Executive Dashboard
Real-time overview of LUMA Energy DOE program portfolio — performance, reporting, and closeout readiness.
Last Updated: May 21, 2026 8:30 AM
Portfolio Health
62%
Moderate
Closeout Readiness
62%
On Track
Reporting Readiness
78%
Good
Invoice Readiness
54%
At Risk
Open Risks
14
5 Critical / High
Overdue Actions
9
Due > 7 Days
Reports Due This Month
4
Next: Jun 5, 2026
Program Portfolio Overview
| Program | Budget | Actuals | % Complete | Closeout | Health | Status |
|---|---|---|---|---|---|---|
P1 — AMI Smart Grid Maria Perez | $18.5M | $14.2M | 76% | 68% | Green | Active |
P2 — Substation Upgrade Linda Soto | $12.0M | $9.8M | 82% | 74% | Green | Active |
P3 — Transmission Rehab Jose Feliciano | $8.5M | $5.1M | 60% | 45% | Amber | Active |
P4 — Grid Asset Hardening Ana Santiago | $22.0M | $11.0M | 50% | 38% | Amber | Active |
P6 — Critical Repairs Carlos Rivera | $5.2M | $4.9M | 94% | 88% | Green | Closeout |
P8 — Third-Party Attachments David Morales | $3.8M | $1.9M | 50% | 32% | Amber | Active |
P11 — Telecom / Fiber David Morales | $9.2M | $3.7M | 40% | 22% | Red | At Risk |
Portfolio Health Summary
7
Programs
Green — On Track2
Amber — Moderate3
Red — At Risk1
In Closeout1
Top Priorities
1.Obtain invoice backup for P11 — 3 invoices under review ($1.23M)
2.Complete P6 closeout package — SF-425 pending signature
3.Escalate P11 schedule extension request to DOE COTR
4.Generate bi-weekly DOE progress report by Jun 5
AI Executive Summary AI
Portfolio is progressing with 3 of 7 programs on track. P11 Telecom represents the highest current risk — behind schedule on fiber installation with $1.23M in invoices lacking required backup documentation. P6 Critical Repairs is near completion pending SF-425 submission. Overall closeout readiness improved 4 points to 62% from last period. Recommend immediate action on P11 evidence collection and scheduling P6 financial reconciliation.
AI Recommendations
Request second crew mobilization for P11 northern fiber segment by March 1
Schedule P6 financial sign-off meeting with Ana Santiago before Feb 28
Flag P11 INV-1101 for escalation — missing 3 backup documents
Update DOE COTR on P11 schedule extension request status
Upcoming Deadlines
| Item | Type | Due Date | Status |
|---|---|---|---|
Bi-Weekly DOE Progress Report All Programs | Reporting | Jun 5, 2026 | Due in 4 days |
P11 Deliverable Acceptance Review P11 Telecom | Milestone | Jun 8, 2026 | Due in 7 days |
P6 SF-425 Final Submission P6 Critical Repairs | Closeout | Jun 12, 2026 | Due in 11 days |
P1 Zone A-14 Installation Complete P1 AMI Smart Grid | Milestone | Jun 15, 2026 | Due in 14 days |
Quarterly Financial Report Q2 All Programs | Reporting | Jun 20, 2026 | Due in 19 days |
SF-425 Q2 Submission Finance — Ana Santiago | Closeout | Jun 20, 2026 | Due in 19 days |
Risk Heatmap
Likelihood vs. Impact — click cell to navigate
High
1
4
3
Medium
0
3
2
Low
1
0
0
LowMediumHigh
Impact
Open Critical Risks
P11-RSK-001: Fiber north segment behind schedule — terrain delays
P11-RSK-002: Missing as-built drawings and OTDR results for invoiced segments
P1-RSK-001: Zone A-14 easement dispute — site access delays
AI Agent Quick Launch
Reporting
Active
Closeout
Active
Invoice
Active
Risk
Active
PM Assist
Active
Evidence
Active
Financial
Active
Schedule
Active
Program Portfolio
P1 through P11 DOE EERE award portfolio — 7 active programs, $79.2M total budget
Total Portfolio Budget
$79.2M
7 Programs
Total Actuals to Date
$50.6M
63.9% Expended
Average Closeout Score
52%
+4pts vs last period
Programs Needing Attention
3
P3, P11, P4
Program Summary
| ID | Program Name | Owner | Budget | Actuals | Forecast | % Complete | Closeout | Open Risks | Health | Status | Actions |
|---|---|---|---|---|---|---|---|---|---|---|---|
| P1 | P1 — AMI Smart Grid 2 Projects | Maria Perez | $18.5M | $14.2M | $17.8M | 76% | 68% | 3 | Green | Active | |
| P2 | P2 — Substation Upgrade 2 Projects | Linda Soto | $12.0M | $9.8M | $11.5M | 82% | 74% | 2 | Green | Active | |
| P3 | P3 — Transmission Rehab 1 Project | Jose Feliciano | $8.5M | $5.1M | $8.2M | 60% | 45% | 5 | Amber | Active | |
| P4 | P4 — Grid Asset Hardening 1 Project | Ana Santiago | $22.0M | $11.0M | $21.0M | 50% | 38% | 4 | Amber | Active | |
| P6 | P6 — Critical Repairs 1 Project | Carlos Rivera | $5.2M | $4.9M | $5.1M | 94% | 88% | 1 | Green | Closeout | |
| P8 | P8 — Third-Party Attachments 1 Project | David Morales | $3.8M | $1.9M | $3.6M | 50% | 32% | 3 | Amber | Active | |
| P11 | P11 — Telecom / Fiber 1 Project | David Morales | $9.2M | $3.7M | $8.8M | 40% | 22% | 7 | Red | At Risk |
Closeout Readiness by Program
P1 — AMI Smart Grid
68%
P2 — Substation Upgrade
74%
P3 — Transmission Rehab
45%
P4 — Grid Asset Hardening
38%
P6 — Critical Repairs
88%
P8 — Third-Party Attach.
32%
P11 — Telecom / Fiber
22%
Budget Performance
ProgramBudgetActualsVariance
P1$18.5M$14.2M-$0.7M
P2$12.0M$9.8M-$0.5M
P3$8.5M$5.1M-$0.3M
P4$22.0M$11.0M-$1.0M
P6$5.2M$4.9M-$0.1M
P8$3.8M$1.9M-$0.2M
P11$9.2M$3.7M+$0.3M FCT
TOTAL$79.2M$50.6M-$2.8M
Project Tracker
Select a project to view milestones, budget, invoices, evidence, risks, and team updates.
P1-AMI-001
AMI Meter Deployment – Zone A
P1 — AMI Smart Grid
GreenActive76%
P1-AMI-002
Data Management Platform
P1 — AMI Smart Grid
AmberActive64%
P2-SS-001
Substation Upgrade – North
P2 — Substation Upgrade
GreenActive81%
P2-SS-002
Transformer Replacement – Bay 3
P2 — Substation Upgrade
GreenActive75%
P6-CR-001
Pole Replacement – Area 5
P6 — Critical Repairs
GreenCloseout97%
P11-TEL-001
Fiber Route A Installation
P11 — Telecom / Fiber
RedAt Risk38%
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Reporting Center
Generate, preview, and export DOE progress reports, financial reports, and closeout packages.
Reports Generated (YTD)
24
Last: May 19, 2026
Reports Submitted to DOE
20
100% On Time
Drafts Pending Review
3
Due this week
Overdue Reports
0
All current
Report Templates
Bi-Weekly Progress Report
All programs — performance, risks, financials, next steps
Leadership Executive Brief
One-page summary for senior leadership and DOE COTR
Risk Summary Report
Open risks, mitigations, and escalation log
Missing Inputs Report
All pending evidence, backup docs, and certifications
Invoice Readiness Report
Invoice status, missing backup, and approval pipeline
Closeout Readiness Report
Detailed closeout checklist status by program
Report History
| Report | Generated | Status | |
|---|---|---|---|
Bi-Weekly Update #24 All Programs | May 19, 2026 | Submitted | |
Bi-Weekly Update #23 All Programs | May 5, 2026 | Submitted | |
Risk Summary — Q1 2026 All Programs | Apr 28, 2026 | Approved | |
Invoice Readiness #8 P1, P11 | Apr 20, 2026 | Under Review | |
Missing Inputs — Apr 2026 P11, P1 | Apr 15, 2026 | Submitted | |
Executive Brief Q1 2026 Leadership | Apr 1, 2026 | Approved |
AI Reporting Assistant
Reporting Agent AI
Ready to generate your next bi-weekly DOE update. Based on current data, the report will cover 7 programs with 14 open risks, $50.6M actuals, and 3 invoices pending backup. P11 will be flagged as critical risk item.
Hi! I can help you generate any type of report. What would you like to create today?
Reporting Calendar
| Report Type | Frequency | Next Due |
|---|---|---|
| Bi-Weekly Progress | Every 2 weeks | Jun 5, 2026 |
| Quarterly Financial | Quarterly | Jun 20, 2026 |
| Annual Technical Report | Annual | Sep 30, 2026 |
| SF-425 Financial Report | Semi-annual | Jun 30, 2026 |
| Risk Register Update | Monthly | Jun 1, 2026 |
Closeout Readiness
DOE closeout checklist status across all programs. Track forms, evidence, and financial reconciliation.
P6 Closeout Score
88%
Near Complete
P1 Closeout Score
68%
On Track
P2 Closeout Score
74%
On Track
P3 / P4 / P8 Average
38%
Needs Attention
P11 Closeout Score
22%
Critical
DOE Closeout Checklist — P6 Critical Repairs 88% Ready
Final Technical Report — Submitted to OSTIComplete
SF-428 Property Report — FiledComplete
DOE F 2050.11 Invention CertificationComplete
Photo Evidence Package — All phasesComplete
SF-425 Final Financial Report — Draft ready, awaiting PM signatureIn Progress
Completion Memo — PM signature pendingDraft
Financial Reconciliation Sign-off by Ana SantiagoReady
DOE Closeout Checklist — P11 Telecom 22% Ready
P11 is the highest-risk closeout program. Multiple items critical.
As-built drawings — Not received from FiberNet PRMissing
OTDR test results — Required for all invoiced segmentsMissing
GPS coordinates log — Segments 4-8 incompletePartial
Field completion report — Dec 2024 missingMissing
SF-425 — Cannot file until construction completeBlocked
ROW Survey and Permitting — DocumentedComplete
Portfolio Closeout Status Summary
| Program | Score | SF-425 | SF-428 | Tech Report | Invention Cert. | Photo Evidence | Financial Rec. | Status |
|---|---|---|---|---|---|---|---|---|
| P1 — AMI Smart Grid | 68% | Draft | Filed | In Progress | Complete | Verified | Pending | On Track |
| P2 — Substation Upgrade | 74% | Draft | Filed | In Progress | Complete | Verified | In Progress | On Track |
| P3 — Transmission Rehab | 45% | Not Started | Draft | Not Started | Draft | Partial | Not Started | Needs Work |
| P4 — Grid Asset Hardening | 38% | Not Started | Not Started | Not Started | Draft | Partial | Not Started | Needs Work |
| P6 — Critical Repairs | 88% | Draft | Filed | Submitted | Complete | Verified | Reconciled | Near Complete |
| P8 — Third-Party Attach. | 32% | Not Started | Not Started | Draft | Not Started | Partial | Not Started | Needs Work |
| P11 — Telecom / Fiber | 22% | Blocked | Not Started | Not Started | Not Started | Partial | Not Started | Critical |
Forms Library
DOE post-award required forms. Always confirm against the award-specific Federal Assistance Reporting Checklist (DOE F 4600.2). Reports marked "F" are final reports.
Important: Final required forms must be confirmed against the award-specific Federal Assistance Reporting Checklist (DOE F 4600.2). Reports marked "F" are final reports required at award closeout.
SF-425 Federal Financial Report
Form ID: SF-425
Reports federal expenditures, unliquidated obligations, and financial status for each award period. Required at closeout and interim periods per the 4600.2 checklist.
Owner: Ana Santiago (Finance Lead) | Timing: Within 120 days of award end date
SF-428 Tangible Personal Property Report
Form ID: SF-428
Reports on personal property acquired or furnished under federal awards. Required if property was purchased. Final report within 120 days of close.
Owner: Linda Soto (Procurement Lead) | Timing: Within 120 days of award end
SF-428B Final Property Report
Form ID: SF-428B
Final disposition report for all property acquired under the award. Lists each item, condition, and disposition method.
Owner: Linda Soto (Procurement Lead) | Timing: Within 120 days of award end
DOE F 4600.2 Reporting Checklist
Form ID: DOE-4600.2
Award-specific Federal Assistance Reporting Checklist. Controls which reports are required. Reports marked "F" are final reports. Review at award initiation AND closeout.
Owner: Jose Feliciano (Program Manager) | Timing: Award initiation and closeout
DOE F 2050.11 Invention Certification
Form ID: DOE-2050.11
Certifies whether any inventions were made during the award period. Required at closeout regardless of whether inventions occurred.
Owner: Jose Feliciano (Program Manager) | Timing: Required at closeout
Final Scientific / Technical Report
Form ID: FINAL-STR
Describes technical accomplishments, methodology, results, and lessons learned. Submit to OSTI via E-Link submission system.
Owner: Program Manager / Technical Lead | Timing: Within 120 days of award end
SF-429 Real Property Status Report
Form ID: SF-429
Reports on real property acquired or improved under the award. Required if real property was acquired or significantly improved.
Owner: Linda Soto (Procurement Lead) | Timing: If applicable — real property acquired
SF-428S Supplemental Sheet
Form ID: SF-428S
Supplemental sheet for SF-428, listing each item of property when the property list exceeds the form space. Used with SF-428 when required.
Owner: Linda Soto (Procurement Lead) | Timing: When SF-428 is required and list exceeds form
Invoice & Financial Hub
Manage contractor invoices, backup documentation, approval workflow, and financial reconciliation.
Total Invoiced (Active)
$4.26M
6 Invoices
Approved / Paid
$1.85M
2 Invoices
Pending / Under Review
$1.81M
3 Invoices
Missing Backup
$2.41M
4 Invoices affected
Avg. Readiness Score
52%
Needs attention
Invoice Pipeline
INV-1023
GridTech LLC — P1-AMI-001
$1,200,000
Readiness:
40%
Missing: Commissioning report, Site photos A-14
INV-1019
GridTech LLC — P1-AMI-001
$980,000
Readiness:
100%
All backup documentation verified
INV-2041
PowerBuild Corp — P2-SS-001
$850,000
Readiness:
100%
All backup documentation verified
INV-6099
LineWork Inc — P6-CR-001
$980,000
Readiness:
70%
Missing: Final SF-425, Completion memo signed
INV-1101
FiberNet PR — P11-TEL-001
$650,000
Readiness:
25%
Missing: As-built drawings, OTDR test results, GPS coordinates log
INV-1098
FiberNet PR — P11-TEL-001
$580,000
Readiness:
35%
Missing: Field completion report, Photos by segment
Evidence Library
Field photos, inspection reports, completion memos, and technical deliverables linked to invoices and milestones.
Total Evidence Items
14
Across all programs
Verified
10
71% of items
Unlinked / Partial
3
Need invoice/milestone link
Missing (Required)
6
P11 critical gap
Evidence Items
| Evidence ID | Type | File Name | Uploaded By | Date | Linked Invoice | Linked Milestone | Status | Actions |
|---|---|---|---|---|---|---|---|---|
| EV-P1-041 | Photo | ZoneA_Phase1_Complete.zip | Carlos Rivera | 2024-09-12 | INV-1019 | Zone A-08 Installation | Verified | |
| EV-P1-042 | Report | FieldReport_A08_A09.pdf | Carlos Rivera | 2024-09-15 | INV-1019 | Zone A-08 Installation | Verified | |
| EV-P1-043 | Inspection | Inspection_ZoneA_Q4_2024.pdf | David Morales | 2024-10-20 | — | — | Unlinked | |
| EV-P1-060 | Report | P1_DMP_Architecture_v2.pdf | David Morales | 2024-07-10 | — | Architecture Design | Verified | |
| EV-P2-031 | Inspection | Substation_N_Inspection.pdf | David Morales | 2024-09-20 | INV-2041 | Substation 4 Upgrade | Verified | |
| EV-P2-032 | Photo | P2_SubN_InstallPhotos_S4.zip | Carlos Rivera | 2024-09-25 | INV-2041 | Substation 4 Upgrade | Verified | |
| EV-P6-091 | Photo | P6_Area5_AllPoles_Final.zip | Carlos Rivera | 2024-10-30 | INV-6099 | Phase 3 — 100 poles | Verified | |
| EV-P6-092 | Memo | P6_CR_Completion_Memo_signed.docx | Jose Feliciano | 2024-12-18 | INV-6099 | Punch List Clearance | Draft | |
| EV-P6-093 | Permit | Area5_ROW_Permits_Final.pdf | Linda Soto | 2024-11-01 | — | — | Verified | |
| EV-P11-011 | Photo | P11_FiberA_NorthSeg_Progress.zip | David Morales | 2025-01-30 | INV-1101 | Northern Segment (80 mi) | Partial | |
| EV-P11-012 | Report | P11_ROW_Survey_Final.pdf | Linda Soto | 2024-10-02 | — | Permitting & ROW | Verified |
Missing Evidence — Required for Invoice Approval
P11 / INV-1101: As-built drawings (FiberNet PR)
P11 / INV-1101: OTDR test results all segments
P11 / INV-1101: GPS coordinates log seg 4-8
P11 / INV-1098: Field completion report Dec 2024
P1 / INV-1023: Commissioning report (GridTech)
P1 / INV-1023: Site photos Zone A-14
Risks, Issues & Decisions
Active risk register across all programs. 14 open risks, 5 classified as critical or high severity.
Critical Risks
2
P11 — Immediate action
High Severity
5
Mitigation in progress
Medium Severity
5
Monitored
Low Severity
2
Under control
Risk Register
| Risk ID | Program | Risk Description | Impact | Likelihood | Severity | Owner | Due Date | Status |
|---|---|---|---|---|---|---|---|---|
| RSK-P11-001 | P11 | Northern segment behind schedule — terrain and weather causing delays | High | High | Critical | David Morales | Mar 1, 2025 | Escalated |
| RSK-P11-002 | P11 | Missing as-built drawings and OTDR results for invoiced segments | High | High | Critical | David Morales | Mar 15, 2025 | Open |
| RSK-P11-003 | P11 | Over-forecast trend — cost overrun risk if terrain delays continue | High | Medium | High | Ana Santiago | Apr 1, 2025 | Open |
| RSK-P11-004 | P11 | Permitting delays in Central segment anticipated | Medium | High | High | Linda Soto | May 1, 2025 | Open |
| RSK-P1-001 | P1 | Zone A-14 site access delays due to easement dispute | High | Medium | High | Maria Perez | Mar 1, 2025 | Open |
| RSK-P1-002 | P1 | Data integration with SCADA system behind schedule | Medium | High | High | David Morales | Apr 15, 2025 | Open |
| RSK-P6-001 | P6 | SF-425 final report due — financial reconciliation must complete first | High | Medium | High | Ana Santiago | Mar 31, 2025 | Open |
| RSK-P1-003 | P1 | UAT delays risk final go-live date for DMP | Medium | High | Medium | David Morales | May 1, 2025 | Open |
| RSK-P2-001 | P2 | Substation 7 equipment delivery delayed by supplier | Medium | Low | Low | Linda Soto | Mar 15, 2025 | Monitoring |
| RSK-P2-002 | P2 | Load testing window may conflict with grid maintenance schedule | Low | Medium | Low | Carlos Rivera | Apr 1, 2025 | Monitoring |
AI Risk Assessment
Risk Analysis Agent AI
P11 presents the most critical risk cluster. Two risks rated Critical — schedule delay and missing documentation — are interdependent and could trigger contract compliance issues. P1 Zone A-14 easement risk has a targeted resolution date of March 1, 2025. Recommend immediate escalation memo to DOE COTR for P11 schedule extension request.
Priority Actions
Issue formal written notice to FiberNet PR for outstanding deliverables by Feb 25
Draft DOE schedule extension request for P11 — target 6-month extension
Engage legal counsel on P1 Zone A-14 easement dispute this week
Schedule weekly cost review calls for P11 with Ana Santiago
Risk Chat
I can analyze risks, suggest mitigations, or help draft escalation memos. What would you like to know?
AI Agent Center
Deploy specialized AI agents for reporting, closeout, invoice review, risk analysis, and more.
Reporting Agent
Generates bi-weekly DOE updates, executive briefs, and progress reports using live portfolio data. Formats to DOE standards.
Active
Closeout Agent
Scans all programs for closeout readiness, identifies missing forms, incomplete documentation, and blocked items.
Active
Invoice Backup Agent
Reviews all pending invoices, flags missing backup documents, and generates follow-up action items for vendors.
Active
Risk Analysis Agent
Analyzes open risks by program, recommends mitigations, and drafts escalation memos for critical items.
Active
PM Assistant
Helps program managers draft project updates, milestone reports, and action item summaries based on current project data.
Active
Evidence Tracker Agent
Identifies gaps in field evidence, links uploaded documents to invoices and milestones, and flags unverified items.
Active
Financial Reconciliation Agent
Reconciles actuals against G/L, identifies budget variances, and prepares summary for SF-425 preparation.
Active
Schedule Forecasting Agent
Analyzes milestone variances, forecasts project completion dates, and identifies schedule compression opportunities.
Active
Compliance Agent
Reviews award terms and conditions against deliverable submissions, flags compliance gaps and reporting obligations.
Active
Leadership Brief Agent
Creates concise one-page briefs for LUMA executive leadership and DOE COTR. Highlights wins, risks, and needs decisions.
Active
Agent Output
Select an agent and click Run to generate output
I can answer questions about any agent output. What would you like to know?
Users & Teams
Manage team members, roles, program assignments, and access levels.
JF
Jose Feliciano
Program Manager
Programs: All (P1–P11)
Email: jose@grantops.ai
Access: Admin
MP
Maria Perez
Project Manager
Programs: P1, P2
Email: maria@grantops.ai
Access: Manager
CR
Carlos Rivera
Field Lead
Programs: P6
Email: carlos@grantops.ai
Access: Contributor
AS
Ana Santiago
Finance Lead
Programs: All Programs
Email: ana@grantops.ai
Access: Manager
LS
Linda Soto
Procurement Lead
Programs: P2, P4
Email: linda@grantops.ai
Access: Contributor
DM
David Morales
Quality Lead
Programs: P1, P11
Email: david@grantops.ai
Access: Contributor
EV
Executive Viewer
Leadership
Programs: All (Read Only)
Email: exec@grantops.ai
Access: Viewer
Notifications
System alerts, deadline reminders, and team activity across all programs.
P11 — Critical Risk Escalation Required
RSK-P11-001 and RSK-P11-002 are marked Critical. Escalation memo to DOE COTR is overdue. David Morales assigned.
Today, 8:15 AM
INV-1101 — Missing Backup Documentation
Invoice from FiberNet PR ($650,000) is missing as-built drawings, OTDR test results, and GPS log. Readiness at 25%.
Today, 7:30 AM
P6 SF-425 — Awaiting PM Signature
Ana Santiago has completed financial reconciliation for P6. SF-425 draft is ready for Jose Feliciano signature. Due March 31.
Yesterday, 3:45 PM
Bi-Weekly Report Due in 4 Days
DOE bi-weekly progress update is due June 5, 2026. All program managers: please submit updates by June 4 COB.
Yesterday, 2:00 PM
P2 — Substation 7 Equipment Delivered
Linda Soto confirmed equipment arrival for Substation 7. Pre-installation inspection passed. Construction start March 3.
Feb 22, 2025 — 11:00 AM
INV-2041 — Approved
Invoice from PowerBuild Corp ($850,000) approved. All backup documentation verified. Payment processing.
Feb 20, 2025 — 9:15 AM
P1 — Zone A-14 Site Access Resolved
Maria Perez confirmed easement dispute resolved with property owner. Installation continues — targeting March 15 completion.
Feb 20, 2025 — 9:15 AM
P11 — Evidence Backlog Alert
David Morales identified evidence backlog for P11 northern segment. FiberNet PR has been contacted for deliverables.
Feb 22, 2025 — 7:45 AM
New User Added — Pending Access Confirmation
Executive Viewer (exec@grantops.ai) added with read-only access to all programs. Access pending administrator confirmation.
Feb 18, 2025 — 2:30 PM
P6 Financial Reconciliation Complete
Ana Santiago completed P6 financial reconciliation. $100K underspend identified. G/L matches all invoices. SF-425 ready.
Feb 20, 2025 — 9:30 AM
Integrations
Connect GrantOps AI to your Microsoft 365 ecosystem, SharePoint, and data platforms.
Connected
3
SharePoint, Teams, Outlook
Configured / Pending
4
Needs authorization
Not Connected
3
Available to connect
SharePoint
Document library and folder sync for all closeout packages
Connected
Excel Online
Live sync with tracker spreadsheets and budget models
Configuring
Microsoft Teams
Automated notifications and report distribution to program channels
Connected
Outlook
Deadline reminders and report submission notifications via email
Connected
Power Automate
Automated workflow triggers for invoice approvals and evidence uploads
Pending
Power BI
Publish portfolio dashboards and financial reports to Power BI workspace
Configuring
Microsoft Lists
Two-way sync with action logs, risk registers, and task lists
Pending
Planner
Sync action items and milestone tasks with Microsoft Planner boards
Not Connected
Microsoft Forms
Collect field data, inspection checklists, and photo submissions via Forms
Not Connected
Document Repository
Connect external document management systems for evidence archiving
Not Connected
Document Settings & Explorer
Manage document organization, file naming standards, and browse the DOE closeout folder structure.
DOE Closeout Document Explorer
DOE Closeout/
00 Governance & Master Tracker
01 Award Documents
02 Program Closeout Packages
03 Invoices & Cost Backup
04 Financial Reports
05 Photos & Field Evidence
06 Procurement & Contracts
07 Deliverables & Milestones
08 Technical Reports
09 Property & Equipment
10 Inventions, Software, Data & IP
11 Compliance & Audit Support
12 Communications & Approvals
13 Training Materials
14 Templates & Trackers
Naming Convention Standards
Invoices: INV-[Number]_[Vendor]_[Period].pdf
Photos: [ProgramID]_[Location]_[Phase]_Photos.zip
Reports: [ProgramID]_[ReportType]_[Date].docx
Permits: [ProgramID]_[Area]_Permits_[Type].pdf
Closeout: [ProgramID]_Closeout_Package_[Date].zip
Document Settings
Audit Log
Complete activity trail for all system actions, document uploads, approvals, and user changes.
Evidence Uploaded — EV-P11-011
P11_FiberA_NorthSeg_Progress.zip uploaded by David Morales. Linked to INV-1101.
Jan 30, 2025 11:20 AM
Invoice Approved — INV-2041
Ana Santiago approved PowerBuild Corp invoice for $850,000. All backup documentation verified.
Feb 20, 2025 9:15 AM
Risk Escalated — RSK-P11-001
Jose Feliciano escalated P11 schedule risk to Critical. Escalation memo drafted for DOE COTR.
Feb 21, 2025 5:00 PM
Comment Posted — P6-CR-001
Jose Feliciano posted PM Update on P6-CR-001: "P6 construction complete. SF-425 draft shared with Ana..."
Feb 21, 2025 3:00 PM
User Switched Role — Executive Viewer
Jose Feliciano switched view to Executive Viewer (Leadership) role for dashboard review.
Feb 21, 2025 2:45 PM
Financial Reconciliation Complete — P6
Ana Santiago completed P6 financial reconciliation. $100K underspend confirmed. G/L matched.
Feb 20, 2025 9:30 AM
Invoice Flagged — INV-1101 Missing Backup
Invoice Agent flagged INV-1101 (FiberNet PR, $650,000): missing as-built drawings, OTDR results, GPS log.
Feb 20, 2025 8:00 AM
Evidence Uploaded — EV-P2-032
Carlos Rivera uploaded P2_SubN_InstallPhotos_S4.zip. Linked to INV-2041 and Substation 4 Upgrade milestone.
Sep 25, 2024 2:30 PM
Milestone Completed — Zone A-08 Installation
Maria Perez marked milestone "Zone A-08 Installation" as Complete. Actual finish: Sep 12, 2024.
Sep 12, 2024 4:00 PM
Project Updated — P11-TEL-001
David Morales updated P11-TEL-001 health from Amber to Red. Schedule status: Behind Schedule. Notes added.
Feb 18, 2025 10:15 AM
New User Added — Executive Viewer
Jose Feliciano added exec@grantops.ai with Leadership/Viewer access. Access pending confirmation.
Feb 18, 2025 2:30 PM
Report Generated — Bi-Weekly Update #23
Reporting Agent generated Bi-Weekly DOE Progress Update #23 for period May 5–19, 2026. Submitted to DOE COTR.
May 19, 2026 9:00 AM