Documentation
BuildSITREP Documentation
Getting Started
Sign in, create your first project, and generate a report in under ten minutes.
- Create a BuildSITREP account (@yourcompany.com email required for company workspaces).
- Complete the onboarding flow: display name, company name, role title.
- Open the Dashboard and create your first project — or open the sample demo project.
Project Setup
Define the project once — every report reuses the same structured setup.
- Project details: name, address, owner, contract value, dates, and accent color.
- Team & contacts: add CORE and consultant contacts, upload headshots, mark field/office contacts.
- Integrations: link HaulProof Reports and upload Active Project Data Sources (MPP, PDF schedules, submittals, RFIs, procurement, Excel).
Executive Summary
The narrative at the top of every owner report. Editable and AI-assisted.
- Draft your own summary or ask Adam for a first draft based on project inputs.
- Every AI suggestion is fully editable and never final without your review.
Milestones
Track the events that matter to the owner: mobilization, foundations, dry-in, TCO, final.
- Add planned and forecast dates.
- Mark milestones complete as the project progresses.
- Milestones appear on the cover page and in the executive summary.
Photos
Field photos, captioned, on a clean grid.
- Upload up to 12 photos per report (10 MB per photo).
- Every photo requires a caption. Captions render centered under each image in the PDF.
- Reorder photos by drag-and-drop before export.
Team Management
Manage who can see and edit each project.
- Roles: Owner, Editor, Viewer.
- Company-scope sharing: automatically share with users on your approved company domains.
- Billing and admin actions are restricted to Account Owners and Billing Admins.
Schedules
Upload the current schedule and highlight what changed.
- Import Microsoft Project (.MPP), PDF schedules, or Excel exports.
- Reference schedule progress in the executive summary.
- The upload is stored per project and can be replaced or removed at any time.
Owner Reports
The core BuildSITREP deliverable — assembled, editable, and export-ready.
- Choose a report template (Owner, Executive, Sustainability, Detailed, Custom).
- Configure which sections are included per report.
- Preview the report exactly as it will export before saving to PDF.
Report Templates
Prebuilt configurations of sections tuned for different audiences.
- Owner: cover, executive summary, milestones, photos, financial summary, schedule.
- Executive: high-level summary, milestones, financial totals.
- Sustainability: HaulProof section enabled by default, recycling and diversion metrics.
- Detailed: full section set including RFIs, submittals, meetings, safety.
- Custom: pick any combination of sections.
Exports
One-click, print-ready PDFs that match the on-screen editor.
- Print to PDF from the report preview.
- Cover gradient, accent color, headshots, and branded footer are preserved in the PDF.
- Only sections with content are included — blank sections are skipped automatically.
Administration
Company-account and platform-admin controls.
- Account Owner: manage billing, seats, and cancellation.
- Billing Admin: manage payment methods and invoices.
- Platform Admin: reserved for BuildSITREP staff for approved support actions.
AI Assistance (Adam)
Adam drafts, suggests, and organizes — you remain in control.
- Adam drafts executive summaries and narrative content.
- Adam organizes uploaded meeting notes, RFIs, and change entries.
- Adam never sends, approves, or finalizes reports. See AI Transparency.
Account Management
Profile, password, subscription, and data requests.
- Update your display name, company, and role in your profile.
- Change your password from the Account menu.
- Request data export or deletion through Contact / Support.