Prompt

Description

add_punch_item

Guided workflow to add a punch item — pick the list, check for duplicates, gather fields, propose, user-confirm, then create_punch_item.

bid_health_check

Project-wide bid procurement pulse — overdue, expiring, stuck-outstanding.

build_project_budget

Assemble a project budget end-to-end (budget → phases → categories → cost codes → original amounts) using the create_/list_/update_/set_ budget tools.

capital_plan_scenario_review

Compare the scenarios within a capital plan by estimated capital, composition, and approval status. Advisory only.

cashflow_discrepancy_audit

Audit a project’s cash flow forecast for discrepancies (forecast ≠ balance left to complete) and recommend reforecasts. Uses get_cashflows + get_cashflow.

cashflow_forecast_review

Review a project’s cash flow — forecast vs actuals, distribution-curve mix, and upcoming periods at risk. Uses get_cashflows + get_cashflow.

change_order_impact_summary

Roll-up of change-order value impact for a project: per-contract impact, top contributors, and a Trend / Risk read-out.

compare_bid_to_budget

Cross-reference a bid request against the project budget — flag bids exceeding allocations.

compose_daily_report

Guided workflow to compose and create a daily/field report — resolve dictionaries, gather sections, propose, user-confirm, then create_daily_report.

contract_health_pulse

Per-project contract pulse — surfaces contracts heavy with change orders, high retention exposure, and slow billing pace.

daily_project_briefing

Daily project standup briefing — schedule slips + RFI activity + new jobsite media + journal notes + recent change orders in one read-out.

daily_report_approval_queue

Guided workflow to work the daily-report approval queue — surface submitted-but-unapproved reports, digest manpower/weather/safety/blockers, user-confirm, then submit_daily_report and/or approve_daily_report.

direct_cost_budget_review

Review a project's direct costs against budget allocations — committed vs budgeted by cost code, top overruns, and uncoded costs. Advisory only. Uses list_direct_costs + get_direct_cost_details + get_budget_line_items.

draft_bid_request_from_project

Assemble a draft bid request (scope + invitee list) for a project. Advisory only.

field_report_digest

Digest recent daily/field reports for a project — manpower trend, weather delays, safety incidents, and blockers. Uses get_daily_reports.

financial_approval_triage

Guided workflow to triage a project approval inbox — group pending items by type and age, recommend approve vs reject, user-confirm, resolve approver_id via get_approval_resource_detail, then approve_resource / reject_resource (reject requires a note).

fund_capacity_report

Capital funding capacity report — providers, available allocations, and the largest unallocated balances ready to deploy.

initiate_project_from_request

Turn a reviewed project request into a real project — reads the request, proposes the project, and creates it only after user confirmation.

inspection_compliance_review

Inspection compliance review — pass/fail rates, recurring failed items, and unresolved flagged questions. Uses get_inspections.

inspection_remediation_plan

Build a corrective-action plan from failed/flagged inspections — recurring failures, remediation steps, re-inspection follow-ups. Advisory only. Uses get_inspections.

invoice_aging_review

Aging-invoice review for a project — surfaces outstanding invoices past a threshold, retention exposure, and suggested follow-ups.

manage_by_exception

Identify top at-risk projects for executive oversight and include the heuristic used.

portfolio_executive_summary

Executive portfolio briefing — totals, top projects, budget rollup, and action-required queue in a single read-out.

portfolio_morning_briefing

Cross-project morning briefing — ranked top at-risk projects with one-line red-flag per project and a pointer to the right deep-dive prompt.

project_request_triage

Triage incoming project requests by status and priority, flag stalled pending-review items, and recommend next transitions. Advisory only.

punch_closeout_verification

Guided workflow to verify punch items pending closeout — surface COMPLETED/UNDER_REVIEW items, verify against description, propose closures, user-confirm, then set_punch_item_status (per item) or update_punch_item.

punch_list_burndown

Punch-list burndown for closeout — open vs closed items, by contractor, overdue, and completion %. Uses get_punch_lists + get_punch_items.

recommend_bid_winner

Weighted multi-criteria bid winner recommendation (price / insurance / schedule / vendor history).

record_project_status_note

Guided workflow to record a qualitative project journal entry (status / blockers / risks / wins / follow-ups + health rating) — read recent entries, compose, user-confirm, then create_project_journal_entry.

review_received_bids

Compare quotes received on a bid request, flag outliers, insurance gaps, late submissions.

review_submittal

Review a submittal for compliance against its referenced specification sections. Evaluates manufacturer, testing standards, colors/finishes, and warranty requirements.

rfi_ball_in_court_chase

Groups overdue / at-risk RFIs by ball-in-court contact and drafts targeted follow-up messages for one chasing session.

schedule_pulse_check

Weekly schedule pulse for one project. Combines health, variance, critical-path risk and the longest critical-path activity into a single status read-out.

setup_project_cashflow

Guided workflow to create a budget-seeded project cash flow — check none exists, confirm a budget, confirm type, user-confirm, then create_cashflow and review the seeded forecast.

submittal_package_status

Submittal package readiness check — overdue items, ball-in-court owners, and spec sections still missing approved submittals.

submittal_review_and_respond

Guided workflow to review a submittal against its referenced spec sections and record a response — compare manufacturer/testing/colors/warranty, propose APPROVED or REJECTED, user-confirm, then set_submittal_response (and optional close_submittal). Never auto-submits.

suggest_rfi_solution

Propose an RFI initial_solution, await user confirmation, then attach via create_rfi or update_rfi (optionally followed by submit_rfi).

vendor_bid_performance

Vendor's bid track record on one project — win rate, price competitiveness, responsiveness.