Use one portfolio view and separate property files
Track site contact, assessment status, protective work, scope version, authorization, construction phase, and unresolved issues in the portfolio view. Keep the supporting photographs, reports, contracts, and correspondence in the relevant property file. Use stable identifiers to connect the two.
Keep approval gates visible
For each property, distinguish a request for pricing from authorization to buy materials or perform work. Record the person approving the commitment and any prerequisites. Similar roofs or buildings may still have different conditions and required details.
Report exceptions and decisions
Highlight properties waiting on access, design information, funding decisions, materials, or review. Give each issue an owner and next action. After the portfolio work ends, compare recurring findings and update capital priorities without turning one storm’s results into an assumed condition at every asset.
