Using Trunk Tools as a Project Executive
This guide is for Project Executives and other leaders who oversee one or more projects. It covers how to get quick, source-backed answers on contract terms, budget, risk, and milestones without waiting on your team.
Note: This guide is about your job, not your permissions. To see what your Trunk Tools role allows, see Understanding Roles & Permissions.
Where Trunk Tools Helps Most
Contract and Risk
Are there liquidated damages on this project?
Do we have an MWBE requirement?
What is the contractual change order fee?
Budget
How much is the final GMP amount for contingency?
Summarize the reasons for rejected change orders last quarter.
When was the last owner payment?
Schedule
What are the key milestones for this project?
When is the expected completion date based on the latest schedule update?
Owner and Stakeholder Updates
Provide a summary of the project in three paragraphs.
Who are the key members of the project team?
Tips for Project Executives
Switch projects quickly. Use the project name at the top of the sidebar to move between your projects. See Switching Between Projects in Trunk Tools.
Ask on the go. Text the project's Trunk Tools number from your phone. See Using Trunk Tools on Mobile.
Check the source on numbers. Open the cited document before you share a dollar figure or date.
Use the Prompt Library. Get suggested questions built from your project's documents. See Using the Prompt Library in TrunkText.
Related Articles
Questions? Reach out to support@trunk.tools.