DocsPM quickstart

PM quickstart

Costs, approvals, the crew on a map, the week ahead.

PM is where the field meets the office. You see labor cost in real time, approve everything above the foreman tier, respond to OT alerts before they hit overtime, and plan the next week from forecast curves.

25 minute read -- 30 minute first dashboard tour

1. A typical PM day

Five anchor moments. You will rotate among these all day; this is the loop in order.

7:15 AM

Morning labor cost check -- 7:15 AM

Coffee in one hand, phone in the other. The home dashboard shows yesterday spent vs. budget, today projected, and any red dots that need decisions before 9 AM.

  • Top card: "Yesterday vs. budget" -- green if within 2% of plan, yellow at 5%, red at 10%.
  • Middle card: "Today projected" -- based on currently clocked-in crew, who is scheduled, and cost rates from the wage determination.
  • Bottom card: "Open decisions" -- approvals waiting, OT alerts, disputes escalated overnight. Tap each to triage.
  • Spend 5 minutes here, then drill into the highest-impact red dot before your 9 AM stand-up.

10:00 AM

Multi-tier approval queue -- 10:00 AM

You are tier-2 in the approval chain. Tier 1 (foreman) has approved most entries already; tier 2 reviews anomalies, OT, and entries above a dollar threshold.

  • Open Approval Queue. Three sub-tabs: Anomalies (yellow), OT (orange), High-value (red).
  • Most tier-2 items take 30 seconds: tap, glance at the GPS trail + photos, Approve or Send Back.
  • Send Back returns the entry to the foreman with your comment. The worker is notified too. Loop closes typically in under 4 hours.
  • Tier 3 (controller) sees only entries you Approve-Up -- e.g., classification changes that affect prevailing wage. Use sparingly.

11:30 AM

Live crew map drill-in -- 11:30 AM

Walk to the trailer window, look out at the deck. Then open the live crew map on the tablet. You see every worker positioned on the site plan, color-coded by trade.

  • Filter by trade: just see your concrete crew, or just MEP.
  • Tap a cluster of pins to see the workers; tap a single pin for that worker individual day so far.
  • Hover over any cost code section -- the map highlights which workers are charged to it. Quick reality check that the right people are on the right scope.
  • Click "Replay last 30 minutes" -- the map animates worker movement. Useful when a foreman reports an issue at 11:00 AM and you want to see what happened.

2:00 PM

OT alert response -- 2:00 PM

Phone buzzes. "OT alert: 4 workers projected to cross 40 hours by 5 PM today." You decide -- approve the OT (with budget impact), reroute work, or send people home.

  • Open the alert. You see the 4 names, their hours so far, projected OT cost, and which cost codes they are charged to.
  • The forecast shows budget impact: $1,200 additional labor tonight, $0 tomorrow if you reroute.
  • Three buttons: Approve OT (loop in the controller if over budget threshold), Reroute (the system suggests other workers under 35 hours who can finish the task), Send Home (the workers get a push notification).
  • Whatever you pick, the foreman is notified and the budget projection updates immediately.

Fri 3:00 PM

End-of-week schedule planning -- Friday 3:00 PM

Last big task of the week. Open Schedule Forecast. The system pulls the schedule, projected workforce, weather forecast, and material delivery commitments and shows you next week as a curve.

  • Workforce curve: how many workers you need each day next week, by trade. Compare to who is committed.
  • Cost curve: projected daily spend vs. budget. Watch for spikes from material deliveries or weather contingencies.
  • Risk callouts: rain on Wednesday will delay the slab pour. Schedule shifts automatically; you confirm or override.
  • Hit "Publish schedule" -- the foreman + crews get the next-week assignment Sunday evening. Crews can self-confirm or flag conflicts.

2. Live labor cost dashboard

The dashboard updates every 60 seconds. It is the closest thing to a live financial view of the project. Six numbers matter most.

Today actual
Hours x rate for everyone currently clocked in, plus everyone who has already clocked out today.
Threshold: Green within 2% of plan, yellow at 5%, red at 10%.
Today projected
Today actual + projected remaining hours based on who is still on the clock and historical patterns.
Threshold: Useful at 1 PM to predict whether you will end the day under or over.
Week-to-date
Sum of daily actuals from Monday through now. Resets every Sunday at midnight (or Saturday, per your payroll week).
Threshold: Compare to weekly budget. Friday morning, this is the number that drives weekend OT decisions.
Burn rate
Average cost per hour across the project right now. Drops if you have apprentices on; rises with journeymen + OT.
Threshold: Useful for fast cost-loading questions. If burn rate is $48/hr and the task is 200 hours, the labor cost is $9,600.
OT exposure
Workers currently above 35 hours for the week, who will cross 40 if they finish their shift. Forecasted OT dollars.
Threshold: Drives the OT alerts. Above 5% of total labor for the week, your controller wants a heads-up.
Apprentice ratio
IRA-eligible projects only. Percentage of total apprentice hours vs. journeyman hours.
Threshold: Must be above 15% by year-end. Dropping below in the last 60 days triggers an automatic notice to the GC.

3. Multi-tier approval routing rules

Approval chains are configured per project. Three tiers cover 95% of contractors. Each tier has Auto-approve rules + Manual-review thresholds.

Tier 1 -- Foreman

Crew foreman, lead, or general foreman.

Auto-approves
Auto-approves entries with no anomaly, clean GPS, classification matches roster, hours under 8.5 for the day. About 75% of entries.
Manual review
Anomalies (missed break, wrong cost code, GPS outside geofence) and any entry over 8.5 hours. Foreman has 12 hours to action.
Tier 2 -- PM

Project manager or assistant PM.

Auto-approves
Auto-approves Tier 1 approved entries where dollar value is under the project threshold (default $500/day per worker) and no OT.
Manual review
Any OT entries, any over-threshold entries, any tier 1 dispute escalations, classification changes. PM has 24 hours to action.
Tier 3 -- Controller / Finance

Project controller, cost engineer, or finance lead.

Auto-approves
Never auto-approves at tier 3. Tier 3 is for entries explicitly Approve-Up'd from tier 2.
Manual review
Prevailing wage classification changes, cost code re-allocations affecting committed budget, large credit/correction entries.

4. Cross-tenant federation (GC seeing subs)

When you are a GC, your subcontractors run their own ConstructOps tenant. Federation gives you visibility into their crews without giving you write access to their books.

ModeWho seesWhat they seeWho controls
Read-only rosterGC PM sees sub crew names, classifications, and clock-in status.Live list of who is on site today, with classification. No hourly rates, no costs, no payroll data.Sub controls who is on the roster; GC controls geofence.
Live crew mapGC PM sees sub workers on the site plan, color-coded by sub company.Position, current cost code, classification, hours-on-site for the day. Useful for safety standdowns and coordination.Sub controls map visibility per project; GC sees only subs they have signed coordination agreements with.
Daily log roll-upGC PM sees a daily log per sub plus a consolidated GC log.Sub log = sub work performed, sub crew count, sub photos. GC log = consolidated narrative + own crew.Sub posts their own log; GC reads and can request clarification via anchored thread.
Certified payroll feedGC controller sees the WH-347 weekly from each sub. Per-classification hours and prevailing wage compliance.Full WH-347 with signed certification. GC retains audit chain in their own Confidential Ledger.Sub generates and signs; GC receives and counter-files for federal compliance. Both keep their own copy.
Example: a $14M concrete contractor (Mace pilot) sees their 3 rebar subs on the live crew map in real time, gets a WH-347 from each one every Friday afternoon, and can chase a classification question through an anchored thread without leaving the platform.

5. Predictive analytics

Three signal types help you steer the project before something hits the budget. Each shows a confidence band -- read the band, not just the point estimate.

Forecast confidence bands

Projected daily labor cost shown as a curve plus a shaded band. The center line is the best estimate; the band is the 80% confidence range.

How to read: Narrow band = high certainty. Wide band = high variability (often early in the project before patterns settle). Plan to the worst case if the band is wide and you are near a budget ceiling.
OT likelihood scoring

For each worker each day, a 0-100 score for how likely they are to cross 40 hours by Friday. Aggregated to a project-level OT exposure dollar number.

How to read: Above 70 = probable OT. Address by reroute or schedule adjustment Monday-Wednesday; Thursday is too late for most trades.
Rebalance recommendations

When workforce is uneven across trades or cost codes, the system suggests reassignments to even out the work.

How to read: Each recommendation lists the suggested move (e.g., "Move 2 carpenters from cost code 06-10-13 to 06-20-13 Tuesday"), the projected cost impact, and the schedule risk. You accept, modify, or dismiss.
These signals are not predictions -- they are forecasts based on patterns in your historical data. Confidence is shown explicitly; ignore signals below 0.60 confidence (color-coded gray). Above 0.85 confidence (green) is solid; below that, treat as advisory.