# Alleato OS

## Docs

- [What the AI Assistant Can Do (Actions)](https://meganharrisonconsulting.mintlify.app/ai-features/ai-assistant-actions.md): The AI assistant can create and update records directly from chat — learn which actions are available and how the confirmation flow works.
- [AI Assistant Overview](https://meganharrisonconsulting.mintlify.app/ai-features/ai-assistant-overview.md): Understand Ask Alleato — the multi-agent AI system with C-Suite advisors embedded in the platform.
- [AI Capabilities Index](https://meganharrisonconsulting.mintlify.app/ai-features/ai-capabilities-index.md): Every AI feature in Alleato OS — what it does, where to find it, and what to ask.
- [AI Chat Overview](https://meganharrisonconsulting.mintlify.app/ai-features/ai-chat-overview.md): The AI Assistant chat — where it lives, what you can ask it, how conversations work, attachments, voice input, and the side panels that give you trace and source visibility.
- [Ask the AI About Finances](https://meganharrisonconsulting.mintlify.app/ai-features/ai-financial-advisor.md): Use the CFO advisor to analyze budgets, margins, cash flow, change order exposure, and live ERP data from Acumatica.
- [Ask the AI About Meetings](https://meganharrisonconsulting.mintlify.app/ai-features/ai-meeting-intelligence.md): How the AI assistant uses meeting transcripts, action items, and decisions from Fireflies to answer questions about project activity.
- [AI Memory](https://meganharrisonconsulting.mintlify.app/ai-features/ai-memory.md): View and manage the facts, preferences, and context the AI assistant remembers about you across sessions.
- [Proactive AI Alerts](https://meganharrisonconsulting.mintlify.app/ai-features/ai-proactive-alerts.md): The platform automatically flags budget variance, overdue RFIs, late tasks, and stale change events so issues surface before you have to look for them.
- [Get a Project Briefing from the AI](https://meganharrisonconsulting.mintlify.app/ai-features/ai-project-updates.md): Ask the AI for a status update on any project and it pulls from meetings, emails, Teams messages, financials, and schedule simultaneously.
- [AI Submittal Review](https://meganharrisonconsulting.mintlify.app/ai-features/ai-submittals/ai-submittal-review.md): Compare submittal packages against project drawings in one click — get structured compliance findings with drawing references, conflicts flagged, and a clear recommendation before you pick up a pen.
- [Ask the AI Assistant for Help](https://meganharrisonconsulting.mintlify.app/ai-features/ask-the-ai-assistant.md): Use Ask Alleato when you need help finding information or understanding how to use the platform.
- [Progress Reports](https://meganharrisonconsulting.mintlify.app/ai-features/progress-reports/ai-progress-reports.md): Generate, approve, and export periodic project status reports with AI assistance.
- [Activation Runbook](https://meganharrisonconsulting.mintlify.app/ai-features/project-intelligence/activation-runbook.md): Controlled steps for activating the latest Project Intelligence packet writer.
- [Current State](https://meganharrisonconsulting.mintlify.app/ai-features/project-intelligence/current-state.md): Active Project Intelligence ownership, live packet versions, and known drift.
- [Project Intelligence](https://meganharrisonconsulting.mintlify.app/ai-features/project-intelligence/index.md): Source of truth for how Project Intelligence is owned, activated, verified, and retired.
- [Project Intelligence](https://meganharrisonconsulting.mintlify.app/ai-features/project-intelligence/overview.md): Review the AI-compiled project storyline with an executive snapshot, current focus, risks, decisions, timeline, and evidence citations.
- [Process & Strategy](https://meganharrisonconsulting.mintlify.app/ai-features/project-intelligence/process-and-strategy.md): Visual explainer for how Alleato turns raw project evidence into one current intelligence packet and why the packet-first model exists.
- [Self-Learning Intelligence Architecture](https://meganharrisonconsulting.mintlify.app/ai-features/project-intelligence/self-learning-intelligence-architecture.md): Internal implementation blueprint for Alleato AI feedback loops, promotion rules, retrieval scoring, and packet-first learning.
- [Verification](https://meganharrisonconsulting.mintlify.app/ai-features/project-intelligence/verification.md): Checks that prove Project Intelligence is current, source-linked, and using the intended writer.
- [Alleato AI Platform](https://meganharrisonconsulting.mintlify.app/architecture/ai-platform.md): How Alleato turns project information into traceable answers, recommendations, and controlled actions.
- [Codebase Map and Change Ownership](https://meganharrisonconsulting.mintlify.app/architecture/codebase-map.md): How to find the right Alleato owner for a product, data, integration, or AI change.
- [Alleato Architecture Overview](https://meganharrisonconsulting.mintlify.app/architecture/overview.md): A Brandon-facing view of how Alleato's product, operational, data, and AI layers work together.
- [Budget Line Items](https://meganharrisonconsulting.mintlify.app/budget/budget-line-items.md): Add, edit, and modify budget line items and apply budget modifications.
- [Budget Overview](https://meganharrisonconsulting.mintlify.app/budget/budget-overview.md): Understand the budget tool, its columns, and how to navigate budget line items.
- [Budget Reference](https://meganharrisonconsulting.mintlify.app/budget/budget-reference.md): Complete column-by-column reference for the Budget tool — definitions, formulas, source data, forecast methods, permissions, and how Budget connects to the rest of the system.
- [Change Events](https://meganharrisonconsulting.mintlify.app/change-events/change-events.md): Track potential changes to the project before they become approved change orders.
- [Create a Change Event](https://meganharrisonconsulting.mintlify.app/change-events/create-a-change-event.md): Create a change event to capture a potential cost, scope, or schedule change before it becomes a formal change order.
- [Change Event to Change Order Workflow](https://meganharrisonconsulting.mintlify.app/change-orders/change-event-to-change-order-workflow.md): Follow a scope change from initial capture through owner-approved change order and budget update.
- [Change Orders](https://meganharrisonconsulting.mintlify.app/change-orders/change-orders.md): Generate, approve, and issue prime contract change orders from approved change events.
- [Create a Commitment PCO](https://meganharrisonconsulting.mintlify.app/change-orders/create-a-commitment-pco.md): Create a Commitment PCO to package a change event into a subcontractor- or vendor-facing potential change order.
- [Create a Prime PCO](https://meganharrisonconsulting.mintlify.app/change-orders/create-a-prime-pco.md): Create a Prime PCO to package a change event into an owner-facing potential change order against the correct prime contract.
- [Commitments (Subcontracts and Purchase Orders)](https://meganharrisonconsulting.mintlify.app/commitments/commitments.md): Manage subcontracts, purchase orders, schedule of values, and commitment change orders.
- [Commitments Reference](https://meganharrisonconsulting.mintlify.app/commitments/commitments-reference.md): Complete reference for the Commitments tool — subcontracts and purchase orders, statuses, columns, change orders, SOV, retainage, and how Commitments drive the Budget table.
- [Create a Subcontract Commitment](https://meganharrisonconsulting.mintlify.app/commitments/create-a-subcontract.md): Create a subcontract commitment so downstream cost, billing, and change tracking stay tied to the right trade agreement.
- [Create a Purchase Order Commitment](https://meganharrisonconsulting.mintlify.app/commitments/create-purchase-order-commitment.md): Create a purchase order commitment for materials, equipment, or vendor services in Alleato PM.
- [Daily Log](https://meganharrisonconsulting.mintlify.app/daily-log/daily-log.md): Record daily field reports including labor, equipment, weather, and notes.
- [Direct Costs](https://meganharrisonconsulting.mintlify.app/direct-costs/direct-costs.md): Record non-contract project costs like labor, materials, equipment, and reimbursements.
- [Company Directory](https://meganharrisonconsulting.mintlify.app/directory/company-directory.md): Manage the global directory of companies, clients, contacts, vendors, prospects, distribution groups, and employees.
- [Project Directory](https://meganharrisonconsulting.mintlify.app/directory/project-directory.md): Manage the project team roster with roles, contact info, and company affiliation.
- [Documents](https://meganharrisonconsulting.mintlify.app/documents/documents.md): Manage project files in folders with version tracking, upload, and download.
- [Drawings](https://meganharrisonconsulting.mintlify.app/drawings/drawings.md): Upload, version, and organize construction drawings with sets, areas, and revisions.
- [Drawing Viewer and Annotations](https://meganharrisonconsulting.mintlify.app/drawings/drawings-viewer.md): Use the PDF viewer to mark up drawings and link pins to RFIs, punch items, and photos.
- [Estimates](https://meganharrisonconsulting.mintlify.app/estimates/estimates.md): Build quantity takeoff estimates in Alleato, then import them directly into a prime contract schedule of values.
- [How These Docs Stay Current](https://meganharrisonconsulting.mintlify.app/get-started/using-these-docs.md): The freshness system — why you can trust what you read here, and how to tell at a glance.
- [Understand Feature Status](https://meganharrisonconsulting.mintlify.app/help/app-feature-status-and-limitations.md): Learn how Alleato PM distinguishes live, partial, planned, blocked, and deprecated app behavior.
- [Navigate Alleato PM](https://meganharrisonconsulting.mintlify.app/help/app-navigation-and-feature-map.md): Understand project pages, global tools, admin areas, and how Ask Alleato should point you to the right place.
- [What's New](https://meganharrisonconsulting.mintlify.app/help/changelog.md): Read recent release notes covering new features, improvements, and fixes.
- [Help Article Index](https://meganharrisonconsulting.mintlify.app/help/index.md): Reviewed App Expert help articles migrated into the Alleato OS docs site.
- [Navigate Projects](https://meganharrisonconsulting.mintlify.app/help/navigate-projects.md): Switch between projects, open the project home page, and find project tools.
- [Project Home](https://meganharrisonconsulting.mintlify.app/help/project-home.md): Use the per-project dashboard for a quick read on KPIs, team, open items, and budget.
- [Submit Feedback](https://meganharrisonconsulting.mintlify.app/help/submit-feedback.md): Send feedback from inside the app when something is wrong, confusing, or missing.
- [Create a record with the AI Assistant](https://meganharrisonconsulting.mintlify.app/help/training-docs/ai-create-record.md): Ask the assistant to draft a record (RFI, change event, task) and confirm to save.
- [Draft an email with the AI Assistant](https://meganharrisonconsulting.mintlify.app/help/training-docs/ai-draft-email.md): Have the assistant draft an Outlook email you review and send.
- [AI Memory](https://meganharrisonconsulting.mintlify.app/help/training-docs/ai-memory.md): View and manage the facts, preferences, and context the AI assistant remembers about you across sessions.
- [Search project data with the AI Assistant](https://meganharrisonconsulting.mintlify.app/help/training-docs/ai-search.md): Ask the assistant to find information across emails, Teams, meetings, and documents.
- [Add a budget line item](https://meganharrisonconsulting.mintlify.app/help/training-docs/budget-add-line-item.md): Add one or more line items to an existing budget.
- [Forecast a budget line](https://meganharrisonconsulting.mintlify.app/help/training-docs/budget-forecast.md): Set forecast-to-complete using automatic, manual, lump-sum, or monitored-resource methods.
- [Create a budget modification](https://meganharrisonconsulting.mintlify.app/help/training-docs/budget-modification.md): Record a budget modification or transfer on a locked budget.
- [Set up the project budget](https://meganharrisonconsulting.mintlify.app/help/training-docs/budget-setup.md): Build the initial budget by selecting cost codes and entering amounts.
- [Convert a PCO into a change order](https://meganharrisonconsulting.mintlify.app/help/training-docs/change-convert-pco.md): Convert an approved PCO into an official change order.
- [Create a Commitment PCO](https://meganharrisonconsulting.mintlify.app/help/training-docs/change-create-commitment-pco.md): Price a change against a subcontract or PO as a Commitment PCO.
- [Create a change event](https://meganharrisonconsulting.mintlify.app/help/training-docs/change-create-event.md): Document a scope, cost, or schedule change with line items.
- [Create a Prime PCO](https://meganharrisonconsulting.mintlify.app/help/training-docs/change-create-prime-pco.md): Price a change against the owner (prime) contract as a Prime PCO.
- [Add a schedule of values (SOV)](https://meganharrisonconsulting.mintlify.app/help/training-docs/commitments-add-sov.md): Add, edit, and reorder schedule-of-values line items on a commitment.
- [Create a commitment invoice](https://meganharrisonconsulting.mintlify.app/help/training-docs/commitments-create-invoice.md): Create and send a subcontractor invoice for a commitment.
- [Create a commitment change order (PCO)](https://meganharrisonconsulting.mintlify.app/help/training-docs/commitments-create-pco.md): Price a change against a subcontract or PO as a commitment PCO.
- [Create a subcontract commitment](https://meganharrisonconsulting.mintlify.app/help/training-docs/commitments-create-subcontract.md): Create a subcontract with a contract company, schedule of values, and attachments.
- [Edit a commitment](https://meganharrisonconsulting.mintlify.app/help/training-docs/commitments-edit.md): Update a commitment's fields, dates, retainage, and attachments.
- [Create a Commitment](https://meganharrisonconsulting.mintlify.app/help/training-docs/create-a-commitment.md): Step-by-step SOP for creating a subcontract or purchase order commitment in Alleato PM, including general information, attachments, schedule of values, dates, privacy, and final review.
- [Create a Project](https://meganharrisonconsulting.mintlify.app/help/training-docs/create-a-project.md): Step-by-step SOP for creating a new project in Alleato PM, including required fields, optional setup details, and final review.
- [Training Docs](https://meganharrisonconsulting.mintlify.app/help/training-docs/index.md): Reviewed Alleato SOPs and workflow guides published from the internal training docs workflow.
- [Close an RFI](https://meganharrisonconsulting.mintlify.app/help/training-docs/rfis-close.md): Close an answered RFI and notify everyone involved.
- [Create and distribute an RFI](https://meganharrisonconsulting.mintlify.app/help/training-docs/rfis-create-distribute.md): Create an RFI and distribute it to assignees by email.
- [Record the official RFI answer](https://meganharrisonconsulting.mintlify.app/help/training-docs/rfis-mark-official.md): Mark a response as the official answer of record.
- [Respond to an RFI](https://meganharrisonconsulting.mintlify.app/help/training-docs/rfis-respond.md): Answer an RFI through the secure email link (no login required).
- [Training Docs Verification](https://meganharrisonconsulting.mintlify.app/help/training-docs/training-docs-verification.md): Verification draft created from the admin editor.
- [Use Help Center and Ask Alleato Together](https://meganharrisonconsulting.mintlify.app/help/use-help-center-and-ai-assistant.md): Find written guides in Help Center and ask the AI assistant follow-up questions.
- [Acumatica ERP Integration](https://meganharrisonconsulting.mintlify.app/integrations/acumatica-integration.md): Live connection to Acumatica accounting for AP/AR aging, cash position, and ERP project budget data.
- [Alleato System MCP](https://meganharrisonconsulting.mintlify.app/integrations/alleato-system-mcp.md): Hosted MCP endpoint for live Alleato project context.
- [Microsoft Outlook Integration](https://meganharrisonconsulting.mintlify.app/integrations/outlook-integration.md): Sync incoming Microsoft 365 emails into project records with attachment search.
- [Teams Chat Compiler](https://meganharrisonconsulting.mintlify.app/integrations/teams-chat-compiler.md): Understand how raw Microsoft Teams conversations become project intelligence, tasks, risks, and decisions.
- [Microsoft Teams Integration](https://meganharrisonconsulting.mintlify.app/integrations/teams-integration.md): Sync Teams messages and DMs into project intelligence with AI compilation.
- [Alleato Project Management Documentation](https://meganharrisonconsulting.mintlify.app/introduction.md): A quick reference for the core project management tools in Alleato OS, grouped by category.
- [Create an Owner Invoice](https://meganharrisonconsulting.mintlify.app/invoicing/create-an-owner-invoice.md): Create an owner invoice so completed work can be billed against the correct prime contract and schedule of values.
- [Invoicing](https://meganharrisonconsulting.mintlify.app/invoicing/invoicing.md): Manage owner pay applications and subcontractor invoices against the schedule of values.
- [Meetings](https://meganharrisonconsulting.mintlify.app/meetings/meetings.md): Review meeting transcripts, AI-generated insights, action items, and meeting prep documents.
- [Photos](https://meganharrisonconsulting.mintlify.app/photos/photos.md): Manage project photos with albums, geotagged map pins, favorites, and grid views.
- [Create a Prime Contract](https://meganharrisonconsulting.mintlify.app/prime-contracts/create-a-prime-contract.md): Create the owner contract that anchors billing, change orders, and contract reporting for a project.
- [Punch List](https://meganharrisonconsulting.mintlify.app/punch-list/punch-list.md): Track close-out punch items with assignees, locations, and due dates.
- [RFIs](https://meganharrisonconsulting.mintlify.app/rfis/rfis.md): Create, track, and close requests for information with assignees and due dates.
- [Schedule](https://meganharrisonconsulting.mintlify.app/schedule/schedule.md): View and manage the project schedule across grid, board, Gantt, timeline, and calendar views.
- [Understand Permissions And Visibility](https://meganharrisonconsulting.mintlify.app/settings/app-permissions-and-visibility.md): Learn why pages, records, employee information, or actions may be visible or hidden.
- [Create or Invite a User](https://meganharrisonconsulting.mintlify.app/settings/create-or-invite-a-user.md): Add an app user from User Management and explain how the invited person finishes login setup.
- [Manage User Access](https://meganharrisonconsulting.mintlify.app/settings/manage-permissions.md): Manage users, roles, project access, and sensitive modules.
- [Notifications](https://meganharrisonconsulting.mintlify.app/settings/notifications.md): Set notification preferences for budget alerts, deadlines, and the weekly digest.
- [Permissions and Access Control](https://meganharrisonconsulting.mintlify.app/settings/permissions-admin.md): Configure role-based permissions, page access, capability flags, and per-user overrides.
- [Update Your Profile](https://meganharrisonconsulting.mintlify.app/settings/update-your-profile.md): Review your profile details and update your profile image.
- [User Management](https://meganharrisonconsulting.mintlify.app/settings/user-management.md): Create users, manage existing users, and assign project access at the company level.
- [Using Matt Pocock Skills with Codex](https://meganharrisonconsulting.mintlify.app/skills/matt-pocock-skills.md): A practical guide to choosing and using the Matt Pocock workflow skills available in Codex.
- [Specifications](https://meganharrisonconsulting.mintlify.app/specifications/specifications.md): Browse spec sections, subscribe to revisions, and download spec files.
- [My Work (Subcontractor Portal)](https://meganharrisonconsulting.mintlify.app/subcontractors/my-work.md): Subcontractor view of assigned RFIs, submittals, SOV status, and invoice submission.
- [Submit an Invoice (Subcontractor)](https://meganharrisonconsulting.mintlify.app/subcontractors/submit-invoice.md): Submit a pay application against your schedule of values.
- [Submittals](https://meganharrisonconsulting.mintlify.app/submittals/submittals.md): Manage the submittal log, review workflow, and revision tracking.
- [Transmittals](https://meganharrisonconsulting.mintlify.app/transmittals/transmittals.md): Create formal transmittal cover sheets for documents sent or received.

## OpenAPI Specs

- [openapi](https://meganharrisonconsulting.mintlify.app/developer-docs/api-reference/openapi.json)

## Optional

- [Home](https://projects.alleatogroup.com)