upload portfolio data
provide the 10 csv exports listed below. file names must match exactly. the agent will clean, join, and analyze them autonomously — average runtime 4–7 minutes for a 50-project portfolio.
expected files
01
contracts_all.csvmaster contract records + amendments
pending
02
sov_all.csvschedule of values — line items
pending
03
sov_budget_all.csvoriginal budgeted values per sov line
pending
04
labor_logs_all.csvcertified payroll + timecard exports
pending
05
material_deliveries_all.csvdelivery receipts, PO match, unit cost
pending
06
billing_history_all.csvAIA G702 billing transmittals by period
pending
07
billing_line_items_all.csvG703 continuation sheet detail rows
pending
08
change_orders_all.csvapproved / pending / disputed COs
pending
09
rfis_all.csvrequest for information log + resolution
pending
10
field_notes_all.csvdaily report field notes, all projects
pending
drop csv files here or click to browse
.csv only · no size limit
status log
[15:26:58]agent ready · awaiting portfolio data upload
[15:26:58]expected: 10 csv files · see checklist below
stage all 10 csv files to enable
skips upload · runs ingest directly against local csvs