One project. One place to keep the work organized.
Every Punch project has a built-in spreadsheet space in one central spot. Everyone on the project can access it, use it to track just about anything, and either ask the Punch AI agent to build and manage it or work in it directly.
The tracker should belong to the project, not one person
Project-specific work rarely fits neatly into one standard workflow. A team needs a place for the details that matter on this job: the packages to level, the items to check, the open pieces to keep visible.
When that place is an ad-hoc spreadsheet on someone’s computer, the project loses the operating picture when the file is hard to find or the person maintaining it is busy. The team needs one shared spot that stays with the project.
A shared project space for whatever needs tracking
Built-in spreadsheets give each project a central place for project-specific work, with two ways to keep it moving: ask Punch AI to help, or open the sheet and work in it yourself.
- 01
One central spot
Built-in spreadsheets live in one central spot on every project, so the tracker belongs to the job and not to a scattered collection of personal files.
- 02
Open to the project team
Everyone on the project can access the spreadsheets. The same project tracker is available to the people who need to see and use it.
- 03
Track just about anything
Use a built-in spreadsheet for the project-specific work that needs a clear list or view. Bid leveling is one example; the same shared space can hold the other trackers a project calls for.
- 04
Ask Punch or work directly
The Punch AI agent can build and manage a spreadsheet for you, or a person can open it and work in it directly. Choose the way that fits the work in front of you.
Where this sits in the flow
Built-in spreadsheets sit alongside the project work they help organize. They give the team a shared place to track details such as bid leveling, while leaving room for the other project-specific work that needs a clear view. See the broader workflow in How It Works.
How work moves through this step
In to Punch
- Project-specific work that needs tracking
- A request to the Punch AI agent
- Updates made directly by a person
Out from Punch
- A built-in spreadsheet in one central spot
- A shared tracker everyone on the project can access
Connection: Bid leveling is one example of what a project spreadsheet can hold
Related reading
See Punch in the workflow
See how people and the Punch AI agent work together across a project.
Read moreProductSupplier Pricing & RFQs
See bid leveling in context as one project use for a shared built-in spreadsheet.
Read moreProductDaily Reports
See another project workflow built around a dependable operating picture.
Read moreSee Punch work on your own workflow.
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