Resources

Guides, templates, and best practices for AEC teams

Practical resources for project managers, developers, and PMCs delivering large-scale AEC projects.

Guide8 min readMay 2025

How to Set Up a Project Health Score System

Most project boards are flying blind. By the time a monthly report lands, its data is three-to-six weeks old. A project health score fixes this by rolling the signals that actually predict trouble into a single, live indicator every stakeholder can read at a glance.

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In this guide

What a health score is (and isn't)

The five dimensions that predict trouble

Weighting: make the trade-offs explicit

Automate it — or it won't survive

Rolling up to a portfolio

All resources

6 resources

Whitepaper15 min readProcurement

BOQ Management in the Age of AI: From Spreadsheets to Smart Procurement

The Bill of Quantities is the commercial spine of a construction project — and on most projects it lives in a spreadsheet that is emailed, re-versioned, and manually reconciled against drawings dozens of times. This whitepaper looks at how AI-assisted BOQ management removes those failure points.

Guide10 min readContracts

Contract Risk Scanning: What AI Catches That Lawyers Miss

AI catches what human review misses not because it's smarter, but because it's tireless and consistent. A construction contract can run to hundreds of pages and is reviewed under time pressure. AI doesn't get tired on page 180, doesn't skim the payment schedule because it's late, and applies the same checks to every clause every time.

Webinar45 min watchProduct Demo

Live Demo: Running Multiple Projects from One Dashboard

A 45-minute walkthrough of how a PMC runs many concurrent client projects from a single, multi-entity workspace — portfolio health at a glance, then drilling into any project's schedule, cost, compliance and approvals.

Guide7 min readField Ops

Field Operations Best Practices for Real Estate Developers

The gap between what's happening on site and what the head office knows is where projects quietly go wrong. Good field operations close that gap. Here's how to structure the four things that matter most.

Whitepaper18 min readFinance

Cash Flow Forecasting for Construction: A PMC Handbook

Construction is a cash-flow business wearing a project-management costume. Profitable projects fail because the money arrives later than it leaves. Yet most cash-flow "forecasting" in construction is a spreadsheet updated in a panic at month-end. This handbook lays out how a PMC builds a forecast that actually predicts, not just records.

Guide11 min readBuying Guide

Choosing a Project Management Platform: AEC Buyer's Guide 2025

Every AEC project-management platform demos well. The differences that matter show up three months in — when your P6 schedule won't import cleanly, when the "finance module" can't handle your tax regime, or when an auditor asks for something the tool can't produce. This guide gives you twelve questions to ask before you sign.

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