Workflow Library
Every workflow in the library, across every department.
Organize submittals by trade for coordination meetings.
Break down total, approved, and pending change order values by trade using Clearstory export data.
Generate a reliable Excel formula to sum values at regular row intervals.
Create a plain-language summary of change orders, statuses, and costs for easy review by the project owner.
Allocate equipment costs to cost codes based on usage.
Identify the variables that matter most, test their impact systematically, and clearly show what actually drives outcomes.
Summarize total cost exposure, approval status, and top cost drivers from a Clearstory change order log export.
Design a clear, scalable what-if analysis that tests scenarios and shows impact without breaking the workbook.
Automatically create a Pivot Table on a new sheet using VBA'fully structured and ready to analyze.
Summarize large datasets quickly using Pivot Tables - no formulas required.
Apply Excel AutoFilters programmatically to show only rows that meet specific criteria.
Filter Excel data to display only rows that meet specific criteria - accurately and safely.
Sort Excel data accurately by one or more columns using built-in steps or VBA automation.
Create a repeatable, refreshable Power Query workflow that ingests recurring CSVs, cleans/standardizes them, and outputs analysis-ready tables.
Turn a dense P6 file into a superintendent-ready story: what's happening, when, and what matters most.
Diagnose the root cause of VBA errors, fix the code, and add safeguards so it doesn't break again.