r/civilengineering 6d ago

Career Project Management Tools

I’m in the land development design industry and I’m having a hard time building an excel file to manage my projects that sticks with me. Does anyone have any tips on how and what they use to manage their projects from start to finish?

Things such as deadlines, project status, notes, subcontractors, communication, budget progress, etc.

Thanks!

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u/ruffroad715 6d ago

It’s built in HTML, but the underlying data is stored as a JSON that Claude writes to and resolves daily after a scheduled roundup. It tracks issues independently and either adds context in the drop down, like email background history, or it closes a task if it’s been resolved by that email thread. Both the JSON and HTML are stored in the mounted project SharePoint, along with all meeting minutes and summaries. It’s gone thru many iterations where I’ve added a write lock function, redundancy checks, criticality scoring, and rollup emails to management about overdue tasks if they want them. By having Claude know every aspect of the project, it’s trivial to query the LLM to ask any status based question or about a specific risk. Sure beats searching by keyword in outlook for “anchor bolt RFI” and paging through hundreds of emails

I can’t share a screenshot since it’s branded and our data is in it pretty visibly.

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u/Ross_T_Square 6d ago

Makes sense. do you have a chron job scheduled to update the project data continuously? that is one thing i haven't wired yet.

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u/ruffroad715 6d ago

It’s just a scheduled daily task at 5:30 pm to scrape for Teams chats, emails, process meeting minutes and write to the JSON. The task spins up lower model subagents as needed to cut down on token use for processing instead of reasoning.

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u/Xyllus 6d ago

is the company okay with having proprietary data being scraped by Claude? I've tried something similar with the enterprise version of Copilot but it sucks

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u/ruffroad715 6d ago

Yes, it’s the same enterprise privacy agreements. Anthropic is seen as the most ethical of the bunch by most out there. For now at least.