Integrated Construction Excel Dashboard
Budget: $750 – $1,500 USD
I want to replace the patchwork of files we use today with one cohesive Excel-based system that mirrors our entire construction workflow and updates itself automatically. The core of the job is to design a group of linked workbooks—one per project—that roll up into a master dashboard for quick company-wide visibility. I need everything built so that any office employee can open the file, type into clearly marked fields or drop-downs, and see every schedule, cost figure, and compliance item refresh without ever touching a formula.
The system has to cover all of the areas we track:
• Project proposals & contracts
• Employee paperwork and safety sheets (including hot-work permits)
• Fabrication and detailing progress
• Billing, purchase orders, and incoming payments
For each area I’m expecting separate but connected tabs that feed totals into summary views, plus automatic alerts for missing data or expired documents. Wherever it simplifies life—Power Query, pivot tables, data validation, or light VBA—please use them, provided the front-end stays fool-proof.
Deliverables
1. A template set of inter-linked spreadsheets ready for multiple simultaneous projects
2. Built-in data-entry guides (locked cells, colour cues, tooltips) so staff can’t break formulas
3. One master dashboard pulling live figures from every active project file
4. A brief user manual or screen-share video showing the team how to keep things updated
The solution is finished when a test project can flow from proposal to final payment with every sheet talking to the next and the dashboard reflecting real-time status.
The system has to cover all of the areas we track:
• Project proposals & contracts
• Employee paperwork and safety sheets (including hot-work permits)
• Fabrication and detailing progress
• Billing, purchase orders, and incoming payments
For each area I’m expecting separate but connected tabs that feed totals into summary views, plus automatic alerts for missing data or expired documents. Wherever it simplifies life—Power Query, pivot tables, data validation, or light VBA—please use them, provided the front-end stays fool-proof.
Deliverables
1. A template set of inter-linked spreadsheets ready for multiple simultaneous projects
2. Built-in data-entry guides (locked cells, colour cues, tooltips) so staff can’t break formulas
3. One master dashboard pulling live figures from every active project file
4. A brief user manual or screen-share video showing the team how to keep things updated
The solution is finished when a test project can flow from proposal to final payment with every sheet talking to the next and the dashboard reflecting real-time status.