Atlantic Open Joist · PanelBuilt CA
Operations Dashboard — Concept v1 · Tech Impact Engagement
Drwg.
OAZO–AOJ–OPS–001
Iss.
2026 · 04 · 29
Rev.
v1.0
Sht.
1 of 1

A single view of the shop, the yard, and the plans.

Data flows from the systems you already use — Trello, Xero, and your Microsoft 365 SharePoint — reconciled to a single project identity and presented in the units your team already speaks: linear feet per hour on the wall line, panels per day on the floor line, bundles, sleeves, and pieces in the yard.

Prepared for
Atlantic Group
Prepared by
OAZO
Sources
3 platforms · 1 identity
Audience
Leadership · Tech Impact
01 Production Heartbeat
Source · Trello + SEMA cut-list
Refresh · 30 sec

What the saw is cutting, what the floor machine is laying, where the yard trucks are. Rates are read against Marcel's planned throughput (17 LF/hr walls, 120 sqft/hr floors) so deviations turn into projected delivery slips, not abstract percentages.

LineWall Line
Behind plan · -16%
14.2LF/HR
Plan 17.0 LF/HR
▼ 1.5d projected slip
2026-57 Dancause Spec House / Daigle Development Bundle 32 of 47 · 04:18 elapsed
LineFloor Line
On plan · steady
6.4PANELS/DAY
Plan 6.0 / DAY
▲ on schedule
2026-53 Lot 94-3 Little Dover / Streamline Home Builders Panel 19 of 88 · queued
Saw / cut list
Online
Bundle 32 active · 122 cuts queued
Floor Machine
Online
16″ OC · last cycle 04:12
Yard / dispatch
2 Trucks
Truck #3 returning · ETA 16:40
Design queue depth
5 jobs
Eng. ahead of production · 3.2 days
02 Pipeline & Project Health
Source · Trello + SharePoint
Pipeline · 15 stages

The 15 columns from your existing Trello board, with a completeness overlay for each project. A card in Engineering Completed should have shop drawings filed under 2-Plans (most recent). When reality drifts from the SharePoint folder template, this view shows it.

To Be Quoted
4
$612K est.
Quote Sent
3
$481K
Eng. Layout & Design
5
$1.42M
Waiting Cust. Info
2
$390K
Eng. Sent for Approval
2
$268K
Eng. Shop Drawings
1
$220K
Eng. Completed
1
$165K
To Be Ordered
0
Ordered
1
$98K
To Be Printed
1
$165K
Floors — Queue
4
$612K
Walls — Queue
5
$890K
In Production
2
$340K
Completed (mo.)
7
$1.18M
Archived
112
YTD
Total in flight · 31 jobs Pipeline value · $5.74M Bottleneck · Engineering Layout
Job Customer / Project Stage Folder Health
2026-57 Daigle Dev — Dancause Spec House In Production Complete
2026-53 Streamline Home Builders — Lot 94-3 Little Dover Floors — Queue Complete
2025-04 Bay Construction — Amirault Apt Ph I (54-unit) Walls — Queue Drift · Truss
2026-16 Aura Construction — 4-Unit Townhouse, Adeo Rose Eng. Shop Drawings Complete
2024-41 Cobequid Prefab — Chisholm Homes In Production Missing · Contracts
2026-76 APS — Mill Residence Quote Sent Drift · Plans v2
2026-78 Daigle Dev — Cong Dev Phase 3 Eng. Layout Complete
2026-71 Trapa Homes — Savoie Residence To Be Quoted Pending intake
03 AI Agents
Mode · Reviewer in the loop
Today · 14 actions reviewed

Three queues, each with a confidence score and a one-line rationale tracing back to the source data. Nothing fires without a human approval. This is what the dashboard's AI is actually doing.

Reorder Recommendations
For Devin · Logistics · sourced from Xero
94% conf.
I-Joist 11 7/8 × 24'
Stock at 12 pcs, threshold 30 pcs. At current pace (4 panels/day on 2026-53) you reach zero in 3 days. Suggest PO to Ashanti — bundle of 60, ~$3,840 CAD.
81% conf.
LVL 1.75 × 11 7/8
Stock at 8 pcs, threshold 12 pcs. Two upcoming jobs (2026-78, 2026-71) call for LVL beams per Marcel's quote. Suggest PO to one West.
Queue · 3 items Approved today · 2
Deviation Watcher
For Jacques · Operations · vs planned rates
High signal
2026-57 Dancause — wall line trending 14.2 LF/hr
16% below the planned 17 LF/hr rate. At this pace, projected delivery slips to Fri May 1 from Wed Apr 29. Bundle 32 took 04:18 vs avg 03:30.
Watch
2026-78 Cong Dev Ph 3 — Bid Enterprise quote at day 3
Typical SLA 1–2 days. Daily standup logged on schedule, but quote not received. Suggest follow-up with assigned agent.
Queue · 2 items Forecast · 6 jobs at risk
Filing & Drift Assistant
For Devin / Marcel · Microsoft Graph + folder template
96% conf.
"AMIRAULT-PH3-DRAWINGS.pdf" sitting in Email Attachments
Filename + content suggest 2025-04 Amirault Apt Ph I. Move to 2-Plans (most recent)? Tag File Category: Plans.
Drift detected
2024-41 Chisholm — missing 2-Contracts & Schedules
Folder template requires three subfolders under 1-Commercial Documents; only 1-Quotation and 5-Invoicing present. Project is in production.
Queue · 7 items Drift across · 4 projects
04 Estimating
Surface for · Marcel
Trailing window · 30 days

What's quoted, what's outstanding with Bid Enterprise, and how Marcel's planning rates (17 LF/hr · 120 sqft/hr · 500 ft/truck) are holding up against the last ten jobs that actually shipped.

Open quotes
7
3 commercial · 4 residential
Win rate · 30d
73%
▲ 8 pts vs prior 30d
Avg time to quote
2.1 d
Bid Enterprise · 1.8d typical
Bid items in flight
2
1 over SLA

Bid Enterprise — Outsourced Takeoff Tracker

2026-78 Daigle Dev — Cong Dev Phase 3 Sent Apr 26 · Agent: J. Patel Day 3 of 2
2026-71 Trapa Homes — Savoie Residence Sent Apr 28 · Agent: J. Patel Day 1 of 2
2026-69 Aura Construction — Memramcook Townhouse Returned Apr 27 · pending review Returned 1d

Planning Rates · Calibration vs Last 10 Jobs

Wall Line throughputMarcel's planning rate Plan 17.0 LF/hr Actual 16.4
Floor Line throughputPanels per hour, area-weighted Plan 120 sqft/hr Actual 118
Truck capacityLinear feet per truck Plan 500 ft Actual 487
Suggested adjustment for Q3 quotesBased on rolling 10-job mean −2.5% margin tighten
05 Inventory
Source · Xero (live)
Threshold engine · OAZO layer

Replaces the pieces of Xero Inventory Plus that aren't available in Canada. Each item gets a minimum, an allocation per active project, and an inter-company transfer log so the AOJ ↔ PanelBuilt ↔ Combo Prefab moves stop needing dummy zero-dollar invoices.

3

Items below minimum threshold

Reorder agent has drafted POs for two of three. One item flagged for human review because last 30-day usage is 2× normal. Approval queue lives in Section 03.

Item On-hand · vs min Allocation by job
I-Joist 11 7/8 × 24'Ashanti 12 pcs / 30 min
LVL 1.75 × 11 7/8One West 8 pcs / 12 min
Hangers HUS28-2Misc 22 / 50 min
2×6 SPF stud-grade × 16'Lumber yard 680 / 200 min
OSB 7/16 sheathing4×8 sleeves 14 sleeves / 6 min
Rim board 1¼ × 11 7/8OSB rim 5 bundles / 4 min

Inter-Company Transfers

  • AOJ PB · today 11:42 2×6 SPF × 16' · 240 pcs · allocated to 2026-16 (Adeo Rose)
  • PB AOJ · yesterday I-Joist 9.5 × 20' · 18 pcs · allocated to 2026-53 (Lot 94-3)
  • AOJ Combo · Apr 25 Hangers HUS28-2 · 60 ea · misc
  • PB AOJ · Apr 24 OSB sheathing · 8 sleeves · 2025-04 Amirault Ph I
/ Connections
Three platforms · Public APIs only
Auth · OAuth 2.0
Trello
Connected
Pipeline source of truth — your existing 15-column board, pulled live with webhooks. Card moves, labels, and members reconcile to the project ID.
REST · OAuth 2Last sync · 14:21
Xero
Connected
Inventory, projects, financials. Threshold engine layered on top of stock items; inter-company transfers booked correctly without zero-dollar invoice gymnastics.
REST · OAuth 2Last sync · 14:19
Microsoft 365
Connected
SharePoint folder template + Customers / Projects lists are the canonical project identity. Notifications flow through Teams to the right person, not a separate app.
Graph APILast sync · 14:22