DWE Project Automations

Choose a project (none)

Search

Results update as you type (after 2+ characters). If the directory is stale, refresh it under Operations.

Results

Select a project to load details and enable tools.

Project location

Project Intake

Create projects, obtain commercial approval, and finish billing setup in one resumable workflow.

Professional Practice

Risk, controls, direct supervision, documented reviews, and submissions in one project workflow.

Folder Setup

Scan a selected template, create only the missing folders you want, and flag empty folders.

Template

Major templates scan the known folders under that area. Missing folders start checked, and you can uncheck anything you do not want to create.

Custom folders

This template has no custom folder inputs.

Present

Missing

Empty folders

Contacts

Search contacts from the shared add-in contacts API.

Search contacts

Search mode Search text

Log interaction to selected contact

Selected contact

(none)

Select a contact from the search results below, then log a call, meeting, text, LinkedIn message, or note.

Interaction type Direction Date Summary

Run

Mark complete

Proposals

Search proposals, run targeted sync actions, and create new proposals.

Search proposals

Account (3-letter Prefix) Search Text Status

Create proposal

Account Description

Options

Create Asana task Create SharePoint folder

Run

Document Generator

Validate structured Markdown, review extracted metadata, generate sample Word output, and download final Word documents.

Document type

Template

Template options

This template has no configured options.

Markdown

0 chars

Actions

Generated document

Validation and template messages

Document structure

Heading outline

Metadata review

Metadata fields

Debug log (copy this when reporting bugs)

Operations

Run cross-project maintenance jobs and review each result in one place.

Project Directory

Refreshes the directory used by project search and project details.

Proposals Directory

Refreshes the proposals directory and recalculates each proposal's Weighted Frontlog CAD from CAD Labor Estimate and Win Probability.

Upcoming Milestones

Updates the No Caps portfolio milestone fields.

KPI Scorecard

Rebuilds and republishes the KPI scorecard HTML.

Allocated Capacity

Updates No Caps Allocated Capacity from Asana allocations and Team_Rates.

Backlog Forecast

Reconciles forecast Capacity Plan placeholders and publishes the monthly backlog and weighted-frontlog review.

Open forecast report

Billing Control

Run invoice reconciliation or generate invoice recommendations across projects.