Cara Platform · for Pinley Mechanical

8-Week Delivery Schedule

in-scope (C14–C17) · plan view
for Conor · 2026-09-04
StatusShippedIn-flightPlannedLinksConfirmedProvisionalCritical path
8-Week Delivery Schedule — in-scope (C14–C17) · plan viewCombo Gantt (MS-Project style). blue=in-flight, green=shipped, lavender=planned; solid arrow=Linear dependency, dashed=provisional/overlay.today1Bids48 days9/14/2611/18/262Bid Detail - Estimate: ClarificationsBid Detail - Estimate: Clarifications3 days9/14/269/16/26PIN-689Bid Detail - Estimate: Clarifications3Bid Detail - Estimate: Equipment ScheduleBid Detail - Estimate: Equipment Schedule5 days9/14/269/18/26PIN-319Bid Detail - Estimate: Equipment Schedu…4Bid Detail - Estimate: Takeoff SummaryBid Detail - Estimate: Takeoff Summary5 days9/14/269/18/26PIN-197+1Bid Detail - Estimate: Takeoff Summary5Bid Detail - Excel imports (estimate / vendor quotes)Bid Detail - Excel imports (estimate / vend…5 days9/14/269/18/26PIN-228+1Bid Detail - Excel imports (estimate /…6Bid Detail - Estimate: Estimating sheetBid Detail - Estimate: Estimating sheet15 days9/18/2610/8/26PIN-47+1Bid Detail - Estimate: Estimating sheet7Bid Detail - VendorsBid Detail - Vendors5 days9/28/2610/2/26PIN-92Bid Detail - Vendors8Coverage tab on Vendors - cross-bid coverage-by-trade board (which live bids have a package under the bidder floor)Coverage tab on Vendors - cross-bid coverag…5 days10/2/2610/8/26PIN-1029Coverage tab on Vendors - cross-bid cov…9Bid Detail - Estimate: AlternatesBid Detail - Estimate: Alternates3 days10/8/2610/12/26PIN-249Bid Detail - Estimate: Alternates10Bid Detail - Estimate: Award SheetBid Detail - Estimate: Award Sheet5 days10/8/2610/14/26PIN-197+1Bid Detail - Estimate: Award Sheet11Bid Detail - Outreach & RFP: email templatesBid Detail - Outreach & RFP: email templates20 days10/12/2611/6/26PIN-136Bid Detail - Outreach & RFP: email temp…12Bid Detail - Outreach & RFP: send RFPBid Detail - Outreach & RFP: send RFP10 days10/12/2610/23/26PIN-136+1Bid Detail - Outreach & RFP: send RFP13Award to ProjectAward to Project5 days10/14/2610/20/26PIN-274+1Award to Project14Proposal - deterministic by-scope PDFProposal - deterministic by-scope PDF8 days10/14/2610/23/26PIN-1073+3Proposal - deterministic by-scope PDF15Bid Detail - Outreach & RFP: import quotesBid Detail - Outreach & RFP: import quotes5 days10/23/2610/29/26PIN-334Bid Detail - Outreach & RFP: import quo…16Bid Detail - Leveling (sub-bid comparison)Bid Detail - Leveling (sub-bid comparison)15 days10/29/2611/18/26PIN-198+2Bid Detail - Leveling (sub-bid comparis…17Cara52 days9/14/2611/24/2618Surface reduction 42→24 (nav IA + redirects)Surface reduction 42→24 (nav IA + redirects)5 days9/14/269/18/26PIN-974+1Surface reduction 42→24 (nav IA + redir…19Connecting caps (Action Inbox / Provenance / Access explainer / Handoff)Connecting caps (Action Inbox / Provenance…5 days9/28/2610/2/26PIN-1026Connecting caps (Action Inbox / Provena…20Mobile workspace shell - bottom tab bar (Projects · Logs · Cara · Tasks · More)Mobile workspace shell - bottom tab bar (Pr…15 days9/28/2610/16/26Mobile workspace shell - bottom tab bar…21Real RAG - wire pgvector retrieve + on-write index hooks + model decisionReal RAG - wire pgvector retrieve + on-writ…10 days9/28/2610/9/26PIN-315+1Real RAG - wire pgvector retrieve + on-…22Workspace screens (home/folder/thread/context rail/results)Workspace screens (home/folder/thread/conte…10 days9/28/2610/9/26PIN-852Workspace screens (home/folder/thread/c…23⌘K three-lane search (this should be Cara search and filter by access level) (Records/Documents/Conversations) wall-filtered⌘K three-lane search (this should be Cara s…5 days10/9/2610/15/26PIN-1027⌘K three-lane search (this should be Ca…24Memory / Facts - 3 wall-tagged scopes + editable cardsMemory / Facts - 3 wall-tagged scopes + edi…10 days10/9/2610/22/26PIN-1025Memory / Facts - 3 wall-tagged scopes +…25Retrieval-time money walls + capability keys (profit.read.own_sheet vs aggregate)Retrieval-time money walls + capability key…15 days10/9/2610/29/26PIN-151+1Retrieval-time money walls + capability…26Cara copilot + hub + FAB (shipped MVP)Cara copilot + hub + FAB (shipped MVP)15 days10/29/2611/18/26PIN-490+2Cara copilot + hub + FAB (shipped MVP)27Conversation unification (FAB thread = record folder thread)Conversation unification (FAB thread = reco…5 days11/18/2611/24/26PIN-725+2Conversation unification (FAB thread =…28Estimating23 days9/14/2610/14/2629AI extraction engine: scope-line / assembly / equipment / vendor-quote from PDFs (PIN-420 assembly extraction)AI extraction engine: scope-line / assembly…8 days9/14/269/23/26PIN-420+1AI extraction engine: scope-line / asse…30Estimate popout + live collaborative presence (detached full-screen window + per-tab presence avatars/sync)Estimate popout + live collaborative presen…3 days9/14/269/16/26PIN-279Estimate popout + live collaborative pr…31Live presence + concurrent editing (CH/MR/DK 'editing now')Live presence + concurrent editing (CH/MR/D…3 days9/16/269/18/26PIN-279Live presence + concurrent editing (CH/…32Mobile estimating view (desk-only panel, Capture a quote, read-only export card)Mobile estimating view (desk-only panel, Ca…5 days9/16/269/22/26PIN-1024Mobile estimating view (desk-only panel…33Estimate revision selector 'R2 ▾' (estimate versioning)Estimate revision selector 'R2 ▾' (estimate…5 days9/23/269/29/26PIN-245+2Estimate revision selector 'R2 ▾' (esti…34Settings / template panel (apply estimate template, markup + scope libraries, vendor-column config)Settings / template panel (apply estimate t…5 days10/8/2610/14/26PIN-102+1Settings / template panel (apply estima…SepOctQ4 2026NovDecJanQ1 2027IDTask NameDurationStartFinishPIN
8-Week Delivery Schedule — in-scope (C14–C17) · plan viewCombo Gantt (MS-Project style). blue=in-flight, green=shipped, lavender=planned; solid arrow=Linear dependency, dashed=provisional/overlay.today35Progress Drawings51 days9/14/2611/23/2636General PDF viewer - one Bluebeam-style viewer that opens ANY pdf (submittals/contracts/RFIs + drawings); shared renderer-decoupled markup toolkit; takeoff & progress as modes on topGeneral PDF viewer - one Bluebeam-style vie…20 days9/14/2610/9/26PIN-973+2General PDF viewer - one Bluebeam-style…37Project Detail - Drawings viewer (CAD/DWG layers + classification)Project Detail - Drawings viewer (CAD/DWG l…10 days10/9/2610/22/26PIN-148+1Project Detail - Drawings viewer (CAD/D…38Export rollup →' action (design flags 'not wired')Export rollup →' action (design flags 'not…3 days10/26/2610/28/26Export rollup →' action (design flags '…39PM-scoped landing variant (P-57: Your jobs / Your sheets / Your spools at risk)PM-scoped landing variant (P-57: Your jobs…3 days10/26/2610/28/26PM-scoped landing variant (P-57: Your j…40Project Detail - Progress Drawing markup (interactive CAD/PDF)Project Detail - Progress Drawing markup (i…15 days10/26/2611/13/26PIN-720+1Project Detail - Progress Drawing marku…41Progress Drawings portfolio / module landing screenProgress Drawings portfolio / module landin…5 days11/13/2611/19/26Progress Drawings portfolio / module la…42Cross-job Jobs table (Job/Project/Sheets/SM earned/MP earned/Last activity + 'no sheets' empty state)Cross-job Jobs table (Job/Project/Sheets/SM…3 days11/19/2611/23/26Cross-job Jobs table (Job/Project/Sheet…43Projects15 days9/14/2610/2/2644the built mobile/tablet shell (phone five-tab bottom nav S-50, 'More' honest desk-line list, tablet portrait 834×1194 +the built mobile/tablet shell (phone five-t…15 days9/14/2610/2/26the built mobile/tablet shell (phone fi…45Project Detail - Handoff brief (AI 60-sec + PDF)Project Detail - Handoff brief (AI 60-sec +…3 days9/28/269/30/26PIN-514+2Project Detail - Handoff brief (AI 60-s…46Runtime & Ops25 days9/14/2610/16/2647Smart Import (SharePoint) - browse→stage→review→commitSmart Import (SharePoint) - browse→stage→re…15 days9/14/2610/2/26PIN-678+1Smart Import (SharePoint) - browse→stag…48Import projects & estimates from SharePointImport projects & estimates from SharePoint3 days10/2/2610/6/26PIN-501+2Import projects & estimates from ShareP…49BuildingConnected bid end-to-end (docs→takeoff→budget)BuildingConnected bid end-to-end (docs→take…5 days10/12/2610/16/26PIN-152+1BuildingConnected bid end-to-end (docs→…50Settings & Admin24 days9/14/2610/15/2651the built app-shell cluster (rail head/brand lockup PIN-380/340, permission-gated nav filtering, collapse/expand rail +the built app-shell cluster (rail head/bran…5 days9/14/269/18/26PIN-45+2the built app-shell cluster (rail head/…52Company profile (Company nav destination)Company profile (Company nav destination)3 days9/18/269/22/26PIN-44Company profile (Company nav destinatio…53Navigation IA / route cleanupNavigation IA / route cleanup5 days9/18/269/24/26PIN-78+1Navigation IA / route cleanup54Roles & permissions - basic role permission manageRoles & permissions - basic role permission…5 days9/28/2610/2/26PIN-262+2Roles & permissions - basic role permis…55Tenant defaults (whole view) - company-numbers registry resolved at read timeTenant defaults (whole view) - company-numb…5 days9/28/2610/2/26PIN-1023Tenant defaults (whole view) - company-…56Field masking (field-level role masking)Field masking (field-level role masking)10 days10/2/2610/15/26PIN-151Field masking (field-level role masking)57Smart Import29 days9/14/2610/22/2658BuildingConnected sync - Bid Board (Opportunities) + webhooks + session bridgeBuildingConnected sync - Bid Board (Opportu…15 days9/14/2610/2/26PIN-492+1BuildingConnected sync - Bid Board (Opp…59Mobile Smart Import capture screen (camera, first-pass card, Confirm & queue)Mobile Smart Import capture screen (camera,…5 days9/14/269/18/26PIN-1028Mobile Smart Import capture screen (cam…60Training tab (second full tab: corpus, accuracy, correction loop)Training tab (second full tab: corpus, accu…5 days9/14/269/18/26PIN-684+1Training tab (second full tab: corpus,…61Procore integrationProcore integration5 days10/16/2610/22/26PIN-152+1Procore integration62Documents14 days9/28/2610/15/2663Project Detail - Documents (P1-P8 folders)Project Detail - Documents (P1-P8 folders)5 days9/28/2610/2/26PIN-648+2Project Detail - Documents (P1-P8 folde…64Documents - cross-project register / search (portfolio master)Documents - cross-project register / search…10 days10/2/2610/15/26Documents - cross-project register / se…65Tasks20 days9/28/2610/23/2666Tasks - Kanban boardTasks - Kanban board5 days9/28/2610/2/26PIN-1075Tasks - Kanban board67Tasks - AI task creation from email/transcriptTasks - AI task creation from email/transcr…10 days10/12/2610/23/26PIN-692Tasks - AI task creation from email/tra…68Vendors23 days9/28/2610/28/2669Vendors directoryVendors directory5 days9/28/2610/2/26PIN-16+1Vendors directory70Vendor detail pageVendor detail page5 days10/2/2610/8/26PIN-57+1Vendor detail page71Vendor external portalVendor external portal15 days10/8/2610/28/26PIN-108+1Vendor external portalSepOctQ4 2026NovDecJanQ1 2027IDTask NameDurationStartFinishPIN
8-Week Delivery Schedule — in-scope (C14–C17) · plan viewCombo Gantt (MS-Project style). blue=in-flight, green=shipped, lavender=planned; solid arrow=Linear dependency, dashed=provisional/overlay.today72Billing15 days10/12/2610/30/2673Purchase Orders - admin/portfolio queuePurchase Orders - admin/portfolio queue10 days10/12/2610/23/26PIN-254+1Purchase Orders - admin/portfolio queue74Project Detail - Billing / SOV (AIA G702/G703)Project Detail - Billing / SOV (AIA G702/G7…5 days10/26/2610/30/26PIN-138+2Project Detail - Billing / SOV (AIA G70…75Change Orders24 days10/12/2611/12/2676Project Detail - Change Orders (scope change; rev/cost split)Project Detail - Change Orders (scope chang…10 days10/12/2610/23/26PIN-1082+2Project Detail - Change Orders (scope c…77T&M Ticket Tool - iPad field entry + on-site signatureT&M Ticket Tool - iPad field entry + on-sit…15 days10/23/2611/12/26PIN-304+1T&M Ticket Tool - iPad field entry + on…78Purchase Orders19 days10/12/2611/5/2679Project Detail - Purchase Orders (tab, approval workflow, PDF)Project Detail - Purchase Orders (tab, appr…5 days10/12/2610/16/26PIN-276+2Project Detail - Purchase Orders (tab,…80Buyout pipeline (project-scoped) tableBuyout pipeline (project-scoped) table5 days10/16/2610/22/26Buyout pipeline (project-scoped) table81Three-way match (P·D·I legs, nothing pays before they clear)Three-way match (P·D·I legs, nothing pays b…15 days10/16/2611/5/26Three-way match (P·D·I legs, nothing pa…82Submittals & RFIs15 days10/12/2610/30/2683Held longest · chase drafted' portfolio panel + 'Review chaseHeld longest · chase drafted' portfolio pan…3 days10/12/2610/14/26Held longest · chase drafted' portfolio…84Project Detail - Cara Submittal Register (AI spec parse + submittal log + vendor compliance)Project Detail - Cara Submittal Register (A…10 days10/12/2610/23/26PIN-466+2Project Detail - Cara Submittal Registe…85Project Detail - Project Controls: RFIs (AI draft + PDF)Project Detail - Project Controls: RFIs (AI…5 days10/12/2610/16/26PIN-1081+3Project Detail - Project Controls: RFIs…86Project Detail - Project Controls: Submittals (approval + AI draft)Project Detail - Project Controls: Submitta…5 days10/12/2610/16/26PIN-51+1Project Detail - Project Controls: Subm…87Project Detail - Project Controls: Submittals email templatesProject Detail - Project Controls: Submitta…2 days10/12/2610/13/26PIN-1080Project Detail - Project Controls: Subm…88Portfolio/master Submittals & RFIs viewPortfolio/master Submittals & RFIs view5 days10/16/2610/22/26Portfolio/master Submittals & RFIs view89Ball-in-court · all jobs' cross-project tableBall-in-court · all jobs' cross-project tab…3 days10/22/2610/26/26Ball-in-court · all jobs' cross-project…90Days with the current holder' aging histogramDays with the current holder' aging histogr…3 days10/26/2610/28/26Days with the current holder' aging his…91Mobile 'Ball in court' screen (buckets, oldest-first, chases CTA, tab bar)Mobile 'Ball in court' screen (buckets, old…5 days10/26/2610/30/26Mobile 'Ball in court' screen (buckets,…92Takeoff Engine62 days10/26/261/19/2793Bid Day Mode - sticky countdown banner + verbal quote entry recalculating every GC totalBid Day Mode - sticky countdown banner + ve…5 days10/26/2610/30/26Bid Day Mode - sticky countdown banner…94Takeoff Engine v2 - auto drawing takeoffTakeoff Engine v2 - auto drawing takeoff15 days10/26/2611/13/26PIN-694+2Takeoff Engine v2 - auto drawing takeoff95Takeoff Section Types (Takeoff engine settings admin taxonomy the takeoff classifies against)Takeoff Section Types (Takeoff engine setti…3 days10/26/2610/28/26PIN-248Takeoff Section Types (Takeoff engine s…96Drawing intelligence ML - auto-takeoff / assembly / symbol / zone analysis / weight calcDrawing intelligence ML - auto-takeoff / as…15 days11/13/2612/3/26PIN-232+2Drawing intelligence ML - auto-takeoff…97AI-first measure + verify; interactive/dynamic takeoffAI-first measure + verify; interactive/dyna…20 days12/3/2612/30/26PIN-412+2AI-first measure + verify; interactive/…98Bid Summary page (drill-through figures, labor/material split, risk register, per-GC markup steppers, vendor comparison)Bid Summary page (drill-through figures, la…15 days12/30/261/19/27Bid Summary page (drill-through figures…SepOctQ4 2026NovDecJanQ1 2027IDTask NameDurationStartFinishPIN
How to read this. 38 of 82 bars are dependency-anchored; the rest are placed by cycle window + estimate (honest planning dates, not commitments). Dependencies drawn: 1 confirmed in Linear (solid) + 43 provisional (dashed, incl. overlay/backward). 3 more dependency link(s) are honored in the schedule but not drawn (too long to show cleanly). Not drawable: 2 external (blocker out of this view) + 19 unmapped (blocker has no feature page) + 1 ambiguous (blocker PIN cited by several features).
Full task names, by ID (53)
5 · Bid Detail - Excel imports (estimate / vendor quotes)
8 · Coverage tab on Vendors - cross-bid coverage-by-trade board (which live bids have a package under the bidder floor)
19 · Connecting caps (Action Inbox / Provenance / Access explainer / Handoff)
20 · Mobile workspace shell - bottom tab bar (Projects · Logs · Cara · Tasks · More)
21 · Real RAG - wire pgvector retrieve + on-write index hooks + model decision
22 · Workspace screens (home/folder/thread/context rail/results)
23 · ⌘K three-lane search (this should be Cara search and filter by access level) (Records/Documents/Conversations) wall-filtered
24 · Memory / Facts - 3 wall-tagged scopes + editable cards
25 · Retrieval-time money walls + capability keys (profit.read.own_sheet vs aggregate)
27 · Conversation unification (FAB thread = record folder thread)
29 · AI extraction engine: scope-line / assembly / equipment / vendor-quote from PDFs (PIN-420 assembly extraction)
30 · Estimate popout + live collaborative presence (detached full-screen window + per-tab presence avatars/sync)
31 · Live presence + concurrent editing (CH/MR/DK 'editing now')
32 · Mobile estimating view (desk-only panel, Capture a quote, read-only export card)
33 · Estimate revision selector 'R2 ▾' (estimate versioning)
34 · Settings / template panel (apply estimate template, markup + scope libraries, vendor-column config)
36 · General PDF viewer - one Bluebeam-style viewer that opens ANY pdf (submittals/contracts/RFIs + drawings); shared renderer-decoupled markup toolkit; takeoff & progress as modes on top
37 · Project Detail - Drawings viewer (CAD/DWG layers + classification)
38 · Export rollup →' action (design flags 'not wired')
39 · PM-scoped landing variant (P-57: Your jobs / Your sheets / Your spools at risk)
40 · Project Detail - Progress Drawing markup (interactive CAD/PDF)
41 · Progress Drawings portfolio / module landing screen
42 · Cross-job Jobs table (Job/Project/Sheets/SM earned/MP earned/Last activity + 'no sheets' empty state)
44 · the built mobile/tablet shell (phone five-tab bottom nav S-50, 'More' honest desk-line list, tablet portrait 834×1194 +
45 · Project Detail - Handoff brief (AI 60-sec + PDF)
47 · Smart Import (SharePoint) - browse→stage→review→commit
49 · BuildingConnected bid end-to-end (docs→takeoff→budget)
51 · the built app-shell cluster (rail head/brand lockup PIN-380/340, permission-gated nav filtering, collapse/expand rail +
54 · Roles & permissions - basic role permission manage
55 · Tenant defaults (whole view) - company-numbers registry resolved at read time
58 · BuildingConnected sync - Bid Board (Opportunities) + webhooks + session bridge
59 · Mobile Smart Import capture screen (camera, first-pass card, Confirm & queue)
60 · Training tab (second full tab: corpus, accuracy, correction loop)
64 · Documents - cross-project register / search (portfolio master)
67 · Tasks - AI task creation from email/transcript
74 · Project Detail - Billing / SOV (AIA G702/G703)
76 · Project Detail - Change Orders (scope change; rev/cost split)
77 · T&M Ticket Tool - iPad field entry + on-site signature
79 · Project Detail - Purchase Orders (tab, approval workflow, PDF)
81 · Three-way match (P·D·I legs, nothing pays before they clear)
83 · Held longest · chase drafted' portfolio panel + 'Review chase
84 · Project Detail - Cara Submittal Register (AI spec parse + submittal log + vendor compliance)
85 · Project Detail - Project Controls: RFIs (AI draft + PDF)
86 · Project Detail - Project Controls: Submittals (approval + AI draft)
87 · Project Detail - Project Controls: Submittals email templates
89 · Ball-in-court · all jobs' cross-project table
90 · Days with the current holder' aging histogram
91 · Mobile 'Ball in court' screen (buckets, oldest-first, chases CTA, tab bar)
93 · Bid Day Mode - sticky countdown banner + verbal quote entry recalculating every GC total
95 · Takeoff Section Types (Takeoff engine settings admin taxonomy the takeoff classifies against)
96 · Drawing intelligence ML - auto-takeoff / assembly / symbol / zone analysis / weight calc
97 · AI-first measure + verify; interactive/dynamic takeoff
98 · Bid Summary page (drill-through figures, labor/material split, risk register, per-GC markup steppers, vendor comparison)
Dependencies: Linear blockedBy (read-only) + seed overlay · deps snapshot 2026-09-04 · regenerate: scripts/combogantt.py