Scaleco — Dream Team

Total projects

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Active

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Portfolio contract value

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Total billed YTD

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On track

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At risk

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Over budget

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Write-off exposure

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Over budget — requires action

At risk (>85% budget consumed)

All projects

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Contract fee

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Effort to date

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Budget remaining

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Write-off exposure

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Phase breakdown

Budget vs actuals by phase

Services — select to bill

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Invoice history

No invoices logged yet.

Log invoice

Project

Invoice ref

Amount ($)

Date

Notes

Assign remaining budget to months

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How to import proposals

Start a Claude conversation → upload your proposal PDF → ask Claude to format it using the proposal format → paste the output below.

How to import Unanet data

Start a Claude conversation → upload your Labor Transactions XLS → ask Claude to format it using the Unanet format → paste the output below.

      Format reference — copy this prompt into Claude
      
    
PROPOSAL FORMAT PROMPT — paste this into Claude along with your proposal PDF:
Please read this proposal and output ONLY the following formatted text — no explanation, no markdown, just this exact format:

---PROPOSAL---
proj_number: [e.g. 26-9079]
location: [city and province/state]
client: [client name]
proj_type: [e.g. FS2.0 LH]
fee: [total contract fee as number only, e.g. 42000]
start: [e.g. May 2026]
end: [e.g. Jan 2027]
current_phase: [current or first phase name]

---PHASES---
[Phase name] | [budget hours as number] | [phase fee as number]
[Phase name] | [budget hours as number] | [phase fee as number]

---SERVICES---
[Service/deliverable name] | [fee as number] | [phase name]
[Service/deliverable name] | [fee as number] | [phase name]
---END---

Use these phase names exactly:
Phase 1 — Pre-Design (PD)
Phase 2 — Schematic Design (SD)
Phase 3 — Design Development (DD)
Phase 4 — Construction Documentation (CD)
Phase 4.5 — Approvals (APP)
Phase 5 — Tendering (TEN)
Phase 6 — Construction Administration (CA)
Phase 7 — Post-Construction (PC)
Additional Services
UNANET FORMAT PROMPT — paste this into Claude along with your Labor Transactions XLS:
Please read this Unanet Labor Transactions export and output ONLY the following formatted text — no explanation, no markdown, just this exact format:

---UNANET---
[proj_number] | [phase name] | [total hours as decimal] | [total dollars as number]
[proj_number] | [phase name] | [total hours as decimal] | [total dollars as number]
---END---

Rules:
- proj_number format is YY-9XXX (e.g. 26-9079). Include suffix if present (e.g. 25-9032-A)
- Sum all hours and dollars per project+phase combination across all people and dates
- Map phase codes to these names exactly:
  410 or PH 1 or 202/203 → Phase 1 — Pre-Design (PD)
  420 or PH 2 or 204 → Phase 2 — Schematic Design (SD)
  430 or PH 3 → Phase 3 — Design Development (DD)
  440 or PH 4 or 205 → Phase 4 — Construction Documentation (CD)
  450 or PH 5 Approval or 206 → Phase 4.5 — Approvals (APP)
  463 or PH 5 CA or 207 → Phase 6 — Construction Administration (CA)
  208 → Additional Services
  920 → Proposals
- Include ALL projects found in the file
Click either box to copy the prompt to clipboard

Proposal Import

Paste formatted output from Claude — adds a new project with phases and services

1

Open ClaudeUpload your proposal PDF and paste the format prompt above

2

Copy outputClaude returns formatted text — copy the whole thing

3

Paste & importPaste below, preview, save to dashboard

Unanet Actuals

Paste formatted output from Claude — updates spent hours on matched projects

1

Open ClaudeUpload your Labor Transactions XLS and paste the format prompt above

2

Copy outputClaude returns formatted rows — copy the whole thing

3

Paste & updatePaste below, preview matches, update actuals

Edit project

Add phase

Add service

Log invoice

Delete project