ProjectFlowLive Help
Workflow walkthroughs for inspectors, resident engineers, project managers, and the AI assistants helping them.
Agents: a structured sitemap is at /help/agent. Crawlers: see /llms.txt.
Workflow guides
Inspector Daily Report → Project Closeout
The complete inspector workflow from creating a daily report in the field through compiling the project closeout package. Same workflow whether you're working on a state DOT contract (IDOT, CDOT, future state DOTs) or a private contract.
inspectorsresident-engineersproject-managersai-assistantsPayments — the pay estimate the CM builds, and the contractor's pay request checked against it
How the Payments section works on the construction-management side: the pay estimate is built first from the record (accepted Quantity Book quantities by period at the contract unit price, with not-yet-accepted daily report quantities shown as pending), downloaded as CSV, and the contractor's pay application is then uploaded and compared line by line, dispositioned and marked reviewed. What is stored and what is rebuilt.
construction-managersresident-engineersinspectorsproject-managersProposals — building, pricing display, alternates, revisions, sending, the record
How a proposal is built (by hand, from an estimate, or with the AI assistant), the three ways the client can see line items (itemised with money, the work without money, total only), alternates and their own price switch, the "Quantity basis" line and why removing it sticks, what a revision carries, the Activity tab record of every email sent, and what the search box matches.
project-managersestimatorscontractorsai-assistantsRFPs — soliciting bids from subcontractors and vendors
How an RFP works end to end: create it with a bids-due date, issue the bid package, invite vendors (each gets a private portal and an emailed link), open for bids, read bids as they arrive or seal them until the due date, addenda when the package changes, late bids marked not refused, close and award, void with a reason.
project-managersestimatorscontractorsai-assistantsTexting an outside contact (text or WhatsApp) — join codes, which project a reply goes to, STOP/HELP
How to bring someone without a ProjectFlowLive login into a conversation by text message or WhatsApp: generate a join code, they send it in to join (so consent comes from them, from their own phone — you never type their number), what a joined contact can see, how to tell when they have joined, STOP/HELP, and revoking a code.
inspectorsresident-engineersproject-managersai-assistantsThe bid board — finding and bidding on work as a contractor
Register free as a Bidding Member, browse the RFPs buyers have listed, enter the ones you want, get the package when admitted, submit your bid on your private portal, and track decisions under My bids.
contractorssubcontractorsai-assistantsagentsThe Schedule — P6 import, the Critical Path tab, and the data date
How to import a P6 schedule (activities, links, WBS with P6's dotted codes, and the .xer data date), read the Critical Path tab (critical chain, near-critical work with 5 days of float or less, float in days, P6 flag vs PF CPM source), and set the data date with Retained logic or Progress override before pressing Recalculate.
project-managersschedulersconstruction-managersai-assistantsThe Skill Builder — teach the platform your agency paperwork
How process skills work: pick a sample daily report, chat corrections while a live preview regenerates, provide the agency blank template plus a filled example, and approve to freeze the mapping so every future run repeats exactly.
inspectorsresident-engineersproject-managersai-assistantsWeekly Vehicle Mileage Summary — odometer in, mileage lines and daily summaries out
NOT YET LIVE (arrives with Assistant Skills). Intended: give the AI assistant your start/end odometer for the week; the platform reads your Daily Reports, splits the miles into continuous day ranges that sum exactly, and writes a one-to-two-sentence activity summary per day in the exact mileage-log line format.
inspectorsresident-engineersai-assistantsagents
Reference
EVM Performance — earned value, planned value, the S-curve, and what "Not measured" means
How the project EVM Performance page reads the record: one earned value at one status-date point feeds every card; "Not measured" (no actual-cost source), "No baseline yet" (no baselined, budgeted schedule activities) and "Not rated" (no priced pay item with a recorded confidence) instead of an invented rating; the CPI / SPI labels; the 0–100% Progress S-curve; and what makes each card fill in.
project-managersconstruction-managersresident-engineersai-assistantsThe Annotation Editor — tools, selection, section boxes, measuring
How to annotate photos, plan pages, and document-builder pages: the toolbar, selection modes (continuous click for touch), calibrated measuring with vertical exaggeration, cross-section boxes with their own scale, mirror and copy between sections, and reporting an issue from the editor.
inspectorsresident-engineersproject-managersai-assistantsThe Calculation System — one engine, everywhere you annotate
Live-math calc boxes on every annotation surface — standalone Calc Documents (multipage 8.5×11, document-scoped variables, export equals screen), pay-item worksheets with audited Apply-to-entry, the Drawings-tab document builder, and the single-sheet photo/plan annotators. Units carry through; DOT templates and standards reference built in.
inspectorsresident-engineersproject-managersai-assistants