Dashboard · KLG Contracting · Office
KM
Ken Mitchell
Project Manager
DEMO BUILD — Sample data. Built for KLG Contracting by Kane PC. Click any job row to see the project detail view.

Operations Dashboard

Snapshot for Tuesday, May 19, 2026 · Updated 2 min ago

Active Jobs
12
+2 vs last month
Open Permits
18
3 awaiting issuance
A/R Outstanding
$412,840
+$28k vs last week
Past Due 60+
$87,260
4 customers

Bid Pipeline ProCore

Live bid-to-award workflow · folder structure enforced from day one
Open Bid Lifecycle →
1
Bidding
7
ProCore + SP
2
Submitted
4
ProCore
3
Awarded
2
SharePoint
4
Active
12
SharePoint
5
Closeout
4
SharePoint
6
Archive
—
SharePoint
In Pursuit (Bidding + Submitted)
$0
Pending Change Orders
$0
Sub-Bid Packages Out
0

Active Jobs · This Week

Click a row for full project detail
View all →
Job # Project Team Status Progress Contract

A/R Aging

By tier · drill in on Receivables
Open →
Total Outstanding
$412,840
DSO
42 days

Recent Documents

Latest from SharePoint · click to open
Browse all →
File Category Job Modified

Latest Site Photos

From field crews · last 48 hours
View gallery →

Permits Requiring Attention

Expiring, denied, or awaiting issuance
All permits →
Permit # Type Job Status Expires

Recent Activity

Last 48 hours
Today · 11:24 AM
Payment received — Cushman & Wakefield
$48,200 applied to Job #2604 (Midtown Plaza Buildout)
Today · 9:18 AM
Permit expiring in 7 days — NYC DOB Alt-2
Permit #B00714829 on Job #2618 (Hudson View Facade)
Yesterday · 4:02 PM
Job #2622 moved to In Progress
Tarrytown HVAC Replacement · PM: Rich
Yesterday · 2:41 PM
Invoice 60+ days overdue
Yonkers Apartments — $32,400 (Tier 3 escalation triggered)
Yesterday · 10:15 AM
Permit issued — Westchester County
Building permit on Job #2620 (Stamford Medical Office)

Active Jobs

All projects currently in flight · 12 active · 3 pending start · 4 closing out

All Jobs In Progress Awaiting Permit On Hold Closing Out
12 jobs · $5.42M total contract
Job # Project / Site Customer Team Status Insurance Progress Contract A/R

Permits

NYC DOB · Westchester County · Trade permits · 18 open · 3 require attention

3 permits require immediate attention
5 days NYC DOB Alt-2 B00714829 — Hudson View Facade (Job #2618) expiring
4 days NYC DOB Alt-2 B00718340 — Yonkers Apartments (Job #2616) expiring
DENIED White Plains Building WP-26-1014 — WP Lobby Refresh (Job #2626) resubmission needed
Filed
8
Awaiting plan review
Active / Issued
7
In good standing
Attention
3
Expiring or denied
All Filed Issued Expiring Denied
18 permits
Permit # Type Authority Job Status Filed Expires

Permit Alert Rules

When to notify and how · per-permit overrides available
Edit rules
Trigger Channels Recipients On
30 days before expiration
T-30		 EMAILIN-APP Assigned PM
14 days before expiration
T-14		 EMAILIN-APPSMS PM + Owner
7 days before expiration
T-7		 EMAILIN-APPSMS PM + Owner + Office
1 day before expiration
T-1		 EMAILIN-APPSMSESCALATE All + auto-escalate to Owner
Permit denied
Immediate		 EMAILIN-APPSMS PM + Owner + Expediter
Plan review > 21 days
Stale		 EMAILIN-APP PM + Expediter
Inspection scheduled
T-2		 EMAILSMS PM + Superintendent

Recent Alert Activity

Last 7 days · all permit alerts sent
Full log
Today · 9:18 AM
T-7 alert sent — Hudson View Facade
Permit B00714829 expires May 26 · Email + SMS to Tom Reyes, Email to Owner
Today · 8:02 AM
T-7 alert sent — Yonkers Apartments
Permit B00718340 expires May 23 · Email + SMS to Rich Patel, Email to Owner
Yesterday · 4:14 PM
Denied alert sent — WP Lobby Refresh
Permit WP-26-1014 denied by White Plains Building Dept · Email + SMS to PM, expediter notified
Yesterday · 9:30 AM
T-14 alert sent — Hudson View Facade
Email + SMS sent · acknowledged by Tom Reyes 11:24 AM
May 17 · 10:00 AM
T-30 alert sent — Hudson View Facade
Email to PM + Owner · acknowledged same day
May 15 · 9:30 AM
Stale plan review — Mt. Kisco Retail
WC-26-0521 in review > 21 days · Email to Tom Reyes + Office (later denied)
May 13 · 8:00 AM
Inspection reminder — Bronx Distribution
Electrical inspection scheduled for May 15 · SMS to Ken Mitchell + Superintendent

Documents & Site Photos

847 files · 312 site photos · Live SharePoint sync · field crew photos land here automatically (no extra steps)

Drawings & Plans
218
DWG, PDF · across 12 jobs
Site Photos
312
Last 7 days: +47
Pending Review
9
Submittals & change orders
COIs Expiring
2
Within 30 days
All Drawings Permits Contracts Change Orders Submittals COI / Insurance Daily Logs
22 files
Name Category Job Modified Modified By Size

Tasks

Native to portal · 14 open across 8 jobs · color-coded by status · field photos sync to SharePoint

Asana read-only · migration Phase 4
Asana → KLG Portal · Six-Month Migration Roadmap
Phase 4 in progress · Asana sunset target Q4 2026
✓
Foundation
SharePoint · Jobs
✓
Documents & QB
SP files · A/R live
✓
Admin Layer
COI · Inbox · Viewer
4
Native Tasks
Now · Asana read-only
5
Asana Retired
Q4 · Cutover
Asana Today — What's Painful
$
Per-user monthly fee
↗
Photos live in Asana, not SharePoint — extra fetch step
!
Separate login, separate app, hand-holding to use
After Cutover (Q4 2026)
$
Zero per-user cost — included in portal
✓
Snap photo on phone → lives in SharePoint immediately
✓
Same portal everyone already uses — no new login
In Progress
8
Active tasks across team
Due This Week / Overdue
5
3 due in 3 days · 2 overdue
Completed (Last 7 Days)
9
Across all active jobs
All Tasks My Tasks Overdue Due This Week By PM By APM By Helper
14 tasks
Not Started
0
In Progress
0
Completed
0

Insurance Tracker

COI status per active job · Christina Vega · 12 jobs tracked

CV
Owner
Christina Vega
Active & Current
9
Coverage in good standing
Expiring (30 days)
2
Hudson View · Greenburgh
Missing or Expired
1
Mt. Kisco Retail — never received
All Jobs Active Expiring Pending Renewal Missing / Expired
12 jobs
Job Customer Carrier Policy # GL Limit Status Expires

Insurance Alert Rules

When and how Christina gets notified
TriggerChannelsRecipientsOn
COI not received before mobilization
Per Job		 EMAILIN-APP Christina + PM
30 days before policy expiration
T-30		 EMAILIN-APP Christina
14 days before policy expiration
T-14		 EMAILIN-APPSMS Christina + Owner
7 days before policy expiration
T-7		 EMAILSMSESCALATE Christina + Owner + Stop-work review
Additional insured request missing
Per Job		 EMAILIN-APP Christina + PM

Coverage Carriers

Top carriers across active jobs

Project Inbox

project@klgcontracting.com · shared mailbox · everyone with portal access can see

All Unread Tagged to Job Flagged

Receivables

A/R aging by tier · click a tier card to filter the table below

Last QB Sync
2 days ago
Current
$184,560
Tier 1 · 0–30 days · 14 invoices
31–60 Days
$141,020
Tier 2 · standard follow-up · 8 invoices
61–90 Days
$54,860
Tier 3 · formal notice · 4 invoices
91–120 Days
$24,800
Tier 4 · PM escalation · 2 invoices
120+ Days
$7,600
Tier 5 · collections review · 1 invoice
All Invoices Tier 1 · Current Tier 2 · 31–60 Tier 3 · 61–90 Tier 4 · 91–120 Tier 5 · 120+
29 invoices · $412,840 outstanding
Invoice # Customer Job Issued Age Tier Balance Action
Collection Tier Policy
Tier 1 · Current
Standard 30-day terms. No action required.
Tier 2 · 31–60
Automated friendly reminder + statement.
Tier 3 · 61–90
Formal notice. PM call to customer.
Tier 4 · 91–120
Stop-work review. Owner sign-off required.
Tier 5 · 120+
Lien notice prep. Outside collections.

QuickBooks Sync History

CSV imports update financials · PDFs are archived for reference
Upload new report →

Bid Lifecycle

The bridge between ProCore (where bids come in) and SharePoint (where files live) — KLG’s bid-to-award workflow, organized.

How a Bid Moves Through KLG

We don’t replace ProCore or SharePoint — we connect them and add the workflow in between
ProCore connected
PC
ProCore
Inbound bid feed
1Bid invitation arrives
GC posts the bid + drawings, specs, addenda
2PM downloads package
Zip of everything pulled from ProCore
6Re-submit completed bid
Final bid package uploaded back to ProCore
KLG
KLG Portal
The missing middle
v0.1 · ships first
3Bid Uploader
Drag the ProCore zip → auto-named job folder, 12 sub-folders, path-length safe
4Team builds the bid
Estimating, sub pricing, RFIs — all in one organized place
5Award → folder moves
On award, the whole job folder advances to the next phase automatically
SP
SharePoint
File system of record
BIDDING site
Every active bid, named to the KLG standard
AWARDED → JOBS
Won work flows to active job folders
Path-length safe
No more silent OneDrive sync failures
ProCore → KLG Portal organizes & names → SharePoint — the portal is the piece that’s missing today

Job Lifecycle — Six Phases

A job folder moves through these phases; the structure inside never changes
1
Bidding
7 active
ProCore + SP
2
Bid Submitted
4 awaiting
ProCore
3
Awarded
2 new
SharePoint
4
Active
12 jobs
SharePoint
5
Closeout
4 closing
SharePoint
6
Archive
retained
SharePoint
All Bids Bidding Submitted Awarded Lost
11 bids · $0 in pursuit
Bid / Project GC / Customer ProCore Phase Bid Due Est. Value

Change Orders

Track every CO from draft to executed — with running contract math per job

Original Contracts
$0
across active jobs
+ Approved COs
$0
0 executed / approved
Pending COs
$0
0 awaiting approval
Current Contract Value
$0
original + approved COs
All Draft Submitted Approved Executed Rejected
6 change orders
CO # Job / Project Description Submitted Status Amount

Sub-Bid Invitations

When KLG wins as GC, invite trades to bid — track who responded and award the package

Packages Out to Bid
0
across awarded jobs
Sub Responses In
0
of invitations sent
Awaiting Response
0
follow-up recommended
All Packages Open for Bid In Review Awarded
3 packages
Trade Package Job Invited Responses Status Low Bid
Done