Custom dashboards and workflow portals

Development and interconnection, engineering, procurement, and construction and commissioning do not want the same screen. Each one gets a portal built around the decisions it makes.

Everyone is looking at the same project and asking a different question.

The interconnection lead wants to know whether energization still holds. The owner's engineer wants to know which revision is current. Procurement wants to know whether the quote still stands. The superintendent wants to know what this stage needs captured before it closes. A dashboard that tries to answer all four ends up as noise to all four.

  • One portal per discipline
  • All four read the same model, so the numbers agree
  • Describe a view in plain language and get it
  • Outside firms get a view without getting an account

Procurement portal

Composing

Ana's procurement portal, mid-build: milestones, approvals, and registers placed, risks on its way in. Each discipline composes the view it works out of — interconnection, engineering, and the field each get their own.

How a view gets built

Say what you want on it.

A view is a sentence. What to show, what to sort by, what to leave out. Vela runs it against the project model itself, so the board is current the moment a source moves. When the question changes you edit the sentence. You do not file a ticket and wait.

  • Describe it in plain language and it builds
  • It reads the live model, so it is current the moment a source moves
  • Derived fields show the arithmetic behind them

New view

Draft

“Every long-lead item with less than three weeks of float, and who owns each one.”

ReadsEquipment, milestones, ownersLive model
Sorts byFloat, ascendingDerived
ShowsGSU-01, 17 days late1 match

Development and interconnection

Does the date we gave the utility still hold?

The interconnection portal is built backwards from energization. Every milestone in front of it, the float left in each, and whichever long-lead item is currently binding the path. When a delivery moves at the factory this is the first board it appears on, because this is the board where it costs something.

  • Milestones ordered by what is binding energization
  • Float shown on each milestone, so a tight one is visible
  • Utility commitments held against real dates

Development and interconnection

At risk
Substation energizationPriya Raman · Interconnection Lead14 May 2027
Protection and commissioning completePriya Raman · Interconnection Lead23 Apr 2027
Float in front of energizationGSU-01 delivery is the binding pathNone left

Procurement

Does the quote still stand?

The procurement portal keeps the commercial clock next to the delivery one. Q-40218 holds its price until 21 Aug 2026, two months before the revised ship date, so the slot decision cannot wait for the machine to exist. The portal shows the decision, the premium and the person it is waiting on.

  • Quotes held against their validity dates
  • Supplier threads sit next to the register they contradict
  • Open decisions show what they block and who they wait on

Procurement

Clock running
Quotation Q-40218 — 500 MVA GSUMeridian Transformer WorksHeld to 21 Aug 2026
Slot hold premium4% of $6,900,000$276,000
Restore the original GSU-01 slotAwaiting Dana Whitfield · VP ProjectsOpen

The price hold runs out two months before the machine ships. The portal keeps that clock in view.

Construction and commissioning

What does this stage need before it closes?

The field portal follows the stage. It knows which captures this stage needs, which are still open, and which drawing revision added one. A firewall pier arriving in Rev 7 turns up as an open item on the foundation checklist, instead of as a drawing somebody was supposed to read.

  • Checklists that follow the stage instead of a fixed template
  • A revision that adds a requirement opens the capture for it
  • Evidence lands on the record it belongs to

Construction and commissioning

Foundations
Rebar photo at pier P-9Added by Rev 7, required before the pourOpen
Foundation pour, pier P-42 photos, 1 pour ticketPassed
Stage checklistFoundations1 of 6 open

Rev 7 added the pier. The checklist picked it up. Nobody had to notice and pass it on.

Who works out of what

Four audiences, one model underneath.

Every view reads the same live operating model, so the number leadership quotes is the number the field captured. What differs is the question each audience is there to answer.

Leadership and program teams

Portfolio status, critical risks, major decisions and cross-project dependencies. Dana Whitfield sees the slot-hold decision and the energization date it protects, not the thread it came from.

Decide by 21 Aug 2026

Project teams

Milestones, ownership, blockers and changes. GSU-01 on site belongs to Ana Duarte, the path behind it is drawn, and a moved date arrives as a change, not a surprise.

6 milestones

Functional teams

The records, workflows and decisions specific to the role. Procurement sees the quote and its price hold. Engineering sees Rev 7 and what it changed on the ground.

One portal per discipline

External partners

A controlled view of the documents, requests, approvals and commitments in their scope. Saguaro Line Engineering reads the drawing set and the requests aimed at it, and nothing beside them.

Read-only

Tell us which screen your team hates.

Bring the report somebody rebuilds by hand every Monday. We'll build the portal that replaces it against a project you already know.