CAST BUILD A.O online buildout plan

Connect CAST BUILD A.O as the construction data backbone while keeping CAST Build’s own executive workspace, reporting, workflow rules, and knowledge layer.

Guardrail: no CAST BUILD A.O authentication, data mutation, write API calls, external sends, approvals, or billing-impacting integrations are enabled in this scaffold.

Phase	Scope	Output
1. Discovery	Catalog CAST BUILD A.O company/projects/tools available to CAST Build.	Data map + permissions matrix.
2. Read-only sync	Pull projects, RFIs, submittals, drawings, commitments, change events, budgets, daily logs.	Normalized dashboard data.
3. CAST views	Executive project health, risk register, overdue action queues, cost exposure, schedule drift.	Admin command center.
4. Workflow automation	Approved reminders, report generation, issue summaries, meeting prep.	Human-approved automations.
5. Write-back controls	Only after approval: create draft RFIs, notes, reports, or document indexes.	Audited write workflows.

Workflow coverage

Project controls

Projects, users, roles, companies, locations, cost codes, schedules.

Read model: normalize source IDs, statuses, responsible parties, due dates, linked records, and source timestamps.

Field + documents

Drawings, specs, documents, photos, daily logs, observations, punch list.

Read model: support open-item reports, current-set checks, document context, field packet summaries, and closeout readiness.

Financials

Budget, commitments, change events, change orders, invoices, direct costs.

Read model: separate actual export values from local planning scenarios and keep source write-back disabled.

Read-first workflow checkpoints

Workflow	Current CAST Build use	Write-back posture
RFIs + submittals	Aging, ball-in-court, package completeness, linked document context, draft summaries.	Draft-only; human approval required before any future source action.
Drawings + specifications	Current-set review, superseded warning, reference lookup, document-register tie.	No source mutation enabled.
Budget + changes	Budget variance, forecast, commitments, change exposure, accounting tie-out.	No budget mutation; local scenarios remain separate from source records.
Daily logs + field	Field report rollups, unresolved issues, quality/punch/safety packet context.	No external send or source edit enabled.
Meetings + closeout	Agenda prep, action registers, decision log, turnover completeness checks.	Draft packets only until explicit approval workflow exists.