Funding Buckets
- 5 active
- Financial Baseline
- Skipped for now
- Owner Review
- Every 2 Weeks · Wednesday
- Financial Review
- Monthly · Thursday
- Additional Rhythms
- None