Guides · Index
VG Operating Guides Long-form playbooks, explainers, SOPs, and process guides
Generated 2026-05-18
Source vg/tools/render_section_hub.py
Guides
Contains onboarding and operational guides for the portal and VG processes. The Portal Guide is the most important entry — it describes every tab across all portal sections in one page, making it ideal for new team members or for answering 'what is this section for?' questions without navigating the live portal.
When to use
- When onboarding a new PM, EA, or investor to the portal
- When you're unsure which hub or tab contains a specific piece of information
- When preparing for a review meeting and need to brief someone on the portal layout
Questions it can answer
- Which portal tab shows the construction budget vs actuals by segment?
- Where do I find the VPT pipeline of pending vendor payments?
- What is the difference between the Actuals board and the Spend Board?
CP
Cross-Phase Foundations
Portal · 2026-06-22
Portal Guide
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Master · 2026-05-18
Master Intake Playbook
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Systems · 2026-05-15
Live Systems Index
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OF
Operations & Filing
Filing · 2026-05-13
Filing Guide
File-naming conventions and where artifacts live across the repo.
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Filing · 2026-05-13
Property Dropbox Folder Structure
Full reference for the per-property Dropbox tree — every section, document types, and how it fits together.
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Filing · 2026-06-23
Property Dropbox Quick Reference
Daily-filing cheat sheet — where each document type lives across the per-property Dropbox tree.
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Operations · Admin
Admin EOD Reports
End-of-day reporting procedures for VG administrative staff.
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Operations · Design
Design & Permitting
Workflow and timing for IHA plan deliverables and permit submissions — what gets produced, by whom, and when.
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FR
Finance & Reconciliation
Estimating · Rates
Rate Cards
Benchmark unit rates by trade and crew labor cards with historical context.
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Finance · 2026-05-06
Invoice Journey
Vendor invoice → QB bill → payment workflow.
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Finance · 2026-05-18
Reconciliation Process
Monthly QB reconciliation procedure — step-by-step.
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CT
Cost Tracking System
Guide · 2026-06-08
Actualsboard User Guide
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Guide · 2026-06-08
Budget Source Guide
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Overview · 2026-05-27
How Every Dollar Gets Accounted For
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System · 2026-06-08
Cost Code System
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SC
SOPs & Change Control
SOP · Change Control
Cost Code Change SOP
Standard operating procedure for modifying the VG cost code system.
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Operations · WO Packets
Work Order Packets Master
Master reference for all VG work order packet content and structure.
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PE
Property Data & Estimating
Guide · Intake
Property Intake Checklist
Step-by-step walkthrough for capturing property variables from offer through engineering — what to ask, when, and who owns it.
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Guide · Lifecycle
Property Data Lifecycle
What data is required at each construction phase (P0–P4) and what it unlocks downstream — from acquisition through sale.
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Estimating · 2026-06-03
Assembly & Estimating System
How to store vendor quotes, build assembly price benchmarks, select optional scopes per property, and generate pre-acquisition estimates — from WhatsApp quote capture through budgets.yaml.
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PM
Field & PM Operations
AR
Guides Archive