Purpose: This document defines the internal operational logic of the Construction Management 📋 Function. It governs the on-site execution of project work, from planning and resource allocation to daily progress tracking and formal acceptance of completed work.

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Why This Matters

This 📋 Function brings structure and real-time visibility to the complexities of on-site construction. It focuses on operational excellence by tracking daily progress, managing resource allocation, and ensuring quality control through a formal acceptance process. Strategically, this provides managers with a clear view of on-the-ground progress against the master plan, enabling proactive issue resolution and ensuring adherence to budget and quality standards. For site supervisors and construction teams, it digitizes daily reporting, clarifies task ownership, and streamlines the processes for material requests and work acceptance.

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The Big Picture

Architecturally, this 📋 Function is the execution engine of the project lifecycle, taking inputs from the high-level 🧊 Project and 🧊 Design Drawing. It is centered around the 🧊 Construction Category object, which represents a major phase of work (e.g., Electrical, Plumbing). This central object is supported by a 🧊︎ Construction Task sub-object for granular work management. All other key processes, including 🧊 Construction Logs, 🧊 Material Requests, and 🧊 Acceptance Records, are linked directly to a 🧊 Construction Category, making it the operational hub for all on-site activities.

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OBJECT TYPES & WORKFLOWS

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1. 🧊 Construction Category (Standard Object)

  • Process Description: Manages a major package of construction work for a specific project, from preparation to final acceptance.
  • Example: “Electrical Installation for P-101”. “Apartment Masonry Work for P-101”.
Construction Category WorkflowPREPARATION → IN PROGRESS → AWAITING ACCEPTANCE → COMPLETEDAn IN PROGRESS category can also be moved to a PAUSED status.

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2. 🧊︎ Construction Task (Sub-Object)

  • Process Description: An individual, actionable task that must be completed as part of a 🧊 Construction Category.
  • Parent Object: 🧊 Construction Category
  • Example: “Install main electrical panel”. “Plaster the master bedroom walls”.
TO DO → DOING → DONE

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3. 🧊 Construction Log (Standard Object)

  • Process Description: A daily log to record on-site progress, issues, and activities for a specific 🧊 Construction Category.
  • Example: “Daily log for Electrical Installation - 20/08/2025”.
DRAFT → SUBMITTED

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4. 🧊 Material Request (Standard Object)

  • Process Description: Manages the process of requesting and approving materials needed for a 🧊 Construction Category.
  • Example: “Request for 50m of electrical conduit”.
NEW → PENDING APPROVAL → APPROVED → DELIVERED / REJECTED

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5. 🧊 Acceptance Record (Standard Object)

  • Process Description: A formal record to document the inspection and acceptance of a completed 🧊 Construction Category.
  • Example: “Acceptance Record for P-101 Electrical Work”.
DRAFT → AWAITING SIGNATURE → COMPLETED

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OBJECT RELATIONSHIPS

RelationshipTypeDescription
🧊 Construction Category → 🧊︎ Construction TaskParent-ChildA category is broken down into specific tasks for the construction team.
🧊 Construction Log → 🧊 Construction CategoryReferenceDaily logs are recorded against a specific, active work category.
🧊 Material Request → 🧊 Construction CategoryReferenceMaterials are requested for a specific work category.
🧊 Acceptance Record → 🧊 Construction CategoryReferenceA formal acceptance record is created to sign off on a completed category.

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AUTOMATIONS

RuleTriggerAction
1. Daily Progress ReminderEvery day at 4:00 PM.Sends a notification to all Construction Supervisors to submit their Construction Log for the day.
2. Notify on Acceptance ResultAn 🧊 Acceptance Record is moved to COMPLETED.Sends a notification to the Site Supervisor and the client with the result of the inspection.
3. Escalate Overdue TasksAn automation runs daily.Checks for 🧊︎ Construction Tasks that are past their Due Date but not DONE and notifies the Project Director.

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WORKVIEWS & DASHBOARDS

WorkviewDescription
1. Category Gantt ChartA timeline view of all 🧊 Construction Categories for a project, showing their planned and actual durations.
2. Daily Task KanbanA board view showing all 🧊︎ Construction Tasks for the day, organized by status (TO DO, DOING, DONE).

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ROLES, PERMISSIONS & NOTIFICATIONS

RoleDescription
Project DirectorHas overall responsibility for the project, approves material requests, and reviews acceptance records.
Construction SupervisorManages the on-site team, assigns tasks, submits daily logs, and requests materials.
Construction TeamExecutes the Construction Tasks assigned to them and updates their status.

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What’s Next?

  • Project Management Function: Understand the higher-level function that creates the master plan and budget which this Construction function executes against.
  • Design Management Function: See how the technical drawings used by the construction team are created and approved.