GapsCatalogDesign pressurePerformance classThermal U-factorWater test countSill pan flashing
Types summary
Requirements
Tests
Sections & flashings
Accessories
Sources
Engineering
Logistics
Shops
0 types
Confirmed requirements for this project. Each value is promoted here when the PM picks a proof candidate in Original specs.
Tests — water · air · structural · mockup · other rows.
Each row references the standard, count, basis, pressures, location rule, and which catalog types it applies to. Phase 1 wave 3.
Sections & flashings — head, sill, jamb conditions; sill pan, head flashing, end dams, drip cap.
Each entry cross-references which catalog types it applies to. Phase 1 wave 4.
Accessories & finishes — screens, opening-control devices, special hardware, color matching, fall protection.
Per-type or project-wide. Phase 1 wave 5.
Sources — contract, spec sections (CSI 08 80 00), window schedule, schedule notes, building & wall sections, elevations, floor plans, detail sheets, design plans, finish schedule, RFIs, emails, verbal.
Each spec line links to ≥1 source for provenance. Phase 1 wave 6.
Running engineering
Wind load · structural · anchor design · thermal · condensation · AAMA test reports. Each item tracks status, owner, and the linked deliverable in 06-Engineering/.
No engineering items yet.
Click + Add engineering item to start. Each item links to the Google Sheet / PDF in {project}/06-Engineering/ and tracks who's doing it + where it is in the review cycle.
Logistics
Three phases. Quoting → Ordering → Scheduling. PM Success owns each one end-to-end.
1Quoting
No container quotes yet.
Get freight quotes from carriers / forwarders before booking. Each captures: carrier · origin port · destination port · # of containers · rate · transit time · valid-until date · terms.
2Ordering
No containers booked yet.
Once a quote is accepted, log each container: booking # · container # · sequence · units · ETD factory · ETA destination port · shipping line · POL/POD · BOL link.
3Scheduling
No deliveries scheduled.
Two scheduling legs per container — trucking (port → jobsite: carrier · pickup window · ETA jobsite · driver/cell · POD) and customer delivery window (GC/owner sign-off · date · time window · receiving contact · forklift/lift instructions).
Shops
A project has multiple shop sets (Main windows · Mockup · Install details · Storefronts · etc.) with varying rush levels. Each submission cycles internal (Natasha ↔ Israel) → external (Vistaza ↔ customer architect) → architect approves → close.
Shop setsMultiple per project · each tracks submission count · rush priority · target ship date · status
No shop sets yet.
Click + New shop set to create one. Typical sets for a Vistaza job:
Main windows — production shop drawings, Sub #1 → ~#4 to approved Mockup — usually 🔥 rushed (contract-driven mockup ship date weeks ahead of production) Install details — head / sill / jamb / flashing detail sheets Storefronts — separate fabricator, separate cadence
Each set carries its own rush level (🔥 rush · normal · slow), target date, and submission iteration history. Sets run in parallel — Mockup can be on Sub #3 while Main is still on Sub #1.
Submission iterationsClick a shop set above to view its submissions · ~5 subs max · ~5-10 iterations per cycle
Select a shop set to see its submissions.
Each submission has two iteration streams:
Internal cycle (Natasha ↔ Israel) — every draft + Israel's redline + Natasha's revision, dated and authored. Final internal version graduates to external.
External cycle (Vistaza ↔ Customer architect) — sent date · reviewer · returned date · markup PDF · comments · revision-required flag. Architect approval closes the submission.
Active action itemsOpen items across all shop sets · grouped by owner (Natasha / Israel / architect)
No open action items.
Each callout (from Israel's internal redline or the architect's external markup) becomes an action item: shop set · owner · category (swing · sizing · wall align · visual · spec) · which submission it surfaced on · status (open / addressed in next iteration / resolved). Items unfixed by submission close carry forward into the next sub's internal cycle for that shop set.
Admin
Cross-feature controls — visible only to AJ.
Permissions
PM Success edit access is gated to an explicit allowlist — NOT every @vistaza.com user. Owner is hardcoded for lockout protection. Operators get full edit; Estimators sign in but stay read-only (just labeled). Anyone not listed signs in read-only. Use the role menu on a row to switch someone between Operator and Estimator.
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Activity log
Append-only audit trail. Tracks logins, Pipedrive sync clicks, and operator add/remove. Owner-only · newest first · last 100 events.
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Pipedrive deal index
PM Success reads from the pd_deals_index Firestore cache (synced from Pipedrive nightly at 2:30 AM ET via Install's nightlyPdDealSync Cloud Function). Use Sync now after a new deal lands in 30 for 30 or Best and Final if you don't want to wait until tomorrow.
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Active pull — loader status
The hosted pmsuccess-pull Cloud Run job (Drive API → Firestore) runs daily at 6 AM ET and only re-pulls deals whose source files changed. Live status — per stage, pulled vs skipped.
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Spec parse — report
Per-project result of the windows-spec parse: the CSI section it scoped to and the requirements extracted. Updates live during a run; shows the before → after diff when done.
