Each row is a project. Rows are grouped by stage: Under construction, Pre-construction, Leads, and a collapsed Permit Issued group at the bottom. Projects with an active follow-on permit pull up into a Supplemental Permits group.
The dot columns read left → right through the permit pipeline, split into phases by the faint gray vertical dividers: Pre-submission (Soils, Survey, Title, Arch, Eng) → Review (Planning, DWP, DBS, Fees, Client Update, Corrections) → Closeout (UA, Field set, Clearances, Resub, RTI) → Pre-construction (Precon, Verify, Issued). The date columns (Contract, Permit submitted, Corrections, Resub, RTI, Construction start) carry the real dates.
Planning / DWP use a review cycle: Submitted · PC Issued · Approved. Fees: Pending · Issued · Paid.
Hover any dot to see its label and current status.
A blank dot turns red Need on its own as soon as the step before it is done, so the next action is always visible. It never overwrites a status you set, and it clears the moment you pick any status. Hover an auto-flagged dot to see why it lit up.
Auto-flags don't show on completed / in-warranty projects. The three closeout dots (Precon, Verify, Issued) keep flagging into early construction; the earlier dots stop once a project starts construction.
✓ green = document attached (opens Drive). ✗ red = step done but no document yet (click to attach). Used on Soils, Survey, Field set, and Permit issued (stamped plans).
red ring = behind / priority (an overdue supplemental, or DWP needs powerline verification).
Empty date cells show an Est. line with a proj badge: a date auto-projected from the cadence (admin panel above) so you can see where a milestone is heading before it happens. Type into the Est. line to set your own estimate; the badge changes to M (manual). Clear it to fall back to the auto proj. Enter the real date in the cell above once it's known.
The list at the top is your daily worklist: Overdue supplementals, Behind (past a cadence deadline), Due within 7 days, Needed / in progress (every red or amber dot, including auto-flags), Verify DWP, Missing documents, and Address # needed (the ADU's assigned address number, which turns red once RTI is set until you enter it). Click any item to jump to that project.
To work the board: click a dot to set its status, click a date cell to enter a date, and use + Add in the Supplemental column to log a follow-on permit. The Stage column shows the most recent milestone reached plus days left or over vs the cadence target.
{{var}} placeholders (e.g. {{ft}}, {{qty}}) are filled in by the calculator at import time.